POST — Stock Film
STOCK FILMSCENE 1/11POST · $80.19
Stock Expert AI presents
POST
Post Holdings, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Post Holdings, Inc. What it actually does.

Manufactures and markets branded and private label ready-to-eat (RTE) cereal and hot cereal products. Now — the numbers.

13K employees
$3.6B market value
WHERE DOES THE MONEY COME FROM?
32%Cereal and Granola
Cereal and GranolaEgg and Egg Products 30%Pet Food 19%Side Dishes 9%Peanut butter 2%Other 7%
32% of all revenue comes from a single line: Cereal and Granola.

Revenue is spread across several lines; no single product carries the company.

Revenue last year:
$8.2B
The net profit left over:
$335.7M
Out of every $100 in sales, $4 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 4%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 13% a year over the last 4 years. Every year shown ended in profit.

$5B
2021
2022
2023
2024
$8.2B
2025
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
10.8×

The market pays 10.8× for every dollar of annual profit — cheap, which is either an opportunity or a warning.

Against companies in its own sector, it looks cheaper than 83% of them.

Analysts' average target sits 40% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
59
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
49
weak

Clearly below the class average.

VALUATION
83
very strong

The price looks reasonable next to what the company earns.

GROWTH
94
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
33
very weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 34% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 13% a year on average.

2
THE BRIGHT SIDE · 2/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

3
THE BRIGHT SIDE · 3/3
Executives are buying their own stock

Over the last 12 months, company executives reported 133 buys and 77 sells. Management buying with its own money is usually read as a good sign.

1
THE RISKS · 1/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 33/100. For a turnaround signal, the stock first needs to close the gap with the market.

2
THE RISKS · 2/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 49/100.

3
THE RISKS · 3/3
Little set aside for the future

The share set aside for the future is small; the pace of new ideas may slow.

FINALE · THE GRADE
B+
65 / 100 · MoonshotScore

On our five-subject report card, POST sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: POST is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film