vs
Side-by-side financial comparison of Bandwidth Inc. (BAND) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $208.8M, roughly 1.1× Bandwidth Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 1.9%, a 25.7% gap on every dollar of revenue. On growth, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs 9.1%). Over the past eight quarters, Bandwidth Inc.'s revenue compounded faster (9.7% CAGR vs 8.7%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
BAND vs STAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $208.8M | $224.2M |
| Net Profit | $4.0M | $62.0M |
| Gross Margin | 37.3% | — |
| Operating Margin | 60.5% | — |
| Net Margin | 1.9% | 27.6% |
| Revenue YoY | 20.1% | 9.1% |
| Net Profit YoY | 200.0% | — |
| EPS (diluted) | $-0.08 | $0.32 |
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 | $208.8M | $224.2M | ||
| Q4 25 | $207.7M | $220.9M | ||
| Q3 25 | $191.9M | $211.1M | ||
| Q2 25 | $180.0M | $207.6M | ||
| Q1 25 | $174.2M | $205.6M | ||
| Q4 24 | $210.0M | $199.3M | ||
| Q3 24 | $193.9M | $190.7M | ||
| Q2 24 | $173.6M | $189.8M |
| Q1 26 | $4.0M | $62.0M | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | $-1.2M | $48.6M | ||
| Q2 25 | $-4.9M | $50.0M | ||
| Q1 25 | $-3.7M | $91.4M | ||
| Q4 24 | — | $51.0M | ||
| Q3 24 | $413.0K | $41.9M | ||
| Q2 24 | $4.1M | $59.8M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 37.3% | — |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | -2.1% | — | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -1.3% | — | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | -3.5% | — |
| Q1 26 | 1.9% | 27.6% | ||
| Q4 25 | — | 37.8% | ||
| Q3 25 | -0.6% | 23.0% | ||
| Q2 25 | -2.7% | 24.1% | ||
| Q1 25 | -2.1% | 44.5% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | 0.2% | 21.9% | ||
| Q2 24 | 2.3% | 31.5% |
| Q1 26 | $-0.08 | $0.32 | ||
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $-0.16 | — | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $-0.17 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $47.3M | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $3.6B |
| Total Assets | $984.2M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | $8.9M | ||
| Q4 25 | $111.3M | $14.9M | ||
| Q3 25 | $80.4M | $17.3M | ||
| Q2 25 | $68.1M | $15.4M | ||
| Q1 25 | $41.7M | $9.3M | ||
| Q4 24 | $83.8M | $36.3M | ||
| Q3 24 | $79.9M | $70.0M | ||
| Q2 24 | $76.4M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | $405.7M | $3.6B | ||
| Q4 25 | $400.0M | $3.6B | ||
| Q3 25 | $392.7M | $3.4B | ||
| Q2 25 | $384.5M | $3.4B | ||
| Q1 25 | $345.4M | $3.5B | ||
| Q4 24 | $312.5M | $3.5B | ||
| Q3 24 | $336.6M | $3.3B | ||
| Q2 24 | $307.4M | $3.3B |
| Q1 26 | $984.2M | $7.2B | ||
| Q4 25 | $1.1B | $7.2B | ||
| Q3 25 | $1.0B | $6.9B | ||
| Q2 25 | $1.0B | $6.8B | ||
| Q1 25 | $964.4M | $6.8B | ||
| Q4 24 | $989.2M | $6.8B | ||
| Q3 24 | $1.0B | $6.6B | ||
| Q2 24 | $1.0B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — | — |
| Free Cash FlowOCF − Capex | $-1.0M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | — | 3.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $104.5M | ||
| Q3 25 | $22.2M | $143.5M | ||
| Q2 25 | $31.7M | $111.9M | ||
| Q1 25 | $-3.1M | $103.5M | ||
| Q4 24 | $36.5M | $104.9M | ||
| Q3 24 | $20.5M | $128.0M | ||
| Q2 24 | $24.4M | $122.2M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | — | $95.5M | ||
| Q2 25 | — | $62.3M | ||
| Q1 25 | — | $57.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $86.7M | ||
| Q2 24 | — | $105.0M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 45.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | 49.55× | 3.06× | ||
| Q2 24 | 6.03× | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.