Post Holdings (FRA:2PO) ROC (Joel Greenblatt) %: 26.04% (As of Mar. 2026) — Near Median


FRA:2PO Post Holdings Inc FRA:2PO
68 GF Score
Price €74.50
GF Value €114.71
Valuation Possible Value Trap
! 3 Warning Signs
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What is Post Holdings ROC (Joel Greenblatt) %?

Post Holdings FRA:2PO +1.36% 68 ROC (Joel Greenblatt) % is 26.04% as of Mar. 2026, which is 5% above its 10-year median of 24.91. GuruFocus rates FRA:2PO with a GF Score™ of 68/100 and a GF Value™ of €114.71 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 1,978 Consumer Packaged Goods companies, Post Holdings ranks better than 76.54% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Post Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 26.04%.

The historical rank and industry rank for Post Holdings's ROC (Joel Greenblatt) % or its related term are showing as below:

FRA:2PO' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 14.23   Med: 24.91   Max: 50.12
Current: 26.26

During the past 13 years, Post Holdings's highest ROC (Joel Greenblatt) % was 50.12%. The lowest was 14.23%. And the median was 24.91%.

FRA:2PO's ROC (Joel Greenblatt) % is ranked better than
76.54% of 1978 companies
in the Consumer Packaged Goods industry
Industry Median: 11.99 vs FRA:2PO: 26.26

Post Holdings's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 6.90% per year.


Post Holdings  (FRA:2PO) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Post Holdings ROC (Joel Greenblatt) % Related Terms


Post Holdings ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Post Holdings's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Post Holdings ROC (Joel Greenblatt) % Chart

Post Holdings Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 25.27 54.14 25.09 27.08 23.95

Post Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 23.36 30.29 21.03 26.33 26.04

FRA:2PO vs MZTI, FRPT, CENT: ROC (Joel Greenblatt) % Comparison

For the Packaged Foods subindustry, Post Holdings's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Post Holdings ROC (Joel Greenblatt) % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Post Holdings's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Post Holdings's ROC (Joel Greenblatt) % falls into.


FRA:2PO
68GF Score
Post Holdings Inc FRA:2PO
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Post Holdings ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(581.232 + 775.603 + 88.987) - (494.637 + 0 + 392.242)
=558.943

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(630.412 + 788.534 + 122.83) - (534.829 + 0 + 421.515)
=585.432

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Post Holdings for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=745.976/( ( (2290.94 + max(558.943, 0)) + (2294.066 + max(585.432, 0)) )/ 2 )
=745.976/( ( 2849.883 + 2879.498 )/ 2 )
=745.976/2864.6905
=26.04 %

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 26.04% mean?
Post Holdings (FRA:2PO) has a ROC (Joel Greenblatt) % of 26.04% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Post Holdings and its competitors. This is near median its historical median of 24.91. Over the past decade, Post Holdings' ROC (Joel Greenblatt) % has ranged from 14.23 to 50.12. According to the industry distribution chart, Post Holdings ranks #464 out of 1978 companies in the Consumer Packaged Goods industry, placing it in the top 23.5%.
Is Post Holdings' ROC (Joel Greenblatt) % too high?
Post Holdings' current ROC (Joel Greenblatt) % of 26.04% is near median its 10-year median of 24.91. Over the past 10 years, this metric has ranged from a low of 14.23 to a high of 50.12. The Consumer Packaged Goods industry median ROC (Joel Greenblatt) % is 11.99. Post Holdings' value of 26.04% is 117.2% above this industry median. Based on the distribution chart, Post Holdings ranks #464 out of 1978 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Post Holdings has a GF Score™ of 68/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Post Holdings' ROC (Joel Greenblatt) % compare to MZTI and FRPT?
According to the Consumer Packaged Goods industry distribution chart, Post Holdings ranks #464 out of 1978 companies for ROC (Joel Greenblatt) %. This places Post Holdings in the top 24% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 11.99. Post Holdings' value of 26.04% is 117.2% above this benchmark. Historically, Post Holdings' own ROC (Joel Greenblatt) % has ranged from 14.23 to 50.12 over the past decade. While the company's 10-year median is 24.91 vs. the industry median of 11.99, Post Holdings has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Consumer Packaged Goods company?
The median ROC (Joel Greenblatt) % among Consumer Packaged Goods companies is 11.99, based on 1,978 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Post Holdings's current ROC (Joel Greenblatt) % of 26.04% is 117.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Post Holdings and its competitors. For the Consumer Packaged Goods industry, the median ROC (Joel Greenblatt) % is 11.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Post Holdings's current ROC (Joel Greenblatt) % is 26.04%, which is near median its own 10-year median of 24.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Post Holdings stock overvalued right now?
Based on GuruFocus' analysis, Post Holdings (FRA:2PO) is currently considered Possible Value Trap. The stock's GF Value™ is €114.71, compared to a current price of €74.50 — trading 35.1% below its estimated fair value. The current ROC (Joel Greenblatt) % is 26.04%, which is near median its 10-year median of 24.91 and 117.2% above the Consumer Packaged Goods industry median of 11.99. Post Holdings' overall GF Score™ is 68/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Post Holdings (FRA:2PO), the current ROC (Joel Greenblatt) % is 26.04% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Post Holdings (FRA:2PO) Overvalued in 2026?

Based on GuruFocus' analysis, Post Holdings stock appears to be undervalued. The current stock price of €74.50 is trading 35.1% below its estimated GF Value™ of €114.71. GuruFocus considers Post Holdings to be Possible Value Trap.

Key valuation signals for FRA:2PO:

  • ROC (Joel Greenblatt) %: 26.04% (near median its 10-year median of 24.91)
  • GF Value™: €114.71 vs. price of €74.50 (35.1% below fair value)
  • GF Score™: 68/100 with 3 warning signs
  • Industry Position: 117.2% above the Consumer Packaged Goods median (#464 of 1978)

No single metric tells the full story. See the FRA:2PO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Post Holdings Business Description

Other Exchanges POST:USA0KJZ:UK2PO:Germany
Address 2503 South Hanley Road, St. Louis, MO, USA, 63144
Post Holdings Inc. is a consumer packaged goods holding company with products sold through grocery, club, and drug stores, mass merchandisers, foodservice, food ingredient, and eCommerce. It operates through four reportable segments: Post Consumer Brands, focused on North American ready-to-eat cereal and granola, pet food, and nut butters; Weetabix, focused on U.K. ready-to-eat cereal, muesli, and protein-based shakes; Foodservice, focused on egg and potato products; and Refrigerated Retail, focused on side dish, egg, cheese, and sausage products. Products are sold across channels, including retailers, wholesalers, convenience stores, pet supply retailers, drug store customers, military and national restaurant chains, with revenues largely generated in the U.S.
68GF Score

Get the complete analysis for FRA:2PO

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€74.50
Price
€114.71
GF Value