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Side-by-side financial comparison of AGIOS PHARMACEUTICALS, INC. (AGIO) and Clearfield, Inc. (CLFD). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $20.0M, roughly 1.7× AGIOS PHARMACEUTICALS, INC.). Clearfield, Inc. runs the higher net margin — -1.8% vs -541.1%, a 539.3% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs -3.2%). Clearfield, Inc. produced more free cash flow last quarter ($-2.4M vs $-97.3M). Over the past eight quarters, AGIOS PHARMACEUTICALS, INC.'s revenue compounded faster (56.1% CAGR vs -3.5%).
Agios Pharmaceuticals Inc. is a publicly trading American pharmaceutical company pioneering therapies for genetically defined diseases, with a near-term focus on developing therapies for hemolytic anemias. The company was founded in 2008 by Lewis Cantley, Tak Mak and Craig Thompson. Agios is a Delaware corporation headquartered in Cambridge, Massachusetts. The company tendered an initial public offering in July 2013.
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
AGIO vs CLFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $20.0M | $34.3M |
| Net Profit | $-108.0M | $-614.0K |
| Gross Margin | 90.6% | 33.2% |
| Operating Margin | -608.9% | -5.3% |
| Net Margin | -541.1% | -1.8% |
| Revenue YoY | 86.1% | -3.2% |
| Net Profit YoY | -11.9% | 67.8% |
| EPS (diluted) | $-1.86 | $-0.04 |
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 | $20.0M | $34.3M | ||
| Q3 25 | $12.9M | $23.4M | ||
| Q2 25 | $12.5M | $49.9M | ||
| Q1 25 | $8.7M | $47.2M | ||
| Q4 24 | $10.7M | $29.7M | ||
| Q3 24 | $9.0M | $5.6M | ||
| Q2 24 | $8.6M | $48.8M | ||
| Q1 24 | $8.2M | $36.9M |
| Q4 25 | $-108.0M | $-614.0K | ||
| Q3 25 | $-103.4M | $-9.1M | ||
| Q2 25 | $-112.0M | $1.6M | ||
| Q1 25 | $-89.3M | $1.3M | ||
| Q4 24 | $-96.5M | $-1.9M | ||
| Q3 24 | $947.9M | — | ||
| Q2 24 | $-96.1M | $-447.0K | ||
| Q1 24 | $-81.5M | $-5.9M |
| Q4 25 | 90.6% | 33.2% | ||
| Q3 25 | 87.0% | 53.2% | ||
| Q2 25 | 86.3% | 30.5% | ||
| Q1 25 | 87.6% | 30.1% | ||
| Q4 24 | 88.3% | 29.2% | ||
| Q3 24 | 91.3% | — | ||
| Q2 24 | 82.6% | 21.9% | ||
| Q1 24 | 92.3% | 7.7% |
| Q4 25 | -608.9% | -5.3% | ||
| Q3 25 | -907.4% | 10.3% | ||
| Q2 25 | -1020.1% | 3.0% | ||
| Q1 25 | -1222.0% | 0.6% | ||
| Q4 24 | -1165.3% | -6.9% | ||
| Q3 24 | -1146.9% | — | ||
| Q2 24 | -1228.3% | -4.7% | ||
| Q1 24 | -1124.3% | -26.4% |
| Q4 25 | -541.1% | -1.8% | ||
| Q3 25 | -803.1% | -38.8% | ||
| Q2 25 | -899.4% | 3.2% | ||
| Q1 25 | -1023.3% | 2.8% | ||
| Q4 24 | -899.6% | -6.4% | ||
| Q3 24 | 10574.7% | — | ||
| Q2 24 | -1115.7% | -0.9% | ||
| Q1 24 | -995.8% | -16.0% |
