Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
POST logo POST
Upturn stock ratingUpturn stock rating
POST logo

Post Holdings Inc (POST)

Upturn stock ratingUpturn stock rating
$111.28
Last Close (24-hour delay)
Profit since last BUY-2.42%
upturn advisory
Consider higher Upturn Star rating
BUY since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/28/2025: POST (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

11 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $127.44

1 Year Target Price $127.44

Analysts Price Target For last 52 week
$127.44 Target price
52w Low $101.05
Current$111.28
52w High $125.84

Analysis of Past Performance

Type Stock
Historic Profit -2.63%
Avg. Invested days 43
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.15B USD
Price to earnings Ratio 19.24
1Y Target Price 127.44
Price to earnings Ratio 19.24
1Y Target Price 127.44
Volume (30-day avg) 11
Beta 0.43
52 Weeks Range 101.05 - 125.84
Updated Date 08/29/2025
52 Weeks Range 101.05 - 125.84
Updated Date 08/29/2025
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 2025-08-07
When -
Estimate 1.66
Actual 2.03

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 19.24
Forward PE 28.74
Enterprise Value 12437222030
Price to Sales(TTM) 0.78
Enterprise Value 12437222030
Price to Sales(TTM) 0.78
Enterprise Value to Revenue 1.57
Enterprise Value to EBITDA 9.49
Shares Outstanding 54320100
Shares Floating 44153026
Shares Outstanding 54320100
Shares Floating 44153026
Percent Insiders 11.74
Percent Institutions 95.73

ai summary icon Upturn AI SWOT

Post Holdings Inc

stock logo

Company Overview

overview logo History and Background

Post Holdings Inc. was formed in 2012 as a spin-off from Ralcorp Holdings. It has grown through strategic acquisitions in the consumer packaged goods industry, focusing on breakfast cereals, snacks, and refrigerated foods.

business area logo Core Business Areas

  • Post Consumer Brands: This segment produces and sells ready-to-eat cereals. Brands include Honey Bunches of Oats, Pebbles, and Great Grains.
  • Weetabix: This segment focuses on the production and sale of Weetabix cereals, primarily outside of North America.
  • Refrigerated Retail: This segment manufactures and distributes refrigerated side dishes, eggs, and other products. Brands include Michael Foods and Bob Evans Farms.
  • Foodservice: This segment caters to the foodservice industry, providing egg products, potato products and other refrigerated and frozen food products. Includes Michael Foods.

leadership logo Leadership and Structure

Robert V. Vitale serves as the President and CEO. The company has a hierarchical organizational structure with various executive vice presidents overseeing different business segments.

Top Products and Market Share

overview logo Key Offerings

  • Honey Bunches of Oats: A leading ready-to-eat cereal brand. Competitors include General Mills' Cheerios and Kellogg's Frosted Flakes. Market share data varies but it is a top 5 brand in the cereal category with approximately 7% market share.
  • Michael Foods Egg Products: A major supplier of egg products to the foodservice industry. Competitors include Cal-Maine Foods. No specific market share available, but it is a large player in the foodservice egg market.
  • Bob Evans Farms Refrigerated Side Dishes: A leading brand of refrigerated side dishes, including mashed potatoes and macaroni & cheese. Competitors include Reser's Fine Foods. Market share is significant in refrigerated sides, but specific numbers are unavailable.

Market Dynamics

industry overview logo Industry Overview

The consumer packaged goods (CPG) industry is competitive, with established players and evolving consumer preferences towards healthier options and convenience. Foodservice industry is large and fragmented, dependent on consumer dining habits.

Positioning

Post Holdings Inc. is positioned as a diversified food company with a portfolio of well-known brands and a focus on growth through acquisitions and innovation. It has a strong presence in both retail and foodservice channels.

Total Addressable Market (TAM)

The global TAM for breakfast cereals, refrigerated foods, and foodservice products is estimated to be hundreds of billions of dollars. Post Holdings Inc. is positioned to capture a portion of this market through its various brands and segments.

Upturn SWOT Analysis

Strengths

  • Diversified product portfolio
  • Strong brand recognition
  • Established distribution network
  • Experience in acquiring and integrating businesses

Weaknesses

  • High debt levels due to acquisitions
  • Vulnerability to commodity price fluctuations
  • Dependence on key customers
  • Exposure to changing consumer preferences

Opportunities

  • Expanding into new product categories
  • Growing international presence
  • Capitalizing on health and wellness trends
  • Further acquisitions to consolidate market share

Threats

  • Intense competition from established players
  • Rising raw material costs
  • Changing consumer tastes and preferences
  • Economic downturn affecting consumer spending

Competitors and Market Share

competitor logo Key Competitors

  • GIS
  • K
  • CAG

Competitive Landscape

Post Holdings Inc. competes with larger, more established food companies. Its advantages include its diversified portfolio and acquisition strategy. Disadvantages include higher debt levels and vulnerability to commodity costs.

Major Acquisitions

Almark Foods

  • Year: 2019
  • Acquisition Price (USD millions): 510
  • Strategic Rationale: Expanding Post Holdings Inc's presence in the egg products market.

Growth Trajectory and Initiatives

Historical Growth: Post Holdings Inc. has grown significantly through acquisitions, resulting in revenue increases. Organic growth has been more moderate.

Future Projections: Provide projections for Post Holdings Inc's future growth based on analyst estimates. This data requires access to real-time financial data which is not available in this context.

Recent Initiatives: Recent initiatives include optimizing operations, introducing new products, and exploring strategic acquisitions.

Summary

Post Holdings is a diversified food company that has grown significantly via acquisitions. While its diversified portfolio and established brands are strengths, high debt and commodity price sensitivity pose challenges. Success depends on integrating acquisitions and navigating changing consumer tastes in the food industry.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings
  • Market Research Reports
  • Analyst Estimates

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 11480

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.