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Side-by-side financial comparison of EPAM Systems (EPAM) and Insulet Corporation (PODD). Click either name above to swap in a different company.
EPAM Systems is the larger business by last-quarter revenue ($1.4B vs $783.7M, roughly 1.8× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 7.8%, a 5.2% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 12.8%). EPAM Systems produced more free cash flow last quarter ($268.1M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 9.9%).
EPAM Systems, Inc. is an American company that specializes in software engineering services, digital platform engineering, and digital product design, operating out of Newtown, Pennsylvania. EPAM is a founding member of the MACH Alliance.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
EPAM vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $783.7M |
| Net Profit | $109.4M | $101.6M |
| Gross Margin | 30.1% | 72.6% |
| Operating Margin | 10.6% | 18.7% |
| Net Margin | 7.8% | 13.0% |
| Revenue YoY | 12.8% | 31.2% |
| Net Profit YoY | 5.9% | 0.9% |
| EPS (diluted) | $1.97 | $1.42 |
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 | $1.4B | $783.7M | ||
| Q3 25 | $1.4B | $706.3M | ||
| Q2 25 | $1.4B | $649.1M | ||
| Q1 25 | $1.3B | $569.0M | ||
| Q4 24 | $1.2B | $597.5M | ||
| Q3 24 | $1.2B | $543.9M | ||
| Q2 24 | $1.1B | $488.5M | ||
| Q1 24 | $1.2B | $441.7M |
| Q4 25 | $109.4M | $101.6M | ||
| Q3 25 | $106.8M | $87.6M | ||
| Q2 25 | $88.0M | $22.5M | ||
| Q1 25 | $73.5M | $35.4M | ||
| Q4 24 | $103.3M | $100.7M | ||
| Q3 24 | $136.3M | $77.5M | ||
| Q2 24 | $98.6M | $188.6M | ||
| Q1 24 | $116.2M | $51.5M |
| Q4 25 | 30.1% | 72.6% | ||
| Q3 25 | 29.5% | 72.2% | ||
| Q2 25 | 28.8% | 69.7% | ||
| Q1 25 | 26.9% | 71.9% | ||
| Q4 24 | 30.4% | 72.1% | ||
| Q3 24 | 34.6% | 69.3% | ||
| Q2 24 | 29.3% | 67.7% | ||
| Q1 24 | 28.4% | 69.5% |
| Q4 25 | 10.6% | 18.7% | ||
| Q3 25 | 10.4% | 16.7% | ||
| Q2 25 | 9.3% | 18.7% | ||
| Q1 25 | 7.6% | 15.6% | ||
| Q4 24 | 10.9% | 18.3% | ||
| Q3 24 | 15.2% | 16.2% | ||
| Q2 24 | 10.5% | 11.2% | ||
| Q1 24 | 9.5% | 12.9% |
| Q4 25 | 7.8% | 13.0% | ||
| Q3 25 | 7.7% | 12.4% | ||
| Q2 25 | 6.5% | 3.5% | ||
| Q1 25 | 5.6% | 6.2% | ||
| Q4 24 | 8.3% | 16.9% | ||
| Q3 24 | 11.7% | 14.2% | ||
| Q2 24 | 8.6% | 38.6% | ||
| Q1 24 | 10.0% | 11.7% |
| Q4 25 | $1.97 | $1.42 | ||
| Q3 25 | $1.91 | $1.24 | ||
| Q2 25 | $1.56 | $0.32 | ||
| Q1 25 | $1.28 | $0.50 | ||
| Q4 24 | $1.80 | $1.38 | ||
| Q3 24 | $2.37 | $1.08 | ||
| Q2 24 | $1.70 | $2.59 | ||
| Q1 24 | $1.97 | $0.73 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $3.7B | $1.5B |
| Total Assets | $4.9B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.7B | $1.4B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.6B | $1.3B | ||
| Q4 24 | $3.6B | $1.2B | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.4B | $998.4M | ||
| Q1 24 | $3.5B | $790.7M |
| Q4 25 | $4.9B | $3.2B | ||
| Q3 25 | $4.8B | $3.0B | ||
| Q2 25 | $4.7B | $3.5B | ||
| Q1 25 | $4.7B | $3.5B | ||
| Q4 24 | $4.8B | $3.1B | ||
| Q3 24 | $4.5B | $3.0B | ||
| Q2 24 | $4.2B | $2.9B | ||
| Q1 24 | $4.4B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 1.72× |
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 | $282.9M | $183.3M |
| Free Cash FlowOCF − Capex | $268.1M | $48.2M |
| FCF MarginFCF / Revenue | 19.0% | 6.2% |
| Capex IntensityCapex / Revenue | 1.1% | 17.2% |
| Cash ConversionOCF / Net Profit | 2.59× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $612.7M | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $282.9M | $183.3M | ||
| Q3 25 | $294.7M | $125.7M | ||
| Q2 25 | $53.2M | $196.5M | ||
| Q1 25 | $24.2M | $63.8M | ||
| Q4 24 | $130.3M | $147.7M | ||
| Q3 24 | $242.0M | $98.5M | ||
| Q2 24 | $57.0M | $96.5M | ||
| Q1 24 | $129.9M | $87.6M |
| Q4 25 | $268.1M | $48.2M | ||
| Q3 25 | $286.4M | $100.1M | ||
| Q2 25 | $43.4M | $177.9M | ||
| Q1 25 | $14.8M | $51.5M | ||
| Q4 24 | $114.5M | $94.1M | ||
| Q3 24 | $237.0M | $71.8M | ||
| Q2 24 | $52.3M | $74.0M | ||
| Q1 24 | $123.2M | $65.5M |
| Q4 25 | 19.0% | 6.2% | ||
| Q3 25 | 20.5% | 14.2% | ||
| Q2 25 | 3.2% | 27.4% | ||
| Q1 25 | 1.1% | 9.1% | ||
| Q4 24 | 9.2% | 15.7% | ||
| Q3 24 | 20.3% | 13.2% | ||
| Q2 24 | 4.6% | 15.1% | ||
| Q1 24 | 10.6% | 14.8% |
| Q4 25 | 1.1% | 17.2% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.7% | 2.9% | ||
| Q1 25 | 0.7% | 2.2% | ||
| Q4 24 | 1.3% | 9.0% | ||
| Q3 24 | 0.4% | 4.9% | ||
| Q2 24 | 0.4% | 4.6% | ||
| Q1 24 | 0.6% | 5.0% |
| Q4 25 | 2.59× | 1.80× | ||
| Q3 25 | 2.76× | 1.43× | ||
| Q2 25 | 0.60× | 8.73× | ||
| Q1 25 | 0.33× | 1.80× | ||
| Q4 24 | 1.26× | 1.47× | ||
| Q3 24 | 1.77× | 1.27× | ||
| Q2 24 | 0.58× | 0.51× | ||
| Q1 24 | 1.12× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPAM
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
