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Post Holdings (POST) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Post Holdings
NYSE•Consumer Defensive•Packaged Foods
$78.49+1.32(0.02%)Pre-market
Market Cap
$3.45B
P/E
11.8x
P/S
0.4x
P/B
1.1x

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.

C

How this company scores

AverageMetricSide Score: 52/100

Strongest: Cash & Earnings Quality (25/25); weakest: Balance Sheet & Red Flags (6/25).

Profitability8/25
Growth13/25
Balance Sheet & Red Flags6/25
Cash & Earnings Quality25/25
Strengths
Rising free cash flowCash-backed earningsConsistent free cash flowConsistent growth

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 11.8x5y range 6.1x – 70.5x
P/E 11.8x · below its 20-quarter median

Currently below its 20-quarter median.

P/S · 0.4x5y range 0.4x – 0.9x
P/S 0.4x · below its 20-quarter median

Currently below its 20-quarter median.

P/B · 1.1x5y range 1.1x – 1.8x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Margin Pressure

Watch

Operating margins declined 7.1% — watch for continued compression, which may signal competitive or cost pressure.

Leverage Risk

Watch

D/E ratio of 2.5 is elevated and rising. Watch for further debt accumulation.

Price & Volume
Market Cap $3.45B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue
$8.41B
6%
Q. Revenue
$1.95B
3Q
TTM EBITDA
$1.38B
4%
TTM Op. Income
$808.00M
2%
Q. Op. Income
$189.30M
2Q
TTM Net Income
$293.10M
20%
Q. Net Income
$63.40M
2Q
EPS
$1.41
2Q
Shares Out.
$45.10M
6Q
$8.41B in TTM revenue grew 6.2% YoY, reaching $1.95B last quarter. TTM EBITDA of $1.38B and TTM operating income of $808.00M show growth is flowing through to the bottom line. TTM net income of $293.10M means revenue is converting into profit. Over the past year, TTM revenue is up 6% — a weakening trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin
29.1%
3%
EBITDA Margin
16.6%
2Q
Op. Margin
9.7%
2Q
Net Margin
3.3%
2Q
Op. margin of 9.7% is down 2.1% YoY — costs are rising relative to revenue. Net margin at 3.3% and gross margin of 29.1% show how much of each revenue dollar survives to profit. Across the last 8 quarters, operating margin has fallen for 2 consecutive quarters — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio
11.8x
3Q
P/S Ratio
0.4x
7Q
P/B Ratio
1.1x
3Q
At 11.8x P/E, the stock trades below typical market levels. P/S of 0.4x and P/B of 1.1x provide additional context. P/E sits below typical market levels while revenue is growing. Across the last 8 quarters, P/E has fallen for 3 consecutive quarters — an improving trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets
$12.85B
3Q
Cash
$265.60M
2Q
Long-Term Debt
$7.63B
7Q
Book Value
$3.08B
4Q
D/E Ratio
2.5
7Q
Debt/EBITDA
23.6
2Q
With $12.85B in assets and $7.63B in long-term debt, D/E is 2.5and book value is $3.08B — elevated leverage, meaning significant financial risk in a downturn. Across the last 8 quarters, debt/equity has risen for 7 consecutive quarters — a weakening trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow
$213.30M
6%
TTM Free Cash Flow
$553.10M
2Q
FCF Margin
6.6%
2Q
FCF / Net Income
1.9
2Q
TTM FCF of $553.10M on $213.30M in operating cash flow. The FCF / Net Income ratio of 1.9x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 2 consecutive quarters — an improving trend.

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· below its 20-quarter median

Currently below its 20-quarter median.