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Side-by-side financial comparison of Allot Ltd. (ALLT) and Monte Rosa Therapeutics, Inc. (GLUE). Click either name above to swap in a different company.

Allot Ltd. is the larger business by last-quarter revenue ($24.1M vs $12.8M, roughly 1.9× Monte Rosa Therapeutics, Inc.). Allot Ltd. runs the higher net margin — -7.0% vs -212.1%, a 205.1% gap on every dollar of revenue. On growth, Monte Rosa Therapeutics, Inc. posted the faster year-over-year revenue change (38.5% vs 8.5%). Monte Rosa Therapeutics, Inc. produced more free cash flow last quarter ($99.8M vs $4.0M).

Allot Ltd., formerly Allot Communications, is an Israeli high-tech company that develops telecommunications software. The company is headquartered in Hod Hasharon, Israel.

Monte Rosa Therapeutics is a clinical-stage biotechnology company specializing in the discovery and development of targeted molecular glue degrader therapies. Its pipeline addresses unmet medical needs across oncology, rare genetic disorders and immunological diseases, with operations focused on advancing novel treatments for global patient populations.

ALLT vs GLUE — Head-to-Head

Bigger by revenue
ALLT
ALLT
1.9× larger
ALLT
$24.1M
$12.8M
GLUE
Growing faster (revenue YoY)
GLUE
GLUE
+30.0% gap
GLUE
38.5%
8.5%
ALLT
Higher net margin
ALLT
ALLT
205.1% more per $
ALLT
-7.0%
-212.1%
GLUE
More free cash flow
GLUE
GLUE
$95.8M more FCF
GLUE
$99.8M
$4.0M
ALLT

Income Statement — Q2 FY2025 vs Q3 FY2025

Metric
ALLT
ALLT
GLUE
GLUE
Revenue
$24.1M
$12.8M
Net Profit
$-1.7M
$-27.1M
Gross Margin
72.1%
Operating Margin
-1.7%
-258.3%
Net Margin
-7.0%
-212.1%
Revenue YoY
8.5%
38.5%
Net Profit YoY
49.6%
-13.5%
EPS (diluted)
$-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.

Revenue
ALLT
ALLT
GLUE
GLUE
Q3 25
$12.8M
Q2 25
$24.1M
$23.2M
Q1 25
$23.1M
$84.9M
Q4 24
$60.6M
Q2 24
$22.2M
Q4 23
$0
Q3 23
$0
Q2 23
$25.0M
$0
Net Profit
ALLT
ALLT
GLUE
GLUE
Q3 25
$-27.1M
Q2 25
$-1.7M
$-12.3M
Q1 25
$-332.0K
$46.9M
Q4 24
$13.4M
Q2 24
$-3.4M
Q4 23
$-33.3M
Q3 23
$-34.9M
Q2 23
$-20.7M
$-35.2M
Gross Margin
ALLT
ALLT
GLUE
GLUE
Q3 25
Q2 25
72.1%
Q1 25
69.3%
Q4 24
Q2 24
68.5%
Q4 23
Q3 23
Q2 23
69.2%
Operating Margin
ALLT
ALLT
GLUE
GLUE
Q3 25
-258.3%
Q2 25
-1.7%
-67.1%
Q1 25
-3.1%
51.9%
Q4 24
21.4%
Q2 24
-15.2%
Q4 23
Q3 23
Q2 23
-85.8%
Net Margin
ALLT
ALLT
GLUE
GLUE
Q3 25
-212.1%
Q2 25
-7.0%
-53.0%
Q1 25
-1.4%
55.2%
Q4 24
22.2%
Q2 24
-15.1%
Q4 23
Q3 23
Q2 23
-82.8%
EPS (diluted)
ALLT
ALLT
GLUE
GLUE
Q3 25
Q2 25
$-0.04
Q1 25
$-0.01
Q4 24
Q2 24
$-0.09
Q4 23
Q3 23
Q2 23
$-0.55

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ALLT
ALLT
GLUE
GLUE
Cash + ST InvestmentsLiquidity on hand
$60.1M
$208.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$99.7M
$245.8M
Total Assets
$154.1M
$459.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ALLT
ALLT
GLUE
GLUE
Q3 25
$208.3M
Q2 25
$60.1M
$69.4M
Q1 25
$10.1M
$78.5M
Q4 24
$224.3M
Q2 24
$15.9M
Q4 23
$128.1M
Q3 23
$59.1M
Q2 23
$15.5M
$47.0M
Stockholders' Equity
ALLT
ALLT
GLUE
GLUE
Q3 25
$245.8M
Q2 25
$99.7M
$268.1M
Q1 25
$50.0M
$275.2M
Q4 24
$222.9M
Q2 24
$46.7M
Q4 23
$179.3M
Q3 23
$184.5M
Q2 23
$76.1M
$213.7M
Total Assets
ALLT
ALLT
GLUE
GLUE
Q3 25
$459.8M
Q2 25
$154.1M
$359.6M
Q1 25
$140.3M
$393.2M
Q4 24
$438.7M
Q2 24
$132.5M
Q4 23
$303.8M
Q3 23
$252.1M
Q2 23
$177.8M
$278.6M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ALLT
ALLT
GLUE
GLUE
Operating Cash FlowLast quarter
$4.4M
$100.4M
Free Cash FlowOCF − Capex
$4.0M
$99.8M
FCF MarginFCF / Revenue
16.5%
781.5%
Capex IntensityCapex / Revenue
1.7%
5.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-6.0M
$145.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ALLT
ALLT
GLUE
GLUE
Q3 25
$100.4M
Q2 25
$4.4M
$-34.7M
Q1 25
$1.7M
$-45.5M
Q4 24
$128.9M
Q2 24
$1.2M
Q4 23
$29.6M
Q3 23
$-24.7M
Q2 23
$-11.3M
$-25.3M
Free Cash Flow
ALLT
ALLT
GLUE
GLUE
Q3 25
$99.8M
Q2 25
$4.0M
$-36.4M
Q1 25
$1.4M
$-47.1M
Q4 24
$128.7M
Q2 24
$217.0K
Q4 23
$27.9M
Q3 23
$-26.4M
Q2 23
$-11.6M
$-31.8M
FCF Margin
ALLT
ALLT
GLUE
GLUE
Q3 25
781.5%
Q2 25
16.5%
-157.0%
Q1 25
6.1%
-55.4%
Q4 24
212.3%
Q2 24
1.0%
Q4 23
Q3 23
Q2 23
-46.4%
Capex Intensity
ALLT
ALLT
GLUE
GLUE
Q3 25
5.1%
Q2 25
1.7%
7.3%
Q1 25
1.2%
1.9%
Q4 24
0.3%
Q2 24
4.3%
Q4 23
Q3 23
Q2 23
1.2%
Cash Conversion
ALLT
ALLT
GLUE
GLUE
Q3 25
Q2 25
Q1 25
-0.97×
Q4 24
9.59×
Q2 24
Q4 23
Q3 23
Q2 23

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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