Post vs J.M. Smucker
J.M. Smucker reported revenue of $9.1 billion in fiscal 2026, about the same as Post's $8.2 billion in fiscal 2025. Post's revenue grew 3.0% in its latest year, and J.M. Smucker's grew 3.7%. Post had an operating margin of 9.8%, against 4.0% at J.M. Smucker. Free cash flow was $488 million at Post and $1.2 billion at J.M. Smucker. Their fiscal years end in different months (September 30 and April 30), so the periods don't line up exactly.
Side by side
| Post | J.M. Smucker | |
|---|---|---|
| Latest fiscal year | FY2025, Sep 30, 2025 | FY2026, Apr 30, 2026 |
| Revenue | $8.2B | $9.1B |
| Revenue growth | 3.0% | 3.7% |
| Revenue growth a year, last 5 years | 11.6% | 2.5% |
| Gross margin | 28.7% | 33.5% |
| Operating margin | 9.8% | 4.0% |
| Net margin | 4.1% | −1.5% |
| Free cash flow | $488M | $1.2B |
| Free cash flow margin | 6.0% | 12.8% |
| Return on capital | 5.7% | 2.2% |
| Net debt to EBITDA | 5.5x | 7.5x |
| Dividends and buybacks | $709M | $470M |
| Change in diluted share count | −6.0% | — |
| Last close | $80.44 | $128.64 |
| P/E at the last close | 14.7× | 60.1× |
| Insider trades, last 12 months | bought $176,274, sold $34.9 million | bought $99,801, sold $17.6 million |
| Piotroski F-score | 4 of 9 | — |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
PostJ.M. Smucker
Operating margin
Percent of revenue
PostJ.M. Smucker
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
PostJ.M. Smucker
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Post and J.M. Smucker pages.