Changing Demographics And Omnichannel Focus Will Drive Future Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.8%

7D

7.2%

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1Y

-13.8%

7D

7.2%

You can edit this narrative until Nov 28 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$123.2215.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Decreased 3.31%

POST: Share Buyback Program Will Drive Long-Term Value Despite Margin Risks

Analysts have revised their price target for Post Holdings downward by approximately $4.22, citing slower revenue growth forecasts and a slightly lower profit margin outlook as key factors in the reassessment. What's in the News Post Holdings announced a new share repurchase program, permitting buybacks of up to $500 million in company shares over a two-year period.

Shared on 07 May 25

Fair value Increased 1.05%

Shared on 30 Apr 25

Fair value Decreased 1.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 22%

AnalystConsensusTarget Fair Value

US$123.22

15.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.20%

Food revenue growth rate

0.45%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.46%

Calculation

US$465.00m

Earnings '28

x

13.49x

PE Ratio '28

=

US$6.27b

Market Cap '28

US$6.27b

Market Cap '28

/

41.95m

No. shares '28

=

US$149.55

Share Price '28

US$149.55 Share Price '28

Discounted to 2025 @ 7.49% p.a.

=

US$120.43

Fair Value '25