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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and YELP INC (YELP). Click either name above to swap in a different company.
YELP INC is the larger business by last-quarter revenue ($360.0M vs $267.7M, roughly 1.3× Borr Drilling Ltd). Borr Drilling Ltd runs the higher net margin — 13.1% vs 10.5%, a 2.6% gap on every dollar of revenue. On growth, YELP INC posted the faster year-over-year revenue change (-0.5% 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.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
BORR vs YELP — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $360.0M |
| Net Profit | $35.1M | $37.8M |
| Gross Margin | — | — |
| Operating Margin | 36.0% | 13.6% |
| Net Margin | 13.1% | 10.5% |
| Revenue YoY | -1.5% | -0.5% |
| Net Profit YoY | 10.7% | -10.5% |
| EPS (diluted) | $0.14 | $0.60 |
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 | — | $360.0M | ||
| Q3 25 | — | $376.0M | ||
| Q2 25 | $267.7M | $370.4M | ||
| Q1 25 | — | $358.5M | ||
| Q4 24 | — | $362.0M | ||
| Q3 24 | — | $360.3M | ||
| Q2 24 | $271.9M | $357.0M | ||
| Q1 24 | — | $332.8M |
| Q4 25 | — | $37.8M | ||
| Q3 25 | — | $39.3M | ||
| Q2 25 | $35.1M | $44.1M | ||
| Q1 25 | — | $24.4M | ||
| Q4 24 | — | $42.2M | ||
| Q3 24 | — | $38.4M | ||
| Q2 24 | $31.7M | $38.0M | ||
| Q1 24 | — | $14.2M |
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 36.0% | 14.4% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | 38.4% | 11.1% | ||
| Q1 24 | — | 3.4% |
| Q4 25 | — | 10.5% | ||
| Q3 25 | — | 10.5% | ||
| Q2 25 | 13.1% | 11.9% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | 11.7% | 10.7% | ||
| Q1 24 | — | 4.3% |
| Q4 25 | — | $0.60 | ||
| Q3 25 | — | $0.61 | ||
| Q2 25 | $0.14 | $0.67 | ||
| Q1 25 | — | $0.36 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | — | $0.56 | ||
| Q2 24 | $0.12 | $0.54 | ||
| Q1 24 | — | $0.20 |
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 | $319.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $710.9M |
| Total Assets | $3.4B | $958.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.4M | ||
| Q3 25 | — | $333.6M | ||
| Q2 25 | $92.4M | $301.1M | ||
| Q1 25 | — | $324.4M | ||
| Q4 24 | — | $317.9M | ||
| Q3 24 | — | $397.0M | ||
| Q2 24 | $195.3M | $384.8M | ||
| Q1 24 | — | $420.8M |
| Q4 25 | — | $710.9M | ||
| Q3 25 | — | $733.2M | ||
| Q2 25 | $1.0B | $746.4M | ||
| Q1 25 | — | $728.0M | ||
| Q4 24 | — | $744.0M | ||
| Q3 24 | — | $739.5M | ||
| Q2 24 | $999.2M | $735.3M | ||
| Q1 24 | — | $722.0M |
| Q4 25 | — | $958.5M | ||
| Q3 25 | — | $989.9M | ||
| Q2 25 | $3.4B | $980.2M | ||
| Q1 25 | — | $985.2M | ||
| Q4 24 | — | $983.6M | ||
| Q3 24 | — | $980.2M | ||
| Q2 24 | $3.2B | $965.0M | ||
| Q1 24 | — | $993.5M |
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 | $84.5M |
| Free Cash FlowOCF − Capex | — | $72.3M |
| FCF MarginFCF / Revenue | — | 20.1% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | 0.18× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | — | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $84.5M | ||
| Q3 25 | — | $131.5M | ||
| Q2 25 | $6.3M | $58.0M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $102.3M | ||
| Q2 24 | $16.0M | $39.7M | ||
| Q1 24 | — | $72.9M |
| Q4 25 | — | $72.3M | ||
| Q3 25 | — | $118.9M | ||
| Q2 25 | — | $45.0M | ||
| Q1 25 | — | $87.5M | ||
| Q4 24 | — | $60.0M | ||
| Q3 24 | — | $92.5M | ||
| Q2 24 | — | $30.1M | ||
| Q1 24 | — | $65.9M |
| Q4 25 | — | 20.1% | ||
| Q3 25 | — | 31.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 19.8% |
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 2.1% |
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | 0.18× | 1.32× | ||
| Q1 25 | — | 4.02× | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 2.66× | ||
| Q2 24 | 0.50× | 1.04× | ||
| Q1 24 | — | 5.15× |
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% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
