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Side-by-side financial comparison of ARKO Corp. (ARKO) and SEALED AIR CORP (SEE). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.4B, roughly 1.3× SEALED AIR CORP). SEALED AIR CORP runs the higher net margin — 3.1% vs 0.1%, a 3.0% gap on every dollar of revenue. On growth, SEALED AIR CORP posted the faster year-over-year revenue change (2.6% vs -9.9%). SEALED AIR CORP produced more free cash flow last quarter ($257.7M vs $14.9M). Over the past eight quarters, SEALED AIR CORP's revenue compounded faster (2.7% 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.
Sealed Air Corporation is a global provider of innovative packaging and protective solutions. Its core offerings include cushioning materials, food safety and preservation packaging, and sustainable waste-reducing packaging systems, serving retail, e-commerce, food and beverage, and industrial manufacturing markets worldwide.
ARKO vs SEE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.4B |
| Net Profit | $1.9M | $43.8M |
| Gross Margin | — | 28.6% |
| Operating Margin | 1.2% | 11.4% |
| Net Margin | 0.1% | 3.1% |
| Revenue YoY | -9.9% | 2.6% |
| Net Profit YoY | 180.9% | 700.0% |
| EPS (diluted) | $0.01 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $1.9M | $43.8M | ||
| Q3 25 | $13.5M | $255.1M | ||
| Q2 25 | $20.1M | $93.1M | ||
| Q1 25 | $-12.7M | $113.5M | ||
| Q4 24 | $-2.3M | $-7.3M | ||
| Q3 24 | $9.7M | $91.7M | ||
| Q2 24 | $14.1M | $98.3M | ||
| Q1 24 | $-594.0K | $82.0M |
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 31.2% | ||
| Q1 24 | — | 30.3% |
| Q4 25 | 1.2% | 11.4% | ||
| Q3 25 | 1.8% | 13.8% | ||
| Q2 25 | 2.8% | 15.0% | ||
| Q1 25 | -0.6% | 14.5% | ||
| Q4 24 | 0.7% | 11.7% | ||
| Q3 24 | 1.8% | 13.9% | ||
| Q2 24 | 1.8% | 15.4% | ||
| Q1 24 | -0.2% | 14.0% |
| Q4 25 | 0.1% | 3.1% | ||
| Q3 25 | 0.7% | 19.0% | ||
| Q2 25 | 1.0% | 7.0% | ||
| Q1 25 | -0.7% | 9.0% | ||
| Q4 24 | -0.1% | -0.5% | ||
| Q3 24 | 0.4% | 6.9% | ||
| Q2 24 | 0.6% | 7.4% | ||
| Q1 24 | -0.0% | 6.2% |
| Q4 25 | $0.01 | $0.30 | ||
| Q3 25 | $0.10 | $1.73 | ||
| Q2 25 | $0.16 | $0.63 | ||
| Q1 25 | $-0.12 | $0.77 | ||
| Q4 24 | $-0.03 | $-0.05 | ||
| Q3 24 | $0.07 | $0.63 | ||
| Q2 24 | $0.11 | $0.67 | ||
| Q1 24 | $-0.02 | $0.56 |
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 | $344.0M |
| Total DebtLower is stronger | $912.1M | $3.3B |
| Stockholders' EquityBook value | $267.2M | $1.2B |
| Total Assets | $3.5B | $7.0B |
| Debt / EquityLower = less leverage | 3.41× | 2.65× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $344.0M | ||
| Q3 25 | $313.2M | $282.5M | ||
| Q2 25 | $299.7M | $354.4M | ||
