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Also traded in: Germany

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

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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

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» POST's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

POST Guru Trades in Q1 2016

Joel Greenblatt 61,755 sh (New)
Stanley Druckenmiller 291,200 sh (New)
Jim Simons 801,300 sh (+24.33%)
PRIMECAP Management 12,000 sh (unchged)
Diamond Hill Capital 1,467,619 sh (-5.78%)
John Paulson 3,682,400 sh (-10.29%)
Mario Gabelli 897,506 sh (-13.37%)
Paul Tudor Jones 6,787 sh (-47.04%)
Louis Moore Bacon 225,000 sh (-59.83%)
» More
Q2 2016

POST Guru Trades in Q2 2016

Steven Cohen 480,700 sh (New)
Paul Tudor Jones 381,562 sh (+5521.95%)
Louis Moore Bacon 259,000 sh (+15.11%)
Diamond Hill Capital 1,472,849 sh (+0.36%)
Stanley Druckenmiller 291,200 sh (unchged)
PRIMECAP Management 12,000 sh (unchged)
John Paulson Sold Out
Jim Simons 755,000 sh (-5.78%)
Mario Gabelli 805,321 sh (-10.27%)
Joel Greenblatt 30,467 sh (-50.66%)
» More
Q3 2016

POST Guru Trades in Q3 2016

First Eagle Investment 85,145 sh (New)
Joel Greenblatt 159,215 sh (+422.58%)
Louis Moore Bacon 325,000 sh (+25.48%)
Jim Simons 910,200 sh (+20.56%)
Stanley Druckenmiller 291,200 sh (unchged)
PRIMECAP Management 12,000 sh (unchged)
Diamond Hill Capital 1,417,773 sh (-3.74%)
Mario Gabelli 753,461 sh (-6.44%)
Steven Cohen 163,000 sh (-66.09%)
Paul Tudor Jones 18,952 sh (-95.03%)
» More
Q4 2016

POST Guru Trades in Q4 2016

First Eagle Investment 644,570 sh (+657.03%)
Jim Simons 1,054,900 sh (+15.90%)
Diamond Hill Capital 1,437,448 sh (+1.39%)
Stanley Druckenmiller Sold Out
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Mario Gabelli 722,672 sh (-4.09%)
PRIMECAP Management 11,000 sh (-8.33%)
Steven Cohen 137,300 sh (-15.77%)
» 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%)

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Preferred stocks of Post Holdings Inc

SymbolPriceYieldDescription
POSTZ0.000.00
POSHZ0.000.002 1/2 % Perp Cum Conv Pfd Shs Series -C- -144A-
PSTUC164.380.002.5 % Perp Cum Conv Pfd Registered Shs Series -C-
PSTUB0.000.003.75 % Perp Cum Conv Pfd Registered Shs Series -B-

Business Description

Industry: Consumer Packaged Goods » Packaged Foods    NAICS: 311412    SIC: 2038
Compare:OTCPK:PIFMY, NAS:PPC, OTCPK:GLAPY, NYSE:LW, OTCPK:TBLMY, NAS:BUFF, OTCPK:TCYMF, OTCPK:CBCFF, NYSE:THS, NYSE:PF, OTCPK:TATYF, NYSE:FLO, OTCPK:KWPCY, NAS:LNCE, NAS:LANC, OTCPK:UVRBY, OTCPK:TSUKY, OTCPK:LYSFY, NYSE:BGS, OTCPK:MLFNF » details
Traded in other countries:2PO.Germany,
Post Holdings Inc is a consumer packaged goods company operating in the center-of-the-store, refrigerated and private label food categories. Its business segments are Post Foods, Michael Foods, Active Nutrition, Private Brands and Attune Foods.

