Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
POST
HOLDPost Holdings, Inc. · Consumer Defensive · United States · $4.1B · Avg Vol: $86M/d
COMPANY DESCRIPTION
Post Holdings, Inc. is a diversified consumer packaged goods company, primarily known for its breakfast cereals, but also operates in protein-based foods, snacks, and foodservice. The company boasts a strong brand portfolio with established positions in various consumer food categories, benefiting from extensive distribution networks and brand loyalty. Post Holdings has grown significantly through strategic acquisitions, building a diverse portfolio of well-known food brands.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.9B | 7.0B | 7.9B | 8.2B | 11.7% | 8.4B | 8.3B | 8.3B | 0.6% |
| EPS | 12.42 | 5.21 | 6.12 | 5.98 | -21.6% | 5.99 | 6.36 | 7.08 | 8.8% |
| Shares | 58.7M | 60.4M | 58.4M | 52.8M | -10.1% | 45.3M | — | — | — |
| Debt | 6.1B | 6.2B | 7.1B | 7.7B | 8.1% | 7.6B | — | — | — |
| Equity | 3.3B | 3.8B | 4.1B | 3.8B | 4.9% | — | — | — | — |
| Op CF | 382.6M | 750.3M | 931.7M | 998.3M | 37.7% | 1.0B | — | — | — |
| Inv CF | -221.0M | -669.3M | -677.5M | -1.4B | — | — | — | — | — |
| Fin CF | -386.7M | -555.7M | 415.6M | -188.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of POST are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| POST | Post Holdings, Inc.(you) | $4.1B | 56 | HOLD |
| MZTI | The Marzetti Company | $2.9B | 57 | HOLD |
| CPB | The Campbell's Company | $6.5B | 59 | HOLD |
| LW | Lamb Weston Holdings, Inc. | $6.8B | 60 | HOLD |
| PPC | Pilgrim's Pride Corporation | $6.8B | 45 | HOLD |
| INGR | Ingredion Incorporated | $6.4B | 70 | BUY |
| FLO | Flowers Foods, Inc. | $1.6B | 51 | HOLD |
| BRBR | BellRing Brands, Inc. | $1.5B | 51 | HOLD |
| HRL | Hormel Foods Corporation | $13.9B | 55 | HOLD |
| UTZ | Utz Brands, Inc. | $1.2B | 53 | HOLD |
Peer medians: ROE 12.3% · P/E 21.6x · Gross margin 35.0%