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Side-by-side financial comparison of Post Holdings, Inc. (POST) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $2.2B, roughly 1.1× Post Holdings, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 4.5%, a 5.9% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 10.1%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $119.3M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
POST vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.4B |
| Net Profit | $96.8M | $252.0M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | 10.6% |
| Net Margin | 4.5% | 10.4% |
| Revenue YoY | 10.1% | 12.6% |
| Net Profit YoY | -14.6% | 30.6% |
| EPS (diluted) | $1.71 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $2.2B | $2.3B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $2.0B | $1.9B |
| Q4 25 | $96.8M | $252.0M | ||
| Q3 25 | $51.0M | $228.0M | ||
| Q2 25 | $108.8M | $68.0M | ||
| Q1 25 | $62.6M | $94.0M | ||
| Q4 24 | $113.3M | $193.0M | ||
| Q3 24 | $81.6M | $132.0M | ||
| Q2 24 | $99.8M | $107.0M | ||
| Q1 24 | $97.2M | $1.2B |
| 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 | 11.0% | 10.6% | ||
| Q3 25 | 7.5% | 10.6% | ||
| Q2 25 | 11.8% | 1.7% | ||
| Q1 25 | 9.3% | 3.4% | ||
| Q4 24 | 10.8% | 7.6% | ||
| Q3 24 | 9.5% | 5.3% | ||
| Q2 24 | 10.4% | 3.2% | ||
| Q1 24 | 9.5% | 4.1% |
| Q4 25 | 4.5% | 10.4% | ||
| Q3 25 | 2.3% | 9.7% | ||
| Q2 25 | 5.5% | 3.0% | ||
| Q1 25 | 3.2% | 4.3% | ||
| Q4 24 | 5.7% | 8.9% | ||
| Q3 24 | 4.1% | 6.3% | ||
| Q2 24 | 5.1% | 5.4% | ||
| Q1 24 | 4.9% | 61.8% |
| Q4 25 | $1.71 | $0.94 | ||
| Q3 25 | $0.91 | $0.84 | ||
| Q2 25 | $1.79 | $0.25 | ||
| Q1 25 | $1.03 | $0.34 | ||
| Q4 24 | $1.78 | $0.72 | ||
| Q3 24 | $1.28 | $0.49 | ||
| Q2 24 | $1.53 | $0.40 | ||
| Q1 24 | $1.48 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $279.3M | $6.8B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $8.9B |
| Total Assets | $13.0B | $17.8B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $6.8B | ||
| Q3 25 | $176.7M | $8.2B | ||
| Q2 25 | $1.1B | $8.0B | ||
| Q1 25 | $617.6M | $8.0B | ||
| Q4 24 | $872.9M | $7.2B | ||
| Q3 24 | $787.4M | $7.4B | ||
| Q2 24 | $333.8M | $7.2B | ||
| Q1 24 | $333.4M | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $6.4B | $3.0B |
| Q4 25 | $3.5B | $8.9B | ||
| Q3 25 | $3.8B | $9.2B | ||
| Q2 25 | $4.0B | $8.9B | ||
| Q1 25 | $3.8B | $9.0B | ||
| Q4 24 | $3.9B | $8.6B | ||
| Q3 24 | $4.1B | $8.3B | ||
| Q2 24 | $3.9B | $8.2B | ||
| Q1 24 | $4.0B | $8.1B |
| Q4 25 | $13.0B | $17.8B | ||
| Q3 25 | $13.5B | $18.0B | ||
| Q2 25 | $13.4B | $17.2B | ||
| Q1 25 | $12.8B | $18.0B | ||
| Q4 24 | $12.8B | $16.4B | ||
| Q3 24 | $12.9B | $16.2B | ||
| Q2 24 | $12.1B | $15.9B | ||
| Q1 24 | $12.2B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 1.61× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $119.3M | $550.0M |
| FCF MarginFCF / Revenue | 5.5% | 22.6% |
| Capex IntensityCapex / Revenue | 5.4% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.43× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $588.0M | ||
| Q3 25 | $301.3M | $616.0M | ||
| Q2 25 | $225.9M | $457.0M | ||
| Q1 25 | $160.7M | $1.1B | ||
| Q4 24 | $310.4M | $406.0M | ||
| Q3 24 | $235.4M | $571.0M | ||
| Q2 24 | $272.3M | $372.0M | ||
| Q1 24 | $249.6M | $995.6M |
| Q4 25 | $119.3M | $550.0M | ||
| Q3 25 | $151.6M | $588.0M | ||
| Q2 25 | $94.9M | $421.0M | ||
| Q1 25 | $70.2M | $1.0B | ||
| Q4 24 | $171.4M | $359.0M | ||
| Q3 24 | $96.2M | $516.0M | ||
| Q2 24 | $161.5M | $291.0M | ||
| Q1 24 | $150.9M | $947.6M |
| Q4 25 | 5.5% | 22.6% | ||
| Q3 25 | 6.7% | 25.0% | ||
| Q2 25 | 4.8% | 18.8% | ||
| Q1 25 | 3.6% | 46.4% | ||
| Q4 24 | 8.7% | 16.6% | ||
| Q3 24 | 4.8% | 24.7% | ||
| Q2 24 | 8.3% | 14.6% | ||
| Q1 24 | 7.5% | 49.3% |
| Q4 25 | 5.4% | 1.6% | ||
| Q3 25 | 6.7% | 1.2% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 4.6% | 3.9% | ||
| Q4 24 | 7.0% | 2.2% | ||
| Q3 24 | 6.9% | 2.6% | ||
| Q2 24 | 5.7% | 4.1% | ||
| Q1 24 | 4.9% | 2.5% |
| Q4 25 | 2.43× | 2.33× | ||
| Q3 25 | 5.91× | 2.70× | ||
| Q2 25 | 2.08× | 6.72× | ||
| Q1 25 | 2.57× | 11.83× | ||
| Q4 24 | 2.74× | 2.10× | ||
| Q3 24 | 2.88× | 4.33× | ||
| Q2 24 | 2.73× | 3.48× | ||
| Q1 24 | 2.57× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
