General Mills, Inc. manufactures and markets branded consumer foods in the United States and internationally. The company operates through four segments: North America Retail; International; North America Pet; and North America Foodservice.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (19 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $66.59 Implied EV: $35.14B |
What growth rate is the market pricing in at $33?
The market implies -5.8% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies -5.6%, reflecting ongoing growth investment.
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
"Market is pessimistic — investigate whether fears are temporary or structural"
Significantly undervalued with market fear — classic Buffett "be greedy when others are fearful" conditions
