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Side-by-side financial comparison of AGIOS PHARMACEUTICALS, INC. (AGIO) and ON24 INC. (ONTF). Click either name above to swap in a different company.
ON24 INC. is the larger business by last-quarter revenue ($34.6M vs $20.0M, roughly 1.7× AGIOS PHARMACEUTICALS, INC.). ON24 INC. runs the higher net margin — -18.8% vs -541.1%, a 522.3% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs -5.6%). ON24 INC. produced more free cash flow last quarter ($-2.2M vs $-97.3M). Over the past eight quarters, AGIOS PHARMACEUTICALS, INC.'s revenue compounded faster (56.1% CAGR vs -4.2%).
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.
ON24 Inc., a San Francisco-based company, is a cloud-based platform that develops and sells web-based webinar, virtual conferencing, content hub, and landing page applications as a service for marketing and sales teams in B2B organizations. In 2023 it expanded its offerings to include generative AI services.
AGIO vs ONTF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.0M | $34.6M |
| Net Profit | $-108.0M | $-6.5M |
| Gross Margin | 90.6% | 74.9% |
| Operating Margin | -608.9% | -23.5% |
| Net Margin | -541.1% | -18.8% |
| Revenue YoY | 86.1% | -5.6% |
| Net Profit YoY | -11.9% | 26.8% |
| EPS (diluted) | $-1.86 | $-0.15 |
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 | $34.6M | ||
| Q3 25 | $12.9M | $34.6M | ||
| Q2 25 | $12.5M | $35.3M | ||
| Q1 25 | $8.7M | $34.7M | ||
| Q4 24 | $10.7M | $36.7M | ||
| Q3 24 | $9.0M | $36.3M | ||
| Q2 24 | $8.6M | $37.3M | ||
| Q1 24 | $8.2M | $37.7M |
| Q4 25 | $-108.0M | $-6.5M | ||
| Q3 25 | $-103.4M | $-6.4M | ||
| Q2 25 | $-112.0M | $-7.3M | ||
| Q1 25 | $-89.3M | $-8.7M | ||
| Q4 24 | $-96.5M | $-8.9M | ||
| Q3 24 | $947.9M | $-11.4M | ||
| Q2 24 | $-96.1M | $-11.2M | ||
| Q1 24 | $-81.5M | $-10.7M |
| Q4 25 | 90.6% | 74.9% | ||
| Q3 25 | 87.0% | 74.7% | ||
| Q2 25 | 86.3% | 75.1% | ||
| Q1 25 | 87.6% | 73.8% | ||
| Q4 24 | 88.3% | 74.5% | ||
| Q3 24 | 91.3% | 74.3% | ||
| Q2 24 | 82.6% | 74.5% | ||
| Q1 24 | 92.3% | 74.1% |
| Q4 25 | -608.9% | -23.5% | ||
| Q3 25 | -907.4% | -23.1% | ||
| Q2 25 | -1020.1% | -26.0% | ||
| Q1 25 | -1222.0% | -30.1% | ||
| Q4 24 | -1165.3% | -32.1% | ||
| Q3 24 | -1146.9% | -36.7% | ||
| Q2 24 | -1228.3% | -35.0% | ||
| Q1 24 | -1124.3% | -33.1% |
| Q4 25 | -541.1% | -18.8% | ||
| Q3 25 | -803.1% | -18.4% | ||
| Q2 25 | -899.4% | -20.6% | ||
| Q1 25 | -1023.3% | -25.1% | ||
| Q4 24 | -899.6% | -24.2% | ||
| Q3 24 | 10574.7% | -31.4% | ||
