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Side-by-side financial comparison of agilon health, inc. (AGL) and Wayfair Inc. (W). Click either name above to swap in a different company.
Wayfair Inc. is the larger business by last-quarter revenue ($2.9B vs $1.4B, roughly 2.1× agilon health, inc.). agilon health, inc. runs the higher net margin — 0.0% vs -3.6%, a 3.6% gap on every dollar of revenue. On growth, Wayfair Inc. posted the faster year-over-year revenue change (7.4% vs -3.0%). Over the past eight quarters, agilon health, inc.'s revenue compounded faster (-2.1% CAGR vs -3.0%).
agilon health, inc. is a U.S.-based healthcare company partnering with primary care providers to deliver value-based care solutions mainly for senior Medicare beneficiaries. It offers administrative support, clinical tools and risk management frameworks to help physicians improve patient outcomes and cut care costs, operating across over 20 U.S. states.
Wayfair Inc. is an American e-commerce company based in Boston, Massachusetts that sells furniture and home goods online. Formerly known as CSN Stores, it was founded in 2002, and currently offers 14 million items from more than 11,000 global suppliers. The company maintains international operations, including locations in North America and in Canada, Germany, Ireland, China and the United Kingdom.
AGL vs W — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.9B |
| Net Profit | $49.0K | $-105.0M |
| Gross Margin | — | 30.0% |
| Operating Margin | — | 69.6% |
| Net Margin | 0.0% | -3.6% |
| Revenue YoY | -3.0% | 7.4% |
| Net Profit YoY | — | 7.1% |
| EPS (diluted) | — | $0.26 |
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.
| Q1 26 | $1.4B | $2.9B | ||
| Q4 25 | $1.6B | $3.3B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $1.4B | $3.3B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.5B | $3.1B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.5B | $3.1B |
| Q1 26 | $49.0K | $-105.0M | ||
| Q4 25 | $-188.9M | $-116.0M | ||
| Q3 25 | $-110.2M | $-99.0M | ||
| Q2 25 | $-104.4M | $15.0M | ||
| Q1 25 | $12.1M | $-113.0M | ||
| Q4 24 | $-105.8M | $-128.0M | ||
| Q3 24 | $-117.6M | $-74.0M | ||
| Q2 24 | $-30.7M | $-42.0M |
| Q1 26 | — | 30.0% | ||
| Q4 25 | — | 30.3% | ||
| Q3 25 | — | 30.0% | ||
| Q2 25 | — | 30.1% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 30.2% |
| Q1 26 | — | 69.6% | ||
| Q4 25 | -12.3% | 2.5% | ||
| Q3 25 | -9.1% | 1.2% | ||
| Q2 25 | -8.3% | 0.5% | ||
| Q1 25 | -1.4% | -4.5% | ||
| Q4 24 | -7.1% | -3.7% | ||
| Q3 24 | -9.2% | -2.6% | ||
| Q2 24 | -2.9% | -1.1% |
| Q1 26 | 0.0% | -3.6% | ||
| Q4 25 | -12.0% | -3.5% | ||
| Q3 25 | -7.7% | -3.2% | ||
| Q2 25 | -7.5% | 0.5% | ||
| Q1 25 | 0.8% | -4.1% | ||
| Q4 24 | -6.9% | -4.1% | ||
| Q3 24 | -8.1% | -2.6% | ||
| Q2 24 | -2.1% | -1.3% |
| Q1 26 | — | $0.26 | ||
| Q4 25 | — | $-0.90 | ||
| Q3 25 | — | $-0.76 | ||
| Q2 25 | — | $0.11 | ||
| Q1 25 | — | $-0.89 | ||
| Q4 24 | — | $-1.01 | ||
| Q3 24 | — | $-0.60 | ||
| Q2 24 | — | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.0M | $1.1B |
| Total DebtLower is stronger | $15.3M | $2.9B |
| Stockholders' EquityBook value | — | — |
| Total Assets | $1.5B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.0M | $1.1B | ||
| Q4 25 | $173.7M | $1.5B | ||
| Q3 25 | $171.7M | $1.2B | ||
| Q2 25 | $171.4M | $1.4B | ||
| Q1 25 | $136.9M | $1.4B | ||
| Q4 24 | $188.2M | $1.4B | ||
| Q3 24 | $148.2M | $1.3B | ||
| Q2 24 | $109.5M | $1.3B |
| Q1 26 | $15.3M | $2.9B | ||
| Q4 25 | $35.0M | $3.3B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $-2.8B | ||
| Q3 25 | $306.1M | $-2.8B | ||
| Q2 25 | $408.9M | $-2.7B | ||
| Q1 25 | $500.3M | $-2.8B | ||
| Q4 24 | $471.0M | $-2.8B | ||
| Q3 24 | $574.9M | $-2.7B | ||
| Q2 24 | $676.6M | $-2.8B |
| Q1 26 | $1.5B | $2.9B | ||
| Q4 25 | $1.3B | $3.4B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.7B | $3.3B | ||
| Q1 25 | $1.9B | $3.4B | ||
| Q4 24 | $1.7B | $3.5B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.2B | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $-52.0M |
| Free Cash FlowOCF − Capex | — | $-106.0M |
| FCF MarginFCF / Revenue | — | -3.6% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $459.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $-52.0M | ||
| Q4 25 | $-20.5M | $202.0M | ||
| Q3 25 | $-18.2M | $155.0M | ||
| Q2 25 | $-35.1M | $273.0M | ||
| Q1 25 | $-32.0M | $-96.0M | ||
| Q4 24 | $16.4M | $162.0M | ||
| Q3 24 | $-7.7M | $49.0M | ||
| Q2 24 | $-18.7M | $245.0M |
| Q1 26 | — | $-106.0M | ||
| Q4 25 | $-23.5M | $177.0M | ||
| Q3 25 | $-21.3M | $128.0M | ||
| Q2 25 | $-38.3M | $260.0M | ||
| Q1 25 | $-35.8M | $-101.0M | ||
| Q4 24 | $13.2M | $142.0M | ||
| Q3 24 | $-11.2M | $32.0M | ||
| Q2 24 | $-22.0M | $222.0M |
| Q1 26 | — | -3.6% | ||
| Q4 25 | -1.5% | 5.3% | ||
| Q3 25 | -1.5% | 4.1% | ||
| Q2 25 | -2.7% | 7.9% | ||
| Q1 25 | -2.3% | -3.7% | ||
| Q4 24 | 0.9% | 4.5% | ||
| Q3 24 | -0.8% | 1.1% | ||
| Q2 24 | -1.5% | 7.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.7% | ||
| Q3 25 | 0.2% | 0.9% | ||
| Q2 25 | 0.2% | 0.4% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.2% | 0.6% | ||
| Q2 24 | 0.2% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 18.20× | ||
| Q1 25 | -2.64× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
