Post Holdings Inc logo

Post Holdings Inc(POST)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$74.14
09/24/2026
(24-hour delay)

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*as per simulation (see disclosures)
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Upturn Advisory & Investor View for POST

09/24/2026: POST (1-star) is currently NOT-A-BUY. Pass it for now.

Post Holdings is a consumer-packaged goods company that has transformed from a pure-play cereal producer into a diversified holding company through aggressive acquisitions. Its strengths lie in its operational focus and ability to manage a wide portfolio ranging from refrigerated foods to pet products. The primary investment story revolves around this inorganic growth strategy and potential margin expansion in newer segments like pet food. However, investors must consider the risks posed by significant debt levels, intense competition from legacy food giants, and commodity price volatility. The stock may best suit growth-oriented investors comfortable with M&A-driven strategy, though it lacks the dividend income sought by traditional staples investors.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitPost grows primarily through M&A, offering inorganic growth potential rather than steady organic expansion.
Momentum investorStrong fit while signal remains positiveThe stock can exhibit strong price action following successful acquisition announcements or earnings surprises.
Value investorStrong fitPost is often priced at reasonable multiples compared to broader consumer staples, reflecting its debt profile.
Dividend investorWeak fitPost does not pay a dividend, making it unsuitable for income-focused portfolios.
Low-risk investorMixed fitWhile consumer staples are generally defensive, Post's debt levels introduce higher volatility than typical sector peers.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock price is susceptible to swings based on acquisition news, debt sentiment, and sector rotations.
Valuation riskMediumOverpaying for acquisitions is a recurring risk that could impair long-term capital allocation efficiency.
Competition risk (packaged food incumbents)HighIntense competition from massive rivals like General Mills limits pricing power and market share gains.
Business qualityMediumPost maintains stable cash flows, but its reliance on debt and commoditized markets tempers long-term quality scores.
Dividend incomeLow / noneInvestors receive zero income from dividends, relying entirely on capital appreciation.
Execution riskMedium / highThe company's growth strategy depends heavily on its ability to integrate diverse businesses successfully.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -14.16%
Avg. Invested days 40
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/24/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
POST receives a 3-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
POST has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 6.0%) is partially offset by negative earnings growth (-8.5%), moderate revenue growth (+3.0%), soft profitability (net margin 4.1%).

Financial Health Rating

★★★★★
POST's financial health is supported by solid cash strength, including free-cash-flow generation (6.0% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is POST's strongest growth driver at +3.0% FY2025 versus FY2024 (moderate, 3 stars). By comparison, while earnings growth (-8.5%, negative) and free-cash-flow growth (-2.8%, slightly negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 104.9% and approximately 76.0% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 15.78% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 9.05%
Dimensional Fund Advisors, Inc. 7.18%
Route One Investment Co, LP 6.71%
JPMorgan Chase & Co 6.07%
Vanguard Portfolio Management, LLC 5.53%

Unit Economics (Per $1K Revenue)

★★★★★
POST generates approximately $264 of gross profit, $104 of operating income, and $60 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 24.45%

Quantitative Style Profile

★★★★★
POST has a liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.36B USD
Price to earnings Ratio 13.48
1Y Target Price 105.17
Price to earnings Ratio 13.48
1Y Target Price 105.17
Volume (30-day avg) 950.3K shares
Beta 0.31
52 Weeks Range 74.13 - 117.28
Updated Date 09/25/2026
52 Weeks Range 74.13 - 117.28
Updated Date 09/25/2026
Dividends yield (FY) -
Basic EPS (TTM) 5.5

How Company Makes Money

Business areaWhat it includesRetail investor read
Post Consumer BrandsReady-to-eat cereals like Honey Bunches of Oats and Pebbles.This is a stable, cash-generative segment focusing on breakfast staple products.
Refrigerated RetailBob Evans side dishes and egg products sold in retail stores.A key growth area focusing on the trend toward convenience in refrigerated grocery aisles.
Pet FoodRachael Ray Nutrish and private-label pet foods.This segment is a high-growth priority meant to capitalize on pet ownership trends.
FoodserviceEgg and potato products for restaurants and food distributors.This business provides essential B2B volume with margins tied to food service demand.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 13.48
Forward PE 28.25
Enterprise Value 10.80B
Price to Sales(TTM) 0.4
Enterprise Value 10.80B
Price to Sales(TTM) 0.4
Enterprise Value to Revenue 1.28
Enterprise Value to EBITDA 7.81
Shares Outstanding 45.32M
Shares Floating 34.44M
Shares Outstanding 45.32M
Shares Floating 34.44M
Percent Insiders 15.78
Percent Institutions 104.93

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Post Holdings Inc

Exchange NYSE
Headquarters Saint Louis, MO, United States
IPO Launch date 2012-01-27
President, CEO & Chairman of the Board Mr. Robert V. Vitale
Sector Consumer Defensive
Industry Packaged Foods
Full time employees 13180
Full time employees 13180

Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail segments. 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.