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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
Borr Drilling Ltd is the larger business by last-quarter revenue ($267.7M vs $158.6M, roughly 1.7× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 13.1%, a 58.1% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs -1.5%).
Borr Drilling Ltd is a global offshore drilling contractor owning and operating a modern fleet of high-spec jack-up rigs. It offers drilling services to oil and gas exploration and production firms, with main operations across the North Sea, Southeast Asia, Middle East, and West Africa for shallow-water and marginal field projects.
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
BORR vs STOK — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $158.6M |
| Net Profit | $35.1M | $112.9M |
| Gross Margin | — | — |
| Operating Margin | 36.0% | 70.2% |
| Net Margin | 13.1% | 71.2% |
| Revenue YoY | -1.5% | 3661.1% |
| Net Profit YoY | 10.7% | 528.0% |
| EPS (diluted) | $0.14 | $1.90 |
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.
| Q2 25 | $267.7M | — | ||
| Q1 25 | — | $158.6M | ||
| Q4 24 | — | $22.6M | ||
| Q2 24 | $271.9M | — | ||
| Q2 23 | $187.5M | $-2.5M | ||
| Q2 22 | $105.3M | — |
| Q2 25 | $35.1M | — | ||
| Q1 25 | — | $112.9M | ||
| Q4 24 | — | $-10.5M | ||
| Q2 24 | $31.7M | — | ||
| Q2 23 | $800.0K | $-30.7M | ||
| Q2 22 | $-165.3M | — |
| Q2 25 | 36.0% | — | ||
| Q1 25 | — | 70.2% | ||
| Q4 24 | — | -60.4% | ||
| Q2 24 | 38.4% | — | ||
| Q2 23 | 31.9% | 1340.7% | ||
| Q2 22 | -116.8% | — |
| Q2 25 | 13.1% | — | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | -46.4% | ||
| Q2 24 | 11.7% | — | ||
| Q2 23 | 0.4% | 1235.6% | ||
| Q2 22 | -157.0% | — |
| Q2 25 | $0.14 | — | ||
| Q1 25 | — | $1.90 | ||
| Q4 24 | — | $-0.15 | ||
| Q2 24 | $0.12 | — | ||
| Q2 23 | $0.00 | $-0.69 | ||
| Q2 22 | $-1.09 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $92.4M | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $350.1M |
| Total Assets | $3.4B | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 25 | $92.4M | — | ||
| Q1 25 | — | $274.8M | ||
| Q4 24 | — | $128.0M | ||
| Q2 24 | $195.3M | — | ||
| Q2 23 | $83.8M | $192.1M | ||
| Q2 22 | $29.7M | — |
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | $281.8M | — |
| Q2 25 | $1.0B | — | ||
| Q1 25 | — | $350.1M | ||
| Q4 24 | — | $229.0M | ||
| Q2 24 | $999.2M | — | ||
| Q2 23 | $906.2M | $190.2M | ||
| Q2 22 | $711.5M | — |
| Q2 25 | $3.4B | — | ||
| Q1 25 | — | $406.9M | ||
| Q4 24 | — | $271.6M | ||
| Q2 24 | $3.2B | — | ||
| Q2 23 | $3.0B | $256.9M | ||
| Q2 22 | $3.0B | — |
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | 0.40× | — |
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 | $6.3M | $131.8M |
| Free Cash FlowOCF − Capex | — | $131.7M |
| FCF MarginFCF / Revenue | — | 83.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 0.18× | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 25 | $6.3M | — | ||
| Q1 25 | — | $131.8M | ||
| Q4 24 | — | $-23.2M | ||
| Q2 24 | $16.0M | — | ||
| Q2 23 | $2.4M | $-21.8M | ||
| Q2 22 | $-8.5M | — |
| Q2 25 | — | — | ||
| Q1 25 | — | $131.7M | ||
| Q4 24 | — | $-23.2M | ||
| Q2 24 | — | — | ||
| Q2 23 | — | $-22.6M | ||
| Q2 22 | — | — |
| Q2 25 | — | — | ||
| Q1 25 | — | 83.0% | ||
| Q4 24 | — | -102.7% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | 912.5% | ||
| Q2 22 | — | — |
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | -33.8% | ||
| Q2 22 | — | — |
| Q2 25 | 0.18× | — | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | — | ||
| Q2 24 | 0.50× | — | ||
| Q2 23 | 3.00× | — | ||
| Q2 22 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BORR
| Transferred Over Time | $256.6M | 96% |
| Transferred At Point In Time | $11.1M | 4% |
STOK
Segment breakdown not available.
