Post Holdings, Inc. (POST) Valuation

Valuation

Model-based estimates, not advice. The DCF is the discounted-cash-flow value per share; compare it with the price, not as a target.

DCF fair value

+923.2%

$871.12

vs $85.14 price

Levered DCF

$757.36

After debt service

Piotroski score

7 / 9

Strong

Altman Z-score

1.43

Distress zone

Rating

B+

Overall 3 / 5

Ratios by fiscal year

Margins and yields are shares of revenue, equity or price; multiples are ×.

Metric	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018
P/E	17.97×	18.91×	16.46×	6.6×	28.25×	4,942.24×	40.09×	10.39×
P/B	1.61×	1.69×	1.34×	1.53×	1.72×	1.38×	1.71×	1.59×
P/S	0.74×	0.88×	0.74×	0.85×	0.95×	0.69×	0.88×	0.78×
EV / EBITDA	10.19×	10.44×	10.27×	6.59×	11.63×	12.23×	12.36×	10.56×
Gross margin	26.4%	27.2%	25.1%	21.5%	24.7%	29.0%	29.0%	26.8%
Operating margin	10.4%	10.5%	9.9%	6.6%	8.5%	12.9%	13.2%	11.7%
Net margin	4.1%	4.6%	4.3%	12.9%	3.3%	0.0%	2.2%	7.5%
Current ratio	1.67×	2.36×	1.84×	2.7×	1.99×	2.35×	2.65×	2.78×
Debt / equity	2.05×	1.73×	1.62×	1.87×	2.4×	2.5×	2.42×	2.38×
Interest coverage	2.36×	2.64×	2.49×	1.21×	1.27×	1.95×	2.33×	1.89×
Dividend yield	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.1%	0.2%
Payout ratio	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	3.2%	2.3%

Key metrics by fiscal year

Metric	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018
Return on equity	8.9%	9.0%	7.8%	23.3%	6.1%	0.0%	4.3%	15.3%
Return on invested capital	5.2%	5.4%	4.9%	3.3%	2.4%	5.8%	6.7%	6.0%
Return on assets	2.5%	2.9%	2.6%	6.7%	1.3%	0.0%	1.0%	3.6%
Free cash flow yield	8.1%	7.2%	8.7%	2.6%	8.4%	9.9%	8.3%	10.2%
Earnings yield	5.6%	5.3%	5.9%	15.2%	3.5%	0.0%	2.5%	9.6%
Enterprise value	$13.6B	$13.2B	$11.3B	$10.5B	$10.6B	$9.9B	$11B	$11.1B
Net debt / EBITDA	5.66×	4.96×	5.59×	3.46×	6.47×	7.35×	6.76×	5.95×
Cash conversion cycle (days)	48	46	56	42	42	50	45	36