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Post Holdings, Inc. Stock Price

NYSE:POST Community·US$4.2b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

POST Share Price Performance

US$91.41
-13.80 (-13.12%)
US$117.17
Fair Value
US$91.41
-13.80 (-13.12%)
22.0% undervalued intrinsic discount
US$117.17
Fair Value
Price US$91.41
AnalystConsensusTarget US$117.17

POST Community Narratives

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Fair Value US$117.17 22.0% undervalued intrinsic discount

Changing Demographics And Omnichannel Focus Will Drive Future Success

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US$117.17
22.0% undervalued intrinsic discount
Revenue
-0.89% p.a.
Profit Margin
5.73%
Future PE
11.29x
Price in 2029
US$146.05

Trending Discussion

No trending discussion available.

Updated Narratives

POST logo

POST: Cost Controls And Buybacks Will Support Future Share Price Upside

Fair Value: US$117.17 22.0% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with questionable track record.

2 Risks
4 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
Aug 06, 2026
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

Narrative Update Jul 23

POST: Cost Controls And Buybacks Will Support Future Share Price Upside

Analysts have trimmed their price target for Post Holdings to $117.17 from $122.33, citing updated assumptions that include a slightly higher discount rate, a modestly weaker revenue outlook, and a marginally lower future P/E multiple. What’s in the News for Post Holdings Post Holdings is responding to inflation and cost pressures by using selective pricing actions, pursuing cost savings initiatives, and leaning on its private label portfolio to support profitability, according to recent coverage on how the company is handling input cost headwinds.
Seeking Alpha Jul 15

Post Holdings: A Re-Rating Story With Double-Digit Buybacks On Top

Summary Post Holdings remains a Strong Buy, driven by robust free cash flow, aggressive buybacks, and a resilient portfolio despite macro headwinds. POST’s H1 ’26 free cash flow rose to $270.3 million, with a projected FY26 FCF that could reach ~$698 million, for a P/FCF ratio near 5.6x. Management is prioritizing high-yield buybacks over debt repayment, recently authorizing an additional $600 million program after retiring ~15% of shares in H1. Valuation analysis implies a steep market discount, with intrinsic value estimated at $134.54 per share, well above current levels even when using conservative estimates. Read the full article on Seeking Alpha

Recent updates

No updates