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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.34
HSH's Cash to Debt is ranked higher than
59% of the 1469 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.70 vs. HSH: 0.34 )
HSH' s 10-Year Cash to Debt Range
Min: 0.02   Max: 1.25
Current: 0.34

0.02
1.25
Equity to Asset 0.24
HSH's Equity to Asset is ranked lower than
57% of the 1474 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.53 vs. HSH: 0.24 )
HSH' s 10-Year Equity to Asset Range
Min: 0.09   Max: 0.37
Current: 0.24

0.09
0.37
Interest Coverage 6.19
HSH's Interest Coverage is ranked higher than
55% of the 889 Companies
in the Global Packaged Foods industry.

( Industry Median: 15.71 vs. HSH: 6.19 )
HSH' s 10-Year Interest Coverage Range
Min: 0.96   Max: 8.13
Current: 6.19

0.96
8.13
F-Score: 5
Z-Score: 4.48
M-Score: -2.30
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 7.58
HSH's Operating margin (%) is ranked higher than
78% of the 1469 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.04 vs. HSH: 7.58 )
HSH' s 10-Year Operating margin (%) Range
Min: 1.81   Max: 10.59
Current: 7.58

1.81
10.59
Net-margin (%) 6.43
HSH's Net-margin (%) is ranked higher than
80% of the 1470 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.26 vs. HSH: 6.43 )
HSH' s 10-Year Net-margin (%) Range
Min: -3   Max: 20.64
Current: 6.43

-3
20.64
ROE (%) 52.07
HSH's ROE (%) is ranked higher than
99% of the 1457 Companies
in the Global Packaged Foods industry.

( Industry Median: 7.68 vs. HSH: 52.07 )
HSH' s 10-Year ROE (%) Range
Min: -28.03   Max: 359.57
Current: 52.07

-28.03
359.57
ROA (%) 10.35
HSH's ROA (%) is ranked higher than
93% of the 1476 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.00 vs. HSH: 10.35 )
HSH' s 10-Year ROA (%) Range
Min: -4.76   Max: 34.49
Current: 10.35

-4.76
34.49
ROC (Joel Greenblatt) (%) 34.06
HSH's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 1470 Companies
in the Global Packaged Foods industry.

( Industry Median: 15.48 vs. HSH: 34.06 )
HSH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 8.74   Max: 79.73
Current: 34.06

8.74
79.73
Revenue Growth (%) -25.80
HSH's Revenue Growth (%) is ranked lower than
56% of the 1279 Companies
in the Global Packaged Foods industry.

( Industry Median: 5.00 vs. HSH: -25.80 )
HSH' s 10-Year Revenue Growth (%) Range
Min: -27.9   Max: 9
Current: -25.8

-27.9
9
EBITDA Growth (%) -27.80
HSH's EBITDA Growth (%) is ranked lower than
51% of the 1139 Companies
in the Global Packaged Foods industry.

( Industry Median: 3.00 vs. HSH: -27.80 )
HSH' s 10-Year EBITDA Growth (%) Range
Min: -44.2   Max: 107.1
Current: -27.8

-44.2
107.1
EPS Growth (%) -29.20
HSH's EPS Growth (%) is ranked higher than
52% of the 1034 Companies
in the Global Packaged Foods industry.

( Industry Median: 3.60 vs. HSH: -29.20 )
HSH' s 10-Year EPS Growth (%) Range
Min: -69.4   Max: 97.9
Current: -29.2

-69.4
97.9
» HSH's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

HSH Guru Trades in Q3 2013

George Soros 203,262 sh (+118.46%)
Joel Greenblatt 338,912 sh (+63.92%)
Steven Cohen 26,778 sh (+58.03%)
Jim Simons 1,213,020 sh (+27.98%)
Mario Gabelli 2,656,888 sh (+4.9%)
John Keeley 366,952 sh (+1.78%)
RS Investment Management 1,778,439 sh (+1.03%)
Richard Perry 1,250,000 sh (unchged)
Louis Moore Bacon 200,000 sh (unchged)
John Paulson 3,009,500 sh (unchged)
Ray Dalio Sold Out
Richard Perry Sold Out
Pioneer Investments 521,258 sh (-2.35%)
» More
Q4 2013

