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GIS · NYSE · STOCK

General Mills (GIS) Stock Analysis

Consumer Defensive Updated August 23, 2026
$39.98
52W $31.75 – $51.33
51/100
$21.33B
-235.1
-0.05
AI Committee Verdict
Watch
51/100
Conviction: Contested · 33% agreement · 6 analysts
+23.2%
-20.6%
1.13:1
Contested

Is GIS Bullish or Bearish?

Mixed. Innellis AI committee rates General Mills (GIS) Watch with a composite score of 51/100 , based on 6 analysts with 33% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.73 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.27 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 1.84) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 3.6% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • ROE of only -1.0% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 1.84 adds balance-sheet risk to the value case — Value
  • Revenue declining -5.5% YoY -- this is not a growth story right now — Growth
  • High leverage (debt-to-equity 1.84) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.68 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
51/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 84%
of 72 Consumer Defensive peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 3.6% pays you to wait
− ROE of only -1.0% -- cheap may mean cheap for a reason
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -5.5% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.84) amplifies downside in a stress scenario
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 51.3 to 51.3.

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
69.2
Neutral
MACD Histogram
0.242
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$31.75
Resistance
$49.24
Bollinger %B
0.92
Inside Bands
Price vs Moving Averages
EMA 9
$38.86 Above
EMA 21
$37.96 Above
EMA 50
$36.98 Above
EMA 200
$40.24 Below

Fundamental Analysis

Valuation
72
Growth
65
Profitability
8
Financial Health
17
Cash Flow
70
Valuation
P/E Ratio -235.1×
P/B Ratio 2.91×
PEG Ratio 2.26
Dividend Yield 6.10%
52W High $51.33
52W Low $31.75
Quality & Growth
ROE -118.9%
ROA -29.2%
Gross Margin 3344.1%
Operating Margin 2002.2%
Revenue Growth YoY
Debt / Equity 1.84
AI Fundamental Assessment
P/E ratio of -235.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.9x; PEG ratio of 2.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -1.2%; Return on assets of -0.3%; Net margin of -0.5%; Gross margin of 33.4%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 1.84; Free cash flow per share is positive (3.03); Most recent quarter beat estimates by 18.0%; EPS growth accelerating (-41.8% -> +48.4% QoQ); Analyst estimates falling over recent quarters
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