Is the business good?
How good a business is POST?
Post Holdings, Inc. earns 6.4% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.
6.4%
Return on invested capital · cost of capital 9.0% · 2.6 points below what the capital costs: growth destroys value
- Operating margin
- 10%
Operating margin · Packaged Foods median 8.2% · 12 months to Q2 2026
- Cash conversion
- 1.53×
Cash conversion · 1.40× a year ago · every dollar of reported profit arrived as cash, and more
- Share count, year on year
- −14%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2020 | 11% |
| FY2021 | 9.8% |
| FY2022 | 7.1% |
| FY2023 | 8.6% |
| FY2024 | 10% |
| FY2025 | 9.8% |
Details›
- Gross margin12 months to Q2 2026
- 29%
- Operating margin12 months to Q2 2026
- 10%
- Net margin12 months to Q2 2026
- 4.0%
- Free cash flow margin
- 6.1%
- Revenue, trailing twelve months
- $8.45B
- Free cash flow, trailing twelve months
- $517M
- Net income, trailing twelve months
- $339M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 6.4%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.