Consumer Defensive -
Packaged Foods - NYSE - US
$ 114.19
-2.83 %
$ 6.45 B
Market Cap
18.78
P/E
1. INTRINSIC VALUE
Balance Sheet
Post Holdings, Inc.
| Current Assets | 2.23 B |
| Cash & Short-Term Investments | 787 M |
| Receivables | 583 M |
| Other Current Assets | 861 M |
| Non-Current Assets | 10.6 B |
| Long-Term Investments | 0 |
| PP&E | 2.31 B |
| Other Non-Current Assets | 8.31 B |
| Current Liabilities | 945 M |
| Accounts Payable | 458 M |
| Short-Term Debt | 42.2 M |
| Other Current Liabilities | 444 M |
| Non-Current Liabilities | 7.81 B |
| Long-Term Debt | 7.02 B |
| Other Non-Current Liabilities | 789 M |
EFFICIENCY
Earnings Waterfall
Post Holdings, Inc.
| Revenue | 7.92 B |
| Cost Of Revenue | 5.62 B |
| Gross Profit | 2.3 B |
| Operating Expenses | 1.51 B |
| Operating Income | 794 M |
| Other Expenses | 427 M |
| Net Income | 367 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Post Holdings, Inc.
| Net Income | 367 M |
| Depreciation & Amortization | 477 M |
| Capital Expenditures | -430 M |
| Stock-Based Compensation | 84.4 M |
| Change in Working Capital | 13.4 M |
| Others | -59.8 M |
| Free Cash Flow | 502 M |
Wall Street Analysts Price Targets
Post Holdings, Inc.
Wall Street analysts predict an average 1-year price target for POST of $132 , with forecasts ranging from
a
low of
$126 to a high of $140 .
POST Lowest Price Target
Wall Street Target
126 USD
10.34%
POST Average Price Target
Wall Street Target
132 USD
15.16%
POST Highest Price Target
Wall Street Target
140 USD
22.60%
4. DIVIDEND
ANALYSIS
POST does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Post Holdings, Inc.
Sold
0-3 MONTHS
13.2 M USD 5
3-6 MONTHS
5.19 M USD 4
6-9 MONTHS
248 K USD 3
9-12 MONTHS
2.45 M USD 3
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
226 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Here's Why Post Holdings (POST) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com
- 3 weeks ago
Here's Why Post Holdings (POST) is a Strong Growth Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
zacks.com
- 1 month ago
Post Holdings: Stable Free Cash Flow, Opportunistic M&A Still Attractive
Post Holdings has shown slow organic growth, but maintains stable earnings through effective cost control and pricing, further boosted by a surge in egg prices. Post was speculated to be in talks with Lamb Weston over a potential merger, but speculation has since died down with Post instead acquiring Potato Products of Idaho. Post's stable cash flow and strong historical M&A track record are still attractive. I estimate a fair value of $146 for POST stock, suggesting 28% upside even without further M&A.
seekingalpha.com
- 1 month ago
Post Holdings Acquires PPI, Taps Into Growing Potato Market
POST's acquisition of PPI strengthens its product portfolio, market presence and supply-chain efficiency in the growing potato industry.
zacks.com
- 1 month ago
Why Post Holdings (POST) is a Top Growth Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
zacks.com
- 1 month ago
Why Post Holdings (POST) is a Top Momentum Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
zacks.com
- 1 month ago
4 Miscellaneous Food Stocks in Focus Despite Industry Hurdles
The Zacks Food-Miscellaneous industry is facing a challenging consumer environment and escalating costs, but brand-strengthening efforts and cost-saving strategies position SYY, GIS, POST and FRPT well for growth.
zacks.com
- 1 month ago
Are Investors Undervaluing Post Holdings (POST) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
zacks.com
- 1 month ago
Post Holdings (POST) Upgraded to Buy: Here's What You Should Know
Post Holdings (POST) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
zacks.com
- 2 months ago
Post Holdings, Inc. (POST) Q1 2025 Earnings Call Transcript
Post Holdings, Inc. (NYSE:POST ) Q1 2025 Earnings Conference Call February 7, 2025 9:00 AM ET Company Participants Daniel O'Rourke - Investor Relations Jeff Zadoks - Executive Vice President and Chief Operating Officer Matt Mainer - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Andrew Lazar - Barclays David Palmer - Evercore ISI Ken Goldman - JPMorgan Matt Smith - Stifel Michael Lavery - Piper Sandler John Baumgartner - Mizuho Marc Torrente - Wells Fargo Operator Welcome to the Post Holdings First Quarter 2025 Earnings Conference Call and Webcast. At this time, all participants have been placed on a listen-only mode and the floor will be open for your questions following the presentation.
seekingalpha.com
- 2 months ago
Post Holdings Q1 Earnings Top, Foodservice Growth Aids Top Line
POST's Q1 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in earnings.
zacks.com
- 2 months ago
Compared to Estimates, Post Holdings (POST) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Post Holdings (POST) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
zacks.com
- 2 months ago
8. Profile
Summary
Post Holdings, Inc. POST
COUNTRY
US
INDUSTRY
Packaged Foods
MARKET CAP
$ 6.45 B
Dividend Yield
0.00%
Description
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.
Contact
2503 South Hanley Road, Saint Louis, MO, 63144
https://www.postholdings.com
IPO
Date
Jan. 27, 2012
Employees
11480
Officers
Mr. Jeff A. Zadoks
Executive Vice President and Chief Operating Officer
Mr. Bradly A. Harper
Senior Vice President & Chief Accounting Officer
Mr. Mark W. Westphal
President of Foodservice
Mr. Nicolas Catoggio
President & Chief Executive Officer of Post Consumer Brands
Mr. Steve Schonhoff
Senior Vice President of Integrated Supply Chain for Bob Evans Foods & Michael Foods
Mr. Robert V. Vitale
President, Chief Executive Officer & Director
Ms. Diedre J. Gray
Executive Vice President, General Counsel, Chief Administrative Officer & Corporate Secretary
Mr. Matthew J. Mainer
Executive Vice President, Chief Financial Officer & Treasurer