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Side-by-side financial comparison of Bloom Energy Corp (BE) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $751.1M, roughly 1.1× Bloom Energy Corp). MSCI Inc. runs the higher net margin — 34.6% vs 9.4%, a 25.2% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs -3.4%). Over the past eight quarters, Bloom Energy Corp's revenue compounded faster (51.7% CAGR vs 10.0%).
KR Sridhar is an Indian American engineer, inventor, professor, and entrepreneur. He is the founder, chairman, and chief executive officer (CEO) of Bloom Energy. Prior, Sridhar was a professor of Aerospace and Mechanical Engineering and the Director of the Space Technologies Laboratory (STL) at the University of Arizona. He worked with and advised NASA, and is a member of the National Academy of Engineering.
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
BE vs MSCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $751.1M | $822.5M |
| Net Profit | $70.7M | $284.7M |
| Gross Margin | 30.0% | — |
| Operating Margin | 17.3% | 56.4% |
| Net Margin | 9.4% | 34.6% |
| Revenue YoY | -3.4% | 10.6% |
| Net Profit YoY | 396.7% | -6.8% |
| EPS (diluted) | $0.44 | $3.81 |
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 | $751.1M | — | ||
| Q4 25 | $772.8M | $822.5M | ||
| Q3 25 | $513.3M | $793.4M | ||
| Q2 25 | $396.3M | $772.7M | ||
| Q1 25 | $319.3M | $745.8M | ||
| Q4 24 | $567.0M | $743.5M | ||
| Q3 24 | $321.8M | $724.7M | ||
| Q2 24 | $326.5M | $707.9M |
| Q1 26 | $70.7M | — | ||
| Q4 25 | $1.4M | $284.7M | ||
| Q3 25 | $-23.0M | $325.4M | ||
| Q2 25 | $-42.2M | $303.6M | ||
| Q1 25 | $-23.4M | $288.6M | ||
| Q4 24 | $105.2M | $305.5M | ||
| Q3 24 | $-14.6M | $280.9M | ||
| Q2 24 | $-61.2M | $266.8M |
| Q1 26 | 30.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 21.0% | — |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 11.3% | 56.4% | ||
| Q3 25 | 1.5% | 56.4% | ||
| Q2 25 | -0.9% | 55.0% | ||
| Q1 25 | -6.0% | 50.6% | ||
| Q4 24 | 18.5% | 54.5% | ||
| Q3 24 | -3.0% | 55.4% | ||
| Q2 24 | -7.1% | 54.0% |
| Q1 26 | 9.4% | — | ||
| Q4 25 | 0.2% | 34.6% | ||
| Q3 25 | -4.5% | 41.0% | ||
| Q2 25 | -10.6% | 39.3% | ||
| Q1 25 | -7.3% | 38.7% | ||
| Q4 24 | 18.5% | 41.1% | ||
| Q3 24 | -4.5% | 38.8% | ||
| Q2 24 | -18.7% | 37.7% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $99.91 | $3.81 | ||
| Q3 25 | $-100.00 | $4.25 | ||
| Q2 25 | $-0.18 | $3.92 | ||
| Q1 25 | $-0.10 | $3.71 | ||
| Q4 24 | $0.45 | $3.89 | ||
| Q3 24 | $-0.06 | $3.57 | ||
| Q2 24 | $-0.27 | $3.37 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $515.3M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $948.0K | $-2.7B |
| Total Assets | $4.7B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $515.3M | ||
| Q3 25 | $595.1M | $400.1M | ||
| Q2 25 | $574.8M | $347.3M | ||
| Q1 25 | $794.8M | $360.7M | ||
| Q4 24 | $802.9M | $409.4M | ||
| Q3 24 | $495.7M | $501.0M | ||
| Q2 24 | $581.7M | $451.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $6.2B | ||
| Q3 25 | $1.1B | $5.5B | ||
| Q2 25 | $1.1B | $4.5B | ||
| Q1 25 | $1.1B | $4.5B | ||
| Q4 24 | $1.1B | $4.5B | ||
| Q3 24 | $1.1B | $4.5B | ||
| Q2 24 | $1.1B | $4.5B |
| Q1 26 | $948.0K | — | ||
| Q4 25 | $768.6M | $-2.7B | ||
| Q3 25 | $653.1M | $-1.9B | ||
| Q2 25 | $594.6M | $-886.2M | ||
| Q1 25 | $578.3M | $-958.6M | ||
| Q4 24 | $562.5M | $-940.0M | ||
| Q3 24 | $430.9M | $-751.0M | ||
| Q2 24 | $423.3M | $-734.5M |
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.4B | $5.7B | ||
| Q3 25 | $2.6B | $5.4B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.6B | $5.3B | ||
| Q4 24 | $2.7B | $5.4B | ||
| Q3 24 | $2.6B | $5.4B | ||
| Q2 24 | $2.5B | $5.5B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | — | ||
| Q3 25 | 1.73× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | 1.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | 2.62× | — | ||
| Q2 24 | 2.66× | — |
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 | — | $501.1M |
| Free Cash FlowOCF − Capex | — | $488.7M |
| FCF MarginFCF / Revenue | — | 59.4% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.1M | $501.1M | ||
| Q3 25 | $19.7M | $449.4M | ||
| Q2 25 | $-213.1M | $336.1M | ||
| Q1 25 | $-110.7M | $301.7M | ||
| Q4 24 | $484.2M | $430.6M | ||
| Q3 24 | $-69.5M | $421.6M | ||
| Q2 24 | $-175.5M | $349.2M |
| Q1 26 | — | — | ||
| Q4 25 | $395.1M | $488.7M | ||
| Q3 25 | $7.4M | $445.5M | ||
| Q2 25 | $-220.4M | $324.7M | ||
| Q1 25 | $-124.9M | $290.2M | ||
| Q4 24 | $473.1M | $416.4M | ||
| Q3 24 | $-83.8M | $415.0M | ||
| Q2 24 | $-187.5M | $340.6M |
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 59.4% | ||
| Q3 25 | 1.4% | 56.2% | ||
| Q2 25 | -55.6% | 42.0% | ||
| Q1 25 | -39.1% | 38.9% | ||
| Q4 24 | 83.4% | 56.0% | ||
| Q3 24 | -26.0% | 57.3% | ||
| Q2 24 | -57.4% | 48.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.5% | ||
| Q3 25 | 2.4% | 0.5% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 4.5% | 1.5% | ||
| Q4 24 | 2.0% | 1.9% | ||
| Q3 24 | 4.4% | 0.9% | ||
| Q2 24 | 3.7% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 293.18× | 1.76× | ||
| Q3 25 | — | 1.38× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | 4.60× | 1.41× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BE
| Product | $653.3M | 87% |
| Service | $61.9M | 8% |
| Installation | $25.9M | 3% |
| Electricity | $9.9M | 1% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
