Live Report · Updated January 26, 2026

ADM vs General Mills

This page compares ADM and General Mills, exploring how their business models, financial performance, and market context differ. It presents neutral, accessible information to help readers understand each company’s approach and position. Educational content, not financial advice.

This page compares ADM and General Mills, exploring how their business models, financial performance, and market context differ. It presents neutral, accessible information to help readers understand ...

Comparison Snapshot

Key Financial Metrics

ADM

Metric

GIS

$32.44B

Market Cap

$23.78B

-13.54%

Potential Profit

18.73%

Hold

Analyst Rating

Hold

Why It's Moving

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

General Mills Earnings Beat Sparks Valuation Debate Amid Revenue Pressures

EPS hit $1.10, topping expectations of $1.03 by $0.07, highlighting strong cost controls and operational efficiency.
Revenue came in at $4.86B versus $4.78B forecast but dropped 7.2% year-over-year, reflecting cautious consumer spending on staples.
Stock seen as 15.2% undervalued at fair value of $52.47 versus recent $44.49 close, fueling optimism for core brand rebounds.

Sentiment:

🐃Bullish

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

General Mills Earnings Beat Sparks Valuation Debate Amid Revenue Pressures

EPS hit $1.10, topping expectations of $1.03 by $0.07, highlighting strong cost controls and operational efficiency.
Revenue came in at $4.86B versus $4.78B forecast but dropped 7.2% year-over-year, reflecting cautious consumer spending on staples.
Stock seen as 15.2% undervalued at fair value of $52.47 versus recent $44.49 close, fueling optimism for core brand rebounds.

Sentiment:

🐃Bullish

Investment Analysis

ADM

Pros

ADM has demonstrated robust cash flow generation supported by portfolio optimization and working capital improvements.
The company maintains a diversified global asset network, providing resilience across commodity cycles and geographic markets.
ADM's nutrition segment achieved record revenue in North America, reflecting growth in specialty ingredients and flavours.

Considerations

ADM faces structural headwinds in grain merchandising due to increased price transparency, which may limit trading profits long-term.
Lower crush margins have led to a revision of full-year 2025 earnings expectations, reflecting ongoing margin pressures.
ADM exhibits higher volatility and greater historical drawdowns compared to peers, indicating elevated investment risk.

General Mills

GIS

Pros

General Mills benefits from a portfolio of well-established consumer food brands with strong market presence globally.
The company maintains a lower volatility profile and smaller historical drawdowns, suggesting greater investment stability.
General Mills has demonstrated consistent profitability and efficient cash flow management in its core food segments.

Considerations

General Mills faces challenges from shifting consumer preferences towards healthier and alternative food products.
The company's growth is constrained by a mature product portfolio with limited exposure to high-growth emerging markets.
General Mills is exposed to input cost inflation and supply chain disruptions, which can pressure margins.

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