HSH Guru Trades in Q4 2013

Paul Tudor Jones 375,000 sh (New)
George Soros 409,364 sh (+101.4%)
RS Investment Management 2,351,844 sh (+32.24%)
Mario Gabelli 2,791,350 sh (+5.06%)
Pioneer Investments 521,258 sh (unchged)
Richard Perry 1,250,000 sh (unchged)
Louis Moore Bacon 312,500 sh (unchged)
John Paulson Sold Out
Steven Cohen Sold Out
John Keeley 338,933 sh (-7.64%)
Joel Greenblatt 194,910 sh (-42.49%)
Jim Simons 450,420 sh (-62.87%)
» More
Q1 2014

HSH Guru Trades in Q1 2014

Steven Cohen 6,314 sh (New)
Joel Greenblatt 463,627 sh (+137.87%)
George Soros 454,364 sh (+10.99%)
RS Investment Management 2,513,294 sh (+6.86%)
Pioneer Investments 527,079 sh (+1.12%)
Mario Gabelli 2,696,466 sh (-3.4%)
John Keeley 300,230 sh (-11.42%)
Paul Tudor Jones 306,548 sh (-18.25%)
Jim Simons 126,104 sh (-72%)
» More
Q2 2014

HSH Guru Trades in Q2 2014

Jeremy Grantham 284,000 sh (New)
John Paulson 3,425,000 sh (New)
Jim Simons 541,220 sh (+329.19%)
Mario Gabelli 3,194,012 sh (+18.45%)
Joel Greenblatt 495,817 sh (+6.94%)
Eric Mindich 1,000,000 sh (unchged)
Louis Moore Bacon 125,000 sh (unchged)
Steven Cohen 25,000 sh (unchged)
Pioneer Investments Sold Out
John Keeley Sold Out
Paul Tudor Jones Sold Out
RS Investment Management Sold Out
George Soros 200,000 sh (-55.98%)
» More
» Details

Insider Trades

Latest Guru Trades with HSH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Paulson 2014-06-30 New Buy0.92%$34.96 - $62.12 $ 62.9340%3425000
Mario Gabelli 2014-06-30 Add 18.45%0.16%$34.96 - $62.12 $ 62.9340%3194012
George Soros 2014-06-30 Reduce -55.98%0.1%$34.96 - $62.12 $ 62.9340%200000
John Keeley 2014-06-30 Sold Out 0.01%$34.96 - $62.12 $ 62.9340%0
Joel Greenblatt 2014-03-31 Add 137.87%0.15%$33.04 - $37.83 $ 62.9376%463627
John Paulson 2013-12-31 Sold Out 0.6%$30.43 - $33.86 $ 62.9394%0
Joel Greenblatt 2013-12-31 Reduce -42.49%0.14%$30.43 - $33.86 $ 62.9394%194910
George Soros 2013-12-31 Add 101.4%0.06%$30.43 - $33.86 $ 62.9394%409364
Richard Perry 2013-09-30 Sold Out 1%$30.86 - $35.76 $ 62.9390%0
Joel Greenblatt 2013-09-30 Add 63.92%0.13%$30.86 - $35.76 $ 62.9390%338912
George Soros 2013-09-30 Add 118.46%0.04%$30.86 - $35.76 $ 62.9390%203262
Ray Dalio 2013-09-30 Sold Out $30.86 - $35.76 $ 62.9390%0
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Hillshire Brands Co

