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Side-by-side financial comparison of Corpay (CPAY) and Post Holdings, Inc. (POST). 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 1.7× Corpay). Corpay runs the higher net margin — 21.2% vs 4.5%, a 16.7% gap on every dollar of revenue. On growth, Corpay posted the faster year-over-year revenue change (20.7% vs 10.1%). Corpay produced more free cash flow last quarter ($760.3M vs $119.3M). Over the past eight quarters, Corpay's revenue compounded faster (15.5% CAGR vs 4.3%).
Corpay, Inc., headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
CPAY vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.2B |
| Net Profit | $264.5M | $96.8M |
| Gross Margin | — | 29.4% |
| Operating Margin | 45.2% | 11.0% |
| Net Margin | 21.2% | 4.5% |
| Revenue YoY | 20.7% | 10.1% |
| Net Profit YoY | 7.5% | -14.6% |
| EPS (diluted) | $3.74 | $1.71 |
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 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $975.7M | $1.9B | ||
| Q1 24 | $935.3M | $2.0B |
| Q4 25 | $264.5M | $96.8M | ||
| Q3 25 | $277.9M | $51.0M | ||
| Q2 25 | $284.2M | $108.8M | ||
| Q1 25 | $243.2M | $62.6M | ||
| Q4 24 | $246.0M | $113.3M | ||
| Q3 24 | $276.4M | $81.6M | ||
| Q2 24 | $251.6M | $99.8M | ||
| Q1 24 | $229.8M | $97.2M |
| 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 | 45.2% | 11.0% | ||
| Q3 25 | 44.6% | 7.5% | ||
| Q2 25 | 43.5% | 11.8% | ||
| Q1 25 | 42.5% | 9.3% | ||
| Q4 24 | 47.2% | 10.8% | ||
| Q3 24 | 45.5% | 9.5% | ||
| Q2 24 | 44.4% | 10.4% | ||
| Q1 24 | 42.5% | 9.5% |
| Q4 25 | 21.2% | 4.5% | ||
| Q3 25 | 23.7% | 2.3% | ||
| Q2 25 | 25.8% | 5.5% | ||
| Q1 25 | 24.2% | 3.2% | ||
| Q4 24 | 23.8% | 5.7% | ||
| Q3 24 | 26.9% | 4.1% | ||
| Q2 24 | 25.8% | 5.1% | ||
| Q1 24 | 24.6% | 4.9% |
| Q4 25 | $3.74 | $1.71 | ||
| Q3 25 | $3.91 | $0.91 | ||
| Q2 25 | $3.98 | $1.79 | ||
| Q1 25 | $3.40 | $1.03 | ||
| Q4 24 | $3.43 | $1.78 | ||
| Q3 24 | $3.90 | $1.28 | ||
| Q2 24 | $3.52 | $1.53 | ||
| Q1 24 | $3.12 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.4B | $279.3M |
| Total DebtLower is stronger | $10.0B | $7.5B |
| Stockholders' EquityBook value | $3.9B | $3.5B |
| Total Assets | $26.4B | $13.0B |
| Debt / EquityLower = less leverage | 2.58× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.4B | $279.3M | ||
| Q3 25 | $2.0B | $176.7M | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $1.6B | $617.6M | ||
| Q4 24 | $1.6B | $872.9M | ||
| Q3 24 | $1.3B | $787.4M | ||
| Q2 24 | $1.4B | $333.8M | ||
| Q1 24 | $1.3B | $333.4M |
| Q4 25 | $10.0B | $7.5B | ||
| Q3 25 | $8.1B | $7.4B | ||
| Q2 25 | $8.1B | $7.3B | ||
| Q1 25 | $8.2B | $6.9B | ||
| Q4 24 | $8.0B | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $3.9B | $3.5B | ||
| Q3 25 | $4.1B | $3.8B | ||
| Q2 25 | $3.9B | $4.0B | ||
| Q1 25 | $3.5B | $3.8B | ||
| Q4 24 | $3.1B | $3.9B | ||
| Q3 24 | $3.1B | $4.1B | ||
| Q2 24 | $2.8B | $3.9B | ||
| Q1 24 | $3.3B | $4.0B |
| Q4 25 | $26.4B | $13.0B | ||
| Q3 25 | $19.7B | $13.5B | ||
| Q2 25 | $20.4B | $13.4B | ||
| Q1 25 | $18.5B | $12.8B | ||
| Q4 24 | $18.0B | $12.8B | ||
| Q3 24 | $17.6B | $12.9B | ||
| Q2 24 | $16.2B | $12.1B | ||
| Q1 24 | $15.8B | $12.2B |
| Q4 25 | 2.58× | 2.16× | ||
| Q3 25 | 1.99× | 1.98× | ||
| Q2 25 | 2.07× | 1.84× | ||
| Q1 25 | 2.37× | 1.81× | ||
| Q4 24 | 2.56× | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $812.7M | $235.7M |
| Free Cash FlowOCF − Capex | $760.3M | $119.3M |
| FCF MarginFCF / Revenue | 60.9% | 5.5% |
| Capex IntensityCapex / Revenue | 4.2% | 5.4% |
| Cash ConversionOCF / Net Profit | 3.07× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $1.3B | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $812.7M | $235.7M | ||
| Q3 25 | $-378.9M | $301.3M | ||
| Q2 25 | $1.1B | $225.9M | ||
| Q1 25 | $-74.2M | $160.7M | ||
| Q4 24 | $648.7M | $310.4M | ||
| Q3 24 | $400.8M | $235.4M | ||
| Q2 24 | $540.9M | $272.3M | ||
| Q1 24 | $350.2M | $249.6M |
| Q4 25 | $760.3M | $119.3M | ||
| Q3 25 | $-429.8M | $151.6M | ||
| Q2 25 | $1.1B | $94.9M | ||
| Q1 25 | $-118.9M | $70.2M | ||
| Q4 24 | $604.6M | $171.4M | ||
| Q3 24 | $355.0M | $96.2M | ||
| Q2 24 | $496.8M | $161.5M | ||
| Q1 24 | $309.0M | $150.9M |
| Q4 25 | 60.9% | 5.5% | ||
| Q3 25 | -36.7% | 6.7% | ||
| Q2 25 | 98.7% | 4.8% | ||
| Q1 25 | -11.8% | 3.6% | ||
| Q4 24 | 58.4% | 8.7% | ||
| Q3 24 | 34.5% | 4.8% | ||
| Q2 24 | 50.9% | 8.3% | ||
| Q1 24 | 33.0% | 7.5% |
| Q4 25 | 4.2% | 5.4% | ||
| Q3 25 | 4.3% | 6.7% | ||
| Q2 25 | 4.8% | 6.6% | ||
| Q1 25 | 4.5% | 4.6% | ||
| Q4 24 | 4.3% | 7.0% | ||
| Q3 24 | 4.4% | 6.9% | ||
| Q2 24 | 4.5% | 5.7% | ||
| Q1 24 | 4.4% | 4.9% |
| Q4 25 | 3.07× | 2.43× | ||
| Q3 25 | -1.36× | 5.91× | ||
| Q2 25 | 4.01× | 2.08× | ||
| Q1 25 | -0.30× | 2.57× | ||
| Q4 24 | 2.64× | 2.74× | ||
| Q3 24 | 1.45× | 2.88× | ||
| Q2 24 | 2.15× | 2.73× | ||
| Q1 24 | 1.52× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CPAY
| Vehicle Payments | $572.9M | 46% |
| Corporate Payments | $480.8M | 39% |
| Lodging Payments | $112.5M | 9% |
| Other Operating Segments | $82.1M | 7% |
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% |
