Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 0.10
POST's Cash to Debt is ranked lower than
51% of the 1507 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.45 vs. POST: 0.10 )
POST' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.1

Equity to Asset 0.32
POST's Equity to Asset is ranked lower than
52% of the 1507 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.53 vs. POST: 0.32 )
POST' s 10-Year Equity to Asset Range
Min: 0.32   Max: 0.62
Current: 0.32

0.32
0.62
Interest Coverage 1.26
POST's Interest Coverage is ranked lower than
58% of the 965 Companies
in the Global Packaged Foods industry.

( Industry Median: 15.59 vs. POST: 1.26 )
POST' s 10-Year Interest Coverage Range
Min: 1.26   Max: 3.7
Current: 1.26

1.26
3.7
F-Score: 3
Z-Score: 0.49
M-Score: 0.21
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 3.45
POST's Operating margin (%) is ranked higher than
63% of the 1517 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.05 vs. POST: 3.45 )
POST' s 10-Year Operating margin (%) Range
Min: -38.07   Max: 19.14
Current: 3.45

-38.07
19.14
Net-margin (%) -3.42
POST's Net-margin (%) is ranked lower than
54% of the 1518 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.16 vs. POST: -3.42 )
POST' s 10-Year Net-margin (%) Range
Min: -43.82   Max: 9.23
Current: -3.42

-43.82
9.23
ROE (%) -3.00
POST's ROE (%) is ranked lower than
52% of the 1510 Companies
in the Global Packaged Foods industry.

( Industry Median: 8.35 vs. POST: -3.00 )
POST' s 10-Year ROE (%) Range
Min: -24.27   Max: 3.74
Current: -3

-24.27
3.74
ROA (%) -1.18
POST's ROA (%) is ranked lower than
52% of the 1523 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.15 vs. POST: -1.18 )
POST' s 10-Year ROA (%) Range
Min: -13.98   Max: 1.83
Current: -1.18

-13.98
1.83
ROC (Joel Greenblatt) (%) 8.29
POST's ROC (Joel Greenblatt) (%) is ranked higher than
65% of the 1521 Companies
in the Global Packaged Foods industry.

( Industry Median: 14.06 vs. POST: 8.29 )
POST' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -153.78   Max: 30.08
Current: 8.29

-153.78
30.08
» POST's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

POST Guru Trades in Q3 2013

Jeremy Grantham 5,481 sh (New)
Julian Robertson 519,100 sh (New)
Paul Tudor Jones 6,800 sh (New)
Steven Cohen 12,342 sh (New)
Jim Simons 312,200 sh (+42.75%)
Mario Gabelli 903,019 sh (+5.95%)
John Paulson 1,234,200 sh (unchged)
» More
Q4 2013

POST Guru Trades in Q4 2013

Murray Stahl 4,093 sh (New)
Diamond Hill Capital 190,675 sh (New)
John Keeley 590,488 sh (New)
John Griffin 930,000 sh (New)
Mario Gabelli 965,669 sh (+6.94%)
John Paulson 1,234,200 sh (unchged)
Jeremy Grantham Sold Out
Paul Tudor Jones Sold Out
Jim Simons 273,900 sh (-12.27%)
Steven Cohen 9,685 sh (-21.53%)
Julian Robertson 275,200 sh (-46.99%)
» More
Q1 2014

POST Guru Trades in Q1 2014

Louis Moore Bacon 117,106 sh (New)
Steven Cohen 134,854 sh (+1292.4%)
John Griffin 1,205,000 sh (+29.57%)
Julian Robertson 310,200 sh (+12.72%)
Murray Stahl 4,383 sh (+7.09%)
Diamond Hill Capital 197,639 sh (+3.65%)
John Keeley 603,488 sh (+2.2%)
Mario Gabelli 941,369 sh (-2.52%)
John Paulson 817,200 sh (-33.79%)
Jim Simons 87,900 sh (-67.91%)
» More
Q2 2014

POST Guru Trades in Q2 2014

John Paulson 1,850,000 sh (+126.38%)
Diamond Hill Capital 395,049 sh (+99.88%)
John Griffin 1,705,000 sh (+41.49%)
Mario Gabelli 1,034,855 sh (+9.93%)
Louis Moore Bacon Sold Out
Jim Simons Sold Out
Murray Stahl 4,337 sh (-1.05%)
John Keeley 580,988 sh (-3.73%)
Julian Robertson 253,900 sh (-18.15%)
» More
» Details

