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Side-by-side financial comparison of Post Holdings, Inc. (POST) and SELECTIVE INSURANCE GROUP INC (SIGI). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× SELECTIVE INSURANCE GROUP INC). SELECTIVE INSURANCE GROUP INC runs the higher net margin — 7.2% vs 4.5%, a 2.7% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 5.7%). Over the past eight quarters, SELECTIVE INSURANCE GROUP INC's revenue compounded faster (6.6% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Selective Insurance Group Inc. is a U.S.-based insurance holding company that provides a comprehensive portfolio of property and casualty insurance products, including personal auto, home insurance, commercial property, liability, and workers' compensation coverage. It primarily serves small and medium-sized businesses, individual consumers, and nonprofits across the U.S., distributing offerings via a network of independent insurance agents.
POST vs SIGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.4B |
| Net Profit | $96.8M | $97.7M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | — |
| Net Margin | 4.5% | 7.2% |
| Revenue YoY | 10.1% | 5.7% |
| Net Profit YoY | -14.6% | -37.0% |
| EPS (diluted) | $1.71 | $1.58 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | $97.7M | ||
| Q4 25 | $96.8M | $155.2M | ||
| Q3 25 | $51.0M | $115.3M | ||
| Q2 25 | $108.8M | $85.9M | ||
| Q1 25 | $62.6M | $109.9M | ||
| Q4 24 | $113.3M | $95.5M | ||
| Q3 24 | $81.6M | $92.3M | ||
| Q2 24 | $99.8M | $-63.3M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 14.4% | ||
| Q3 25 | 7.5% | 10.7% | ||
| Q2 25 | 11.8% | 8.2% | ||
| Q1 25 | 9.3% | 10.8% | ||
| Q4 24 | 10.8% | 9.5% | ||
| Q3 24 | 9.5% | 9.4% | ||
| Q2 24 | 10.4% | -6.7% |
| Q1 26 | — | 7.2% | ||
| Q4 25 | 4.5% | 11.4% | ||
| Q3 25 | 2.3% | 8.5% | ||
| Q2 25 | 5.5% | 6.5% | ||
| Q1 25 | 3.2% | 8.6% | ||
| Q4 24 | 5.7% | 7.6% | ||
| Q3 24 | 4.1% | 7.4% | ||
| Q2 24 | 5.1% | -5.3% |
| Q1 26 | — | $1.58 | ||
| Q4 25 | $1.71 | $2.52 | ||
| Q3 25 | $0.91 | $1.85 | ||
| Q2 25 | $1.79 | $1.36 | ||
| Q1 25 | $1.03 | $1.76 | ||
| Q4 24 | $1.78 | $1.53 | ||
| Q3 24 | $1.28 | $1.47 | ||
| Q2 24 | $1.53 | $-1.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $279.3M | $451.8M |
| Total DebtLower is stronger | $7.5B | $901.4M |
| Stockholders' EquityBook value | $3.5B | $3.6B |
| Total Assets | $13.0B | $15.3B |
| Debt / EquityLower = less leverage | 2.16× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $451.8M | ||
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | — | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — |
| Q1 26 | — | $901.4M | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $507.9M | ||
| Q3 24 | $6.8B | $508.2M | ||
| Q2 24 | $6.4B | $508.8M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.5B | $3.6B | ||
| Q3 25 | $3.8B | $3.5B | ||
| Q2 25 | $4.0B | $3.4B | ||
| Q1 25 | $3.8B | $3.3B | ||
| Q4 24 | $3.9B | $3.1B | ||
| Q3 24 | $4.1B | $3.2B | ||
| Q2 24 | $3.9B | $2.9B |
| Q1 26 | — | $15.3B | ||
| Q4 25 | $13.0B | $15.2B | ||
| Q3 25 | $13.5B | $15.0B | ||
| Q2 25 | $13.4B | $14.5B | ||
| Q1 25 | $12.8B | $14.2B | ||
| Q4 24 | $12.8B | $13.5B | ||
| Q3 24 | $12.9B | $13.5B | ||
| Q2 24 | $12.1B | $12.6B |
| Q1 26 | — | 0.25× | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.16× | ||
| Q3 24 | 1.67× | 0.16× | ||
| Q2 24 | 1.62× | 0.17× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $235.7M | — |
| Free Cash FlowOCF − Capex | $119.3M | — |
| FCF MarginFCF / Revenue | 5.5% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $376.3M | ||
| Q3 25 | $301.3M | $405.8M | ||
| Q2 25 | $225.9M | $166.9M | ||
| Q1 25 | $160.7M | $284.0M | ||
| Q4 24 | $310.4M | $332.2M | ||
| Q3 24 | $235.4M | $387.4M | ||
| Q2 24 | $272.3M | $266.1M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $366.3M | ||
| Q3 25 | $151.6M | $397.3M | ||
| Q2 25 | $94.9M | $159.7M | ||
| Q1 25 | $70.2M | $271.0M | ||
| Q4 24 | $171.4M | $324.7M | ||
| Q3 24 | $96.2M | $378.0M | ||
| Q2 24 | $161.5M | $258.4M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 26.8% | ||
| Q3 25 | 6.7% | 29.2% | ||
| Q2 25 | 4.8% | 12.0% | ||
| Q1 25 | 3.6% | 21.1% | ||
| Q4 24 | 8.7% | 25.8% | ||
| Q3 24 | 4.8% | 30.4% | ||
| Q2 24 | 8.3% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.7% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 6.6% | 0.5% | ||
| Q1 25 | 4.6% | 1.0% | ||
| Q4 24 | 7.0% | 0.6% | ||
| Q3 24 | 6.9% | 0.8% | ||
| Q2 24 | 5.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 2.42× | ||
| Q3 25 | 5.91× | 3.52× | ||
| Q2 25 | 2.08× | 1.94× | ||
| Q1 25 | 2.57× | 2.58× | ||
| Q4 24 | 2.74× | 3.48× | ||
| Q3 24 | 2.88× | 4.20× | ||
| Q2 24 | 2.73× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
SIGI
Segment breakdown not available.