Post Holdings Inc was incorporated in the state of Missouri on September 22, 2011. The Company is a manufacturer, marketer and distributor of branded ready-to-eat cereals in the United States and Canada. The Company is a manufacturer, marketer and distributor of branded and private label ready-to-eat cereals, snacks and active nutrition products in the United States and Canada. The Company's business segments are Post Consumer Brands, Michael Foods Group, Active Nutrition, and Private Brands. The Post Consumer Brands includes the Post Foods and MOM Brands cereal businesses and manufactures, markets and sells branded and private label RTE cereal products. The Michael Foods Group segment produces and distributes egg products, refrigerated potato products, cheese and other dairy case products and pasta products. Its egg products business produces and distributes numerous egg products under the Better'n Eggs, All Whites, Papetti's, Abbotsford Farms, Emulsa, EasyEggs, Table Ready and Willamette Egg Farms brands. The Active Nutrition segment markets and distributes protein beverages, bars, powders and gels under the Premier Protein, Dymatize, Supreme Protein and PowerBar brands, and ready-to-drink beverages and other liquid-based solutions under the Joint Juice brand. The Private Brands segment manufactures and distributes organic and conventional private label peanut butter and other nut butters, baking nuts, raisins and other dried fruit, and trail mixes, with sales to grocery retailers, food ingredient and foodservice channels in the United States and Canada. It also co-manufactures peanut butter and other nut butters for national brands, private label retail and industrial markets. The Company markets its products through television, digital and print advertisements, coupon offers, co-marketing arrangements with complementary consumer product companies and co-op advertising with select retail customers. It also uses traditional outdoor, print and digital advertising and social media, as well as more targeted grass roots programs such as sampling events and business drops. The Company's trademarks include Post, Honey Bunches of Oats, Post Selects, Great Grains, Spoon SizeShredded Wheat, Oh's, Grape-Nuts, Honeycomb Frosted Mini Spooners, Golden Puffs, Cinnamon Toasters, Fruity Dyno-Bites, Cocoa Dyno-Bites, Berry Colossal Crunch and Malt-O-Meal, Papetti's, All Whites, Better'n Eggs, Easy Eggs, Table Ready, Abbotsford Farms, Simply Potatoes and Crystal Farms, Premier Protein, Joint Juice, Dymatize, Supreme Protein and PowerBar, are Attune, Uncle Sam, Erewhon, Peace Cereal and Sweet Home Farm. The Company sells its products to grocery, mass merchandise, supercenters, club store and drug store customers, military, internet and foodservice channels, foodservice distributors, national restaurant chains, retail grocery stores, food processors, warehouse club stores, grocery stores, drug stores, convenient stores and supplement stores. The C

Guru Investment Theses on Post Holdings Inc

Weitz Funds Comments on Post Holdings - Apr 25, 2016

POST (NYSE:POST) is a consumer packaged goods holding company whose products are sold through a range of channels, such as grocery, drug stores, foodservice and the Internet. While Post has been transforming itself from a branded cereal manufacturer into a food holding company with a more growth-oriented portfolio, fiscal year appreciation was due to the acquisition of Malt-O-Meal brands, which strengthened the company’s cereal business. In addition, a strong performance of the Michael Food’s segment and improvements in the company’s protein-focused brands contributed to good results. Post also benefited from a capital raise of equity and debt, which decreased its financial leverage, putting the company in a better position to take advantage of future value-enhancing mergers and acquisitions. We eliminated the position in the fourth quarter of 2015 when the stock traded above our business value estimate.



From Weitz Funds' Research Fund commentary 1st quarter.



Check out Wallace Weitz latest stock trades

Weitz Funds Comments on Research Fund - Jan 25, 2016

Post Holdings (NYSE:POST) is a consumer packaged goods holding company whose products are sold through a range of channels, such as grocery, drug stores, foodservice and the internet. While Post has been transforming itself from a branded cereal manufacturer into a food holding company with a more growth-oriented portfolio, 2015 stock appreciation was due to the acquisition of Malt-O-Meal Brands, which strengthened the company’s cereal business. In addition, Post benefited from a capital raise of equity and debt, which decreased its financial leverage, putting the company in a better position to take advantage of future value-enhancing mergers and acquisitions.



From the Weitz Funds' Research Fund shareholder letter for fourth quarter 2015.



Check out Wallace Weitz latest stock trades

Wallace Weitz Comments on Post Holdings - Nov 06, 2015

Post Holdings (NYSE:POST) is a consumer packaged goods holding company whose products are sold through a range of channels, such as grocery, drug stores, foodservice and the Internet. The company has been transforming itself from a branded cereal manufacturer into a food holding company with a more growth-oriented portfolio in protein, private label and value cereals. Post’s stock has appreciated due to an improved outlook for Post’s overall businesses and prospects for the recently acquired Malt-O-Meal brands. Prior investor concerns about the impact of Avian Influenza on Post’s Michael Foods unit have become muted as it appeared the outbreak would likely be one-time in nature and the financial impact less than feared. In addition, Post benefited from a capital raise of equity and debt which delivered the business, putting the company in a better position to take advantage of future value-enhancing M&A. We eliminated the position in the third quarter when the stock traded above our business value estimate.

From Wallace Weitz (Trades, Portfolio)'s Partners Value Fund commentary for third quarter 2015.

