Buy Like Buffett

The Moat Index

Post Holdings, Inc.

POST · Consumer Staples · FY2025 filings · No moat ·

Doesn't clear the bar

28/ 100
No moat

The four filters

Pricing power48

Median gross margin 29.4% over 10y, very stable.

Returns on capital1

Median ROIC 5.2%, above the 9% hurdle in 0% of years.

Balance-sheet safety1

Net debt/EBITDA 5.5x, interest coverage 2x.

Capital discipline65

Owner earnings +7.8%/yr, share count n/a.

Margin of safety

Above valueOn sale
No price data
Owner earnings (normalized)
$405.4M
Est. intrinsic value / share
—
Recent price
$86.86
Discount to value
No price data

Conservative model: 9% discount rate, 1% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

17 years of fundamentals

The business, in plain English

Post Holdings, Inc. booked $8.2B of revenue in FY2025 in the Consumer Staples sector and kept 28.7% of it as gross profit — a moderate-margin business by that measure. After every other cost, 4.1% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $996.7M (FY2010) to $8.2B (FY2025) — about 15.0% a year compounded over 15 years.

It earned 5.5% on invested capital in FY2025, with a median of 4.5% across 16 filed years. The Returns on Capital filter above scores it 1/100.

The balance sheet carried $7.4B of total debt in FY2025 against $349.8M of owner earnings — roughly 21.2 years of owner earnings to retire it all. Balance-Sheet Safety scores it 1/100.

Put together: Capital Discipline is the strongest of the four filters (65/100) and Balance-Sheet Safety the weakest (1/100), which is how POST lands at 28/100 — a None moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2009–FY2025 · 17 fiscal years, normalized from POST’s SEC filings

RevenueSales, as filed$8.2B FY2025
$0$5B2009201520212025
Gross marginRevenue kept after cost of goods28.7% FY2025
0%20%40%2009201520212025
Return on invested capitalOperating profit on the capital employed5.5% FY2025
−20%0%2009201520212025
Owner earningsCash an owner could take out$349.8M FY2025
$0$500M2009201520212025

Gaps in a line mean that item isn’t in POST’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

3 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale27.8 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — POST has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Consumer Staples context

#47 of 66 scored Consumer Staples companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #45DAR DARLING INGREDIENTS INC.29.8No moat
  2. #46FRPT FRESHPET, INC.29.5No moat
  3. #48SBEV SPLASH BEVERAGE GROUP, INC.27.3No moat
  4. #49LSF Laird Superfood, Inc.26.9No moat

Compare POST with its nearest peers →All Consumer Staples companies on the Index →

Common questions about POST

Does Post Holdings, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Post Holdings, Inc. (POST) 27.8 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 48, returns on capital 1, balance-sheet safety 1, capital discipline 65.
How has POST's Moat Score changed over time?
The record logs 3 readings since Jul 17, 2026; the latest reads 27.8 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.
Embed this score on your site

One iframe, no script. The badge shows POST’s live Moat Score, updates itself as new filings are scored, and links back here. How it works.

<iframe
  src="https://buylikebuffett.com/embed/POST"
  width="340" height="150" style="border:0"
  title="POST Moat Score — The Moat Index"
  loading="lazy"></iframe>

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell POST. See the disclaimer.

Post Holdings, Inc. (POST) Moat Score — The Moat Index · Buy Like Buffett