| Q2 24 | -1115.7% | -29.9% | ||
| Q1 24 | -995.8% | -28.4% |
| Q4 25 | $-1.86 | $-0.15 | ||
| Q3 25 | $-1.78 | $-0.15 | ||
| Q2 25 | $-1.93 | $-0.17 | ||
| Q1 25 | $-1.55 | $-0.21 | ||
| Q4 24 | $-1.44 | $-0.21 | ||
| Q3 24 | $16.22 | $-0.27 | ||
| Q2 24 | $-1.69 | $-0.27 | ||
| Q1 24 | $-1.45 | $-0.26 |
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 | $37.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $139.4M |
| Total Assets | $1.3B | $228.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $89.1M | $37.0M | ||
| Q3 25 | $92.7M | $47.2M | ||
| Q2 25 | $80.9M | $37.7M | ||
| Q1 25 | $79.0M | $26.8M | ||
| Q4 24 | $76.2M | $14.9M | ||
| Q3 24 | $253.7M | $11.0M | ||
| Q2 24 | $84.5M | $15.5M | ||
| Q1 24 | $118.8M | $18.3M |
| Q4 25 | $1.2B | $139.4M | ||
| Q3 25 | $1.3B | $144.3M | ||
| Q2 25 | $1.4B | $150.0M | ||
| Q1 25 | $1.5B | $153.7M | ||
| Q4 24 | $1.5B | $159.4M | ||
| Q3 24 | $1.6B | $164.9M | ||
| Q2 24 | $660.5M | $170.8M | ||
| Q1 24 | $743.9M | $174.4M |
| Q4 25 | $1.3B | $228.4M | ||
| Q3 25 | $1.4B | $224.8M | ||
| Q2 25 | $1.5B | $235.1M | ||
| Q1 25 | $1.6B | $245.8M | ||
| Q4 24 | $1.7B | $251.0M | ||
| Q3 24 | $1.8B | $250.9M | ||
| Q2 24 | $773.1M | $259.0M | ||
| Q1 24 | $849.7M | $269.2M |
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 | $-1.1M |
| Free Cash FlowOCF − Capex | $-97.3M | $-2.2M |
| FCF MarginFCF / Revenue | -487.5% | -6.4% |
| Capex IntensityCapex / Revenue | 5.6% | 3.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-377.3M | $4.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-96.2M | $-1.1M | ||
| Q3 25 | $-88.2M | $2.5M | ||
| Q2 25 | $-77.1M | $2.6M | ||
| Q1 25 | $-111.5M | $3.4M | ||
| Q4 24 | $-133.2M | $985.0K | ||
| Q3 24 | $-84.2M | $295.0K | ||
| Q2 24 | $-72.6M | $1.4M | ||
| Q1 24 | $-99.9M | $2.1M |
| Q4 25 | $-97.3M | $-2.2M | ||
| Q3 25 | $-89.7M | $2.2M | ||
| Q2 25 | $-78.0M | $2.1M | ||
| Q1 25 | $-112.3M | $1.9M | ||
| Q4 24 | $-134.1M | $424.0K | ||
| Q3 24 | $-84.6M | $143.0K | ||
| Q2 24 | $-72.7M | $898.0K | ||
| Q1 24 | $-100.0M | $1.1M |
| Q4 25 | -487.5% | -6.4% | ||
| Q3 25 | -696.5% | 6.2% | ||
| Q2 25 | -626.2% | 5.9% | ||
| Q1 25 | -1286.4% | 5.6% | ||
| Q4 24 | -1250.1% | 1.2% | ||
| Q3 24 | -944.2% | 0.4% | ||
| Q2 24 | -844.4% | 2.4% | ||
| Q1 24 | -1221.2% | 2.9% |
| Q4 25 | 5.6% | 3.3% | ||
| Q3 25 | 12.1% | 1.1% | ||
| Q2 25 | 7.0% | 1.4% | ||
| Q1 25 | 8.8% | 4.2% | ||
| Q4 24 | 9.0% | 1.5% | ||
| Q3 24 | 4.7% | 0.4% | ||
| Q2 24 | 1.8% | 1.3% | ||
| Q1 24 | 1.7% | 2.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
