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Post Holdings Inc (POST)



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Upturn Advisory Summary
09/17/2025: POST (1-star) is a SELL. SELL since 3 days. Simulated Profits (-10.24%). Updated daily EoD!
1 Year Target Price $127.44
1 Year Target Price $127.44
4 | Strong Buy |
3 | Buy |
4 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.44% | Avg. Invested days 44 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.60B USD | Price to earnings Ratio 17.53 | 1Y Target Price 127.44 |
Price to earnings Ratio 17.53 | 1Y Target Price 127.44 | ||
Volume (30-day avg) 11 | Beta 0.45 | 52 Weeks Range 101.05 - 125.84 | Updated Date 09/16/2025 |
52 Weeks Range 101.05 - 125.84 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.62% | Operating Margin (TTM) 11.99% |
Management Effectiveness
Return on Assets (TTM) 4.14% | Return on Equity (TTM) 9.2% |
Valuation
Trailing PE 17.53 | Forward PE 28.74 | Enterprise Value 11851107892 | Price to Sales(TTM) 0.71 |
Enterprise Value 11851107892 | Price to Sales(TTM) 0.71 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA 9.04 | Shares Outstanding 54320100 | Shares Floating 44155199 |
Shares Outstanding 54320100 | Shares Floating 44155199 | ||
Percent Insiders 11.74 | Percent Institutions 96.2 |
Upturn AI SWOT
Post Holdings Inc

Company Overview
History and Background
Post Holdings, Inc. evolved from Postum Cereal Company, founded in 1895 by C.W. Post. It initially focused on cereal, expanding through acquisitions into various consumer packaged goods and food service sectors.
Core Business Areas
- Post Consumer Brands: North American ready-to-eat cereal. Brands include Honeycomb, Grape-Nuts, Pebbles and Great Grains.
- Weetabix: Manufactures and distributes Weetabix branded cereals in the UK and international markets.
- Refrigerated Retail: Refrigerated side dishes, egg products, sausage, cheese and other products.
- Foodservice: Distributes potato, pasta, egg, cheese and other products.
Leadership and Structure
Robert V. Vitale is the President and CEO. The company operates with a decentralized structure, with each business unit having significant autonomy.
Top Products and Market Share
Key Offerings
- Post Cereals: Includes brands like Honeycomb, Grape-Nuts, Pebbles, and Great Grains. Post holds a significant portion of the ready-to-eat cereal market. Competitors include Kellogg's, General Mills, and Quaker Oats.
- Michael Foods: Egg products, potato and pasta offerings. A major player in the foodservice egg market. Competitors include Cal-Maine Foods and Rembrandt Enterprises.
- Weetabix: Weetabix is a leading breakfast cereal brand, particularly strong in the UK. Competitors include Nestle, Quaker Oats, and other major cereal brands.
Market Dynamics
Industry Overview
The packaged food industry is competitive and mature, facing challenges from changing consumer preferences, rising commodity costs, and intense competition. The industry faces competition from large multi-national corporations as well as private label brands
Positioning
Post Holdings positions itself through acquisitions and operational efficiencies to deliver value. It competes primarily on brand recognition and taste. They are competing to grow through acquisitions.
Total Addressable Market (TAM)
The TAM for packaged foods is very large. Post Holdings is trying to grow its position within this TAM through acquisitions and innovation.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Diversified revenue streams
- Experienced management team
- Operational efficiency
Weaknesses
- High debt levels due to acquisitions
- Vulnerability to commodity price fluctuations
- Integration risks associated with acquisitions
- Reliance on a few major customers
Opportunities
- Further acquisitions to expand product portfolio
- Innovation in healthier and more convenient food products
- Expansion into emerging markets
- Capitalizing on private label trends
Threats
- Changing consumer preferences
- Intense competition
- Rising input costs
- Economic downturn
Competitors and Market Share
Key Competitors
- K
- GIS
- CAG
Competitive Landscape
Post Holdings competes on price, brand recognition, and product innovation. It leverages its diversified portfolio to manage risk and capitalize on market trends. They are often competing to grow through acquisitions.
Major Acquisitions
Bob Evans Farms
- Year: 2017
- Acquisition Price (USD millions): 1500
- Strategic Rationale: Expanded Post's refrigerated retail presence and product offerings.
TreeHouse Foods' RTE Cereal Business
- Year: 2019
- Acquisition Price (USD millions): 860
- Strategic Rationale: Added significant scale and market share to Post Consumer Brands.
Growth Trajectory and Initiatives
Historical Growth: Post Holdings has grown primarily through acquisitions, expanding its portfolio of food brands and product categories.
Future Projections: Future growth projections would need analyst estimates which cannot be synthesized.
Recent Initiatives: Recent initiatives include acquiring new companies and brands, streamlining operations, and developing new products.
Summary
Post Holdings is a diversified consumer packaged goods company with a strong brand portfolio and a history of growth through acquisitions. While its high debt levels pose a risk, its operational efficiency and experienced management team position it well for future growth. The company needs to monitor changing consumer preferences and manage commodity price fluctuations to maintain profitability. Continued success will depend on successful integration of acquisitions and innovation in new product categories.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market data sources
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Actual performance may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Post Holdings Inc
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 2012-01-27 | President, CEO & Director Mr. Robert V. Vitale | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 11480 | Website https://www.postholdings.com |
Full time employees 11480 | Website https://www.postholdings.com |
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brands; hot cereal; peanut butter under the Peter Pan brand; and branded and private label pet food under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brands. The Weetabix segment manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; private label cereals; and protein-based shakes under the UFIT brand, and nutritional snacks. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese and other dairy products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri.

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