Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally.
+ 1 more risk
Slightly overvalued with limited growth.
Share Price & News
How has Post Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: POST's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: POST underperformed the US Food industry which returned -4.1% over the past year.
Return vs Market: POST underperformed the US Market which returned -10.4% over the past year.
Price Volatility Vs. Market
How volatile is Post Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StHere's Why Post Holdings (NYSE:POST) Has A Meaningful Debt Burden
3 weeks ago | Simply Wall StThe Post Holdings (NYSE:POST) Share Price Is Up 107% And Shareholders Are Boasting About It
1 month ago | Simply Wall StA Closer Look At Post Holdings, Inc.'s (NYSE:POST) Uninspiring ROE
Is Post Holdings undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: POST ($81.2) is trading below our estimate of fair value ($146.72)
Significantly Below Fair Value: POST is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: POST is poor value based on its PE Ratio (59.9x) compared to the Food industry average (19.4x).
PE vs Market: POST is poor value based on its PE Ratio (59.9x) compared to the US market (13.1x).
Price to Earnings Growth Ratio
PEG Ratio: POST is poor value based on its PEG Ratio (3.6x)
Price to Book Ratio
PB vs Industry: POST is overvalued based on its PB Ratio (1.7x) compared to the US Food industry average (1.6x).
How is Post Holdings forecast to perform in the next 1 to 3 years based on estimates from 9 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: POST's forecast earnings growth (16.6% per year) is above the savings rate (1.7%).
Earnings vs Market: POST's earnings (16.6% per year) are forecast to grow faster than the US market (12.2% per year).
High Growth Earnings: POST's earnings are forecast to grow, but not significantly.
Revenue vs Market: POST's revenue (2.5% per year) is forecast to grow slower than the US market (7.2% per year).
High Growth Revenue: POST's revenue (2.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if POST's Return on Equity is forecast to be high in 3 years time
How has Post Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: POST has a large one-off loss of $95.2M impacting its December 31 2019 financial results.
Growing Profit Margin: POST's current net profit margins (1.7%) are lower than last year (4.6%).
Past Earnings Growth Analysis
Earnings Trend: POST has become profitable over the past 5 years, growing earnings by 67% per year.
Accelerating Growth: POST's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: POST had negative earnings growth (-66.4%) over the past year, making it difficult to compare to the Food industry average (-0.7%).
Return on Equity
High ROE: POST's Return on Equity (3.2%) is considered low.
How is Post Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: POST's short term assets ($1.9B) exceed its short term liabilities ($883.1M).
Long Term Liabilities: POST's short term assets ($1.9B) do not cover its long term liabilities ($7.7B).
Debt to Equity History and Analysis
Debt Level: POST's debt to equity ratio (207.6%) is considered high.
Reducing Debt: POST's debt to equity ratio has increased from 181.2% to 207.6% over the past 5 years.
Debt Coverage: POST's debt is not well covered by operating cash flow (8.1%).
Interest Coverage: POST's interest payments on its debt are not well covered by EBIT (1.3x coverage).
Inventory Level: POST has a high level of physical assets or inventory.
Debt Coverage by Assets: POST's debt is not covered by short term assets (assets are 0.3x debt).
What is Post Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate POST's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate POST's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if POST's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if POST's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of POST's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Rob Vitale (53yo)
Mr. Robert V. Vitale, also known as Rob, has been the Chief Executive Officer and President of Post Holdings, Inc. since November 1, 2014. Mr. Vitale has been Executive Chairman at BellRing Brands, Inc. si ...
CEO Compensation Analysis
Compensation vs Market: Rob's total compensation ($USD11.31M) is above average for companies of similar size in the US market ($USD7.28M).
Compensation vs Earnings: Rob's compensation has been consistent with company performance over the past year.
|Executive VP & CFO||5.25yrs||US$3.41m||0.023% $1.3m|
|Executive VP||5.25yrs||US$2.95m||0.022% $1.3m|
|President of Foodservice||2.17yrs||US$2.86m||0.081% $4.6m|
|President & CEO of Post Consumer Brands||1.67yrs||US$2.94m||0.0029% $162.3k|
|Senior VP & Chief Accounting Officer||1.25yrs||no data||0.0013% $71.5k|
|Head of Investor Relations||no data||no data||no data|
|General Counsel||1.83yrs||no data||no data|
|Executive Vice President of Strategy||1.67yrs||US$2.99m||no data|
|Senior Vice President of Integrated Supply Chain for Bob Evans Foods & Michael Foods||2.17yrs||no data||no data|
Experienced Management: POST's management team is considered experienced (2.2 years average tenure).
|Lead Independent Director||no data||US$420.24k||no data|
|Non-Executive Chairman||8yrs||US$481.64k||6.65% $377.5m|
|Independent Director||4.42yrs||US$319.75k||0.012% $673.8k|
|Independent Director||8yrs||US$390.51k||0.040% $2.2m|
|Independent Director||8yrs||US$234.96k||0.0083% $471.1k|
|Independent Director||8yrs||US$403.51k||0.012% $656.2k|
|Independent Director||8yrs||US$380.66k||0.0099% $564.2k|
|Independent Director||2.42yrs||US$270.46k||0.0023% $130.0k|
Experienced Board: POST's board of directors are considered experienced (8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: POST insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 7.5%.
Post Holdings, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Post Holdings, Inc.
- Ticker: POST
- Exchange: NYSE
- Founded: 1895
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: US$5.676b
- Shares outstanding: 69.91m
- Website: https://www.postholdings.com
Number of Employees
- Post Holdings, Inc.
- 2503 South Hanley Road
- St. Louis
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|POST||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Jan 2012|
|2PO||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Jan 2012|
|0KJZ||LSE (London Stock Exchange)||Yes||Common Stock||GB||USD||Jan 2012|
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, Refrigerated Retail, and BellRing Brands segments. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment primarily markets and distributes branded and private label RTE cereal products. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. The Refrigerated Retail segment produce and distributes side dishes, eggs and egg products, cheese, sausages, and other refrigerated products to retail customers. The BellRing Brands segment provides ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. Post Holdings, Inc. sells its products to grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers; military, e-commerce, and foodservice channels; discounters, wholesalers, and convenience stores; restaurant chains, and food manufacturers and processors; online and specialty retailers, supplement stores, and distributors; and food ingredient customers. The company was founded in 1895 and is headquartered in St. Louis, Missouri.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/03/31 02:42|
|End of Day Share Price||2020/03/30 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.