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Side-by-side financial comparison of ARKO Corp. (ARKO) and BELLRING BRANDS, INC. (BRBR). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $537.3M, roughly 3.3× BELLRING BRANDS, INC.). BELLRING BRANDS, INC. runs the higher net margin — 8.1% vs 0.1%, a 8.0% gap on every dollar of revenue. On growth, BELLRING BRANDS, INC. posted the faster year-over-year revenue change (0.8% vs -9.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $-7.3M). Over the past eight quarters, BELLRING BRANDS, INC.'s revenue compounded faster (4.2% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Bellring Brands, Inc. develops, manufactures and sells high-quality protein and functional nutritional products including ready-to-drink shakes, protein bars, powders and snacks. Its core brands Premier Protein, Dymatize and PowerBar serve health-conscious consumers and fitness enthusiasts across North America via retail, e-commerce and specialty channels.
ARKO vs BRBR — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $537.3M |
| Net Profit | $1.9M | $43.7M |
| Gross Margin | — | 29.9% |
| Operating Margin | 1.2% | 14.6% |
| Net Margin | 0.1% | 8.1% |
| Revenue YoY | -9.9% | 0.8% |
| Net Profit YoY | 180.9% | -43.2% |
| EPS (diluted) | $0.01 | $0.36 |
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 | $1.8B | $537.3M | ||
| Q3 25 | $2.0B | $648.2M | ||
| Q2 25 | $2.0B | $547.5M | ||
| Q1 25 | $1.8B | $588.0M | ||
| Q4 24 | $2.0B | $532.9M | ||
| Q3 24 | $2.3B | $555.8M | ||
| Q2 24 | $2.4B | $515.4M | ||
| Q1 24 | $2.1B | $494.6M |
| Q4 25 | $1.9M | $43.7M | ||
| Q3 25 | $13.5M | $59.6M | ||
| Q2 25 | $20.1M | $21.0M | ||
| Q1 25 | $-12.7M | $58.7M | ||
| Q4 24 | $-2.3M | $76.9M | ||
| Q3 24 | $9.7M | $71.7M | ||
| Q2 24 | $14.1M | $73.7M | ||
| Q1 24 | $-594.0K | $57.2M |
| Q4 25 | — | 29.9% | ||
| Q3 25 | — | 28.9% | ||
| Q2 25 | — | 35.4% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 36.9% | ||
| Q2 24 | — | 36.8% | ||
| Q1 24 | — | 33.2% |
| Q4 25 | 1.2% | 14.6% | ||
| Q3 25 | 1.8% | 15.8% | ||
| Q2 25 | 2.8% | 8.2% | ||
| Q1 25 | -0.6% | 16.2% | ||
| Q4 24 | 0.7% | 21.6% | ||
| Q3 24 | 1.8% | 20.2% | ||
| Q2 24 | 1.8% | 21.7% | ||
| Q1 24 | -0.2% | 18.4% |
| Q4 25 | 0.1% | 8.1% | ||
| Q3 25 | 0.7% | 9.2% | ||
| Q2 25 | 1.0% | 3.8% | ||
| Q1 25 | -0.7% | 10.0% | ||
| Q4 24 | -0.1% | 14.4% | ||
| Q3 24 | 0.4% | 12.9% | ||
| Q2 24 | 0.6% | 14.3% | ||
| Q1 24 | -0.0% | 11.6% |
| Q4 25 | $0.01 | $0.36 | ||
| Q3 25 | $0.10 | $0.48 | ||
| Q2 25 | $0.16 | $0.16 | ||
| Q1 25 | $-0.12 | $0.45 | ||
| Q4 24 | $-0.03 | $0.59 | ||
| Q3 24 | $0.07 | $0.54 | ||
| Q2 24 | $0.11 | $0.56 | ||
| Q1 24 | $-0.02 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $64.1M |
| Total DebtLower is stronger | $912.1M | $1.2B |
