POST HOLDINGS INC (POST) Fundamental Analysis & Valuation

NYSE:POST • US7374461041

Current stock price

100.47 USD
+0.15 (+0.15%)
At close:
100.47 USD
0 (0%)
After Hours:

This POST fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. POST Profitability Analysis

1.1 Basic Checks

  • In the past year POST was profitable.
  • In the past year POST had a positive cash flow from operations.
  • Each year in the past 5 years POST has been profitable.
  • Each year in the past 5 years POST had a positive operating cash flow.
POST Yearly Net Income VS EBIT VS OCF VS FCFPOST Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M

1.2 Ratios

  • POST has a Return On Assets of 2.46%. This is comparable to the rest of the industry: POST outperforms 54.65% of its industry peers.
  • POST has a Return On Equity of 9.23%. This is in the better half of the industry: POST outperforms 72.09% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 5.54%, POST is in the better half of the industry, outperforming 62.79% of the companies in the same industry.
  • POST had an Average Return On Invested Capital over the past 3 years of 4.97%. This is in line with the industry average of 6.80%.
  • The 3 year average ROIC (4.97%) for POST is below the current ROIC(5.54%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.46%
ROE 9.23%
ROIC 5.54%
ROA(3y)2.64%
ROA(5y)3.19%
ROE(3y)8.58%
ROE(5y)11.02%
ROIC(3y)4.97%
ROIC(5y)4.25%
POST Yearly ROA, ROE, ROICPOST Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15 20

1.3 Margins

  • The Profit Margin of POST (3.82%) is better than 65.12% of its industry peers.
  • POST's Profit Margin has improved in the last couple of years.
  • With a decent Operating Margin value of 10.33%, POST is doing good in the industry, outperforming 77.91% of the companies in the same industry.
  • POST's Operating Margin has declined in the last couple of years.
  • Looking at the Gross Margin, with a value of 28.51%, POST is in the better half of the industry, outperforming 67.44% of the companies in the same industry.
  • POST's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 10.33%
PM (TTM) 3.82%
GM 28.51%
OM growth 3Y13.11%
OM growth 5Y-2.17%
PM growth 3Y-31.73%
PM growth 5Y199.83%
GM growth 3Y4.57%
GM growth 5Y-1.4%
POST Yearly Profit, Operating, Gross MarginsPOST Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30

3

2. POST Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), POST is destroying value.
  • Compared to 1 year ago, POST has less shares outstanding
  • Compared to 5 years ago, POST has less shares outstanding
  • The debt/assets ratio for POST is higher compared to a year ago.
POST Yearly Shares OutstandingPOST Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
POST Yearly Total Debt VS Total AssetsPOST Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • Based on the Altman-Z score of 1.49, we must say that POST is in the distress zone and has some risk of bankruptcy.
  • POST's Altman-Z score of 1.49 is in line compared to the rest of the industry. POST outperforms 40.70% of its industry peers.
  • The Debt to FCF ratio of POST is 17.11, which is on the high side as it means it would take POST, 17.11 years of fcf income to pay off all of its debts.
  • POST has a Debt to FCF ratio (17.11) which is comparable to the rest of the industry.
  • POST has a Debt/Equity ratio of 2.16. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 2.16, POST is not doing good in the industry: 82.56% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 2.16
Debt/FCF 17.11
Altman-Z 1.49
ROIC/WACC0.77
WACC7.2%
POST Yearly LT Debt VS Equity VS FCFPOST Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.3 Liquidity

  • A Current Ratio of 1.90 indicates that POST should not have too much problems paying its short term obligations.
  • POST's Current ratio of 1.90 is fine compared to the rest of the industry. POST outperforms 65.12% of its industry peers.
  • A Quick Ratio of 1.02 indicates that POST should not have too much problems paying its short term obligations.
  • With a decent Quick ratio value of 1.02, POST is doing good in the industry, outperforming 61.63% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.9
Quick Ratio 1.02
POST Yearly Current Assets VS Current LiabilitesPOST Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