Mario Gabelli Comments on Hillshire Brands Co - Jul 30, 2014

Hillshire Brands Co. (HSH) (0.9%) (HSH - $62.30 - NYSE), formerly the Sara Lee Corp., completed the spin-off of D.E Master Blenders 1753 and paid a $3 cash dividend to shareholders on June 28, 2012. As a result, shareholders received one share of the North American meat company, renamed Hillshire Brands (HSH), which subsequently underwent a reverse split of 1-for-5. Hillshire Brands is a concentrated meat and bakery business in the U.S., generating an estimated $4 billion of revenue. It is the leading player in categories such as protein breakfast, breakfast sausages, and hot dogs under the Jimmy Dean, Hillshire Farm, and Ball Park brands. On July 2, 2014, following a bidding war between Tyson Foods and Pilgrim’s Pride and the termination of the Hillshire agreement to acquire Pinnacle Foods, which was previously announced on May 12, 2014, Hillshire announced it agreed to be acquired by Tyson Foods for $63 per share in cash. The transaction is expected to be completed by the end of September 2014.

From Mario Gabelli (Trades, Portfolio)’s The Gabelli Asset Fund Second Quarter 2014 Shareholder Commentary.

Check out Mario Gabelli latest stock trades

Top Ranked Articles about Hillshire Brands Co

Mario Gabelli Comments on Hillshire Brands Co
Hillshire Brands Co. (HSH) (0.9%) (HSH - $62.30 - NYSE), formerly the Sara Lee Corp., completed the spin-off of D.E Master Blenders 1753 and paid a $3 cash dividend to shareholders on June 28, 2012. As a result, shareholders received one share of the North American meat company, renamed Hillshire Brands (HSH), which subsequently underwent a reverse split of 1-for-5. Hillshire Brands is a concentrated meat and bakery business in the U.S., generating an estimated $4 billion of revenue. It is the leading player in categories such as protein breakfast, breakfast sausages, and hot dogs under the Jimmy Dean, Hillshire Farm, and Ball Park brands. On July 2, 2014, following a bidding war between Tyson Foods and Pilgrim’s Pride and the termination of the Hillshire agreement to acquire Pinnacle Foods, which was previously announced on May 12, 2014, Hillshire announced it agreed to be acquired by Tyson Foods for $63 per share in cash. The transaction is expected to be completed by the end of September 2014. Read more...
Mario Gabelli’s Barron’s Roundtable 2013 Report Card
Every year Barron’s gets its Roundtable team together and they discuss stock picks and the status of the economy in general.  Guru Mario Gabelli (Trades, Portfolio) is a member of Barron’s Roundtable team, and the following stocks are his stock picks for 2013 and how they ended up doing for the year.  Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 36.80
HSH's P/E(ttm) is ranked higher than
64% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 23.10 vs. HSH: 36.80 )
HSH' s 10-Year P/E(ttm) Range
Min: 2.75   Max: 36.79
Current: 36.8

2.75
36.79
P/B 12.13
HSH's P/B is ranked lower than
54% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 2.02 vs. HSH: 12.13 )
HSH' s 10-Year P/B Range
Min: 1.01   Max: 24.11
Current: 12.13

1.01
24.11
P/S 1.91
HSH's P/S is ranked higher than
57% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.07 vs. HSH: 1.91 )
HSH' s 10-Year P/S Range
Min: 0.19   Max: 3.94
Current: 1.91

0.19
3.94
PFCF 80.68
HSH's PFCF is ranked higher than
70% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 42.10 vs. HSH: 80.68 )
HSH' s 10-Year PFCF Range
Min: 4.03   Max: 3871.4
Current: 80.68

4.03
3871.4
EV-to-EBIT 27.03
HSH's EV-to-EBIT is ranked higher than
63% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 19.23 vs. HSH: 27.03 )
HSH' s 10-Year EV-to-EBIT Range
Min: 2.4   Max: 107.9
Current: 27.03

2.4
107.9
Shiller P/E 13.07
HSH's Shiller P/E is ranked higher than
91% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 82.91 vs. HSH: 13.07 )
HSH' s 10-Year Shiller P/E Range
Min: 3.67   Max: 13.77
Current: 13.07

