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Side-by-side financial comparison of BILL Holdings, Inc. (BILL) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $414.7M, roughly 1.2× BILL Holdings, Inc.). BILL Holdings, Inc. runs the higher net margin — -0.6% vs -12.3%, a 11.7% gap on every dollar of revenue. BILL Holdings, Inc. produced more free cash flow last quarter ($103.8M vs $69.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 13.3%).
BILL Holdings, Inc. is an American company based in San Jose, California, that provides automated, cloud-based software for financial operations for small businesses in the United States. A white-labeled, end-to-end payments automation platform, Bill.com Connect is offered to financial institutions as part of their single sign-on online business banking ecosystem.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
BILL vs GENI — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $414.7M | $510.9M |
| Net Profit | $-2.6M | $-63.0M |
| Gross Margin | 79.8% | 25.2% |
| Operating Margin | -4.4% | -11.5% |
| Net Margin | -0.6% | -12.3% |
| Revenue YoY | 14.4% | — |
| Net Profit YoY | -107.7% | — |
| EPS (diluted) | $-0.03 | — |
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 | $414.7M | $510.9M | ||
| Q3 25 | $395.7M | $335.4M | ||
| Q2 25 | $383.3M | $215.2M | ||
| Q1 25 | $358.2M | $119.7M | ||
| Q4 24 | $362.6M | $413.0M | ||
| Q3 24 | $358.4M | $285.8M | ||
| Q2 24 | $343.7M | $184.1M | ||
| Q1 24 | $323.0M | $97.2M |
| Q4 25 | $-2.6M | $-63.0M | ||
| Q3 25 | $-3.0M | — | ||
| Q2 25 | $-7.1M | $-47.3M | ||
| Q1 25 | $-11.6M | $-25.5M | ||
| Q4 24 | $33.5M | $-85.5M | ||
| Q3 24 | $8.9M | $-47.1M | ||
| Q2 24 | $7.6M | $-35.5M | ||
| Q1 24 | $31.8M | $-25.2M |
| Q4 25 | 79.8% | 25.2% | ||
| Q3 25 | 80.5% | 24.2% | ||
| Q2 25 | 80.8% | 19.1% | ||
| Q1 25 | 81.2% | 10.7% | ||
| Q4 24 | 81.6% | 16.7% | ||
| Q3 24 | 82.0% | 20.5% | ||
| Q2 24 | 81.0% | 18.6% | ||
| Q1 24 | 83.0% | 9.8% |
| Q4 25 | -4.4% | -11.5% | ||
| Q3 25 | -5.2% | -15.3% | ||
| Q2 25 | -5.8% | -21.0% | ||
| Q1 25 | -8.1% | -20.3% | ||
| Q4 24 | -6.0% | -18.0% | ||
| Q3 24 | -2.1% | -13.9% | ||
| Q2 24 | -6.5% | -16.8% | ||
| Q1 24 | -8.6% | -23.7% |
| Q4 25 | -0.6% | -12.3% | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -1.8% | -22.0% | ||
| Q1 25 | -3.2% | -21.3% | ||
| Q4 24 | 9.3% | -20.7% | ||
| Q3 24 | 2.5% | -16.5% | ||
| Q2 24 | 2.2% | -19.3% | ||
| Q1 24 | 9.8% | -25.9% |
| Q4 25 | $-0.03 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $-0.11 | — | ||
| Q4 24 | $-0.06 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.37 | — | ||
| Q1 24 | $0.00 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $280.6M |
| Total DebtLower is stronger | $1.8B | — |
| Stockholders' EquityBook value | $3.8B | $724.5M |
| Total Assets | $10.1B | $1.1B |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $280.6M | ||
| Q3 25 | $1.1B | $110.2M | ||
| Q2 25 | $1.0B | $110.2M | ||
| Q1 25 | $1.0B | $110.2M | ||
| Q4 24 | $1.6B | $100.3M | ||
| Q3 24 | $853.5M | $100.3M | ||
| Q2 24 | $985.9M | $100.3M | ||
| Q1 24 | $952.5M | $100.3M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $914.8M | — | ||
| Q2 24 | $914.0M | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | $3.8B | $724.5M | ||
| Q3 25 | $3.9B | $572.4M | ||
| Q2 25 | $3.9B | $572.4M | ||
| Q1 25 | $3.9B | $572.4M | ||
| Q4 24 | $3.8B | $573.0M | ||
| Q3 24 | $4.0B | $573.0M | ||
| Q2 24 | $4.1B | $573.0M | ||
| Q1 24 | $4.1B | $573.0M |
| Q4 25 | $10.1B | $1.1B | ||
| Q3 25 | $10.2B | $792.3M | ||
| Q2 25 | $10.1B | $792.3M | ||
| Q1 25 | $9.6B | $792.3M | ||
| Q4 24 | $9.7B | $775.7M | ||
| Q3 24 | $9.0B | $775.7M | ||
| Q2 24 | $9.2B | $775.7M | ||
| Q1 24 | $9.1B | $775.7M |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.22× | — | ||
| Q1 24 | 0.28× | — |
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 | $105.3M | $81.9M |
| Free Cash FlowOCF − Capex | $103.8M | $69.6M |
| FCF MarginFCF / Revenue | 25.0% | 13.6% |
| Capex IntensityCapex / Revenue | 0.4% | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $378.8M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $105.3M | $81.9M | ||
| Q3 25 | $96.9M | $-4.8M | ||
| Q2 25 | $83.8M | $-1.2M | ||
| Q1 25 | $99.5M | $-14.6M | ||
| Q4 24 | $78.7M | $14.9M | ||
| Q3 24 | $88.6M | $-9.2M | ||
| Q2 24 | $78.6M | — | ||
| Q1 24 | $66.8M | — |
| Q4 25 | $103.8M | $69.6M | ||
| Q3 25 | $95.6M | $-14.2M | ||
| Q2 25 | $81.0M | $-5.8M | ||
| Q1 25 | $98.4M | $-16.0M | ||
| Q4 24 | $78.3M | $11.3M | ||
| Q3 24 | $88.6M | $-11.6M | ||
| Q2 24 | $78.4M | — | ||
| Q1 24 | $66.8M | — |
| Q4 25 | 25.0% | 13.6% | ||
| Q3 25 | 24.1% | -4.2% | ||
| Q2 25 | 21.1% | -2.7% | ||
| Q1 25 | 27.5% | -13.4% | ||
| Q4 24 | 21.6% | 2.7% | ||
| Q3 24 | 24.7% | -4.1% | ||
| Q2 24 | 22.8% | — | ||
| Q1 24 | 20.7% | — |
| Q4 25 | 0.4% | 2.4% | ||
| Q3 25 | 0.3% | 2.8% | ||
| Q2 25 | 0.7% | 2.1% | ||
| Q1 25 | 0.3% | 1.2% | ||
| Q4 24 | 0.1% | 0.9% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | 9.94× | — | ||
| Q2 24 | 10.35× | — | ||
| Q1 24 | 2.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BILL
| Accounts Payable And Accounts Receivable Solutions | $185.9M | 45% |
| Spend And Expense Interchange Revenue | $166.5M | 40% |
| Interest On Funds Held For Customers | $39.5M | 10% |
| Embedded And Other Solutions | $22.8M | 5% |
GENI
Segment breakdown not available.
