Post Holdings Inc (POST) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Post Holdings Inc stock $158, price $83.05, upside +90.6%, quality 51 out of 100. Rating: strongly undervalued. Calculated from audited financials with 22 of our 26 valuation models and 37 quality factors, updated daily.
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Post Holdings Inc
POST · USThe stock costs 48% less than our calculation considers fair.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 3, 2026.
How to read this chart
60‑month range $62.08 – $120.72 · fair‑value band $81.31 – $200.47 · the $83.05 price screens below the $158.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. As of Nov 3, 2026.
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Company profile
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.
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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.
Stock analysis
Post Holdings Inc (POST) currently trades at $83.05, while our model-based Fair Value estimate is $158.30, implying the stock looks roughly 48% undervalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of $223.10 per share, and 17 of the 22 models we run sit above the $83.05 price.
Bear case: the Economic Profit group reads lowest at $57.57, and 5 of the 22 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $81.31 (bear) to $200.47 (bull), the price of $83.05 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 51/100 (solid quality), in the Consumer Defensive sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Post Holdings Inc reported revenue of $8.2B in FY2025 versus $5.0B in FY2021, a compound +13.1%/yr. Reported net income was $336M in FY2025, compounding +19.1%/yr from FY2021.
Key figures
Market cap $4.3B Mid · P/E ratio 14.4 · P/S ratio 0.51 · EPS (TTM) $5.78 · Net margin 3.5% · Return on equity 8.3% · Return on assets (EBIT) 5.1% (5-year average) · Operating margin 10.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 40 out of 100 (low confidence).
What moves the price
The share trades about 28% below its 52-week high and 14% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at −1% fair-value upside, at 91%, POST screens cheaper than that median.
Fair Value models
All 22 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, one officer or director sold shares worth $649,839 and none bought.
- SaleWilliam P StiritzChairman Emeritus384,132 shares at $84.06$32.3MSep 2, 2026
- SaleGregory L CurlDirector2× since Feb 9, 2026: 13,169 shares, avg. $109.96$1.4MMay 13, 2026
- SaleBradly A HarperSVP, CHIEF ACCTING OFFICER1,658 shares at $96.69$160,312Dec 5, 2025
- SaleNicolas CatoggioPRES & CEO, PCB10,000 shares at $100.21$1.0MNov 25, 2025
- BuyDavid W KemperDirector1,800 shares at $97.93$176,274Nov 24, 2025
Plus 8 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
Watch POST, get fair value alerts →
Recent news
- Cal-Maine Foods (CALM) vs. VITL and POST: Can Egg Price Recovery and Mean Reversion Unlock CALM’s Undervalued Potential?
- Post Holdings Schedules Fourth Quarter and Fiscal Year 2026 Conference Call
- Post Holdings' Pet E-Commerce Growth Outpaces Brick-and-Mortar
- Österreichische Post (WBAG:POST) Draws Valuation Focus, Is The Stock Fully Priced?
Compare Post Holdings Inc with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Packaged Foods · 625 stocks
Valuation Multiplesvs Packaged Foods median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Consumer Staples sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Revenue growth by industry
- PEG ratio by industry
- Stock screener with 62 metrics
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Wilmar International Limited F34 | 2.97 SGD | 4.93 SGD | +66% | vs POST |
| Inner Mongolia Yili Industrial Group 600887 | ¥31.45 | ¥41.84 | +33% | vs POST |
| The Kraft Heinz Company KHC | $24.61 | $29.20 | +19% | vs POST |
| Foshan Haitian Flavouring and Food Company 603288 | ¥35.78 | ¥39.22 | +10% | vs POST |
| General Mills, Inc GIS | $35.51 | $35.30 | −1% | vs POST |
| Danone S.A BN | €67.12 | €50.65 | −25% | vs POST |
| Nestlé S.A NESN | CHF 85.85 | CHF 59.51 | −31% | vs POST |
| Kerry Group KRZ | €98.00 | €60.33 | −38% | vs POST |
| Nestlé India Limited NESTLEIND | ₹1,282 | ₹724.74 | −43% | vs POST |
| Yihai Kerry Arawana Holdings 300999 | ¥26.21 | ¥12.21 | −53% | vs POST |
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Key figures of Post Holdings Inc
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