| Q4 25 | $-1.86 | $-0.04 | ||
| Q3 25 | $-1.78 | $-0.65 | ||
| Q2 25 | $-1.93 | $0.11 | ||
| Q1 25 | $-1.55 | $0.09 | ||
| Q4 24 | $-1.44 | $-0.13 | ||
| Q3 24 | $16.22 | — | ||
| Q2 24 | $-1.69 | $-0.04 | ||
| Q1 24 | $-1.45 | $-0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $89.1M | $96.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $249.7M |
| Total Assets | $1.3B | $268.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $89.1M | $96.4M | ||
| Q3 25 | $92.7M | $106.0M | ||
| Q2 25 | $80.9M | $117.2M | ||
| Q1 25 | $79.0M | $112.0M | ||
| Q4 24 | $76.2M | $113.0M | ||
| Q3 24 | $253.7M | $129.0M | ||
| Q2 24 | $84.5M | $123.8M | ||
| Q1 24 | $118.8M | $142.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
| Q4 25 | $1.2B | $249.7M | ||
| Q3 25 | $1.3B | $256.2M | ||
| Q2 25 | $1.4B | $264.5M | ||
| Q1 25 | $1.5B | $265.9M | ||
| Q4 24 | $1.5B | $267.4M | ||
| Q3 24 | $1.6B | $275.8M | ||
| Q2 24 | $660.5M | $274.6M | ||
| Q1 24 | $743.9M | $279.2M |
| Q4 25 | $1.3B | $268.1M | ||
| Q3 25 | $1.4B | $306.2M | ||
| Q2 25 | $1.5B | $314.7M | ||
| Q1 25 | $1.6B | $310.9M | ||
| Q4 24 | $1.7B | $303.2M | ||
| Q3 24 | $1.8B | $315.3M | ||
| Q2 24 | $773.1M | $318.1M | ||
| Q1 24 | $849.7M | $315.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | — |
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 | $-96.2M | $-1.4M |
| Free Cash FlowOCF − Capex | $-97.3M | $-2.4M |
| FCF MarginFCF / Revenue | -487.5% | -7.1% |
| Capex IntensityCapex / Revenue | 5.6% | 2.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-377.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-96.2M | $-1.4M | ||
| Q3 25 | $-88.2M | — | ||
| Q2 25 | $-77.1M | $7.9M | ||
| Q1 25 | $-111.5M | $3.0M | ||
| Q4 24 | $-133.2M | $7.2M | ||
| Q3 24 | $-84.2M | $22.2M | ||
| Q2 24 | $-72.6M | $4.0M | ||
| Q1 24 | $-99.9M | $-5.7M |
| Q4 25 | $-97.3M | $-2.4M | ||
| Q3 25 | $-89.7M | — | ||
| Q2 25 | $-78.0M | $7.5M | ||
| Q1 25 | $-112.3M | $654.0K | ||
| Q4 24 | $-134.1M | $5.1M | ||
| Q3 24 | $-84.6M | $18.2M | ||
| Q2 24 | $-72.7M | $2.8M | ||
| Q1 24 | $-100.0M | $-7.7M |
| Q4 25 | -487.5% | -7.1% | ||
| Q3 25 | -696.5% | — | ||
| Q2 25 | -626.2% | 15.1% | ||
| Q1 25 | -1286.4% | 1.4% | ||
| Q4 24 | -1250.1% | 17.1% | ||
| Q3 24 | -944.2% | 323.0% | ||
| Q2 24 | -844.4% | 5.8% | ||
| Q1 24 | -1221.2% | -20.8% |
| Q4 25 | 5.6% | 2.9% | ||
| Q3 25 | 12.1% | 2.0% | ||
| Q2 25 | 7.0% | 0.8% | ||
| Q1 25 | 8.8% | 5.1% | ||
| Q4 24 | 9.0% | 7.0% | ||
| Q3 24 | 4.7% | 71.4% | ||
| Q2 24 | 1.8% | 2.5% | ||
| Q1 24 | 1.7% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.93× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
