Post Holdings Future Growth

Future criteria checks 1/6

Post Holdings is forecast to grow earnings and revenue by 11% and 2.7% per annum respectively. EPS is expected to grow by 10.1% per annum. Return on equity is forecast to be 9.6% in 3 years.

Key information

11.0%

Earnings growth rate

10.1%

EPS growth rate

Food earnings growth	9.7%
Revenue growth rate	2.7%
Future return on equity	9.6%
Analyst coverage	Good
Last updated	24 Jun 2024

Recent future growth updates

Recent updates

These 4 Measures Indicate That Post Holdings (NYSE:POST) Is Using Debt Extensively

Jul 01

Post Holdings: Valuation Looks Cheap Based On Normalized Margins

Jun 08

Does Post Holdings (NYSE:POST) Have A Healthy Balance Sheet?

Mar 13

Post Holdings: Margin Recovery Story Still Intact

Feb 07

Post Holdings Q1 2023 Earnings Preview

Feb 01

Post Holdings names Matt Mainer CFO, replacing Jeff Zadoks who has been named COO

Nov 16

These 4 Measures Indicate That Post Holdings (NYSE:POST) Is Using Debt Extensively

Nov 08

Calculating The Fair Value Of Post Holdings, Inc. (NYSE:POST)

Oct 18

Post Holdings: High Price For Low Growth

Sep 23

Post Holdings announces new $300M buyback program

Sep 06

BellRing Brands prices upsized secondary stock offering of 14.8M shares

Aug 09

We Think Post Holdings (NYSE:POST) Is Taking Some Risk With Its Debt

Aug 07

An Intrinsic Calculation For Post Holdings, Inc. (NYSE:POST) Suggests It's 43% Undervalued

Jul 20

Post Holdings Is A Little Overvalued

May 25

News Flash: One Post Holdings, Inc. (NYSE:POST) Analyst Has Been Trimming Their Revenue Forecasts

Mar 15

Results: Post Holdings, Inc. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Feb 06

Is Post Holdings (NYSE:POST) Using Too Much Debt?

Jan 07

Earnings and Revenue Growth Forecasts

NYSE:POST - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
9/30/2026	8,294	450	857	958	4
9/30/2025	8,220	408	694	913	7
9/30/2024	7,999	367	558	854	6
3/31/2024	7,770	343	626	976	N/A
12/31/2023	7,391	303	495	826	N/A
9/30/2023	6,991	312	447	750	N/A
6/30/2023	6,625	329	355	645	N/A
3/31/2023	6,290	405	153	439	N/A
12/31/2022	6,080	872	2	253	N/A
9/30/2022	5,851	735	127	383	N/A
6/30/2022	5,628	656	91	307	N/A
3/31/2022	5,351	406	270	464	N/A
12/31/2021	5,142	-10	404	598	N/A
9/30/2021	4,981	94	397	588	N/A
6/30/2021	5,036	147	396	613	N/A
3/31/2021	5,125	266	483	699	N/A
12/31/2020	5,418	-34	421	632	N/A
9/30/2020	4,711	-56	350	582	N/A
6/30/2020	5,730	-117	360	592	N/A
3/31/2020	5,833	-137	316	572	N/A
12/31/2019	5,727	97	285	558	N/A
9/30/2019	5,681	122	414	688	N/A
6/30/2019	5,868	165	347	632	N/A
3/31/2019	6,037	244	385	660	N/A
12/31/2018	6,235	289	496	753	N/A
9/30/2018	6,257	457	494	719	N/A
6/30/2018	6,076	480	556	763	N/A
3/31/2018	5,740	322	459	672	N/A
12/31/2017	5,409	228	N/A	611	N/A
9/30/2017	5,226	35	N/A	387	N/A
6/30/2017	5,038	-10	N/A	349	N/A
3/31/2017	5,012	53	N/A	284	N/A
12/31/2016	5,028	60	N/A	394	N/A
9/30/2016	5,027	-28	N/A	502	N/A
6/30/2016	5,076	-65	N/A	557	N/A
3/31/2016	5,042	-45	N/A	490	N/A
12/31/2015	4,823	-20	N/A	483	N/A
9/30/2015	4,648	-132	N/A	452	N/A
6/30/2015	4,382	-347	N/A	370	N/A
3/31/2015	3,803	-406	N/A	323	N/A
12/31/2014	3,188	-455	N/A	215	N/A
9/30/2014	2,411	-359	N/A	183	N/A
6/30/2014	1,660	-70	N/A	128	N/A
3/31/2014	1,284	-30	N/A	119	N/A
12/31/2013	1,094	-3	N/A	121	N/A
9/30/2013	1,034	10	N/A	119	N/A
6/30/2013	990	24	N/A	105	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: POST's forecast earnings growth (11% per year) is above the savings rate (2.4%).

Earnings vs Market: POST's earnings (11% per year) are forecast to grow slower than the US market (14.8% per year).

High Growth Earnings: POST's earnings are forecast to grow, but not significantly.

Revenue vs Market: POST's revenue (2.7% per year) is forecast to grow slower than the US market (8.6% per year).

