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Company Analysis

Post Holdings, Inc. POST

A comprehensive view of key metrics, scores, and financial health for Post Holdings, Inc.

Overview of Post Holdings, Inc.

POST NYQ
Consumer Defensive Packaged Foods Mid Cap
Post Holdings, Inc. (POST), is a Mid Cap company, in the Packaged Foods industry, last closed at $98.45, about 170.8% undervalued vs fair value, -13.6% 1Y return, ranked 114/242 in sector.
$98.45
0.72%
As of March 13, 2026
Previous close • Vol 90d: 31.4%
52-Week Range
Market Cap
$5.06B
Enterprise Value
$12.24B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.postholdings.com
HQ Saint Louis, MO
Employees 13,180
Fiscal year Sep 30

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$235
$267
$301
Current: $98.45 +171% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$8.2B
3%%
Gross Profit
$2.3B
1.5%%
Operating Income
$829.1M
4.5%%
Net Income
$335.7M
-8.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
145.4%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$709.0M
145.3% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
1/5
Improving
0
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Post Holdings, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
73
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing POST's balance between Growth (28.7%), Profitability (35.5%), and Safety (35.8%). Growth 29% Safety 36% Profitability 35%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

53th percentile vs peers
54
Key Signals
Revenue CAGR 3Y 11.7% 72p Rev Growth YoY 3.0% 53p EPS Growth YoY -2.6% 46p TSR 30.7% 80p EPS CAGR 3Y -23.8% 17p
Strengths
  • D/E Ratio in top 20% of peers (2.05, 82th percentile)
  • Tsr in top 20% of peers (30.7%, 80th percentile)
  • Ebit Margin in top 20% of peers (9.9%, 80th percentile)
Risks

No significant risks identified for this axis.

Profitability

66th percentile vs peers
67
Key Signals
Strengths
Risks
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Safety

67th percentile vs peers
67
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Post Holdings, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$266.58
- - -
+170.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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