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Side-by-side financial comparison of EPAM Systems (EPAM) 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 $1.4B, roughly 1.5× EPAM Systems). EPAM Systems runs the higher net margin — 7.8% vs 4.5%, a 3.3% gap on every dollar of revenue. On growth, EPAM Systems posted the faster year-over-year revenue change (12.8% vs 10.1%). EPAM Systems produced more free cash flow last quarter ($268.1M vs $119.3M). Over the past eight quarters, EPAM Systems's revenue compounded faster (9.9% CAGR vs 4.3%).
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.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
EPAM vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.4B | $2.2B |
| Net Profit | $109.4M | $96.8M |
| Gross Margin | 30.1% | 29.4% |
| Operating Margin | 10.6% | 11.0% |
| Net Margin | 7.8% | 4.5% |
| Revenue YoY | 12.8% | 10.1% |
| Net Profit YoY | 5.9% | -14.6% |
| EPS (diluted) | $1.97 | $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 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.2B | $2.0B |
| Q4 25 | $109.4M | $96.8M | ||
| Q3 25 | $106.8M | $51.0M | ||
| Q2 25 | $88.0M | $108.8M | ||
| Q1 25 | $73.5M | $62.6M | ||
| Q4 24 | $103.3M | $113.3M | ||
| Q3 24 | $136.3M | $81.6M | ||
| Q2 24 | $98.6M | $99.8M | ||
| Q1 24 | $116.2M | $97.2M |
| Q4 25 | 30.1% | 29.4% | ||
| Q3 25 | 29.5% | 26.8% | ||
| Q2 25 | 28.8% | 30.0% | ||
| Q1 25 | 26.9% | 28.0% | ||
| Q4 24 | 30.4% | 30.1% | ||
| Q3 24 | 34.6% | 28.6% | ||
| Q2 24 | 29.3% | 29.6% | ||
| Q1 24 | 28.4% | 29.0% |
| Q4 25 | 10.6% | 11.0% | ||
| Q3 25 | 10.4% | 7.5% | ||
| Q2 25 | 9.3% | 11.8% | ||
| Q1 25 | 7.6% | 9.3% | ||
| Q4 24 | 10.9% | 10.8% | ||
| Q3 24 | 15.2% | 9.5% | ||
| Q2 24 | 10.5% | 10.4% | ||
| Q1 24 | 9.5% | 9.5% |
| Q4 25 | 7.8% | 4.5% | ||
| Q3 25 | 7.7% | 2.3% | ||
| Q2 25 | 6.5% | 5.5% | ||
| Q1 25 | 5.6% | 3.2% | ||
| Q4 24 | 8.3% | 5.7% | ||
| Q3 24 | 11.7% | 4.1% | ||
| Q2 24 | 8.6% | 5.1% | ||
| Q1 24 | 10.0% | 4.9% |
| Q4 25 | $1.97 | $1.71 | ||
| Q3 25 | $1.91 | $0.91 | ||
| Q2 25 | $1.56 | $1.79 | ||
| Q1 25 | $1.28 | $1.03 | ||
| Q4 24 | $1.80 | $1.78 | ||
| Q3 24 | $2.37 | $1.28 | ||
| Q2 24 | $1.70 | $1.53 | ||
| Q1 24 | $1.97 | $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 | $1.3B | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $3.7B | $3.5B |
| Total Assets | $4.9B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $279.3M | ||
| Q3 25 | $1.2B | $176.7M | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.2B | $617.6M | ||
| Q4 24 | $1.3B | $872.9M | ||
| Q3 24 | $2.1B | $787.4M | ||
| Q2 24 | $1.8B | $333.8M | ||
| Q1 24 | $2.0B | $333.4M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $3.7B | $3.5B | ||
| Q3 25 | $3.7B | $3.8B | ||
| Q2 25 | $3.7B | $4.0B | ||
| Q1 25 | $3.6B | $3.8B | ||
| Q4 24 | $3.6B | $3.9B | ||
| Q3 24 | $3.6B | $4.1B | ||
| Q2 24 | $3.4B | $3.9B | ||
| Q1 24 | $3.5B | $4.0B |
| Q4 25 | $4.9B | $13.0B | ||
| Q3 25 | $4.8B | $13.5B | ||
| Q2 25 | $4.7B | $13.4B | ||
| Q1 25 | $4.7B | $12.8B | ||
| Q4 24 | $4.8B | $12.8B | ||
| Q3 24 | $4.5B | $12.9B | ||
| Q2 24 | $4.2B | $12.1B | ||
| Q1 24 | $4.4B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 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 | $282.9M | $235.7M |
| Free Cash FlowOCF − Capex | $268.1M | $119.3M |
| FCF MarginFCF / Revenue | 19.0% | 5.5% |
| Capex IntensityCapex / Revenue | 1.1% | 5.4% |
| Cash ConversionOCF / Net Profit | 2.59× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $612.7M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $282.9M | $235.7M | ||
| Q3 25 | $294.7M | $301.3M | ||
| Q2 25 | $53.2M | $225.9M | ||
| Q1 25 | $24.2M | $160.7M | ||
| Q4 24 | $130.3M | $310.4M | ||
| Q3 24 | $242.0M | $235.4M | ||
| Q2 24 | $57.0M | $272.3M | ||
| Q1 24 | $129.9M | $249.6M |
| Q4 25 | $268.1M | $119.3M | ||
| Q3 25 | $286.4M | $151.6M | ||
| Q2 25 | $43.4M | $94.9M | ||
| Q1 25 | $14.8M | $70.2M | ||
| Q4 24 | $114.5M | $171.4M | ||
| Q3 24 | $237.0M | $96.2M | ||
| Q2 24 | $52.3M | $161.5M | ||
| Q1 24 | $123.2M | $150.9M |
| Q4 25 | 19.0% | 5.5% | ||
| Q3 25 | 20.5% | 6.7% | ||
| Q2 25 | 3.2% | 4.8% | ||
| Q1 25 | 1.1% | 3.6% | ||
| Q4 24 | 9.2% | 8.7% | ||
| Q3 24 | 20.3% | 4.8% | ||
| Q2 24 | 4.6% | 8.3% | ||
| Q1 24 | 10.6% | 7.5% |
| Q4 25 | 1.1% | 5.4% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 0.7% | 6.6% | ||
| Q1 25 | 0.7% | 4.6% | ||
| Q4 24 | 1.3% | 7.0% | ||
| Q3 24 | 0.4% | 6.9% | ||
| Q2 24 | 0.4% | 5.7% | ||
| Q1 24 | 0.6% | 4.9% |
| Q4 25 | 2.59× | 2.43× | ||
| Q3 25 | 2.76× | 5.91× | ||
| Q2 25 | 0.60× | 2.08× | ||
| Q1 25 | 0.33× | 2.57× | ||
| Q4 24 | 1.26× | 2.74× | ||
| Q3 24 | 1.77× | 2.88× | ||
| Q2 24 | 0.58× | 2.73× | ||
| Q1 24 | 1.12× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPAM
Segment breakdown not available.
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% |