Post Holdings, Inc. (POST) Fundamental Checkup

Post Holdings, Inc. fundamental checkup using revenue growth, EPS growth, free cash flow, margins, ROIC, debt-to-equity, and TGMCharts chart exhibits as of October 2, 2026.

By TGMCharts Research · Data as of · Updated

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Post Holdings, Inc. gets a balanced fundamental read when revenue growth of 9.61%, EPS growth of 248.76%, free-cash-flow growth of 6.96%, net margin of 3.48%, and ROIC of 5.40% support the same story.

The checkup weighs operating growth, shareholder conversion, cash conversion, reinvestment quality, and balance-sheet flexibility. Current ratio is 1.85x and debt-to-equity is 2.48x, so the balance-sheet read is part of the final view rather than a footnote.

  • Post Holdings, Inc. has market cap of $3.29B and closed at $72.56 on October 2, 2026.
  • Five-year revenue CAGR is 9.61% and five-year EPS CAGR is 248.76%.
  • Five-year free-cash-flow CAGR is 6.96%.
  • Net margin is 3.48% and ROIC is 5.40%.
  • Current ratio is 1.85x and debt-to-equity is 2.48x.

Fundamental snapshot

The valuation, growth, profitability, and balance-sheet facts behind the checkup.

Market cap
$3.29B
Trailing P/E
13.34x
5Y revenue CAGR
9.61%
5Y EPS CAGR
248.76%
Net margin
3.48%
ROIC
5.40%
Current ratio
1.85x
Debt to equity
2.48x

The Read

Post Holdings, Inc. should be read through one research question: do growth, cash conversion, profitability quality, balance-sheet flexibility, and valuation point to the same fundamental story? The latest close is $72.56 as of October 2, 2026, but the checkup starts with business evidence before returning to the market price.

The answer starts with five-year revenue CAGR of 9.61% and five-year EPS CAGR of 248.76%, then tests that growth against five-year free-cash-flow CAGR of 6.96%. A serious fundamental note should not let one growth line carry the whole argument.

Current compounder snapshot · POST

Live supporting context; not part of the article's frozen 2026-10-02 evidence snapshot.

Score
23/100
10Y CAGR
5.8%
Median YoY
3.3%
YoY volatility
σ 12.2pp· uneven
Quarters ≥ 20%
7 of 40
Negative quarters
14
Valuation vs own 10Y history
P/S 0.4x · 10Y median 0.8x · 1st percentile · as of Oct 2, 2026
How this score is computed
  • Quarters at or above 20%: 7 of 40 → 7 of 40 pts
  • Steadiness (typical swing 12.2pp) → 16.3 of 25 pts
  • Pace (median 3.3% YoY) → 0 of 20 pts
  • Latest quarter (-1.8% YoY) → 0 of 15 pts
  • Score: 23 of 100

Annualized revenue (TTM) · by quarter, last 40

$0.00$2.00B$4.00B$6.00B$8.00B$10.00B20172019202120232025

Quarterly YoY revenue growth vs the 20% line

-20%-10%0%10%20%30%20%20172019202120232025

P/S multiple vs its 10Y median

0.2x0.4x0.6x0.8x1x1.2x10Y median 0.8x20172019202120232025

POST compounder charts →All consistent compounders →

Business Quality Snapshot

Post Holdings, Inc. operates in Consumer Defensive, so the article treats the company as an operating business with measurable growth, margin, reinvestment, and balance-sheet evidence. The snapshot keeps market cap, valuation, growth, quality, and leverage in one view before the prose moves into the chart exhibits.

Fundamental evidence table

A compact cross-check of valuation, growth, quality, and financial flexibility.

Valuation

Market lens
13.34x
Business support
7.50%

Growth

Market lens
9.61%
Business support
248.76%

Quality

Market lens
3.48%
Business support
5.40%

Balance sheet

Market lens
1.85x
Business support
2.48x
revenue

POST revenue

$1.95B

Revenue history shows whether the business has been expanding before margins and per-share metrics are considered. Q3 FY2026 (2026-06-30): $1.95B.

+54.51% over 10Y

Five-year revenue CAGR: 9.61%. This is endpoint-to-endpoint across the five-year window — a depressed start year can inflate it, so read it against the recent bars.

Five-year revenue CAGR of 9.61% is the top-line test. A fundamental checkup becomes more durable when revenue growth is paired with earnings growth instead of depending only on margin expansion.

Growth Conversion

Growth conversion asks whether sales growth becomes per-share earnings. Revenue growth of 9.61% is the top-line evidence, while EPS growth of 248.76% shows shareholder conversion. If EPS outpaces revenue, the next section has to check whether that came with durable cash flow and margin quality.

EPS

POST EPS

$1.41

EPS history shows how much of the business growth has reached shareholders. Q3 FY2026 (2026-06-30): $1.41.

+366.04% over 10Y

Five-year EPS CAGR: 248.76%. This is endpoint-to-endpoint across the five-year window — a depressed or negative start year can inflate it, so read it against the recent bars.

Five-year EPS CAGR of 248.76% is the shareholder conversion check. If EPS grows faster than revenue, the note should ask whether that came from margin quality, buybacks, or a temporary base effect.

Cash Flow Support

Cash flow is the first counterpoint to an earnings-led story. Five-year free-cash-flow CAGR is 6.96%, so the free-cash-flow exhibit sits immediately after the growth-conversion section. If cash flow lags EPS, the article should reduce confidence in the quality of the earnings path.

free cash flow

POST free cash flow

$131.20M

Free cash flow checks whether earnings are converting into owner cash. Q3 FY2026 (2026-06-30): $131.20M.

