vs
Side-by-side financial comparison of Post Holdings, Inc. (POST) and Public Storage (PSA). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.8× Public Storage). Public Storage runs the higher net margin — 41.7% vs 4.5%, a 37.3% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 3.3%). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 2.5%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Public Storage, headquartered in Glendale, California, is a real estate investment trust that invests in self storage. It is the largest brand of self-storage services in the US and owns approximately 9% of the self storage square footage in the U.S. As of December 31, 2024, the company operated 3,073 self-storage facilities containing an aggregate of 221 million net rentable square feet of space.
POST vs PSA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $96.8M | $507.1M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | 40.7% |
| Net Margin | 4.5% | 41.7% |
| Revenue YoY | 10.1% | 3.3% |
| Net Profit YoY | -14.6% | -17.5% |
| EPS (diluted) | $1.71 | $2.59 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | $96.8M | $507.1M | ||
| Q3 25 | $51.0M | $511.1M | ||
| Q2 25 | $108.8M | $358.4M | ||
| Q1 25 | $62.6M | $407.8M | ||
| Q4 24 | $113.3M | $614.6M | ||
| Q3 24 | $81.6M | $430.3M | ||
| Q2 24 | $99.8M | $518.1M | ||
| Q1 24 | $97.2M | $508.9M |
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | 29.0% | — |
| Q4 25 | 11.0% | 40.7% | ||
| Q3 25 | 7.5% | 42.3% | ||
| Q2 25 | 11.8% | 30.4% | ||
| Q1 25 | 9.3% | 34.8% | ||
| Q4 24 | 10.8% | 52.4% | ||
| Q3 24 | 9.5% | 36.7% | ||
| Q2 24 | 10.4% | 44.6% | ||
| Q1 24 | 9.5% | 44.3% |
| Q4 25 | 4.5% | 41.7% | ||
| Q3 25 | 2.3% | 41.8% | ||
| Q2 25 | 5.5% | 29.8% | ||
| Q1 25 | 3.2% | 34.5% | ||
| Q4 24 | 5.7% | 52.2% | ||
| Q3 24 | 4.1% | 36.2% | ||
| Q2 24 | 5.1% | 44.2% | ||
| Q1 24 | 4.9% | 44.0% |
| Q4 25 | $1.71 | $2.59 | ||
| Q3 25 | $0.91 | $2.62 | ||
| Q2 25 | $1.79 | $1.76 | ||
| Q1 25 | $1.03 | $2.04 | ||
| Q4 24 | $1.78 | $3.22 | ||
| Q3 24 | $1.28 | $2.16 | ||
| Q2 24 | $1.53 | $2.66 | ||
| Q1 24 | $1.48 | $2.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $279.3M | $318.1M |
| Total DebtLower is stronger | $7.5B | $10.3B |
| Stockholders' EquityBook value | $3.5B | $9.2B |
| Total Assets | $13.0B | $20.2B |
| Debt / EquityLower = less leverage | 2.16× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $318.1M | ||
| Q3 25 | $176.7M | $296.5M | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $617.6M | $287.2M | ||
| Q4 24 | $872.9M | $447.4M | ||
| Q3 24 | $787.4M | $599.0M | ||
| Q2 24 | $333.8M | $542.3M | ||
| Q1 24 | $333.4M | $271.6M |
| Q4 25 | $7.5B | $10.3B | ||
| Q3 25 | $7.4B | $10.0B | ||
| Q2 25 | $7.3B | $10.4B | ||
| Q1 25 | $6.9B | $9.4B | ||
| Q4 24 | $6.9B | $9.4B | ||
| Q3 24 | $6.8B | $9.5B | ||
| Q2 24 | $6.4B | $9.4B | ||
| Q1 24 | $6.4B | $9.1B |
| Q4 25 | $3.5B | $9.2B | ||
| Q3 25 | $3.8B | $9.3B | ||
| Q2 25 | $4.0B | $9.4B | ||
| Q1 25 | $3.8B | $9.6B | ||
| Q4 24 | $3.9B | $9.7B | ||
| Q3 24 | $4.1B | $9.6B | ||
| Q2 24 | $3.9B | $9.7B | ||
| Q1 24 | $4.0B | $9.9B |
| Q4 25 | $13.0B | $20.2B | ||
| Q3 25 | $13.5B | $20.1B | ||
| Q2 25 | $13.4B | $20.5B | ||
| Q1 25 | $12.8B | $19.6B | ||
| Q4 24 | $12.8B | $19.8B | ||
| Q3 24 | $12.9B | $19.8B | ||
| Q2 24 | $12.1B | $19.8B | ||
| Q1 24 | $12.2B | $19.6B |
| Q4 25 | 2.16× | 1.11× | ||
| Q3 25 | 1.98× | 1.08× | ||
| Q2 25 | 1.84× | 1.11× | ||
| Q1 25 | 1.81× | 0.99× | ||
| Q4 24 | 1.79× | 0.96× | ||
| Q3 24 | 1.67× | 0.99× | ||
| Q2 24 | 1.62× | 0.97× | ||
| Q1 24 | 1.61× | 0.91× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $235.7M | $733.6M |
| Free Cash FlowOCF − Capex | $119.3M | — |
| FCF MarginFCF / Revenue | 5.5% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 2.43× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $733.6M | ||
| Q3 25 | $301.3M | $875.1M | ||
| Q2 25 | $225.9M | $872.7M | ||
| Q1 25 | $160.7M | $705.1M | ||
| Q4 24 | $310.4M | $768.6M | ||
| Q3 24 | $235.4M | $798.8M | ||
| Q2 24 | $272.3M | $895.3M | ||
| Q1 24 | $249.6M | $665.6M |
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | — | ||
| Q3 24 | $96.2M | — | ||
| Q2 24 | $161.5M | — | ||
| Q1 24 | $150.9M | — |
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 7.5% | — |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 4.9% | — |
| Q4 25 | 2.43× | 1.45× | ||
| Q3 25 | 5.91× | 1.71× | ||
| Q2 25 | 2.08× | 2.43× | ||
| Q1 25 | 2.57× | 1.73× | ||
| Q4 24 | 2.74× | 1.25× | ||
| Q3 24 | 2.88× | 1.86× | ||
| Q2 24 | 2.73× | 1.73× | ||
| Q1 24 | 2.57× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
