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Side-by-side financial comparison of Digital Turbine, Inc. (APPS) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.

Stoke Therapeutics, Inc. is the larger business by last-quarter revenue ($158.6M vs $151.4M, roughly 1.0× Digital Turbine, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 3.4%, a 67.8% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 12.4%).

Digital Turbine, Inc. is a global ad technology company that provides end-to-end mobile app monetization, user acquisition, and targeted advertising solutions. It partners with mobile network operators, original equipment manufacturers, and app developers to deliver seamless, contextually relevant app experiences and ad engagements to end users across North America, Europe, and Asia-Pacific, serving core segments of telecom, mobile tech and consumer app industries.

Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.

APPS vs STOK — Head-to-Head

Bigger by revenue
STOK
STOK
1.0× larger
STOK
$158.6M
$151.4M
APPS
Growing faster (revenue YoY)
STOK
STOK
+3648.7% gap
STOK
3661.1%
12.4%
APPS
Higher net margin
STOK
STOK
67.8% more per $
STOK
71.2%
3.4%
APPS

Income Statement — Q3 FY2026 vs Q1 FY2025

Metric
APPS
APPS
STOK
STOK
Revenue
$151.4M
$158.6M
Net Profit
$5.1M
$112.9M
Gross Margin
57.4%
Operating Margin
14.3%
70.2%
Net Margin
3.4%
71.2%
Revenue YoY
12.4%
3661.1%
Net Profit YoY
122.1%
528.0%
EPS (diluted)
$0.03
$1.90

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
APPS
APPS
STOK
STOK
Q4 25
$151.4M
Q3 25
$140.4M
Q2 25
$130.9M
Q1 25
$119.2M
$158.6M
Q4 24
$134.6M
$22.6M
Q3 24
$118.7M
Q2 24
$118.0M
Q1 24
$112.2M
Net Profit
APPS
APPS
STOK
STOK
Q4 25
$5.1M
Q3 25
$-21.4M
Q2 25
$-14.1M
Q1 25
$-18.8M
$112.9M
Q4 24
$-23.1M
$-10.5M
Q3 24
$-25.0M
Q2 24
$-25.2M
Q1 24
$-236.5M
Gross Margin
APPS
APPS
STOK
STOK
Q4 25
57.4%
Q3 25
55.1%
Q2 25
55.6%
Q1 25
55.4%
Q4 24
48.0%
Q3 24
52.6%
Q2 24
52.7%
Q1 24
52.3%
Operating Margin
APPS
APPS
STOK
STOK
Q4 25
14.3%
Q3 25
4.7%
Q2 25
-3.6%
Q1 25
-9.8%
70.2%
Q4 24
-9.5%
-60.4%
Q3 24
-11.4%
Q2 24
-13.6%
Q1 24
-185.2%
Net Margin
APPS
APPS
STOK
STOK
Q4 25
3.4%
Q3 25
-15.2%
Q2 25
-10.8%
Q1 25
-15.8%
71.2%
Q4 24
-17.2%
-46.4%
Q3 24
-21.0%
Q2 24
-21.3%
Q1 24
-210.7%
EPS (diluted)
APPS
APPS
STOK
STOK
Q4 25
$0.03
Q3 25
$-0.20
Q2 25
$-0.13
Q1 25
$-0.18
$1.90
Q4 24
$-0.22
$-0.15
Q3 24
$-0.24
Q2 24
$-0.25
Q1 24
$-2.33

Balance Sheet & Financial Strength

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

Metric
APPS
APPS
STOK
STOK
Cash + ST InvestmentsLiquidity on hand
$40.2M
$274.8M
Total DebtLower is stronger
$355.0M
Stockholders' EquityBook value
$194.6M
$350.1M
Total Assets
$858.2M
$406.9M
Debt / EquityLower = less leverage
1.82×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
APPS
APPS
STOK
STOK
Q4 25
$40.2M
Q3 25
$38.8M
Q2 25
$33.4M
Q1 25
$39.4M
$274.8M
Q4 24
$34.6M
$128.0M
Q3 24
$32.1M
Q2 24
$35.0M
Q1 24
$32.9M
Total Debt
APPS
APPS
STOK
STOK
Q4 25
$355.0M
Q3 25
$396.4M
Q2 25
$400.5M
Q1 25
$408.7M
Q4 24
$408.2M
Q3 24
$407.6M
Q2 24
$393.8M
Q1 24
$383.5M
Stockholders' Equity
APPS
APPS
STOK
STOK
Q4 25
$194.6M
Q3 25
$148.1M
Q2 25
$152.3M
Q1 25
$154.0M
$350.1M
Q4 24
$163.6M
$229.0M
Q3 24
$182.4M
Q2 24
$196.0M
Q1 24
$213.9M
Total Assets
APPS
APPS
STOK
STOK
Q4 25
$858.2M
Q3 25
$818.7M
Q2 25
$818.4M
Q1 25
$812.9M
$406.9M
Q4 24
$839.7M
$271.6M
Q3 24
$844.5M
Q2 24
$860.2M
Q1 24
$865.5M
Debt / Equity
APPS
APPS
STOK
STOK
Q4 25
1.82×
Q3 25
2.68×
Q2 25
2.63×
Q1 25
2.65×
Q4 24
2.50×
Q3 24
2.24×
Q2 24
2.01×
Q1 24
1.79×

Cash Flow & Capital Efficiency

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

Metric
APPS
APPS
STOK
STOK
Operating Cash FlowLast quarter
$14.2M
$131.8M
Free Cash FlowOCF − Capex
$131.7M
FCF MarginFCF / Revenue
83.0%
Capex IntensityCapex / Revenue
0.1%
Cash ConversionOCF / Net Profit
2.78×
1.17×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
APPS
APPS
STOK
STOK
Q4 25
$14.2M
Q3 25
$14.5M
Q2 25
$8.8M
Q1 25
$11.9M
$131.8M
Q4 24
$10.4M
$-23.2M
Q3 24
$-8.7M
Q2 24
$-1.4M
Q1 24
$28.7M
Free Cash Flow
APPS
APPS
STOK
STOK
Q4 25
Q3 25
Q2 25
Q1 25
$131.7M
Q4 24
$-23.2M
Q3 24
Q2 24
Q1 24
FCF Margin
APPS
APPS
STOK
STOK
Q4 25
Q3 25
Q2 25
Q1 25
83.0%
Q4 24
-102.7%
Q3 24
Q2 24
Q1 24
Capex Intensity
APPS
APPS
STOK
STOK
Q4 25
Q3 25
Q2 25
Q1 25
0.1%
Q4 24
0.2%
Q3 24
Q2 24
Q1 24
Cash Conversion
APPS
APPS
STOK
STOK
Q4 25
2.78×
Q3 25
Q2 25
Q1 25
1.17×
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

APPS
APPS

On Device Solutions$99.6M66%
App Growth Platform$52.6M35%

STOK
STOK

Segment breakdown not available.

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