Post Holdings, Inc.

Post Holdings, Inc.

POSTยทNYSE

$91.00

-0.055%
Consumer DefensivePackaged Foods

Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.

At a Glance

Live Snapshot
Market Cap$4.12B
EPS5.9800
P/E Ratio15.22
Earnings Date08/06/2026
Post Holdings, Inc.

Post Holdings, Inc. Fair Value Envelope

POST ยท NYSE

Our analysis suggests that POST has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $91, this represents a potential HIDDEN relative to our calculated worth for Post Holdings, Inc..

Intrinsic Value
Current Price: $91

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$10.6B
+ Cash & Equivalents$176.7M
Firm Value$10.7B
- Debt$7.7B
Equity Value$3.0B
/ Shares Outstanding54,320,124B
DCF Value$56
OVERVALUED BY 39%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$970.3M
$943.0M
$916.6M
$890.8M
$865.8M
$841.5M
$817.9M
$794.9M
$772.6M
$750.9M
Maintenance CapEx
-$99.2M
-$96.4M
-$93.7M
-$91.1M
-$88.5M
-$86.0M
-$83.6M
-$81.3M
-$79.0M
-$76.8M
Owner Earnings
$871.1M
$846.6M
$822.9M
$799.8M
$777.3M
$755.5M
$734.3M
$713.7M
$693.6M
$674.1M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$806.6M
$725.9M
$653.2M
$587.9M
$529.0M
$476.1M
$428.4M
$385.6M
$347.0M
$312.3M
Terminal Value represents 50.3% of Enterprise Value