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Side-by-side financial comparison of EPAM Systems (EPAM) and J.M. Smucker Company (The) (SJM). Click either name above to swap in a different company.

J.M. Smucker Company (The) is the larger business by last-quarter revenue ($2.3B vs $1.4B, roughly 1.7× EPAM Systems). J.M. Smucker Company (The) runs the higher net margin — 10.4% vs 7.8%, a 2.6% gap on every dollar of revenue. On growth, EPAM Systems posted the faster year-over-year revenue change (12.8% vs 2.6%). J.M. Smucker Company (The) produced more free cash flow last quarter ($280.2M vs $268.1M). Over the past eight quarters, EPAM Systems's revenue compounded faster (9.9% CAGR vs 2.2%).

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.

The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.

EPAM vs SJM — Head-to-Head

Bigger by revenue
SJM
SJM
1.7× larger
SJM
$2.3B
$1.4B
EPAM
Growing faster (revenue YoY)
EPAM
EPAM
+10.2% gap
EPAM
12.8%
2.6%
SJM
Higher net margin
SJM
SJM
2.6% more per $
SJM
10.4%
7.8%
EPAM
More free cash flow
SJM
SJM
$12.1M more FCF
SJM
$280.2M
$268.1M
EPAM
Faster 2-yr revenue CAGR
EPAM
EPAM
Annualised
EPAM
9.9%
2.2%
SJM

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
EPAM
EPAM
SJM
SJM
Revenue
$1.4B
$2.3B
Net Profit
$109.4M
$241.3M
Gross Margin
30.1%
37.3%
Operating Margin
10.6%
18.0%
Net Margin
7.8%
10.4%
Revenue YoY
12.8%
2.6%
Net Profit YoY
5.9%
1084.9%
EPS (diluted)
$1.97
$2.26

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.

Revenue
EPAM
EPAM
SJM
SJM
Q4 25
$1.4B
$2.3B
Q3 25
$1.4B
$2.1B
Q2 25
$1.4B
$2.1B
Q1 25
$1.3B
$2.2B
Q4 24
$1.2B
$2.3B
Q3 24
$1.2B
$2.1B
Q2 24
$1.1B
$2.2B
Q1 24
$1.2B
$2.2B
Net Profit
EPAM
EPAM
SJM
SJM
Q4 25
$109.4M
$241.3M
Q3 25
$106.8M
$-43.9M
Q2 25
$88.0M
$-729.0M
Q1 25
$73.5M
$-662.3M
Q4 24
$103.3M
$-24.5M
Q3 24
$136.3M
$185.0M
Q2 24
$98.6M
$245.1M
Q1 24
$116.2M
$120.4M
Gross Margin
EPAM
EPAM
SJM
SJM
Q4 25
30.1%
37.3%
Q3 25
29.5%
22.5%
Q2 25
28.8%
38.4%
Q1 25
26.9%
40.2%
Q4 24
30.4%
39.0%
Q3 24
34.6%
37.5%
Q2 24
29.3%
41.4%
Q1 24
28.4%
36.9%
Operating Margin
EPAM
EPAM
SJM
SJM
Q4 25
10.6%
18.0%
Q3 25
10.4%
2.2%
Q2 25
9.3%
-27.9%
Q1 25
7.6%
-27.2%
Q4 24
10.9%
7.5%
Q3 24
15.2%
16.4%
Q2 24
10.5%
18.4%
Q1 24
9.5%
13.3%
Net Margin
EPAM
EPAM
SJM
SJM
Q4 25
7.8%
10.4%
Q3 25
7.7%
-2.1%
Q2 25
6.5%
-34.0%
Q1 25
5.6%
-30.3%
Q4 24
8.3%
-1.1%
Q3 24
11.7%
8.7%
Q2 24
8.6%
11.1%
Q1 24
10.0%
5.4%
EPS (diluted)
EPAM
EPAM
SJM
SJM
Q4 25
$1.97
$2.26
Q3 25
$1.91
$-0.41
Q2 25
$1.56
$-6.86
Q1 25
$1.28
$-6.22
Q4 24
$1.80
$-0.23
Q3 24
$2.37
$1.74
Q2 24
$1.70
$2.31
Q1 24
$1.97
$1.13