3.67
13.77
Current Ratio 1.34
HSH's Current Ratio is ranked higher than
64% of the 968 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.69 vs. HSH: 1.34 )
HSH' s 10-Year Current Ratio Range
Min: 0.86   Max: 1.73
Current: 1.34

0.86
1.73
Quick Ratio 0.93
HSH's Quick Ratio is ranked higher than
68% of the 968 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.06 vs. HSH: 0.93 )
HSH' s 10-Year Quick Ratio Range
Min: 0.39   Max: 1.42
Current: 0.93

0.39
1.42

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.10
HSH's Dividend Yield is ranked higher than
52% of the 1116 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.80 vs. HSH: 1.10 )
HSH' s 10-Year Dividend Yield Range
Min: 1.02   Max: 13.2
Current: 1.1

1.02
13.2
Dividend Payout 0.41
HSH's Dividend Payout is ranked higher than
77% of the 1586 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.80 vs. HSH: 0.41 )
HSH' s 10-Year Dividend Payout Range
Min: 0.09   Max: 19
Current: 0.41

0.09
19
Dividend growth (3y) -39.00
HSH's Dividend growth (3y) is ranked higher than
58% of the 833 Companies
in the Global Packaged Foods industry.

( Industry Median: 2.50 vs. HSH: -39.00 )
HSH' s 10-Year Dividend growth (3y) Range
Min: -39   Max: 10.3
Current: -39

-39
10.3
Yield on cost (5-Year) 0.22
HSH's Yield on cost (5-Year) is ranked lower than
89% of the 1142 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.99 vs. HSH: 0.22 )
HSH' s 10-Year Yield on cost (5-Year) Range
Min: 0.21   Max: 2.68
Current: 0.22

0.21
2.68
Share Buyback Rate 3.80
HSH's Share Buyback Rate is ranked higher than
93% of the 898 Companies
in the Global Packaged Foods industry.

( Industry Median: -0.30 vs. HSH: 3.80 )
HSH' s 10-Year Share Buyback Rate Range
Min: 5.4   Max: 0.7
Current: 3.8

Valuation & Return

vs
industry
vs
history
Earnings Yield (Greenblatt) 3.70
HSH's Earnings Yield (Greenblatt) is ranked higher than
56% of the 1390 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.20 vs. HSH: 3.70 )
HSH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 41.5
Current: 3.7

0.9
41.5
Forward Rate of Return (Yacktman) -24.69
HSH's Forward Rate of Return (Yacktman) is ranked lower than
51% of the 1077 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.05 vs. HSH: -24.69 )
HSH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -24.6   Max: 19.5
Current: -24.69

-24.6
19.5

Business Description

Industry: Consumer Packaged Goods » Packaged Foods
Compare:NSRGY, UL, UN, DANOY, GIS » details
Traded in other countries:HSH.UK, LEE1.Germany, 0Q8L.country
Hillshire Brands Co was organized as a corporation in Baltimore, Maryland in 1941 as The C.D. Kenny Company, was renamed Sara Lee Corporation in 1985 and adopted its current name in June 2012. It is a manufacturer and marketer of food products. It provides meat-centric food solutions for the retail and foodservice markets. The Company's Brands' portfolio includes iconic brands such as Jimmy Dean, Ball Park, Hillshire Farm, State Fair, Sara Lee frozen bakery and Chef Pierre pies, as well as artisanal brands Aidells and Gallo Salame. Its operations are organized around two business segments - Retail and Foodservice/Other. Retail sells a variety of packaged meat and frozen bakery products to retail customers in North America. Products include hot dogs and corn dogs, breakfast sausages, breakfast convenience items, including breakfast sandwiches and bowls, dinner sausages, premium deli and luncheon meats and cooked hams, as well as frozen pies, cakes, cheesecakes and other desserts. The primary raw materials for the segment's products include pork and beef, which are purchased almost entirely from third party suppliers and independent farmers, and poultry. The branded meat business is highly competitive, with an emphasis on product quality, innovation and value. New product innovations are a key component to its success. The Retail segment competes with other international, national, regional and local companies in each of the product categories. Foodservice/Other sells a variety of meat and bakery products to foodservice customers in North America. Products include hot dogs and corn dogs, breakfast sausages and sandwiches, dinner sausages, premium deli and luncheon meats, ham, beef and turkey as well as a variety of bakery products, including pastries, muffins, frozen pies, cakes and cheesecakes. The primary raw materials for Foodservice/Other's products include pork, beef and poultry and, to a lesser extent, wheat flour, sugar, corn syrup, cooking oils, butter, fruit and eggs, which are purchased from independent suppliers and farmers. The Foodservice/Other segment competes with other international, national, regional and local companies in each of its product categories. It considers major mass retailers and supermarket chains in the United States to be its most significant customers. The Company is subject to regulations administered by the U.S. Department of Agriculture and the Food and Drug Administration.
» More Articles for HSH