+38.84% over 10Y

Five-year free-cash-flow CAGR: 6.96%. This is endpoint-to-endpoint across the five-year window — a depressed or negative start year can inflate it, so read it against the recent bars.

Free-cash-flow CAGR of 6.96% is the counterweight to the EPS story. If cash flow lags earnings, the quality of the fundamental setup deserves a more cautious reading.

Margin And ROIC Quality

The quality read depends on whether net margin of 3.48% and ROIC of 5.40% support the growth record. Margins show how much revenue becomes profit, while ROIC tests whether reinvested capital is earning enough to make growth more valuable.

net margin

POST net margin

3.25%

Net margin is the operating-quality check behind the growth record. Q3 FY2026 (2026-06-30): 3.25%.

+6.2pp over 10Y

Net margin (TTM): 3.48%. The bars below are reported fiscal periods (quarterly where available).

Net margin of 3.48% shows how much revenue becomes profit. The checkup is stronger when margin quality supports EPS growth rather than simply flattering one recent period.

ROIC

POST ROIC

5.40%

ROIC tests whether the business earns enough on reinvested capital to deserve attention. Q3 FY2026 (2026-06-30): 5.40%.

-0.8pp over 10Y

Latest ROIC: 5.40%.

ROIC of 5.40% is the reinvestment-quality check. A business with stronger returns can support a better long-term read even when the valuation is not obviously cheap.

Balance Sheet Flexibility

Balance-sheet flexibility is the guardrail around the growth story. Current ratio is 1.85x and debt-to-equity is 2.48x. Those figures matter because a company can show growth and margins while still losing flexibility if leverage rises or liquidity tightens.

debt-to-equity

POST debt-to-equity Chart

2.05x

Debt-to-equity keeps the checkup honest about balance-sheet flexibility. Historical series through 2025-09-30.

-18.00% over 5Y

Latest debt-to-equity ratio: 2.48x.

Debt-to-equity of 2.48x and current ratio of 1.85x are the balance-sheet checks. They matter because growth and margins are less valuable if financial flexibility is narrowing.

Valuation Context

Valuation is the final context, not the opening verdict. The stock trades at 13.34x trailing earnings and offers an earnings yield of 7.50%. That tells the reader how much growth and quality the market is already asking the business to defend.

POST Price Chart

POST$72.56▼ -28.54%(6mo)End-of-day · Oct 2, 2026Advanced chart →

Latest close: $72.56 as of October 2, 2026.

The close at $72.56 is not the conclusion, but it is the market reference point. The fundamental read has to explain whether growth, margins, and balance-sheet support justify the price investors are paying.

Bull/Bear Case

The bull case is that revenue, EPS, free cash flow, margins, ROIC, and financial flexibility keep reinforcing the same business-quality read. The bear case is that one of those links breaks while valuation still reflects the stronger historical record. This is where the note turns from metric list to research judgment.

Bull and bear case

Fundamental support

  • Five-year revenue CAGR of 9.61% and five-year EPS CAGR of 248.76% support the business case.
  • Net margin of 3.48% and ROIC of 5.40% are the quality checks behind the thesis.

Fundamental pressure

  • Free-cash-flow CAGR of 6.96% can weaken the read if it falls away from EPS growth.
  • Debt-to-equity of 2.48x and current ratio of 1.85x are the balance-sheet checks that can change the view.

Final Read

The final read should change if the daily data updates move revenue growth, EPS growth, free-cash-flow growth, ROIC, or debt-to-equity away from the evidence above. It is general research context only, not personalized investment advice or a buy or sell call.

FAQ

What is the fundamental read on POST?

Post Holdings, Inc. is judged through revenue growth of 9.61%, EPS growth of 248.76%, free-cash-flow growth of 6.96%, net margin of 3.48%, and ROIC of 5.40%.

Which POST fundamental metric matters most?

No single metric carries the article. The checkup requires growth, cash conversion, profitability quality, balance-sheet flexibility, and valuation to be read together.

When should this POST checkup refresh?

Its figures are as of October 2, 2026, the note's dated snapshot; a note whose figures stop verifying against reported data is corrected or unpublished.

What would change our mind

  • Revenue growth moving away from the current five-year CAGR of 9.61%.
  • Free-cash-flow growth drifting away from five-year EPS CAGR of 248.76%.
  • ROIC or balance-sheet flexibility weakening from ROIC of 5.40% and debt-to-equity of 2.48x.

The bottom line

Post Holdings, Inc. fundamental research note from TGMCharts Research, grounded in a dated fundamentals snapshot, chart exhibits, and linked source facts.

Read next: POST fundamentalsContinue with Post Holdings, Inc.'s full stock page.
How we checked this researchShow

Data snapshot · By TGMCharts Research.

Every number in this note comes from data we compute and store ourselves from the company's reported figures, plus verbatim excerpts from its SEC filings. When a value isn't available we say so — we never fill gaps with estimates.

Latest filing excerpt

10-Q · filed 2026-08-06 · period 2026-06-30 · SEC EDGAR source

  • “Net sales increased $254.4 million, or 4%, during the nine months ended June 30, 2026, when compared to the prior year period, as a result of higher net sales within our Post Consumer Brands, Foodservice and Weetabix segments, partially offset by lower net sales within our Refrigerated Retail segment.”
  • “Interest Expense, Net Interest expense, net increased $19.7 million, or 22%, during the three months ended June 30, 2026, when compared to the prior year period.”
  • “Interest expense, net increased $57.7 million, or 22%, during the nine months ended June 30, 2026, when compared to the prior year period.”
  • “Segment profit for the three months ended June 30, 2026 increased $6.8 million, or 6%, when compared to the prior year period.”
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