Added to YB: 2026-02-13
Pitch date: 2025-12-02
POST [bullish]
Post Holdings, Inc.
+8.31%
current return
Author Info
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Company Info
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally.
Market Cap
$5.4B
Pitch Price
$98.83
Price Target
133.00 (+24%)
Dividend
N/A
EV/EBITDA
8.29
P/E
20.73
EV/Sales
1.50
Sector
Food Products
Category
value
Show full summary:
Post Holdings, Inc. - $POST
POST: Undervalued at 8.8x EV/EBITDA (vs 11.7x hist avg) & 7.1x-9.0x FY26e FCF. Normalized FCF of $600-680M (10.2-11.5% yield) from lower capex & $60M/yr tax savings. $500M new buyback program could reduce share count 17%+ in FY26. Mgmt targets 3%+ EBITDA growth. Insiders own >10%. Low-mid teens IRR potential despite organic headwinds.
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