Análisis Argos
POST
POSTBarata · ojo al riesgo
Post Holdings, Inc. · Consumer Defensive
US$ 92.78
precio al 2026-07-04
Valor justo Argos*
US$ 145–170
vs. su valor justo
41% por debajo
Score Argos
53/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 14.8% al año — menos de lo que viene demostrando (4.6%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
✓Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial débil
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos53de 100Barata · ojo al riesgo
Ingresos▲3%
US$ 8.2 B
Margen operativo▼1%
10.4%
Flujo de caja libre▼2%
US$ 0.5 B
Deuda neta
US$ 7.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.2B
P/E12.5x
EV/EBITDA8.5x
FCF yield11.6%
ROIC5.7%
Margen operativo10.4%
Crecim. ingresos+3.0%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
How is Post Holdings Benefiting From Improving Cereal Demand?
POST sees cereal demand improving as category trends stabilize, supported by disciplined portfolio and promotional execution.
zacks.com · 18 jun
Here's Why Post Holdings (POST) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 17 jun
Post Holdings' Foodservice Business: Is it the Key Growth Engine?
POST's Foodservice business remains a key growth driver, supported by sticky customer relationships and value-added offerings.
zacks.com · 2 jun
Why Post Holdings (POST) is a Top Growth Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
businesswire.com · 21 may
Palliser Capital Welcomes Japan Post Holdings' New Group Medium-Term Management Plan
LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (“JPH”), today responded to JPH's new Group Medium-Term Management Plan, “JP Plan 2028”. Palliser commends JPH for its constructive engagement with shareholders and the commitments it has outlined in its new Group Medium-Term Management Plan, which include: Improvements to transparency and accountability – Clearer disclosure on capital allocation, the st.
seekingalpha.com · 20 may
Post Holdings: Buybacks Will Add Value Over Time
Post Holdings is rated a "Buy," with shares offering ~20% upside to a ~$115 fair value target. POST's aggressive buyback program has reduced share count by 15% this year, supporting double-digit free cash flow yield. Foodservice and refrigerated retail units show strong growth, offsetting structural declines in cereal and pet food segments.
zacks.com · 15 may
Post Holdings (POST) is a Top-Ranked Momentum Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 14 may
Here's Why Post Holdings (POST) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.