POST HOLDINGS INC (POST) Fundamental Analysis & Valuation

NYSE:POST • US7374461041

Current stock price

103.65 USD
-0.99 (-0.95%)
At close:
103.65 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.
  • POST had positive earnings in each of the past 5 years.
  • 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

  • The Return On Assets of POST (2.46%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 9.23%, POST is in the better half of the industry, outperforming 71.26% of the companies in the same industry.
  • POST's Return On Invested Capital of 5.54% is fine compared to the rest of the industry. POST outperforms 62.07% of its industry peers.
  • 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 6.75%.
  • The last Return On Invested Capital (5.54%) for POST is above the 3 year average (4.97%), which is a sign of increasing profitability.
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

  • Looking at the Profit Margin, with a value of 3.82%, POST is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • In the last couple of years the Profit Margin of POST has grown nicely.
  • POST's Operating Margin of 10.33% is fine compared to the rest of the industry. POST outperforms 78.16% of its industry peers.
  • POST's Operating Margin has declined in the last couple of years.
  • With a decent Gross Margin value of 28.51%, POST is doing good in the industry, outperforming 67.82% of the companies in the same industry.
  • In the last couple of years the Gross Margin of POST has remained more or less at the same level.
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

  • POST has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • POST has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for POST has been reduced compared to 5 years ago.
  • 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

  • POST has an Altman-Z score of 1.50. This is a bad value and indicates that POST is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.50, POST is in line with its industry, outperforming 41.38% of the companies in the same industry.
  • 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.
  • Looking at the Debt to Equity ratio, with a value of 2.16, POST is doing worse than 80.46% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 2.16
Debt/FCF 17.11
Altman-Z 1.5
ROIC/WACC0.8
WACC6.95%
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

  • POST has a Current Ratio of 1.90. This is a normal value and indicates that POST is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 1.90, POST is in the better half of the industry, outperforming 62.07% of the companies in the same industry.
  • POST has a Quick Ratio of 1.02. This is a normal value and indicates that POST is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Quick ratio value of 1.02, POST is doing good in the industry, outperforming 60.92% 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.
  • POST shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.52% yearly.
  • POST shows a small growth in Revenue. In the last year, the Revenue has grown by 5.38%.
  • The Revenue has been growing by 11.61% on average over the past years. This is quite good.
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

  • Based on estimates for the next years, POST will show a small growth in Earnings Per Share. The EPS will grow by 0.56% on average per year.
  • POST is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -6.28% yearly.
EPS Next Y3.59%
EPS Next 2Y7.05%
EPS Next 3Y9.28%
EPS Next 5Y0.56%
Revenue Next Year2.87%
Revenue Next 2Y1.66%
Revenue Next 3Y1.3%
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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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

5

4. POST Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 13.53 indicates a correct valuation of POST.
  • Based on the Price/Earnings ratio, POST is valued a bit cheaper than 70.11% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.42, POST is valued rather cheaply.
  • The Price/Forward Earnings ratio is 12.46, which indicates a correct valuation of POST.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of POST indicates a somewhat cheap valuation: POST is cheaper than 78.16% of the companies listed in the same industry.
  • POST's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.24.
Industry RankSector Rank
PE 13.53
Fwd PE 12.46
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

  • 65.52% of the companies in the same industry are more expensive than POST, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, POST is valued a bit cheaper than the industry average as 72.41% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 11.4
EV/EBITDA 8.59
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 POST does not grow enough to justify the current Price/Earnings ratio.
  • The decent profitability rating of POST may justify a higher PE ratio.
PEG (NY)3.76
PEG (5Y)0.63
EPS Next 2Y7.05%
EPS Next 3Y9.28%

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 (4/24/2026, 8:04:00 PM)

After market: 103.65 0 (0%)

103.65

-0.99 (-0.95%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Earnings (Last)02-05
Earnings (Next)04-30
Inst Owners101.13%
Inst Owner Change-0.04%
Ins Owners3.93%
Ins Owner Change5.1%
Market Cap4.97B
Revenue(TTM)8.36B
Net Income(TTM)319.20M
Analysts82.67
Price Target127.57 (23.08%)
Short Float %13.24%
Short Ratio6.39
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)-2.62%
PT rev (3m)1.87%
EPS NQ rev (1m)-2.98%
EPS NQ rev (3m)-1.5%
EPS NY rev (1m)-0.05%
EPS NY rev (3m)4.35%
Revenue NQ rev (1m)-0.05%
Revenue NQ rev (3m)-0.14%
Revenue NY rev (1m)-0.01%
Revenue NY rev (3m)-0.22%
Valuation
Industry RankSector Rank
PE 13.53
Fwd PE 12.46
P/S 0.59
P/FCF 11.4
P/OCF 5.38
P/B 1.44
P/tB N/A
EV/EBITDA 8.59
EPS(TTM)7.66
EY7.39%
EPS(NY)8.32
Fwd EY8.03%
FCF(TTM)9.09
FCFY8.77%
OCF(TTM)19.26
OCFY18.58%
SpS174.27
BVpS72.09
TBVpS-90.74
PEG (NY)3.76
PEG (5Y)0.63
Graham Number111.462 (7.54%)
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 1.5
F-Score5
WACC6.95%
ROIC/WACC0.8
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 Y3.59%
EPS Next 2Y7.05%
EPS Next 3Y9.28%
EPS Next 5Y0.56%
Revenue 1Y (TTM)5.38%
Revenue growth 3Y11.72%
Revenue growth 5Y11.61%
Sales Q2Q%10.12%
Revenue Next Year2.87%
Revenue Next 2Y1.66%
Revenue Next 3Y1.3%
Revenue Next 5Y-6.28%
EBIT growth 1Y8%
EBIT growth 3Y26.36%
EBIT growth 5Y9.19%
EBIT Next Year71.43%
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 4 / 10 to POST.


What is the valuation status for POST stock?

ChartMill assigns a valuation rating of 5 / 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 13.53 and the Price/Book (PB) ratio is 1.44.


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%.