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Side-by-side financial comparison of Allbirds, Inc. (BIRD) and STEM, INC. (STEM). Click either name above to swap in a different company.
Allbirds, Inc. is the larger business by last-quarter revenue ($47.7M vs $47.1M, roughly 1.0× STEM, INC.). STEM, INC. runs the higher net margin — -33.9% vs -41.1%, a 7.2% gap on every dollar of revenue. On growth, Allbirds, Inc. posted the faster year-over-year revenue change (-14.6% vs -15.6%). Over the past eight quarters, STEM, INC.'s revenue compounded faster (36.1% CAGR vs 10.1%).
Bird Global, Inc., is a micromobility company based in Miami, Florida. Founded in September 2017, Bird has distributed electric scooters designed for short-term rental to over 350 cities. In April 2024, it was acquired by Third Lane Mobility to avoid bankruptcy.
StemCells, Inc. is a public biopharmaceutical company headquartered in Newark, California, that is developing purified human neural stem cells (HuCNS-SCs) in the hopes of treating central nervous system disorders and paralysis. StemCells' HuCNS-SCs have the ability to differentiate into the three main types of cells found in the central nervous system: neurons, astrocytes and oligodendrocytes.
BIRD vs STEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $47.7M | $47.1M |
| Net Profit | $-19.6M | $-16.0M |
| Gross Margin | 37.2% | 48.9% |
| Operating Margin | -43.5% | -17.7% |
| Net Margin | -41.1% | -33.9% |
| Revenue YoY | -14.6% | -15.6% |
| Net Profit YoY | 23.7% | 68.8% |
| EPS (diluted) | $-2.33 | $-4.40 |
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 | $47.7M | $47.1M | ||
| Q3 25 | $33.0M | $38.2M | ||
| Q2 25 | $39.7M | $38.4M | ||
| Q1 25 | $32.1M | $32.5M | ||
| Q4 24 | $55.9M | $55.8M | ||
| Q3 24 | $43.0M | $29.3M | ||
| Q2 24 | $51.6M | $34.0M | ||
| Q1 24 | $39.3M | $25.5M |
| Q4 25 | $-19.6M | $-16.0M | ||
| Q3 25 | $-20.3M | $-23.8M | ||
| Q2 25 | $-15.5M | $202.5M | ||
| Q1 25 | $-21.9M | $-25.0M | ||
| Q4 24 | $-25.7M | $-51.1M | ||
| Q3 24 | $-21.2M | $-148.3M | ||
| Q2 24 | $-19.1M | $-582.3M | ||
| Q1 24 | $-27.3M | $-72.3M |
| Q4 25 | 37.2% | 48.9% | ||
| Q3 25 | 43.2% | 35.5% | ||
| Q2 25 | 40.7% | 33.4% | ||
| Q1 25 | 44.8% | 32.4% | ||
| Q4 24 | 31.3% | -4.4% | ||
| Q3 24 | 44.4% | 21.2% | ||
| Q2 24 | 50.5% | 27.6% | ||
| Q1 24 | 46.9% | -95.0% |
| Q4 25 | -43.5% | -17.7% | ||
| Q3 25 | -60.3% | -33.6% | ||
| Q2 25 | -41.6% | -34.8% | ||
| Q1 25 | -71.1% | -65.0% | ||
| Q4 24 | -46.1% | -84.4% | ||
| Q3 24 | -50.7% | -493.2% | ||
| Q2 24 | -39.1% | -1705.5% | ||
| Q1 24 | -75.8% | -267.0% |
| Q4 25 | -41.1% | -33.9% | ||
| Q3 25 | -61.6% | -62.2% | ||
| Q2 25 | -39.1% | 527.8% | ||
| Q1 25 | -68.1% | -76.9% | ||
| Q4 24 | -46.0% | -91.6% | ||
| Q3 24 | -49.3% | -506.3% | ||
| Q2 24 | -37.1% | -1712.6% | ||
| Q1 24 | -69.5% | -283.9% |
| Q4 25 | $-2.33 | $-4.40 | ||
| Q3 25 | $-2.49 | $-2.84 | ||
| Q2 25 | $-1.92 | $-1.79 | ||
| Q1 25 | $-2.73 | $-0.15 | ||
| Q4 24 | $-3.22 | $-15.29 | ||
| Q3 24 | $-2.68 | $-18.24 | ||
| Q2 24 | $-2.45 | $-71.81 | ||
| Q1 24 | $-3.52 | $-0.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $26.7M | $48.9M |
| Total DebtLower is stronger | $17.4M | — |
| Stockholders' EquityBook value | $35.9M | $-249.4M |
| Total Assets | $109.4M | $308.9M |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $48.9M | ||
| Q3 25 | $23.7M | $43.1M | ||
| Q2 25 | $33.1M | $40.8M | ||
| Q1 25 | $39.1M | $58.6M | ||
| Q4 24 | $66.7M | $56.3M | ||
| Q3 24 | $78.6M | $75.4M | ||
| Q2 24 | $87.2M | $89.6M | ||
| Q1 24 | $102.1M | $112.8M |
| Q4 25 | $17.4M | — | ||
| Q3 25 | $12.3M | — | ||
| Q2 25 | $5.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $35.9M | $-249.4M | ||
| Q3 25 | $51.9M | $-235.7M | ||
| Q2 25 | $71.4M | $-214.1M | ||
| Q1 25 | $82.8M | $-417.5M | ||
| Q4 24 | $101.7M | $-398.4M | ||
| Q3 24 | $127.3M | $-344.1M | ||
| Q2 24 | $144.0M | $-203.2M | ||
| Q1 24 | $160.3M | $371.6M |
| Q4 25 | $109.4M | $308.9M | ||
| Q3 25 | $119.9M | $362.6M | ||
| Q2 25 | $136.8M | $379.2M | ||
| Q1 25 | $147.3M | $405.1M | ||
| Q4 24 | $188.9M | $437.4M | ||
| Q3 24 | $221.9M | $537.8M | ||
| Q2 24 | $239.5M | $691.5M | ||
| Q1 24 | $272.4M | $1.3B |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-3.3M | $8.2M |
| Free Cash FlowOCF − Capex | $-4.1M | — |
| FCF MarginFCF / Revenue | -8.7% | — |
| Capex IntensityCapex / Revenue | 1.8% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-58.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.3M | $8.2M | ||
| Q3 25 | $-15.2M | $11.4M | ||
| Q2 25 | $-8.7M | $-21.3M | ||
| Q1 25 | $-27.9M | $8.5M | ||
| Q4 24 | $-10.8M | $-14.7M | ||
| Q3 24 | $-11.2M | $-9.4M | ||
| Q2 24 | $-15.6M | $-11.9M | ||
| Q1 24 | $-26.2M | $-621.0K |
| Q4 25 | $-4.1M | — | ||
| Q3 25 | $-16.1M | — | ||
| Q2 25 | $-9.4M | — | ||
| Q1 25 | $-28.5M | — | ||
| Q4 24 | $-11.9M | — | ||
| Q3 24 | $-11.9M | — | ||
| Q2 24 | $-16.9M | — | ||
| Q1 24 | $-27.3M | — |
| Q4 25 | -8.7% | — | ||
| Q3 25 | -48.9% | — | ||
| Q2 25 | -23.7% | — | ||
| Q1 25 | -88.8% | — | ||
| Q4 24 | -21.2% | — | ||
| Q3 24 | -27.6% | — | ||
| Q2 24 | -32.8% | — | ||
| Q1 24 | -69.5% | — |
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.9% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