| Q1 25 | $271.1M | $335.2M | ||
| Q4 24 | $267.1M | $371.8M | ||
| Q3 24 | $296.8M | $386.0M | ||
| Q2 24 | $236.5M | $388.6M | ||
| Q1 24 | $189.1M | $352.8M |
| Q4 25 | $912.1M | $3.3B | ||
| Q3 25 | $911.6M | $4.0B | ||
| Q2 25 | $916.4M | $4.0B | ||
| Q1 25 | $880.1M | $4.2B | ||
| Q4 24 | $881.0M | $4.2B | ||
| Q3 24 | $884.7M | $4.3B | ||
| Q2 24 | $889.9M | $4.4B | ||
| Q1 24 | $885.0M | $4.5B |
| Q4 25 | $267.2M | $1.2B | ||
| Q3 25 | $273.1M | $1.2B | ||
| Q2 25 | $264.8M | $953.1M | ||
| Q1 25 | $255.2M | $797.9M | ||
| Q4 24 | $276.9M | $624.5M | ||
| Q3 24 | $280.0M | $771.2M | ||
| Q2 24 | $273.1M | $650.1M | ||
| Q1 24 | $261.2M | $598.3M |
| Q4 25 | $3.5B | $7.0B | ||
| Q3 25 | $3.6B | $7.1B | ||
| Q2 25 | $3.6B | $7.2B | ||
| Q1 25 | $3.6B | $7.0B | ||
| Q4 24 | $3.6B | $7.0B | ||
| Q3 24 | $3.7B | $7.3B | ||
| Q2 24 | $3.7B | $7.3B | ||
| Q1 24 | $3.6B | $7.2B |
| Q4 25 | 3.41× | 2.65× | ||
| Q3 25 | 3.34× | 3.34× | ||
| Q2 25 | 3.46× | 4.18× | ||
| Q1 25 | 3.45× | 5.26× | ||
| Q4 24 | 3.18× | 6.72× | ||
| Q3 24 | 3.16× | 5.62× | ||
| Q2 24 | 3.26× | 6.81× | ||
| Q1 24 | 3.39× | 7.49× |
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 | $293.6M |
| Free Cash FlowOCF − Capex | $14.9M | $257.7M |
| FCF MarginFCF / Revenue | 0.8% | 18.5% |
| Capex IntensityCapex / Revenue | 1.7% | 2.6% |
| Cash ConversionOCF / Net Profit | 23.98× | 6.70× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $458.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $293.6M | ||
| Q3 25 | $49.4M | $165.9M | ||
| Q2 25 | $55.2M | $136.6M | ||
| Q1 25 | $43.4M | $31.9M | ||
| Q4 24 | $22.7M | $244.2M | ||
| Q3 24 | $109.2M | $170.5M | ||
| Q2 24 | $77.2M | $188.2M | ||
| Q1 24 | $12.8M | $125.1M |
| Q4 25 | $14.9M | $257.7M | ||
| Q3 25 | $24.5M | $119.6M | ||
| Q2 25 | $9.8M | $93.2M | ||
| Q1 25 | $16.0M | $-12.0M | ||
| Q4 24 | $-13.4M | $185.1M | ||
| Q3 24 | $79.9M | $115.2M | ||
| Q2 24 | $57.9M | $129.5M | ||
| Q1 24 | $-16.5M | $78.0M |
| Q4 25 | 0.8% | 18.5% | ||
| Q3 25 | 1.2% | 8.9% | ||
| Q2 25 | 0.5% | 7.0% | ||
| Q1 25 | 0.9% | -0.9% | ||
| Q4 24 | -0.7% | 13.6% | ||
| Q3 24 | 3.5% | 8.6% | ||
| Q2 24 | 2.4% | 9.7% | ||
| Q1 24 | -0.8% | 5.9% |
| Q4 25 | 1.7% | 2.6% | ||
| Q3 25 | 1.2% | 3.4% | ||
| Q2 25 | 2.3% | 3.3% | ||
| Q1 25 | 1.5% | 3.5% | ||
| Q4 24 | 1.8% | 4.4% | ||
| Q3 24 | 1.3% | 4.1% | ||
| Q2 24 | 0.8% | 4.4% | ||
| Q1 24 | 1.4% | 3.6% |
| Q4 25 | 23.98× | 6.70× | ||
| Q3 25 | 3.67× | 0.65× | ||
| Q2 25 | 2.75× | 1.47× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 1.86× | ||
| Q2 24 | 5.49× | 1.91× | ||
| Q1 24 | — | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
