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Side-by-side financial comparison of BELLRING BRANDS, INC. (BRBR) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $537.3M, roughly 1.5× BELLRING BRANDS, INC.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 8.1%, a 5.1% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 0.8%). Over the past eight quarters, BELLRING BRANDS, INC.'s revenue compounded faster (4.2% CAGR vs -17.9%).
Bellring Brands, Inc. develops, manufactures and sells high-quality protein and functional nutritional products including ready-to-drink shakes, protein bars, powders and snacks. Its core brands Premier Protein, Dymatize and PowerBar serve health-conscious consumers and fitness enthusiasts across North America via retail, e-commerce and specialty channels.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
BRBR vs RITM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $537.3M | $828.2M |
| Net Profit | $43.7M | $109.5M |
| Gross Margin | 29.9% | — |
| Operating Margin | 14.6% | 29.9% |
| Net Margin | 8.1% | 13.2% |
| Revenue YoY | 0.8% | 508.5% |
| Net Profit YoY | -43.2% | 27.7% |
| EPS (diluted) | $0.36 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | $537.3M | $1.5B | ||
| Q3 25 | $648.2M | $1.1B | ||
| Q2 25 | $547.5M | $1.2B | ||
| Q1 25 | $588.0M | $768.4M | ||
| Q4 24 | $532.9M | $2.1B | ||
| Q3 24 | $555.8M | $619.5M | ||
| Q2 24 | $515.4M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $43.7M | $85.0M | ||
| Q3 25 | $59.6M | $221.5M | ||
| Q2 25 | $21.0M | $311.7M | ||
| Q1 25 | $58.7M | $78.8M | ||
| Q4 24 | $76.9M | $290.2M | ||
| Q3 24 | $71.7M | $121.7M | ||
| Q2 24 | $73.7M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 29.9% | — | ||
| Q3 25 | 28.9% | — | ||
| Q2 25 | 35.4% | — | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 36.9% | — | ||
| Q2 24 | 36.8% | — |
| Q1 26 | — | 29.9% | ||
| Q4 25 | 14.6% | 13.8% | ||
| Q3 25 | 15.8% | 21.4% | ||
| Q2 25 | 8.2% | 25.2% | ||
| Q1 25 | 16.2% | 7.4% | ||
| Q4 24 | 21.6% | 23.8% | ||
| Q3 24 | 20.2% | 7.3% | ||
| Q2 24 | 21.7% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 8.1% | 5.7% | ||
| Q3 25 | 9.2% | 20.0% | ||
| Q2 25 | 3.8% | 25.6% | ||
| Q1 25 | 10.0% | 10.3% | ||
| Q4 24 | 14.4% | 14.0% | ||
| Q3 24 | 12.9% | 19.7% | ||
| Q2 24 | 14.3% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.36 | $0.09 | ||
| Q3 25 | $0.48 | $0.35 | ||
| Q2 25 | $0.16 | $0.53 | ||
| Q1 25 | $0.45 | $0.07 | ||
| Q4 24 | $0.59 | $0.50 | ||
| Q3 24 | $0.54 | $0.20 | ||
| Q2 24 | $0.56 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $64.1M | — |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $-510.7M | $9.1B |
| Total Assets | $1.1B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $64.1M | $1.8B | ||
| Q3 25 | $71.8M | $1.6B | ||
| Q2 25 | $43.7M | $1.6B | ||
| Q1 25 | $28.1M | $1.5B | ||
| Q4 24 | $49.6M | $1.5B | ||
| Q3 24 | $70.8M | $1.6B | ||
| Q2 24 | $72.6M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $1.0B | $31.2B | ||
| Q1 25 | $953.7M | $32.2B | ||
| Q4 24 | $833.4M | $32.6B | ||
| Q3 24 | $833.1M | $29.6B | ||
| Q2 24 | $832.7M | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-510.7M | $8.4B | ||
| Q3 25 | $-453.9M | $8.5B | ||
| Q2 25 | $-309.9M | $7.9B | ||
| Q1 25 | $-254.1M | $7.8B | ||
| Q4 24 | $-146.6M | $7.8B | ||
| Q3 24 | $-205.9M | $7.7B | ||
| Q2 24 | $-243.2M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.1B | $53.1B | ||
| Q3 25 | $941.0M | $47.2B | ||
| Q2 25 | $993.7M | $44.3B | ||
| Q1 25 | $947.5M | $45.3B | ||
| Q4 24 | $885.2M | $46.0B | ||
| Q3 24 | $837.0M | $42.3B | ||
| Q2 24 | $804.1M | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $-3.1M | — |
| Free Cash FlowOCF − Capex | $-7.3M | — |
| FCF MarginFCF / Revenue | -1.4% | — |
| Capex IntensityCapex / Revenue | 0.8% | — |
| Cash ConversionOCF / Net Profit | -0.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $246.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.1M | $-114.6M | ||
| Q3 25 | $169.1M | $-2.0B | ||
| Q2 25 | $40.3M | $-557.1M | ||
| Q1 25 | $48.2M | $1.4B | ||
| Q4 24 | $3.0M | $-1.8B | ||
| Q3 24 | $40.1M | $768.1M | ||
| Q2 24 | $69.0M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.3M | — | ||
| Q3 25 | $168.1M | — | ||
| Q2 25 | $38.5M | — | ||
| Q1 25 | $47.6M | — | ||
| Q4 24 | $1.7M | — | ||
| Q3 24 | $38.9M | — | ||
| Q2 24 | $68.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | -1.4% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 13.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | -0.07× | -1.35× | ||
| Q3 25 | 2.84× | -9.22× | ||
| Q2 25 | 1.92× | -1.79× | ||
| Q1 25 | 0.82× | 18.03× | ||
| Q4 24 | 0.04× | -6.04× | ||
| Q3 24 | 0.56× | 6.31× | ||
| Q2 24 | 0.94× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
