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Post Holdings (Post Holdings) Cyclically Adjusted FCF per Share : $5.78 (As of Dec. 2023)


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What is Post Holdings Cyclically Adjusted FCF per Share?

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

Post Holdings's adjusted free cash flow per share for the three months ended in Dec. 2023 was $1.391. Add all the adjusted free cash flow per share for the past 10 years together and divide the count will get our Cyclically Adjusted FCF per Share, which is $5.78 for the trailing ten years ended in Dec. 2023.

During the past 12 months, Post Holdings's average Cyclically Adjusted FCF Growth Rate was 11.60% per year. During the past 3 years, the average Cyclically Adjusted FCF Growth Rate was 7.50% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted FCF Growth Rate using Cyclically Adjusted FCF per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted FCF Growth Rate of Post Holdings was 7.50% per year. The lowest was 7.50% per year. And the median was 7.50% per year.

As of today (2024-04-27), Post Holdings's current stock price is $105.38. Post Holdings's Cyclically Adjusted FCF per Share for the quarter that ended in Dec. 2023 was $5.78. Post Holdings's Cyclically Adjusted Price-to-FCF of today is 18.23.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of Post Holdings was 18.48. The lowest was 12.11. And the median was 15.31.


Post Holdings Cyclically Adjusted FCF per Share Historical Data

The historical data trend for Post Holdings's Cyclically Adjusted FCF per Share 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.

* Premium members only.

Post Holdings Cyclically Adjusted FCF per Share Chart

Post Holdings Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
Cyclically Adjusted FCF per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only - 4.58 4.99 5.18 5.69

Post Holdings Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Cyclically Adjusted FCF per Share 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 5.18 5.34 5.55 5.69 5.78

Competitive Comparison of Post Holdings's Cyclically Adjusted FCF per Share

For the Packaged Foods subindustry, Post Holdings's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF 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's Cyclically Adjusted Price-to-FCF Distribution in the Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Post Holdings's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where Post Holdings's Cyclically Adjusted Price-to-FCF falls into.



Post Holdings Cyclically Adjusted FCF per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

What is Cyclically Adjusted FCF per Share? How do we calculate Cyclically Adjusted FCF per Share?

Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted FCF per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the free cash flow per share from 2001 through 2010.

We adjusted the 2001 free cash flow per share data with the total inflation from 2001 through 2010 to the equivalent free cash flow in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's free cash flow is $1 a share in 2001, then the 2001's equivalent free cash flow in 2010 is $1.4 a share. If Wal-Mart's free cash flow is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 free cash flow in 2010 is $1.35. So on and so forth, you get the equivalent free cash flow per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted FCF per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, Post Holdings's adjusted Free Cash Flow per Share data for the three months ended in Dec. 2023 was:

Adj_FreeCashFlowPerShare= Free Cash Flow per Share /CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=1.391/129.4194*129.4194
=1.391

Current CPI (Dec. 2023) = 129.4194.

Post Holdings Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201403 -0.494 99.695 -0.641
201406 0.094 100.560 0.121
201409 1.439 100.428 1.854
201412 0.673 99.070 0.879
201503 1.173 99.621 1.524
201506 1.227 100.684 1.577
201509 2.458 100.392 3.169
201512 1.020 99.792 1.323
201603 1.155 100.470 1.488
201606 1.948 101.688 2.479
201609 1.362 101.861 1.730
201612 -0.638 101.863 -0.811
201703 -0.504 102.862 -0.634
201706 2.593 103.349 3.247
201709 1.570 104.136 1.951
201712 2.041 104.011 2.540
201803 0.259 105.290 0.318
201806 3.620 106.317 4.407
201809 0.595 106.507 0.723
201812 2.129 105.998 2.599
201903 -1.203 107.251 -1.452
201906 3.088 108.070 3.698
201909 1.503 108.329 1.796
201912 0.431 108.420 0.514
202003 -0.860 108.902 -1.022
202006 4.001 108.767 4.761
202009 2.147 109.815 2.530
202012 0.906 109.897 1.067
202103 0.043 111.754 0.050
202106 2.983 114.631 3.368
202109 2.234 115.734 2.498
202112 0.781 117.630 0.859
202203 -0.150 121.301 -0.160
202206 0.183 125.017 0.189
202209 1.197 125.227 1.237
202212 0.699 125.222 0.722
202303 0.295 127.348 0.300
202306 3.112 128.729 3.129
202309 2.485 129.860 2.477
202312 1.391 129.419 1.391

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.


Post Holdings  (NYSE:POST) Cyclically Adjusted FCF per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted FCF per Share may underestimate the company's free cash flow. Cyclically Adjusted Price-to-FCF can seem to be too high even the actual Price-to-Free-Cash-Flow is low.

For the Cyclically Adjusted Price-to-FCF, the free cash flow per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/FCF calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted Price-to-FCF is also called CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Post Holdings's Cyclically Adjusted Price-to-FCF of today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/Cyclically Adjusted FCF per Share
=105.38/5.78
=18.23

* 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.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of Post Holdings was 18.48. The lowest was 12.11. And the median was 15.31.


Be Aware

Cyclically Adjusted Price-to-FCF works better for cyclical companies. It gives you a better idea on the company's real free cash flow value.


Post Holdings Cyclically Adjusted FCF per Share Related Terms

Thank you for viewing the detailed overview of Post Holdings's Cyclically Adjusted FCF per Share provided by GuruFocus.com. Please click on the following links to see related term pages.


Post Holdings (Post Holdings) Business Description

Traded in Other Exchanges
Address
2503 South Hanley Road, St. Louis, MO, USA, 63144
Post Holdings Inc is an consumer packaged goods holding company. It operates in Post Consumer Brands which Includes branded and private label ready-to-eat cereals, Weetabix it Includes the businesses of Weetabix Limited, which Post acquired in July 2017 and which produces and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, Foodservice which Includes primarily egg and potato products in the foodservice and food ingredient channels from the businesses of MFI Holding Corporation, lastly Refrigerated Retail segment Provides refrigerated retail products, inclusive of side dishes, eggs and egg products, sausage, cheese and other dairy and refrigerated products.
Executives
Ellen F Harshman director C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Dorothy M Burwell director C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63021
Bradly A Harper officer: SVP, CHIEF ACCTING OFFICER C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Thomas C Erb director C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Nicolas Catoggio officer: PRES & CEO, PCB C/O POST HOLDINGS, INC., 2, ST. LOUIS MO 63144
David P Skarie director RALCORP HOLDINGS INC, 800 MARKET STREET STE 2900, ST LOUIS MO 63101
Diedre J Gray officer: SVP, GEN. COUNSEL & SEC'Y C/O POST HOLDINGS, INC., 2503 SOUTH HANLEY ROAD, ST. LOUIS MO 63144
Matthew J Mainer officer: SVP, CFO & TREASURER C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Robert E Grote director C/O POST HOLDINGS, INC., 2503 SOUTH HANLEY ROAD, ST. LOUIS MO 63144
Gregory L Curl director
Jennifer Kuperman Johnson director C/O BELLRING BRANDS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Mark W Westphal officer: PRES., MICHAEL FOODS C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
David W Kemper director PO BOX 419248, KANSAS CITY MO 64141-6248
Jay W Brown director C/O POST HOLDINGS, INC., 2503 S. HANLEY ROAD, ST. LOUIS MO 63144
Robert V Vitale officer: Chief Financial Officer C/O POST HOLDINGS, INC., 2503 SOUTH HANLEY ROAD, ST. LOUIS MO 63144