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Post Holdings, Inc. Stock Price

NYSE:POST Community·US$4.3b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

POST Share Price Performance

US$96.75
-11.84 (-10.90%)
US$122.43
Fair Value
US$96.75
-11.84 (-10.90%)
21.0% undervalued intrinsic discount
US$122.43
Fair Value
Price US$96.75
AnalystConsensusTarget US$122.43

POST Community Narratives

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Fair Value US$122.43 21.0% undervalued intrinsic discount

Changing Demographics And Omnichannel Focus Will Drive Future Success

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US$122.43
21.0% undervalued intrinsic discount
Revenue
0.33% p.a.
Profit Margin
5.86%
Future PE
11.76x
Price in 2029
US$150.68

Trending Discussion

Updated Narratives

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POST: Share Repurchases And Updated Framework Will Support Future Upside Potential

Fair Value: US$122.43 21.0% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with questionable track record.

2 Risks
3 Rewards

Post Holdings, Inc. Key Details

US$8.4b

Revenue

US$6.0b

Cost of Revenue

US$2.5b

Gross Profit

US$2.1b

Other Expenses

US$338.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
7.47
29.05%
4.01%
237.1%
View Full Analysis

About POST

Founded
1895
Employees
13180
CEO
Robert Vitale
WebsiteView website
www.postholdings.com

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.

Recent POST News & Updates

Seeking Alpha May 20

Post Holdings: Buybacks Will Add Value Over Time

Summary Post Holdings is rated a "Buy," with shares offering ~20% upside to a ~$115 fair value target. POST's aggressive buyback program has reduced share count by 15% this year, supporting double-digit free cash flow yield. Foodservice and refrigerated retail units show strong growth, offsetting structural declines in cereal and pet food segments. Capital allocation favors buybacks over dividends, and leverage remains elevated at 4.5x, but free cash flow is expected to exceed $625 million this year. Read the full article on Seeking Alpha

Recent updates

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