Insider Trades

Latest Guru Trades with POST

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Julian Robertson 2014-06-30 Reduce -18.15%1.02%$45.75 - $54.96 $ 33.92-34%253900
John Griffin 2014-06-30 Add 41.49%0.25%$45.75 - $54.96 $ 33.92-34%1705000
John Paulson 2014-06-30 Add 126.38%0.23%$45.75 - $54.96 $ 33.92-34%1850000
Julian Robertson 2014-03-31 Add 12.72%0.63%$49.27 - $60.18 $ 33.92-38%310200
John Griffin 2014-03-31 Add 29.57%0.17%$49.27 - $60.18 $ 33.92-38%1205000
John Paulson 2014-03-31 Reduce -33.79%0.1%$49.27 - $60.18 $ 33.92-38%817200
Julian Robertson 2013-12-31 Reduce -46.99%1.5%$38.7 - $52.61 $ 33.92-25%275200
John Keeley 2013-12-31 New Buy0.49%$38.7 - $52.61 $ 33.92-25%590488
John Griffin 2013-12-31 New Buy0.47%$38.7 - $52.61 $ 33.92-25%930000
Julian Robertson 2013-09-30 New Buy3.2%$41.13 - $49.14 $ 33.92-24%519100
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Post Holdings Inc

SymbolPriceYieldDescription
POSTZ0.000.00
POSHZ0.000.002 1/2 % Perp Cum Conv Pfd Shs Series -C- -144A-

Top Ranked Articles about Post Holdings Inc

Top Guru-Owned Small-Cap Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see small cap companies which are held by the most gurus. The following five small-capped companies are held by the largest number of gurus during the past quarter. Read more...
Mario Gabelli’s Barron’s Roundtable 2013 Report Card
Every year Barron’s gets its Roundtable team together and they discuss stock picks and the status of the economy in general.  Guru Mario Gabelli (Trades, Portfolio) is a member of Barron’s Roundtable team, and the following stocks are his stock picks for 2013 and how they ended up doing for the year.  Read more...

Ratios

vs
industry
vs
history
P/B 0.50
POST's P/B is ranked higher than
96% of the 1619 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.93 vs. POST: 0.50 )
POST' s 10-Year P/B Range
Min: 0.5   Max: 1.1
Current: 0.5

0.5
1.1
P/S 0.80
POST's P/S is ranked higher than
75% of the 1619 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.09 vs. POST: 0.80 )
POST' s 10-Year P/S Range
Min: 0.74   Max: 1.72
Current: 0.8

0.74
1.72
PFCF 34.20
POST's PFCF is ranked higher than
78% of the 1619 Companies
in the Global Packaged Foods industry.

( Industry Median: 73.64 vs. POST: 34.20 )
POST' s 10-Year PFCF Range
Min: 7.44   Max: 52.1
Current: 34.2

7.44
52.1
EV-to-EBIT 88.28
POST's EV-to-EBIT is ranked higher than
60% of the 1619 Companies
in the Global Packaged Foods industry.

( Industry Median: 19.27 vs. POST: 88.28 )
POST' s 10-Year EV-to-EBIT Range
Min: 13.8   Max: 99.6
Current: 88.28

13.8
99.6
Current Ratio 2.65
POST's Current Ratio is ranked higher than
85% of the 1511 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.63 vs. POST: 2.65 )
POST' s 10-Year Current Ratio Range
Min: 1.01   Max: 7.38
Current: 2.65

1.01
7.38
Quick Ratio 1.81
POST's Quick Ratio is ranked higher than
85% of the 1511 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.04 vs. POST: 1.81 )
POST' s 10-Year Quick Ratio Range
Min: 0.48   Max: 6.58
Current: 1.81

0.48
6.58

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 0.60
POST's Price/Median PS Value is ranked higher than
96% of the 1619 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.15 vs. POST: 0.60 )
POST' s 10-Year Price/Median PS Value Range
Min: 0.85   Max: 1.18
Current: 0.6

0.85
1.18
Earnings Yield (Greenblatt) 1.10
POST's Earnings Yield (Greenblatt) is ranked higher than
50% of the 1396 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.20 vs. POST: 1.10 )
POST' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1   Max: 7.2
Current: 1.1

1
7.2

Business Description

Industry: Consumer Packaged Goods » Packaged Foods
Compare: » details
Traded in other countries:2PO.Germany
Post Holdings Inc was incorporated in the state of Missouri. Post is a manufacturer, marketer and distributor of branded ready-to-eat cereals in the United States and Canada. Post's products are manufactured through a flexible production platform consisting of four owned primary facilities and sold through a variety of channels such as grocery stores, mass merchandisers, club stores, and drug stores. Post has leveraged the strength of its brands, category expertise, and over a century of institutional knowledge to create a diverse portfolio of cereals that enhance the lives of consumers, bringing quality foods to the breakfast table since the company's founding in 1897. Post's portfolio of brands includes diverse offerings such as Honey Bunches of Oats, Pebbles, Post Selects, Great Grains, Spoon Size Shredded Wheat, Post Raisin Bran, Grape-Nuts, and Honeycomb.

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK