Reynolds Consumer Products vs Spectrum Brands
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KIRA’s take AI analyst
I put Reynolds Consumer Products and Spectrum Brands side by side, using each one’s latest annual report. Here is what stands out:
- Reynolds Consumer Products is the larger business, with $3.7B of revenue in fiscal 2025 against $2.8B for Spectrum Brands.
- Reynolds Consumer Products grew revenue faster (0.7%, against −5.2%).
- Reynolds Consumer Products turned more of its sales into free cash flow (8.5% FCF margin, against 5.9%).
- Reynolds Consumer Products earned a higher return on the capital invested in it (9.9%, against 5.3%).
- Investors pay more for each dollar of Spectrum Brands’s earnings: a P/E of 25.3x against 14.7x for Reynolds Consumer Products.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Reynolds Consumer Products
REYN
6/10
Revenue growth5-year growthNet marginFCF marginReturn on capitalReturn on equity
Spectrum Brands
SPB
4/10
Gross marginPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | REYN FY25 | SPB FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.9B | $1.9B |
| Revenue | $3.7B | $2.8B |
| Free cash flow | $316M | $165M |
| Net income | $301M | $99.9M |
| Growth | ||
| Revenue growth | 0.7% | −5.2% |
| 5-year growth | 2.7% | 1.4% |
| Share count change | 0.0% | −15.1% |
| Profitability | ||
| Gross margin | 24.6% | 36.7% |
| Operating margin | — | 4.5% |
| Net margin | 8.1% | 3.6% |
| FCF margin | 8.5% | 5.9% |
| Return on capital | 9.9% | 5.3% |
| Return on equity | 13.7% | 4.9% |
| Balance sheet | ||
| Net debt | $1.5B | $458M |
| Net debt / EBITDA | 2.4x | 2.1x |
| Dividends and buybacks | $192M | $375M |
| Valuation & quality | ||
| P/E | 14.7x | 25.3x |
| Piotroski F-score | 5 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.