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Top Ranked Articles about Post Holdings Inc

Weitz Funds Comments on Post Holdings Guru stock highlight
POST (NYSE:POST) is a consumer packaged goods holding company whose products are sold through a range of channels, such as grocery, drug stores, foodservice and the Internet. While Post has been transforming itself from a branded cereal manufacturer into a food holding company with a more growth-oriented portfolio, fiscal year appreciation was due to the acquisition of Malt-O-Meal brands, which strengthened the company’s cereal business. In addition, a strong performance of the Michael Food’s segment and improvements in the company’s protein-focused brands contributed to good results. Post also benefited from a capital raise of equity and debt, which decreased its financial leverage, putting the company in a better position to take advantage of future value-enhancing mergers and acquisitions. We eliminated the position in the fourth quarter of 2015 when the stock traded above our business value estimate. Read more...

Ratios

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Forward PE Ratio 26.60
POST's Forward PE Ratio is ranked lower than
81% of the 179 Companies
in the Global Packaged Foods industry.

( Industry Median: 17.76 vs. POST: 26.60 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A

Buy Back

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5-Year Yield-on-Cost % 0.40
POST's 5-Year Yield-on-Cost % is ranked lower than
94% of the 2017 Companies
in the Global Packaged Foods industry.

( Industry Median: 2.35 vs. POST: 0.40 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
POST' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0
Current: 0.4

Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $5,028
EPS (TTM) $ 0.66
Beta-0.11
Short Percentage of Float9.00%
52-Week Range $66.70 - 89.00
Shares Outstanding (Mil)64.28

Analyst Estimate

Sep17 Sep18
Revenue (Mil $) 5,133 5,315
EPS ($) 3.13 2.76
EPS without NRI ($) 3.13 2.76
EPS Growth Rate
(Future 3Y To 5Y Estimate)
1.54%
Dividends per Share ($)
» More Articles for POST

Headlines

Articles On GuruFocus.com
Weitz Funds Comments on Post Holdings Apr 25 2016 
Weitz Funds' Research Fund Commentary 1st Quarter Apr 25 2016 
Weitz Funds Comments on Research Fund Jan 25 2016 
Top Performing Stocks Attracting Guru Investors Jan 19 2016 
Wallace Weitz Comments on Post Holdings Nov 06 2015 
My Indirect Experiences With Valeant Pharmaceuticals. Nov 04 2015 
Arnold Van Den Berg Sells Nine Holdings in Third Quarter Oct 30 2015 
John Paulson Buys Actavis, AIG, Valeant, Sells Equinix, Alibaba May 16 2015 
Post Holdings Remains Strong Apr 30 2015 
Manning & Napier's Top 5 Stock Selections of Q1 Apr 21 2015 

More From Other Websites
POST HOLDINGS, INC. Files SEC form 8-K, Creation of a Direct Financial Obligation or an Obligation... Feb 14 2017
POST HOLDINGS, INC. Financials Feb 09 2017
POST HOLDINGS, INC. Files SEC form 8-K, Other Events Feb 06 2017
Post Holdings Announces Pricing of Senior Notes Offerings Feb 06 2017
Post Holdings, Inc. :POST-US: Earnings Analysis: Q1, 2017 By the Numbers : February 6, 2017 Feb 06 2017
Post Holdings, Inc. -- Moody's assigns B3 to Post's $1.5 billion notes offering Feb 06 2017
Post Holdings Announces Commencement of Senior Notes Offerings Feb 06 2017
Edited Transcript of POST earnings conference call or presentation 3-Feb-17 2:00pm GMT Feb 03 2017
POST HOLDINGS, INC. Files SEC form 10-Q, Quarterly Report Feb 03 2017
Post Holdings beats Street 1Q forecasts Feb 02 2017
Post Holdings beats Street 1Q forecasts Feb 02 2017
Post Holdings Reports Results for the First Quarter of Fiscal Year 2017 Feb 02 2017
Q1 2017 Post Holdings Inc Earnings Release - After Market Close Feb 02 2017
Food Stocks to Watch for Earnings on Feb 2: INGR & POST Feb 01 2017
General Mills, Post Consumer Brands among four firms bidding for British cereal brand Jan 31 2017
POST HOLDINGS, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders Jan 30 2017
5 Earnings Short-Squeeze Trade Ideas Jan 30 2017
Four food firms prepare bids for British cereal maker Weetabix - sources Jan 27 2017
Post Holdings Schedules First Quarter Fiscal Year 2017 Conference Call Jan 25 2017

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