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Side-by-side financial comparison of Post Holdings, Inc. (POST) and SHOPIFY INC. (SHOP). Click either name above to swap in a different company.
SHOPIFY INC. is the larger business by last-quarter revenue ($3.7B vs $2.2B, roughly 1.7× Post Holdings, Inc.). SHOPIFY INC. runs the higher net margin — 20.2% vs 4.5%, a 15.8% gap on every dollar of revenue. On growth, SHOPIFY INC. posted the faster year-over-year revenue change (30.6% vs 10.1%). SHOPIFY INC. produced more free cash flow last quarter ($715.0M vs $119.3M). Over the past eight quarters, SHOPIFY INC.'s revenue compounded faster (40.5% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Shopify Inc., stylized as shopify, is a Canadian multinational e-commerce company headquartered in Ottawa, Ontario that operates a platform for retail point-of-sale systems. The company has over 5 million customers and processed US$292.3 billion in transactions in 2024, of which 57% was in the United States. Major customers include Tesla, LVMH, Nestlé, PepsiCo, AB InBev, Kraft Heinz, Lindt, Whole Foods Market, Red Bull, and Hyatt.
POST vs SHOP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $3.7B |
| Net Profit | $96.8M | $743.0M |
| Gross Margin | 29.4% | 46.1% |
| Operating Margin | 11.0% | 17.2% |
| Net Margin | 4.5% | 20.2% |
| Revenue YoY | 10.1% | 30.6% |
| Net Profit YoY | -14.6% | -42.5% |
| EPS (diluted) | $1.71 | $0.58 |
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 | $3.7B | ||
| Q3 25 | $2.2B | $2.8B | ||
| Q2 25 | $2.0B | $2.7B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $2.0B | $1.9B |
| Q4 25 | $96.8M | $743.0M | ||
| Q3 25 | $51.0M | $264.0M | ||
| Q2 25 | $108.8M | $906.0M | ||
| Q1 25 | $62.6M | $-682.0M | ||
| Q4 24 | $113.3M | $1.3B | ||
| Q3 24 | $81.6M | $828.0M | ||
| Q2 24 | $99.8M | $171.0M | ||
| Q1 24 | $97.2M | $-273.0M |
| Q4 25 | 29.4% | 46.1% | ||
| Q3 25 | 26.8% | 48.9% | ||
| Q2 25 | 30.0% | 48.6% | ||
| Q1 25 | 28.0% | 49.5% | ||
| Q4 24 | 30.1% | 48.1% | ||
| Q3 24 | 28.6% | 51.7% | ||
| Q2 24 | 29.6% | 51.1% | ||
| Q1 24 | 29.0% | 51.4% |
| Q4 25 | 11.0% | 17.2% | ||
| Q3 25 | 7.5% | 12.1% | ||
| Q2 25 | 11.8% | 10.9% | ||
| Q1 25 | 9.3% | 8.6% | ||
| Q4 24 | 10.8% | 16.5% | ||
| Q3 24 | 9.5% | 13.1% | ||
| Q2 24 | 10.4% | 11.8% | ||
| Q1 24 | 9.5% | 4.6% |
| Q4 25 | 4.5% | 20.2% | ||
| Q3 25 | 2.3% | 9.3% | ||
| Q2 25 | 5.5% | 33.8% | ||
| Q1 25 | 3.2% | -28.9% | ||
| Q4 24 | 5.7% | 46.0% | ||
| Q3 24 | 4.1% | 38.3% | ||
| Q2 24 | 5.1% | 8.4% | ||
| Q1 24 | 4.9% | -14.7% |
| Q4 25 | $1.71 | $0.58 | ||
| Q3 25 | $0.91 | $0.20 | ||
| Q2 25 | $1.79 | $0.69 | ||
| Q1 25 | $1.03 | $-0.53 | ||
