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 : 6/10

vs
industry
vs
history
Cash to Debt 0.36
POST's Cash to Debt is ranked higher than
56% of the 1472 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.81 vs. POST: 0.36 )
POST' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 0.36

Equity to Asset 0.40
POST's Equity to Asset is ranked higher than
54% of the 1464 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.53 vs. POST: 0.40 )
POST' s 10-Year Equity to Asset Range
Min: 0.4   Max: 0.62
Current: 0.4

0.4
0.62
Interest Coverage 1.26
POST's Interest Coverage is ranked lower than
58% of the 833 Companies
in the Global Packaged Foods industry.

( Industry Median: 15.78 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: 4
Z-Score: 0.76
M-Score: -1.50
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 : 6/10

vs
industry
vs
history
Operating margin (%) 10.42
POST's Operating margin (%) is ranked higher than
83% of the 1398 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.18 vs. POST: 10.42 )
POST' s 10-Year Operating margin (%) Range
Min: -38.07   Max: 19.14
Current: 10.42

-38.07
19.14
Net-margin (%) 1.47
POST's Net-margin (%) is ranked higher than
57% of the 1400 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.38 vs. POST: 1.47 )
POST' s 10-Year Net-margin (%) Range
Min: -43.82   Max: 9.23
Current: 1.47

-43.82
9.23
ROE (%) 1.01
POST's ROE (%) is ranked higher than
52% of the 1386 Companies
in the Global Packaged Foods industry.

( Industry Median: 7.99 vs. POST: 1.01 )
POST' s 10-Year ROE (%) Range
Min: -29.57   Max: 4.46
Current: 1.01

-29.57
4.46
ROA (%) 0.44
POST's ROA (%) is ranked higher than
52% of the 1404 Companies
in the Global Packaged Foods industry.

( Industry Median: 4.18 vs. POST: 0.44 )
POST' s 10-Year ROA (%) Range
Min: -15.58   Max: 2.75
Current: 0.44

-15.58
2.75
ROC (Joel Greenblatt) (%) 21.20
POST's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 1395 Companies
in the Global Packaged Foods industry.

( Industry Median: 16.57 vs. POST: 21.20 )
POST' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -76.89   Max: 37.13
Current: 21.2

-76.89
37.13
» POST's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2013

POST Guru Trades in Q2 2013

John Paulson 1,234,200 sh (+0.32%)
Mario Gabelli 852,346 sh (-5.24%)
Jim Simons 218,700 sh (-7.09%)
» More
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

Diamond Hill Capital 190,675 sh (New)
John Keeley 590,488 sh (New)
John Griffin 930,000 sh (New)
Murray Stahl 4,093 sh (New)
Mario Gabelli 965,669 sh (+6.94%)
John Paulson 1,234,200 sh (unchged)
Paul Tudor Jones Sold Out
Jeremy Grantham 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
» 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 2014-03-31 Add 12.72%0.63%$49.27 - $60.18 $ 45.02-18%310200
John Griffin 2014-03-31 Add 29.57%0.17%$49.27 - $60.18 $ 45.02-18%1205000
John Paulson 2014-03-31 Reduce -33.79%0.1%$49.27 - $60.18 $ 45.02-18%817200
Julian Robertson 2013-12-31 Reduce -46.99%1.5%$38.7 - $52.61 $ 45.020%275200
John Keeley 2013-12-31 New Buy0.49%$38.7 - $52.61 $ 45.020%590488
John Griffin 2013-12-31 New Buy0.47%$38.7 - $52.61 $ 45.020%930000
Julian Robertson 2013-09-30 New Buy3.2%$41.13 - $49.14 $ 45.021%519100
John Paulson 2012-09-30 Add 48.18%0.1%$28.64 - $32.92 $ 45.0248%1230300
Mario Gabelli 2012-09-30 Add 29.94%0.04%$28.64 - $32.92 $ 45.0248%804335
Mario Gabelli 2012-06-30 Add 22.25%0.03%$28.06 - $33.98 $ 45.0246%618985
John Paulson 2012-03-31 New Buy0.18%$26.02 - $32.31 $ 45.0264%830300
Mario Gabelli 2012-03-31 New Buy0.12%$26.02 - $32.31 $ 45.0264%506335
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 0.70
POST's P/B is ranked higher than
91% of the 1582 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.95 vs. POST: 0.70 )
POST' s 10-Year P/B Range
Min: 0.7   Max: 1.1
Current: 0.7

0.7
1.1
P/S 1.20
POST's P/S is ranked higher than
62% of the 1582 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.06 vs. POST: 1.20 )
POST' s 10-Year P/S Range
Min: 1.06   Max: 1.72
Current: 1.2

1.06
1.72
PFCF 21.00
POST's PFCF is ranked higher than
80% of the 1582 Companies
in the Global Packaged Foods industry.

