INGR vs SPB
Ingredion vs Spectrum Brands Holdings, Inc. — AI-powered side-by-side comparison
VS
SPB
Spectrum Brands Holdings, Inc.
66
Buy
| Metric | INGR | SPB |
| AI Score |
62
|
66
|
| Price |
$104.70
|
$88.15
|
| P/E Ratio |
11.25×
|
26.40×
|
| ROE |
16.8%
|
5.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.7%
|
39.8%
|
| Debt / Equity |
0.39×
|
0.06×
|
| Dividend Yield |
3.1%
|
2.1%
|
| RSI (14) |
57.8
|
46.9
|
| Beta |
0.606
|
0.646
|
| Expected Upside |
+1.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for INGR versus SPB.
SPB leads by 4 points.
SPB scores 66/100 (Buy) versus INGR at 62/100 (Buy).
INGR Committee View
60% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is revenue declining -1.4% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.1 is inexpensive for the broad market — Value
- Dividend yield of 3.2% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Revenue declining -1.4% YoY -- this is not a growth story right now — Growth
- EPS declining -10.3% YoY despite any revenue growth — Growth
SPB Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is revenue declining -3.8% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 0.7x is a discount to asset value — Value
- EPS growing 150.6% YoY — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Revenue declining -3.8% YoY -- this is not a growth story right now — Growth
- MACD histogram negative -- bearish momentum — Technical