| Q4 24 | $1.78 | $0.99 | ||
| Q3 24 | $1.28 | $0.64 | ||
| Q2 24 | $1.53 | $0.13 | ||
| Q1 24 | $1.48 | $-0.21 |
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 | $5.8B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $13.5B |
| Total Assets | $13.0B | $15.2B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $5.8B | ||
| Q3 25 | $176.7M | $6.3B | ||
| Q2 25 | $1.1B | $5.8B | ||
| Q1 25 | $617.6M | $5.5B | ||
| Q4 24 | $872.9M | $5.5B | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — | ||
| Q1 24 | $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 | $3.5B | $13.5B | ||
| Q3 25 | $3.8B | $12.5B | ||
| Q2 25 | $4.0B | $12.1B | ||
| Q1 25 | $3.8B | $11.1B | ||
| Q4 24 | $3.9B | $11.6B | ||
| Q3 24 | $4.1B | $10.1B | ||
| Q2 24 | $3.9B | $9.2B | ||
| Q1 24 | $4.0B | $8.9B |
| Q4 25 | $13.0B | $15.2B | ||
| Q3 25 | $13.5B | $15.0B | ||
| Q2 25 | $13.4B | $14.6B | ||
| Q1 25 | $12.8B | $13.4B | ||
| Q4 24 | $12.8B | $13.9B | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.1B | — | ||
| Q1 24 | $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 | $235.7M | $725.0M |
| Free Cash FlowOCF − Capex | $119.3M | $715.0M |
| FCF MarginFCF / Revenue | 5.5% | 19.5% |
| Capex IntensityCapex / Revenue | 5.4% | 0.3% |
| Cash ConversionOCF / Net Profit | 2.43× | 0.98× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $2.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $725.0M | ||
| Q3 25 | $301.3M | $513.0M | ||
| Q2 25 | $225.9M | $428.0M | ||
| Q1 25 | $160.7M | $367.0M | ||
| Q4 24 | $310.4M | $615.0M | ||
| Q3 24 | $235.4M | $423.0M | ||
| Q2 24 | $272.3M | $340.0M | ||
| Q1 24 | $249.6M | $238.0M |
| Q4 25 | $119.3M | $715.0M | ||
| Q3 25 | $151.6M | $507.0M | ||
| Q2 25 | $94.9M | $422.0M | ||
| Q1 25 | $70.2M | $363.0M | ||
| Q4 24 | $171.4M | $611.0M | ||
| Q3 24 | $96.2M | $421.0M | ||
| Q2 24 | $161.5M | $333.0M | ||
| Q1 24 | $150.9M | $232.0M |
| Q4 25 | 5.5% | 19.5% | ||
| Q3 25 | 6.7% | 17.8% | ||
| Q2 25 | 4.8% | 15.7% | ||
| Q1 25 | 3.6% | 15.4% | ||
| Q4 24 | 8.7% | 21.7% | ||
| Q3 24 | 4.8% | 19.5% | ||
| Q2 24 | 8.3% | 16.3% | ||
| Q1 24 | 7.5% | 12.5% |
| Q4 25 | 5.4% | 0.3% | ||
| Q3 25 | 6.7% | 0.2% | ||
| Q2 25 | 6.6% | 0.2% | ||
| Q1 25 | 4.6% | 0.2% | ||
| Q4 24 | 7.0% | 0.1% | ||
| Q3 24 | 6.9% | 0.1% | ||
| Q2 24 | 5.7% | 0.3% | ||
| Q1 24 | 4.9% | 0.3% |
| Q4 25 | 2.43× | 0.98× | ||
| Q3 25 | 5.91× | 1.94× | ||
| Q2 25 | 2.08× | 0.47× | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 0.48× | ||
| Q3 24 | 2.88× | 0.51× | ||
| Q2 24 | 2.73× | 1.99× | ||
| Q1 24 | 2.57× | — |
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% |
SHOP
| Services | $2.9B | 79% |
| Subscription And Circulation | $777.0M | 21% |
