Nama Insights

Post Holdings (POST)

Consumer Defensive · Packaged Foods · NYSE

Post Holdings (POST) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $3.65B, a trailing price-to-earnings ratio of 10.5 and a free-cash-flow yield of 9.3%. Over the most recent reported fiscal year, revenue grew 3.0% and free cash flow per share grew 3.4%. Nama's AI scorecard rates it Buy, 5.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 5.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -30.9% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-34.0%
How far the last close sits under the highest price of the past five years.
Market cap$3.65B
Trailing P/E10.5
Price / book1.2
Price / sales0.4
FCF yield9.3%
Dividend yield—
Gross margin28.8%
Operating margin10.0%
Net margin3.5%
Revenue growth (YoY)+3.0%
Revenue growth (3-yr annual)+11.7%
EPS growth (YoY)+15.8%
FCF/share growth (YoY)+3.4%
Beta0.3
ExchangeNYSE
SectorConsumer Defensive
IndustryPackaged Foods

POST earnings

Next report: Nov 19, 2026 (Q4 2026, EPS estimate $1.78). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Aug 6, 2026 $1.78 $1.71 +4.1% $1.95B
Q2 2026 May 7, 2026 $1.94 $1.75 +10.9% $2.04B
Q1 2026 Feb 5, 2026 $2.13 $1.67 +27.5% $2.17B
Q4 2025 Nov 20, 2025 $2.09 $1.88 +11.2% $2.25B

POST analyst price target

Median target $99.50 from 6 analysts, ranging $79.00 – $115.00.

Packaged Foods peers

TickerCompanyMarket capP/E
KHC Kraft Heinz $29.13B 10.5
GIS General Mills $18.99B 10.3
SJM J. M. Smucker $13.95B 12.4
JBS JBS $13.36B 1.5
MKC McCormick $13.02B 15.2
HRL Hormel Foods $12.08B 15.3
MICC Magnum Ice Cream $11.74B —
DAR Darling Ingredients $7.92B 8.7
Explore live POST data on Nama Insights →

POST FAQ

Is POST a buy?
Nama's AI scorecard currently rates Post Holdings Buy (5.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is POST's P/E ratio?
Post Holdings trades at a trailing price-to-earnings ratio of 10.5.
When does POST report earnings?
Post Holdings's next scheduled report is on Nov 19, 2026. Analysts expect EPS of $1.78.
What is the POST price target?
The median analyst price target from 6 analysts is $99.50, with a range of $79.00 – $115.00.
Is POST Shariah compliant?
Nama's AAOIFI-style screen reads Post Holdings as Not Shariah Compliant. At least one of the three ratios or the industry test failed.