4

3. POST Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 21.39% over the past year.
  • Measured over the past years, POST shows a very strong growth in Earnings Per Share. The EPS has been growing by 21.52% on average per year.
  • Looking at the last year, POST shows a small growth in Revenue. The Revenue has grown by 5.38% in the last year.
  • POST shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 11.61% yearly.
EPS 1Y (TTM)21.39%
EPS 3Y51.93%
EPS 5Y21.52%
EPS Q2Q%23.12%
Revenue 1Y (TTM)5.38%
Revenue growth 3Y11.72%
Revenue growth 5Y11.61%
Sales Q2Q%10.12%

3.2 Future

  • POST is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 0.56% yearly.
  • The Revenue is expected to decrease by -6.28% on average over the next years.
EPS Next Y3.65%
EPS Next 2Y7.97%
EPS Next 3Y9.33%
EPS Next 5Y0.56%
Revenue Next Year2.99%
Revenue Next 2Y1.64%
Revenue Next 3Y1.23%
Revenue Next 5Y-6.28%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
POST Yearly Revenue VS EstimatesPOST Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
POST Yearly EPS VS EstimatesPOST Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

6

4. POST Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 13.12, POST is valued correctly.
  • Compared to the rest of the industry, the Price/Earnings ratio of POST indicates a somewhat cheap valuation: POST is cheaper than 70.93% of the companies listed in the same industry.
  • POST is valuated rather cheaply when we compare the Price/Earnings ratio to 26.21, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 11.87, the valuation of POST can be described as reasonable.
  • Based on the Price/Forward Earnings ratio, POST is valued cheaper than 80.23% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of POST to the average of the S&P500 Index (23.13), we can say POST is valued slightly cheaper.
Industry RankSector Rank
PE 13.12
Fwd PE 11.87
POST Price Earnings VS Forward Price EarningsPOST Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of POST indicates a somewhat cheap valuation: POST is cheaper than 66.28% of the companies listed in the same industry.
  • 81.40% of the companies in the same industry are more expensive than POST, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 11.05
EV/EBITDA 8.45
POST Per share dataPOST EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 -50 100 150

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of POST may justify a higher PE ratio.
PEG (NY)3.6
PEG (5Y)0.61
EPS Next 2Y7.97%
EPS Next 3Y9.33%

0

5. POST Dividend Analysis

5.1 Amount

  • No dividends for POST!.
Industry RankSector Rank
Dividend Yield 0%

POST Fundamentals: All Metrics, Ratios and Statistics

POST HOLDINGS INC

NYSE:POST (4/6/2026, 8:04:00 PM)

After market: 100.47 0 (0%)

