Kraft Heinz vs ADM

This page compares Kraft Heinz Company, The and Archer-Daniels-Midland Co., examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, the sectors they serve, and the factors shaping their competitive landscapes. Educational content, not financial advice.

This page compares Kraft Heinz Company, The and Archer-Daniels-Midland Co., examining their business models, financial performance, and market context. It presents neutral, accessible information to h...

Comparison Snapshot

Key Financial Metrics

KHC

Metric

ADM

$27.91B

Market Cap

$32.38B

10.86%

Potential Profit

-14.63%

Hold

Analyst Rating

Hold

Why It's Moving

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

ADM Pumps $26M into Kentucky Expansion to Ride Health Food Wave

Expansion adds 3,600 square feet and tech upgrades to meet growing needs for reduced-sugar, low-sodium reformulations.
ADM Nutrition president Ian Pinner emphasized scaling innovative solutions for U.S. and global customers navigating new regs.
Investment strengthens ADM's Northern Kentucky hub, enhancing efficiency for food and beverage clients chasing 'clean label' trends.

Sentiment:

🐃Bullish

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

ADM Pumps $26M into Kentucky Expansion to Ride Health Food Wave

Expansion adds 3,600 square feet and tech upgrades to meet growing needs for reduced-sugar, low-sodium reformulations.
ADM Nutrition president Ian Pinner emphasized scaling innovative solutions for U.S. and global customers navigating new regs.
Investment strengthens ADM's Northern Kentucky hub, enhancing efficiency for food and beverage clients chasing 'clean label' trends.

Sentiment:

🐃Bullish

Investment Analysis

Kraft Heinz

KHC

Pros

Kraft Heinz offers a high dividend yield above 6%, supported by strong free cash flow generation.
The company has a large market capitalisation and a well-established global brand portfolio.
Recent earnings per share exceeded analyst expectations, indicating some operational resilience.

Considerations

Revenue has declined over the past year, with ongoing organic sales weakness in key markets.
Profitability remains weak, with negative net income and low return on equity compared to peers.
Analysts have lowered price targets and revised 2025 guidance, reflecting persistent margin and growth challenges.

ADM

Pros

Archer-Daniels-Midland benefits from diversified global operations across food, beverage, and agricultural supply chains.
The company maintains a solid balance sheet and consistent cash flow, supporting its dividend stability.
ADM has exposure to growing demand for plant-based ingredients and sustainable food solutions.

Considerations

ADM's returns on equity have been relatively low compared to industry averages over recent years.
The business is sensitive to commodity price volatility, which can impact margins unpredictably.
Organic growth has been modest, with limited upside from new product innovation or market share gains.

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