Headlines

Articles On GuruFocus.com
Mario Gabelli Comments on Hillshire Brands Co Jul 30 2014 
Kraft Is Making Cost Efforts Jul 30 2014 
The Gabelli Equity Income Fund Second Quarter 2014 Shareholder Commentary Jul 25 2014 
Kraft Foods: Looks Attractive on Correction Jun 06 2014 
Mario Gabelli Comments on Hillshire Deal May 30 2014 
Mario Gabelli’s Barron’s Roundtable 2013 Report Card Jan 23 2014 
New Food Products for Healthier Investors Nov 29 2013 
Richard Perry – Eight Sells in Second Quarter – MGIC Up 505% Aug 24 2013 
Richard Perry's Top Second Quarter Portfolio Changes Aug 12 2013 
7 Stocks Paying More Cash with Higher Dividends Aug 12 2013 


More From Other Websites
[$$] Tyson Extends Tender Offer for Hillshire Shares by a Day Aug 26 2014
Tyson and Hillshire Brands Announce Extension of Tender Offer for Shares of Hillshire Brands Aug 26 2014
1:02 pm Hillshire Brands and Tyson (TSN) announce extension of... Aug 26 2014
Tyson and Hillshire Brands Announce Extension of Tender Offer for Shares of Hillshire Brands Aug 26 2014
HILLSHIRE BRANDS CO Files SEC form 8-K, Change in Directors or Principal Officers Aug 22 2014
HILLSHIRE BRANDS CO Files SEC form 10-K, Annual Report Aug 22 2014
Tyson Extends Tender Offer Related to Hillshire Merger Aug 21 2014
Hormel Fattens Up Earnings On Pork, Turkey Margins Aug 21 2014
Cramer: This turkey producer could get gobbled up Aug 21 2014
The Hillshire Brands Company Declares Quarterly Dividend Aug 20 2014
The Hillshire Brands Company Declares Quarterly Dividend Aug 20 2014
Tyson and Hillshire Brands Announce Extension of Tender Offer for Shares of Hillshire Brands Aug 19 2014
Tyson and Hillshire Brands Announce Extension of Tender Offer for Shares of Hillshire Brands Aug 19 2014
Hillshire Beats on Q4 Earnings & Revenues; Input Costs Rise Aug 14 2014
Ball Park® Brand Teams up with Destination America and Discovery Digital Networks’ Patrick Norton... Aug 14 2014
Salad Dressing Boosts Pinnacle Foods, But Sales Miss Aug 13 2014
Hillshire Brands Delivers Strong Fourth Quarter Growth Aug 13 2014
[$$] Pinnacle Foods Sales Rise Aug 13 2014
[$$] Hillshire Brands Revenue Rises 11% Aug 13 2014
HILLSHIRE BRANDS CO Files SEC form 8-K, Results of Operations and Financial Condition Aug 13 2014

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