100.47

+0.15 (+0.15%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Earnings (Last)02-05
Earnings (Next)04-30
Inst Owners101.3%
Inst Owner Change0%
Ins Owners3.93%
Ins Owner Change4.97%
Market Cap4.82B
Revenue(TTM)8.36B
Net Income(TTM)319.20M
Analysts82.67
Price Target131 (30.39%)
Short Float %13.22%
Short Ratio6.24
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)16.37%
Min EPS beat(2)9.38%
Max EPS beat(2)23.35%
EPS beat(4)4
Avg EPS beat(4)17.16%
Min EPS beat(4)9.38%
Max EPS beat(4)23.35%
EPS beat(8)8
Avg EPS beat(8)17.36%
EPS beat(12)12
Avg EPS beat(12)25.02%
EPS beat(16)16
Avg EPS beat(16)37.18%
Revenue beat(2)0
Avg Revenue beat(2)-1.83%
Min Revenue beat(2)-1.88%
Max Revenue beat(2)-1.78%
Revenue beat(4)0
Avg Revenue beat(4)-1.83%
Min Revenue beat(4)-3.27%
Max Revenue beat(4)-0.39%
Revenue beat(8)1
Avg Revenue beat(8)-2.3%
Revenue beat(12)4
Avg Revenue beat(12)-1.53%
Revenue beat(16)7
Avg Revenue beat(16)-0.29%
PT rev (1m)0%
PT rev (3m)4.62%
EPS NQ rev (1m)0%
EPS NQ rev (3m)2.53%
EPS NY rev (1m)0%
EPS NY rev (3m)6.23%
Revenue NQ rev (1m)0.19%
Revenue NQ rev (3m)0.09%
Revenue NY rev (1m)0.11%
Revenue NY rev (3m)-0.09%
Valuation
Industry RankSector Rank
PE 13.12
Fwd PE 11.87
P/S 0.58
P/FCF 11.05
P/OCF 5.22
P/B 1.39
P/tB N/A
EV/EBITDA 8.45
EPS(TTM)7.66
EY7.62%
EPS(NY)8.46
Fwd EY8.42%
FCF(TTM)9.09
FCFY9.05%
OCF(TTM)19.26
OCFY19.17%
SpS174.27
BVpS72.09
TBVpS-90.74
PEG (NY)3.6
PEG (5Y)0.61
Graham Number111.46
Profitability
Industry RankSector Rank
ROA 2.46%
ROE 9.23%
ROCE 7.23%
ROIC 5.54%
ROICexc 5.67%
ROICexgc 17.15%
OM 10.33%
PM (TTM) 3.82%
GM 28.51%
FCFM 5.22%
ROA(3y)2.64%
ROA(5y)3.19%
ROE(3y)8.58%
ROE(5y)11.02%
ROIC(3y)4.97%
ROIC(5y)4.25%
ROICexc(3y)5.13%
ROICexc(5y)4.46%
ROICexgc(3y)16.78%
ROICexgc(5y)15.37%
ROCE(3y)6.48%
ROCE(5y)5.54%
ROICexgc growth 3Y4.11%
ROICexgc growth 5Y-3.16%
ROICexc growth 3Y16.27%
ROICexc growth 5Y5.01%
OM growth 3Y13.11%
OM growth 5Y-2.17%
PM growth 3Y-31.73%
PM growth 5Y199.83%
GM growth 3Y4.57%
GM growth 5Y-1.4%
F-Score5
Asset Turnover0.64
Health
Industry RankSector Rank
Debt/Equity 2.16
Debt/FCF 17.11
Debt/EBITDA 5.25
Cap/Depr 87.62%
Cap/Sales 5.83%
Interest Coverage 250
Cash Conversion 65.07%
Profit Quality 136.59%
Current Ratio 1.9
Quick Ratio 1.02
Altman-Z 1.49
F-Score5
WACC7.2%
ROIC/WACC0.77
Cap/Depr(3y)87.27%
Cap/Depr(5y)74.95%
Cap/Sales(3y)5.34%
Cap/Sales(5y)4.85%
Profit Quality(3y)143.6%
Profit Quality(5y)137%
High Growth Momentum
Growth
EPS 1Y (TTM)21.39%
EPS 3Y51.93%
EPS 5Y21.52%
EPS Q2Q%23.12%
EPS Next Y3.65%
EPS Next 2Y7.97%
EPS Next 3Y9.33%
EPS Next 5Y0.56%
Revenue 1Y (TTM)5.38%
Revenue growth 3Y11.72%
Revenue growth 5Y11.61%
Sales Q2Q%10.12%
Revenue Next Year2.99%
Revenue Next 2Y1.64%
Revenue Next 3Y1.23%
Revenue Next 5Y-6.28%
EBIT growth 1Y8%
EBIT growth 3Y26.36%
EBIT growth 5Y9.19%
EBIT Next Year70.57%
EBIT Next 3Y21.31%
EBIT Next 5Y4.46%
FCF growth 1Y-11.9%
FCF growth 3Y56.52%
FCF growth 5Y4.54%
OCF growth 1Y11.76%
OCF growth 3Y37.67%
OCF growth 5Y9.8%

POST HOLDINGS INC / POST Fundamental Analysis FAQ

What is the fundamental rating for POST stock?

ChartMill assigns a fundamental rating of 5 / 10 to POST.


What is the valuation status for POST stock?

ChartMill assigns a valuation rating of 6 / 10 to POST HOLDINGS INC (POST). This can be considered as Fairly Valued.


Can you provide the profitability details for POST HOLDINGS INC?

POST HOLDINGS INC (POST) has a profitability rating of 7 / 10.


What are the PE and PB ratios of POST HOLDINGS INC (POST) stock?

The Price/Earnings (PE) ratio for POST HOLDINGS INC (POST) is 13.12 and the Price/Book (PB) ratio is 1.39.


Can you provide the dividend sustainability for POST stock?

The dividend rating of POST HOLDINGS INC (POST) is 0 / 10 and the dividend payout ratio is 0%.