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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and Gevo, Inc. (GEVO). Click either name above to swap in a different company.
ACACIA RESEARCH CORP is the larger business by last-quarter revenue ($50.1M vs $45.3M, roughly 1.1× Gevo, Inc.). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -13.2%, a 20.1% gap on every dollar of revenue. On growth, Gevo, Inc. posted the faster year-over-year revenue change (695.6% vs 2.6%). Over the past eight quarters, Gevo, Inc.'s revenue compounded faster (237.1% CAGR vs 43.6%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
Gevo, Inc. is an American renewable chemicals and advanced biofuels company headquartered in unincorporated Douglas County, Colorado, in the Denver-Aurora metropolitan area. Gevo operates in the sustainability sector, pursuing a business model based on the concept of the "circular economy". The company develops bio-based alternatives to petroleum-based products using a combination of biotechnology and classical chemistry. Gevo uses the GREET model from Argonne National Laboratory as a basis f...
ACTG vs GEVO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $45.3M |
| Net Profit | $3.4M | $-6.0M |
| Gross Margin | 12.8% | — |
| Operating Margin | -26.1% | -4.8% |
| Net Margin | 6.8% | -13.2% |
| Revenue YoY | 2.6% | 695.6% |
| Net Profit YoY | 125.5% | 65.9% |
| EPS (diluted) | $0.03 | $-0.03 |
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 | $50.1M | $45.3M | ||
| Q3 25 | $59.4M | $42.7M | ||
| Q2 25 | $51.2M | $43.4M | ||
| Q1 25 | $124.4M | $29.1M | ||
| Q4 24 | $48.8M | $5.7M | ||
| Q3 24 | $23.3M | $2.0M | ||
| Q2 24 | $25.8M | $5.3M | ||
| Q1 24 | $24.3M | $4.0M |
| Q4 25 | $3.4M | $-6.0M | ||
| Q3 25 | $-2.7M | $-8.0M | ||
| Q2 25 | $-3.3M | $2.1M | ||
| Q1 25 | $24.3M | $-21.7M | ||
| Q4 24 | $-13.4M | $-17.6M | ||
| Q3 24 | $-14.0M | $-21.2M | ||
| Q2 24 | $-8.4M | $-21.0M | ||
| Q1 24 | $-186.0K | $-18.9M |
| Q4 25 | 12.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 26.2% | — | ||
| Q1 24 | 49.2% | — |
| Q4 25 | -26.1% | -4.8% | ||
| Q3 25 | -10.8% | -8.6% | ||
| Q2 25 | -24.2% | 13.4% | ||
| Q1 25 | 30.8% | -69.2% | ||
| Q4 24 | -32.4% | -344.7% | ||
| Q3 24 | -44.1% | -1221.8% | ||
| Q2 24 | -18.4% | -456.8% | ||
| Q1 24 | -8.6% | -580.0% |
| Q4 25 | 6.8% | -13.2% | ||
| Q3 25 | -4.6% | -18.6% | ||
| Q2 25 | -6.4% | 4.9% | ||
| Q1 25 | 19.5% | -74.6% | ||
| Q4 24 | -27.5% | -308.9% | ||
| Q3 24 | -60.0% | -1076.6% | ||
| Q2 24 | -32.7% | -399.3% | ||
| Q1 24 | -0.8% | -473.1% |
| Q4 25 | $0.03 | $-0.03 | ||
| Q3 25 | $-0.03 | $-0.03 | ||
| Q2 25 | $-0.03 | $0.01 | ||
| Q1 25 | $0.25 | $-0.09 | ||
| Q4 24 | $-0.14 | $-0.08 | ||
| Q3 24 | $-0.14 | $-0.09 | ||
| Q2 24 | $-0.08 | $-0.09 | ||
| Q1 24 | $0.00 | $-0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $81.2M |
| Total DebtLower is stronger | $91.9M | $164.8M |
| Stockholders' EquityBook value | $543.5M | $466.3M |
| Total Assets | $771.0M | $718.9M |
| Debt / EquityLower = less leverage | 0.17× | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $81.2M | ||
| Q3 25 | $301.8M | $72.6M | ||
| Q2 25 | $316.7M | $57.3M | ||
| Q1 25 | $272.0M | $65.3M | ||
| Q4 24 | $273.9M | $189.4M | ||
| Q3 24 | $410.9M | $223.2M | ||
| Q2 24 | $441.9M | $245.7M | ||
| Q1 24 | $498.4M | $270.6M |
| Q4 25 | $91.9M | $164.8M | ||
| Q3 25 | — | $164.5M | ||
| Q2 25 | — | $167.5M | ||
| Q1 25 | — | $167.0M | ||
| Q4 24 | — | $67.1M | ||
| Q3 24 | — | $67.0M | ||
| Q2 24 | — | $66.8M | ||
| Q1 24 | — | $68.3M |
| Q4 25 | $543.5M | $466.3M | ||
| Q3 25 | $537.6M | $468.9M | ||
| Q2 25 | $538.6M | $474.1M | ||
| Q1 25 | $540.2M | $469.8M | ||
| Q4 24 | $514.8M | $489.5M | ||
| Q3 24 | $540.2M | $504.7M | ||
| Q2 24 | $560.7M | $522.7M | ||
| Q1 24 | $568.3M | $541.9M |
| Q4 25 | $771.0M | $718.9M | ||
| Q3 25 | $768.9M | $685.2M | ||
| Q2 25 | $775.5M | $702.1M | ||
| Q1 25 | $801.6M | $677.8M | ||
| Q4 24 | $756.4M | $583.9M | ||
| Q3 24 | $707.6M | $583.9M | ||
| Q2 24 | $753.6M | $617.9M | ||
| Q1 24 | $631.7M | $633.6M |
| Q4 25 | 0.17× | 0.35× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | 0.13× |
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 | $75.2M | $20.0M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 24.7% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-43.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $20.0M | ||
| Q3 25 | $9.5M | $-6.8M | ||
| Q2 25 | $50.1M | $-2.5M | ||
| Q1 25 | $2.4M | $-24.0M | ||
| Q4 24 | $50.1M | $-18.8M | ||
| Q3 24 | $-593.0K | $-11.0M | ||
| Q2 24 | $16.1M | $-11.4M | ||
| Q1 24 | $54.8M | $-16.1M |
| Q4 25 | — | $8.7M | ||
| Q3 25 | — | $-14.6M | ||
| Q2 25 | — | $-7.8M | ||
| Q1 25 | $335.0K | $-29.9M | ||
| Q4 24 | $-98.5M | $-33.5M | ||
| Q3 24 | $-2.8M | $-20.8M | ||
| Q2 24 | $-126.7M | $-20.6M | ||
| Q1 24 | $54.6M | $-33.6M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | -34.2% | ||
| Q2 25 | — | -17.9% | ||
| Q1 25 | 0.3% | -102.7% | ||
| Q4 24 | -201.8% | -587.2% | ||
| Q3 24 | -12.1% | -1057.0% | ||
| Q2 24 | -490.5% | -392.4% | ||
| Q1 24 | 224.4% | -841.9% |
| Q4 25 | — | 24.7% | ||
| Q3 25 | — | 18.3% | ||
| Q2 25 | — | 12.1% | ||
| Q1 25 | 1.7% | 20.0% | ||
| Q4 24 | 304.4% | 256.6% | ||
| Q3 24 | 9.6% | 496.2% | ||
| Q2 24 | 553.0% | 174.8% | ||
| Q1 24 | 1.1% | 438.9% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -1.18× | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
GEVO
Segment breakdown not available.