( Industry Median: 47.95 vs. POST: 21.00 )
POST' s 10-Year PFCF Range
Min: 7.44   Max: 27.81
Current: 21

7.44
27.81
EV-to-EBIT 44.62
POST's EV-to-EBIT is ranked higher than
59% of the 1582 Companies
in the Global Packaged Foods industry.

( Industry Median: 19.43 vs. POST: 44.62 )
POST' s 10-Year EV-to-EBIT Range
Min: 13.8   Max: 47.3
Current: 44.62

13.8
47.3
Current Ratio 5.73
POST's Current Ratio is ranked higher than
96% of the 1474 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.62 vs. POST: 5.73 )
POST' s 10-Year Current Ratio Range
Min: 1.01   Max: 7.38
Current: 5.73

1.01
7.38
Quick Ratio 4.75
POST's Quick Ratio is ranked higher than
96% of the 1474 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.07 vs. POST: 4.75 )
POST' s 10-Year Quick Ratio Range
Min: 0.48   Max: 6.58
Current: 4.75

0.48
6.58

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 0.90
POST's Price/Median PS Value is ranked higher than
84% of the 1582 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.15 vs. POST: 0.90 )
POST' s 10-Year Price/Median PS Value Range
Min: 0.82   Max: 1.13
Current: 0.9

0.82
1.13
Earnings Yield (Greenblatt) 2.20
POST's Earnings Yield (Greenblatt) is ranked lower than
52% of the 1383 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.10 vs. POST: 2.20 )
POST' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.1   Max: 7.2
Current: 2.2

2.1
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.
» More Articles for POST

Headlines

Articles On GuruFocus.com
Do You Want To Invest In One Of These Companies...Think Again? Jun 16 2014 
Top Guru-Owned Small-Cap Stocks Jun 13 2014 
Diamond Hill Capital Buys 12 New Stocks Feb 05 2014 
Mario Gabelli’s Barron’s Roundtable 2013 Report Card Jan 23 2014 
Tiger Ratan Capital's Founder's Best Idea from the Robin Hood Investment Conference Nov 23 2013 
Hedge Fund Originator Julian Robertson Buys 11 Stocks Nov 14 2013 
Julian Robertson Makes Large Sells; Buys eBay, Time Warner, E*Trade Nov 14 2013 
General Mills (GIS) Valuation Analysis Aug 26 2013 
Mario Gabelli of GAMCO Discusses Stock Picks Jul 26 2013 
Post Holdings Inc. Analysis Feb 05 2013 

More From Our Partners
Packaged Foods Broadly Lower On Weak Results From Kraft, Kellogg Jul 31 2014 - BENZINGA

More From Other Websites
NYSE stocks posting largest volume increases Jul 31 2014
POST HOLDINGS, INC. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Jul 30 2014
Post Holdings Declares Dividend on Series B and Series C Convertible Preferred Stock Jul 30 2014
Post Holdings Schedules Third Quarter Fiscal Year 2014 Conference Call Jul 30 2014
Post Holdings Schedules Third Quarter Fiscal Year 2014 Conference Call Jul 29 2014
Private Equity Curbed Its Appetite for Consumer Deals in Second Quarter Jul 29 2014
Post Holdings Announces Closing of Exchange Offer for 7.375% Senior Notes Due 2022 Jul 28 2014
POST HOLDINGS, INC. Files SEC form 8-K, Regulation FD Disclosure Jul 28 2014
Post Holdings Announces Closing of Exchange Offer for 7.375% Senior Notes Due 2022 Jul 28 2014
Ackman withdraws claim on key Herbalife analyst Jul 22 2014
Post Holdings: Great 'Cereal' Acquirer Meaningfully Undervalued Jul 22 2014
Bill Ackman's Big Herbalife Reveal Bombs With Investors Jul 22 2014
Hormel to Buy CytoSport for About $450 Million Jun 30 2014
Cereal industry ponders future as U.S. appetites change Jun 28 2014
Why Kellogg (K) Stock Is Lower This Afternoon Jun 25 2014
General Mills falls after results miss expectations Jun 25 2014
POST HOLDINGS, INC. Files SEC form 8-K, Regulation FD Disclosure Jun 25 2014
Post Holdings Launches Exchange Offer for 7.375% Senior Notes Due 2022 Jun 25 2014

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?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

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
Email Hide