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EPAM
EPAM
SJM
SJM
Cash + ST InvestmentsLiquidity on hand
$1.3B
Total DebtLower is stronger
$7.0B
Stockholders' EquityBook value
$3.7B
$6.1B
Total Assets
$4.9B
$17.6B
Debt / EquityLower = less leverage
1.16×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EPAM
EPAM
SJM
SJM
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
Total Debt
EPAM
EPAM
SJM
SJM
Q4 25
$7.0B
Q3 25
$7.0B
Q2 25
$7.0B
Q1 25
$7.4B
Q4 24
$7.8B
Q3 24
$7.8B
Q2 24
$7.8B
Q1 24
$8.1B
Stockholders' Equity
EPAM
EPAM
SJM
SJM
Q4 25
$3.7B
$6.1B
Q3 25
$3.7B
$5.9B
Q2 25
$3.7B
$6.1B
Q1 25
$3.6B
$6.9B
Q4 24
$3.6B
$7.6B
Q3 24
$3.6B
$7.8B
Q2 24
$3.4B
$7.7B
Q1 24
$3.5B
$7.6B
Total Assets
EPAM
EPAM
SJM
SJM
Q4 25
$4.9B
$17.6B
Q3 25
$4.8B
$17.7B
Q2 25
$4.7B
$17.6B
Q1 25
$4.7B
$18.4B
Q4 24
$4.8B
$20.0B
Q3 24
$4.5B
$20.3B
Q2 24
$4.2B
$20.3B
Q1 24
$4.4B
$20.2B
Debt / Equity
EPAM
EPAM
SJM
SJM
Q4 25
1.16×
Q3 25
1.19×
Q2 25
1.16×
Q1 25
1.07×
Q4 24
1.02×
Q3 24
1.00×
Q2 24
1.01×
Q1 24
1.07×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EPAM
EPAM
SJM
SJM
Operating Cash FlowLast quarter
$282.9M
$346.5M
Free Cash FlowOCF − Capex
$268.1M
$280.2M
FCF MarginFCF / Revenue
19.0%
12.0%
Capex IntensityCapex / Revenue
1.1%
2.8%
Cash ConversionOCF / Net Profit
2.59×
1.44×
TTM Free Cash FlowTrailing 4 quarters
$612.7M
$635.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EPAM
EPAM
SJM
SJM
Q4 25
$282.9M
$346.5M
Q3 25
$294.7M
$-10.6M
Q2 25
$53.2M
$393.9M
Q1 25
$24.2M
$239.4M
Q4 24
$130.3M
$404.2M
Q3 24
$242.0M
$172.9M
Q2 24
$57.0M
$428.1M
Q1 24
$129.9M
$406.5M
Free Cash Flow
EPAM
EPAM
SJM
SJM
Q4 25
$268.1M
$280.2M
Q3 25
$286.4M
$-94.9M
Q2 25
$43.4M
$298.9M
Q1 25
$14.8M
$151.3M
Q4 24
$114.5M
$317.2M
Q3 24
$237.0M
$49.2M
Q2 24
$52.3M
$297.5M
Q1 24
$123.2M
$249.6M
FCF Margin
EPAM
EPAM
SJM
SJM
Q4 25
19.0%
12.0%
Q3 25
20.5%
-4.5%
Q2 25
3.2%
13.9%
Q1 25
1.1%
6.9%
Q4 24
9.2%
14.0%
Q3 24
20.3%
2.3%
Q2 24
4.6%
13.5%
Q1 24
10.6%
11.2%
Capex Intensity
EPAM
EPAM
SJM
SJM
Q4 25
1.1%
2.8%
Q3 25
0.6%
4.0%
Q2 25
0.7%
4.4%
Q1 25
0.7%
4.0%
Q4 24
1.3%
3.8%
Q3 24
0.4%
5.8%
Q2 24
0.4%
5.9%
Q1 24
0.6%
7.0%
Cash Conversion
EPAM
EPAM
SJM
SJM
Q4 25
2.59×
1.44×
Q3 25
2.76×
Q2 25
0.60×
Q1 25
0.33×
Q4 24
1.26×
Q3 24
1.77×
0.93×
Q2 24
0.58×
1.75×
Q1 24
1.12×
3.38×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EPAM
EPAM

Segment breakdown not available.

SJM
SJM

U.S.Retail Frozen Handheld And Spreads$461.1M20%
U.S.Retail Pet Foods$413.2M18%
Handheld Frozen Sandwiches$262.9M11%
Sweet Baked Snacks$256.1M11%
Pet Snacks$232.0M10%
Cat Food$197.2M8%
Peanut Butter$187.1M8%
CA$94.5M4%
Fruit Spreads$92.2M4%
Other$50.5M2%
Portion Control$50.1M2%
All Other International$33.2M1%

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