Post Holdings, Inc. (POST) Stock Analysis
Consumer Defensive · Packaged Foods · NYSE
Post Holdings, Inc. (POST) posted $8.16B in revenue for fiscal 2025 (up 3.0% year over year), at a 4.1% net margin, and has compounded revenue about 11.6%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Post Holdings, Inc.
Post Holdings, Inc. has grown revenue from $5.03B to $8.16B over the last 10 fiscal years, compounding about 11.6% a year. The most recent year was up 3%, so growth has cooled from its longer-run pace.
Net margin sits at 4.1%, down 0.5 points year over year on a 28.7% gross margin. It carries about $7.42B of total debt.
At today's valuation the market is pricing in roughly -3.8% annual free-cash-flow growth — versus the 4.4% it actually delivered over the last five years, so the price is arguably undemanding against what it has already proven. The one thing worth a second look in the filings is receivables growing faster than sales.
Synthesised from Post Holdings, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Post Holdings, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.03B | $5.23B | $6.26B | $5.68B | $4.71B | $4.98B | $5.85B | $6.99B | $7.92B | $8.16B |
| Gross profit | $1.55B | $1.57B | $1.85B | $1.79B | $1.45B | $1.43B | $1.47B | $1.88B | $2.30B | $2.34B |
| Net income | $-3.30M | $48.30M | $467.30M | $124.70M | $800,000 | $166.70M | $756.60M | $301.30M | $366.70M | $335.70M |
| Net margin | -0.1% | 0.9% | 7.5% | 2.2% | 0.0% | 3.3% | 12.9% | 4.3% | 4.6% | 4.1% |
Source: Post Holdings, Inc. SEC filings (10-K). 16 years of history available in the interactive view.
Post Holdings, Inc.: 3 potential red flags in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Receivables growing faster than salesAccounts receivable rose 26.2% while revenue rose 3.0% in the latest year — a gap that can signal looser credit terms or pulled-forward sales. Worth checking days-sales-outstanding.
- Heavy debt loadTotal debt of $7424.1M is 7.4× last year's operating cash flow — it would take years of cash flow to clear.
- Net margin shrinkingNet margin fell from 12.9% to 4.1% over ~3 years — profitability is compressing.
What growth is priced into POST stock?
At today's market cap of $4.25B, Post Holdings, Inc. is priced for free-cash-flow growth of about -3.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $488.10M from the FY ending 2025-09-30). For comparison, free cash flow actually grew 4.4%/yr over the last five fiscal years and revenue 11.6%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 16 years of Post Holdings, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Post Holdings, Inc. financial history by metric
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About Post Holdings, Inc.
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.
Post Holdings, Inc. — frequently asked questions
What is Post Holdings, Inc.'s revenue?
Post Holdings, Inc. (POST) reported revenue of $8.16B for fiscal year 2025, up 3.0% from the prior year, according to its SEC filings.
Is Post Holdings, Inc. profitable?
Yes. POST earned net income of $335.70M in fiscal 2025, a net margin of 4.1%.
What is POST's P/E ratio?
Post Holdings, Inc. trades at a price-to-earnings ratio of about 15.7 based on the latest data in our nightly-refreshed cache.
How fast is Post Holdings, Inc. growing?
POST's revenue grew at roughly 11.6% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Post Holdings, Inc. have?
As of fiscal year 2025, POST carried roughly $7.42B in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Post Holdings, Inc.'s gross margin?
POST's gross margin was 28.7% in fiscal 2025 — gross profit of $2.34B on revenue of $8.16B.
What is Post Holdings, Inc.'s market cap?
Post Holdings, Inc. (POST) has a market capitalization of about $4.25B, based on the latest data in our nightly-refreshed cache.
When does Post Holdings, Inc.'s fiscal year end?
POST's fiscal year ends in September. Its most recent annual filing covers the fiscal year ending 2025-09-30.
What growth is priced into POST stock?
At today's market cap of $4.25B, Post Holdings, Inc. is priced for free-cash-flow growth of about -3.8% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $488.10M from the FY ending 2025-09-30). For comparison, free cash flow actually grew 4.4%/yr over the last five fiscal years and revenue 11.6%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Post Holdings, Inc.'s official SEC filings (10-K and 10-Q), covering 16 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.