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Post Holdings

POST
44
Packaged Foods · Consumer Defensive
Also trades as: 0KJZ.L GBP 0.74 (+1.72%)
Price
$74.82
+0.59 (+0.79%)
Market Cap
$3.39B
Winston Score
44
Winston is serious
Mixed quality — meaningful strengths and weaknesses.
Data as of Oct 12, 2026 · filings through Jun 30, 2026

§How the score breaks down

Quality
Mixed
10/30
Growth
Weak
4/20
Cash Flow
Strong
8/10
Stability
Mixed
3/10
Valuation
Strong
7/10
Ownership
Good
10/15
Dividends
Not counted
n/a

42 of 95 counted points = Winston Score 44. Pillars marked n/a do not apply to this company and are left out of the total.

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Share count falling — buybacks

−3.7% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 65.3M (2021) → 62.9M (2025)

§Winston Score History

The full picture

Post Holdings makes packaged food products that people buy at grocery stores. Its best-known products are breakfast cereals like Honey Bunches of Oats, Grape-Nuts, and Malt-O-Meal. The company also sells eggs, potatoes, and protein-based foods to restaurants and foodservice customers, making it more than just a cereal brand.

Post earns money by selling its products to grocery retailers, warehouse clubs, and foodservice distributors. It operates mainly in the United States, with some international sales, and generates roughly $8 billion in annual revenue. The company has built a cost advantage in private-label and value cereals, which gives it some pricing flexibility in that segment. The main risk Post faces is that consumers are eating less traditional breakfast cereal over time, so the company has been using acquisitions to expand into faster-growing food categories like eggs and foodservice, which now make up a large share of its business.

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

-1.8% YoY

YoY Growth Rate

Revenue declining

EPS Growth

-27.7% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$32M/ year

↑ Rising (+10% vs prior year)

0.4% of revenue

Below sector average (2%)

R&D investment increasing — building for the future

Insider Activity

21.9%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$266M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Company generates more cash than it spends — no dilution risk from fundraising

Revenue declining

Post Holdings's revenue is actually shrinking. In a growth stock, that removes the core investment thesis. The low Winston Score here may be warranted — unless there's a turnaround story.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale
Gross Margin
29.1%
Modest — 29.1% gross margin
Profit after running costs
Operating Margin
9.7%
Modest — 9.7% operating margin
Return on the money invested
ROCE
8.0%
Weak — 8.0% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth
Sales YoY
+6.2%
Slow sales growth (+6.2% YoY)
Profit growth
EPS YoY
-6.6%
Earnings shrinking (-6.6% YoY)

Slight earnings drop. Typical near a cyclical low.

How steady the profit is
EPS Consistency
3/8 quarters
Earnings rarely grow — volatile business

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Cash Flow

Profit that turns into cash
Cash Conversion
339%
Turns 339% of profit into real cash
Spare cash per sale
FCF Margin
6.6%
Modest free cash flow (6.6%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

What it owes vs what it owns
Debt / Equity
2.48
Heavy debt load (2.48)
Covers its interest
Interest Cover
2.04x
Tight — interest eats into profit (2.0x)

Interest coverage between 1 and 3. Profits cover interest, but with little room to spare.

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Valuation

Price vs profit
P/E Ratio (TTM)
12.5x
Attractive valuation — P/E 12.5

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year
P/E vs Forward
+1.3
GROWING
Earnings expected to grow — slightly cheaper on forward P/E

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Dividends

Not applicable for this business.
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