Stock

Post Holdings

POST

Packaged Foods · Consumer Defensive

Also trades as: 0KJZ.L GBP 0.81 (-0.66%)

Price

$80.56

-1.44 (-1.76%)

Market Cap

$3.54B

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Data as of Oct 24, 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.

Track this stock — start free trial

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

For growth stock investors

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

Reported EPS Growth

-27.7% YoY

Quarterly reporting periods ended:

30 Jun 2025: $1.95

30 Jun 2026: $1.41

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS decreased year over year

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

$275M 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.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

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.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

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.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

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.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit

P/E Ratio (TTM)

13.5x

Attractive valuation — P/E 13.5

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

+2.3

GROWING

Earnings expected to grow — slightly cheaper on forward P/E

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Not applicable for this business.

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial