Post Holdings Inc (POST) stock score and earnings-call analysis

Post Holdings Inc (POST) has a MarketKingdoms composite score of 50.1 (C), an C-range rating. It ranks 1744th of 1,866 covered companies, 110th of 131 in Consumer Defensive (sector average 59.3) and 25th of 34 in Packaged Foods. Scores as of 2026-10-25.

Its strongest lenses are Price (valuation) at 81 (Consumer Defensive average 50) and Stock selection at 61 (Consumer Defensive average 73). Its weakest lenses are Trend (momentum) at 18 (sector average 49) and KPI momentum at 44 (sector average 67).

Lens scores

POST lens scores (0–100) against its sector and industry
LensTypePOSTConsumer Defensive averagePackaged Foods averagePercentile in sector
Industry opportunityResearch signal58655840th
Stock selectionResearch signal61736912th
KPI momentumResearch signal44676113th
Catalyst watchResearch signal5669679th
Price (valuation)Fundamental lens81505695th
Expansion (growth)Fundamental lens49514446th
Quality (profitability)Fundamental lens46504440th
Trend (momentum)Fundamental lens18494015th

Latest earnings call

The most recent call analysed was held on 2026-08-07 (fiscal 2026 Q3). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -4.5%: its price is in line with the path its market, sector and industry moves explain. Factor sensitivity: market beta -0.14, sector beta 0.00, industry beta 0.75; the factor model explains 18% of its moves (R²).

Packaged Foods peers

CompanyCompositeGradeValuation gap
Darling Ingredients Inc (DAR)71.2B+-16.5%
Central Garden & Pet Co (CENTA)66.8B+4.6%
Mama's Creations Inc (MAMA)65.4B-10.2%
J.M. Smucker Co (SJM)65.0B+7.5%
Herbalife Ltd (HLF)63.7B--5.2%
Freshpet Inc (FRPT)63.3B--36.6%
Bellring Brands Inc (BRBR)60.0B--36.9%
Lamb Weston Holdings Inc (LW)60.0B-+6.5%

Near POST in the overall ranking

Post Holdings Inc financial statements · Consumer Defensive sector ranking · Packaged Foods industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.