| Stockholders' EquityBook value | $267.2M | $-510.7M |
| Total Assets | $3.5B | $1.1B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $64.1M | ||
| Q3 25 | $313.2M | $71.8M | ||
| Q2 25 | $299.7M | $43.7M | ||
| Q1 25 | $271.1M | $28.1M | ||
| Q4 24 | $267.1M | $49.6M | ||
| Q3 24 | $296.8M | $70.8M | ||
| Q2 24 | $236.5M | $72.6M | ||
| Q1 24 | $189.1M | $79.3M |
| Q4 25 | $912.1M | $1.2B | ||
| Q3 25 | $911.6M | $1.1B | ||
| Q2 25 | $916.4M | $1.0B | ||
| Q1 25 | $880.1M | $953.7M | ||
| Q4 24 | $881.0M | $833.4M | ||
| Q3 24 | $884.7M | $833.1M | ||
| Q2 24 | $889.9M | $832.7M | ||
| Q1 24 | $885.0M | $832.4M |
| Q4 25 | $267.2M | $-510.7M | ||
| Q3 25 | $273.1M | $-453.9M | ||
| Q2 25 | $264.8M | $-309.9M | ||
| Q1 25 | $255.2M | $-254.1M | ||
| Q4 24 | $276.9M | $-146.6M | ||
| Q3 24 | $280.0M | $-205.9M | ||
| Q2 24 | $273.1M | $-243.2M | ||
| Q1 24 | $261.2M | $-247.7M |
| Q4 25 | $3.5B | $1.1B | ||
| Q3 25 | $3.6B | $941.0M | ||
| Q2 25 | $3.6B | $993.7M | ||
| Q1 25 | $3.6B | $947.5M | ||
| Q4 24 | $3.6B | $885.2M | ||
| Q3 24 | $3.7B | $837.0M | ||
| Q2 24 | $3.7B | $804.1M | ||
| Q1 24 | $3.6B | $765.0M |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
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 | $44.6M | $-3.1M |
| Free Cash FlowOCF − Capex | $14.9M | $-7.3M |
| FCF MarginFCF / Revenue | 0.8% | -1.4% |
| Capex IntensityCapex / Revenue | 1.7% | 0.8% |
| Cash ConversionOCF / Net Profit | 23.98× | -0.07× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $246.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $-3.1M | ||
| Q3 25 | $49.4M | $169.1M | ||
| Q2 25 | $55.2M | $40.3M | ||
| Q1 25 | $43.4M | $48.2M | ||
| Q4 24 | $22.7M | $3.0M | ||
| Q3 24 | $109.2M | $40.1M | ||
| Q2 24 | $77.2M | $69.0M | ||
| Q1 24 | $12.8M | $16.3M |
| Q4 25 | $14.9M | $-7.3M | ||
| Q3 25 | $24.5M | $168.1M | ||
| Q2 25 | $9.8M | $38.5M | ||
| Q1 25 | $16.0M | $47.6M | ||
| Q4 24 | $-13.4M | $1.7M | ||
| Q3 24 | $79.9M | $38.9M | ||
| Q2 24 | $57.9M | $68.9M | ||
| Q1 24 | $-16.5M | $16.0M |
| Q4 25 | 0.8% | -1.4% | ||
| Q3 25 | 1.2% | 25.9% | ||
| Q2 25 | 0.5% | 7.0% | ||
| Q1 25 | 0.9% | 8.1% | ||
| Q4 24 | -0.7% | 0.3% | ||
| Q3 24 | 3.5% | 7.0% | ||
| Q2 24 | 2.4% | 13.4% | ||
| Q1 24 | -0.8% | 3.2% |
| Q4 25 | 1.7% | 0.8% | ||
| Q3 25 | 1.2% | 0.2% | ||
| Q2 25 | 2.3% | 0.3% | ||
| Q1 25 | 1.5% | 0.1% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 1.3% | 0.2% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 1.4% | 0.1% |
| Q4 25 | 23.98× | -0.07× | ||
| Q3 25 | 3.67× | 2.84× | ||
| Q2 25 | 2.75× | 1.92× | ||
| Q1 25 | — | 0.82× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | 11.28× | 0.56× | ||
| Q2 24 | 5.49× | 0.94× | ||
| Q1 24 | — | 0.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
