Price
$78.69-7.10%Social Signal Score
Analyst Ratings
19 analystsRevenue
$1.95B+54.51%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Robert V. Vitale
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- Employees
- 13,180
- Beta
- 0.31
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 1.41
Financials
Revenue
$1.95B+54.5%Net Income
$63.40MEBITDA
$619.00M+634.3%Free Cash Flow
$131.20M+38.8%EPS (diluted)
$1.29Shares Outstanding (diluted)
51.30M-26.3%Operating Expenses
$326.10MCash & Debt
$265.60MReturn of Capital
$204.40MRevenue by Segment (annual)
$8.16BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $8.16B | $335.70M | $5.98 |
| 2024 | $7.92B | $366.70M | $6.12 |
| 2023 | $6.99B | $301.30M | $5.21 |
| 2022 | $5.85B | $756.60M | $12.42 |
| 2021 | $4.98B | $166.70M | $2.60 |
| 2020 | $5.70B | $800.0K | $0.01 |
| 2019 | $5.68B | $124.70M | $1.76 |
| 2018 | $6.26B | $467.30M | $6.29 |
| 2017 | $5.23B | $48.30M | $0.71 |
| 2016 | $5.03B | $-3.30M | $-0.05 |
| 2015 | $4.65B | $-115.30M | $-2.03 |
| 2014 | $2.41B | $-343.20M | $-8.64 |
| 2013 | $1.03B | $15.20M | $0.46 |
| 2012 | $958.90M | $49.90M | $1.45 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from POST's reported EPS growth of 11.5% a year over 13 years.
- EPS in 5 years
- $10.31
- Implied price
- $185.62
- Return from $72.56
- 20.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $92.29 — today's price is already 21.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 1.5% | 1.3% | 5.9% | 9.8% | 13.3% | 16.4% |
| 6.5% | 6.3% | 11.1% | 15.3% | 18.9% | 22.1% |
| 11.5% | 11.3% | 16.3% | 20.7% | 24.4% | 27.8% |
| 16.5% | 16.3% | 21.6% | 26.1% | 30.0% | 33.5% |
| 21.5% | 21.2% | 26.8% | 31.5% | 35.6% | 39.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
57-19.05%Social Signal Score
Mentions (7)
- Newsseekingalpha.com·14d ago·Neutral
…he Market Keeps Ignoring Post Holdings remains a Strong Buy, trading at an unjustified discount despite resilient free cash flow and a robust, diversified portfolio. POST's capital allocation is about to shift from aggressive buybacks—17% fiscal YTD—to debt reduction, aiming to improve fundamentals and credit profile as refinancing risks rise. Even with macro headwinds and cost pressures, POST's estimated normalized free cash flow stands strong at $643 million, yielding a P/FCF of ~5.24 despite …
View source ↗ - Newszacks.com·19d ago·Neutral
Can Post Holdings' Foodservice Growth Counter Retail Headwinds? POST's Foodservice strength lifts third-quarter 2026 results and could offset retail pressures as the company targets stable fiscal 2027 EBITDA.
View source ↗ - Newszacks.com·27d ago·Positive
Post Holdings' Premium Cereal Gains Share Amid Category Pressure POST's cereal business remains under pressure, but premium brands and assortment changes are helping close the gap with the category.
View source ↗ - Newszacks.com·42d ago·Positive
Post Holdings Q3 Earnings Beat: Can Foodservice Drive 2027? POST beats Q3 earnings estimates as Foodservice strengthened, but fiscal 2027 EBITDA is expected to remain generally flat.
View source ↗ - Newszacks.com·42d ago·Negative
Post Holdings Stock Plunges 11.8% in 1 Month: Is It a Buy Now? POST's 11.8% monthly dip reflects weak retail volumes and rising costs, while Foodservice growth and valuation offer some support.
View source ↗ - Newszacks.com·42d ago·Neutral
Post Holdings Stock: Buy, Hold or Wait as Growth Meets Value POST's low valuation and Foodservice growth offer support, but weak retail volumes, inflation and financing costs temper the case.
View source ↗ - Newsmarketbeat.com·58d ago·Positive
Post Q3 Earnings Call Highlights Post NYSE: POST said its third-quarter fiscal 2026 results came in slightly ahead of its expectations, aided by stronger-than-anticipated food service performance, while management maintained the midpoint of its full-year adjusted EBITDA outlook and narrowed its guidance range.
View source ↗
Earnings
Thu, Nov 19(in 6 weeks)
Consensus estimate $1.79 per share
Typical surprise +16.1% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.78 vs $1.70beat
- Thu, May 7$1.94 vs $1.73beat
- Thu, Feb 5$2.13 vs $1.66beat
- Thu, Nov 20$2.09 vs $1.87beat
- Thu, Aug 7$2.03 vs $1.67beat
- Thu, May 8$1.41 vs $1.18beat
Estimates and results for POST via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by POST officers and directors.
- Bought
- —
- Sold
- $33.7m
0 trades
6 trades
- Stiritz William Psold
- Stiritz William Psold
- Stiritz William Psold
- Stiritz William Psold
- Curl Gregory Lsold
- Curl Gregory Lsold
94 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Tom Malinowskihouse · NJ07 · disclosed Jul 9, 2021 (623d later)Buy$15,001 - $50,000
- Tom Malinowskihouse · NJ07 · disclosed Jul 9, 2021 (619d later)Sell$15,001 - $50,000
- Tom Malinowskihouse · NJ07 · disclosed Mar 5, 2021 (360d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.