High Growth Revenue: POST's revenue (2.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: POST's Return on Equity is forecast to be low in 3 years time (9.6%).

Post Holdings Future Growth

Future criteria checks 1/6

Key information

Recent future growth updates

Price target increased by 10% to US$115

Consensus EPS estimates increase by 14%

Consensus forecasts updated

Consensus forecasts updated

Consensus forecasts updated

Price target decreased to US$98.80

Recent updates

Key Executive exercised options and sold US$605k worth of stock

Independent Director recently sold US$1.8m worth of stock

Independent Director notifies of intention to sell stock

Independent Director recently sold US$424k worth of stock

Post Holdings, Inc. Announces Upcoming Executive Leadership Changes at Weetabix and Refrigerated Retail Businesses

Independent Director notifies of intention to sell stock

Insufficient new directors

Post Holdings: Acquisitions Are Adding Value

New minor risk - Profit margin trend

Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Post Holdings, Inc. to Report Q2, 2024 Results on May 02, 2024

Post Holdings, Inc. (NYSE:POST) Investors Are Less Pessimistic Than Expected

Price target increased by 10% to US$115

Post Holdings: Stable Prospects, Fair Valuation

Post Holdings, Inc. Announces CEO Changes

Post Holdings, Inc. to Report Q1, 2024 Results on Feb 01, 2024

Post Holdings: Shift To Pet Food Should Benefit Shares In 2024

Post Holdings, Inc., Annual General Meeting, Jan 25, 2024

Post Holdings, Inc. Announces Plan to Close Lancaster, OH Facility

Post Holdings, Inc. Announces Plan to Close Lancaster, OH Facility

Director recently bought US$422k worth of stock

Full year 2023 earnings: EPS misses analyst expectations

Post Holdings, Inc. Announces Executive Changes

Post Holdings, Inc. Announces Executive Changes

Post Holdings, Inc. to Report Q4, 2023 Results on Nov 16, 2023

Post Holdings: M&A Story Continues

Post Holdings, Inc. (NYSE:POST) agreed to acquire All Assets of Perfection Pet Foods, LLC for $235 million.

Post Holdings (NYSE:POST) Takes On Some Risk With Its Use Of Debt

Post Holdings: It's All About Capital Allocation

Consensus EPS estimates increase by 14%

New minor risk - Profit margin trend

Third quarter 2023 earnings: EPS and revenues exceed analyst expectations

Post Holdings, Inc. to Report Q3, 2023 Results on Aug 03, 2023

These 4 Measures Indicate That Post Holdings (NYSE:POST) Is Using Debt Extensively

Executive VP & COO exercised options and sold US$518k worth of stock

Post Holdings: Valuation Looks Cheap Based On Normalized Margins

Post Holdings, Inc. (NYSE:POST) announces an Equity Buyback for $400 million worth of its shares.

Director recently bought US$87k worth of stock

Independent Director exercised options and sold US$161k worth of stock

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Independent Director recently sold US$224k worth of stock

Does Post Holdings (NYSE:POST) Have A Healthy Balance Sheet?

Independent Director notifies of intention to sell stock

Post Holdings, Inc. (NYSE:POST) entered into a definitive agreement to acquire Pet Food Business of Ainsworth Pet Nutrition, LLC and Big Heart Pet Brands, Inc. for $1.2 billion.

Post Holdings, Inc. (NYSE:POST) entered into a definitive agreement to acquire Pet Food Business of Ainsworth Pet Nutrition, LLC and Big Heart Pet Brands, Inc. for $1.2 billion.

Post Holdings: Margin Recovery Story Still Intact

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

Post Holdings Q1 2023 Earnings Preview

Independent Director exercised options and sold US$138k worth of stock

Post Holdings, Inc. to Report Q1, 2023 Results on Feb 02, 2023

President exercised options and sold US$4.3m worth of stock

Post Holdings, Inc., Annual General Meeting, Jan 26, 2023

Independent Director recently sold US$370k worth of stock

President exercised options and sold US$1.9m worth of stock

Full year 2022 earnings: EPS exceeds analyst expectations

Post Holdings, Inc. Promotes Matt Mainer as Chief Financial Officer, Effective December 1, 2022

Post Holdings names Matt Mainer CFO, replacing Jeff Zadoks who has been named COO

These 4 Measures Indicate That Post Holdings (NYSE:POST) Is Using Debt Extensively

Post Holdings, Inc. to Report Q4, 2022 Results on Nov 17, 2022

Calculating The Fair Value Of Post Holdings, Inc. (NYSE:POST)

Howard A. Friedman to Leave from Post Holdings, Inc

Post Holdings: High Price For Low Growth

Post Holdings, Inc. (NYSE:POST) announces an Equity Buyback for $300 million worth of its shares.

Post Holdings announces new $300M buyback program

Consensus forecasts updated

BellRing Brands prices upsized secondary stock offering of 14.8M shares

We Think Post Holdings (NYSE:POST) Is Taking Some Risk With Its Debt

Third quarter 2022 earnings released: EPS: US$2.82 (vs US$0.95 loss in 3Q 2021)

An Intrinsic Calculation For Post Holdings, Inc. (NYSE:POST) Suggests It's 43% Undervalued