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Side-by-side financial comparison of BELLRING BRANDS, INC. (BRBR) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
BELLRING BRANDS, INC. is the larger business by last-quarter revenue ($537.3M vs $213.6M, roughly 2.5× Vital Farms, Inc.). BELLRING BRANDS, INC. runs the higher net margin — 8.1% vs 7.6%, a 0.5% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 0.8%). BELLRING BRANDS, INC. produced more free cash flow last quarter ($-7.3M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% CAGR vs 4.2%).
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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
BRBR vs VITL — Head-to-Head
Income Statement — Q1 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $537.3M | $213.6M |
| Net Profit | $43.7M | $16.3M |
| Gross Margin | 29.9% | 35.8% |
| Operating Margin | 14.6% | 10.0% |
| Net Margin | 8.1% | 7.6% |
| Revenue YoY | 0.8% | 28.7% |
| Net Profit YoY | -43.2% | 54.3% |
| EPS (diluted) | $0.36 | $0.35 |
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 | $537.3M | $213.6M | ||
| Q3 25 | $648.2M | $198.9M | ||
| Q2 25 | $547.5M | $184.8M | ||
| Q1 25 | $588.0M | $162.2M | ||
| Q4 24 | $532.9M | $166.0M | ||
| Q3 24 | $555.8M | $145.0M | ||
| Q2 24 | $515.4M | $147.4M | ||
| Q1 24 | $494.6M | $147.9M |
| Q4 25 | $43.7M | $16.3M | ||
| Q3 25 | $59.6M | $16.4M | ||
| Q2 25 | $21.0M | $16.6M | ||
| Q1 25 | $58.7M | $16.9M | ||
| Q4 24 | $76.9M | $10.6M | ||
| Q3 24 | $71.7M | $7.4M | ||
| Q2 24 | $73.7M | $16.3M | ||
| Q1 24 | $57.2M | $19.0M |
| Q4 25 | 29.9% | 35.8% | ||
| Q3 25 | 28.9% | 37.7% | ||
| Q2 25 | 35.4% | 38.9% | ||
| Q1 25 | 32.3% | 38.5% | ||
| Q4 24 | 37.5% | 36.1% | ||
| Q3 24 | 36.9% | 36.9% | ||
| Q2 24 | 36.8% | 39.1% | ||
| Q1 24 | 33.2% | 39.8% |
| Q4 25 | 14.6% | 10.0% | ||
| Q3 25 | 15.8% | 10.8% | ||
| Q2 25 | 8.2% | 12.9% | ||
| Q1 25 | 16.2% | 13.4% | ||
| Q4 24 | 21.6% | 7.8% | ||
| Q3 24 | 20.2% | 6.4% | ||
| Q2 24 | 21.7% | 11.6% | ||
| Q1 24 | 18.4% | 16.3% |
| Q4 25 | 8.1% | 7.6% | ||
| Q3 25 | 9.2% | 8.3% | ||
| Q2 25 | 3.8% | 9.0% | ||
| Q1 25 | 10.0% | 10.4% | ||
| Q4 24 | 14.4% | 6.4% | ||
| Q3 24 | 12.9% | 5.1% | ||
| Q2 24 | 14.3% | 11.1% | ||
| Q1 24 | 11.6% | 12.9% |
| Q4 25 | $0.36 | $0.35 | ||
| Q3 25 | $0.48 | $0.36 | ||
| Q2 25 | $0.16 | $0.36 | ||
| Q1 25 | $0.45 | $0.37 | ||
| Q4 24 | $0.59 | $0.23 | ||
| Q3 24 | $0.54 | $0.16 | ||
| Q2 24 | $0.56 | $0.36 | ||
| Q1 24 | $0.43 | $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 | $48.8M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $-510.7M | $351.3M |
| Total Assets | $1.1B | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.1M | $48.8M | ||
| Q3 25 | $71.8M | $93.8M | ||
| Q2 25 | $43.7M | $108.2M | ||
| Q1 25 | $28.1M | $156.3M | ||
| Q4 24 | $49.6M | $150.6M | ||
| Q3 24 | $70.8M | $149.5M | ||
| Q2 24 | $72.6M | $133.2M | ||
| Q1 24 | $79.3M | $113.8M |
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $953.7M | — | ||
| Q4 24 | $833.4M | — | ||
| Q3 24 | $833.1M | — | ||
| Q2 24 | $832.7M | — | ||
| Q1 24 | $832.4M | — |
| Q4 25 | $-510.7M | $351.3M | ||
| Q3 25 | $-453.9M | $331.2M | ||
| Q2 25 | $-309.9M | $309.8M | ||
| Q1 25 | $-254.1M | $288.9M | ||
| Q4 24 | $-146.6M | $269.3M | ||
| Q3 24 | $-205.9M | $253.4M | ||
| Q2 24 | $-243.2M | $238.4M | ||
| Q1 24 | $-247.7M | $213.3M |
| Q4 25 | $1.1B | $518.7M | ||
| Q3 25 | $941.0M | $481.5M | ||
| Q2 25 | $993.7M | $430.8M | ||
| Q1 25 | $947.5M | $376.9M | ||
| Q4 24 | $885.2M | $359.3M | ||
| Q3 24 | $837.0M | $344.7M | ||
| Q2 24 | $804.1M | $320.5M | ||
| Q1 24 | $765.0M | $300.2M |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $-7.3M | $-32.1M |
| FCF MarginFCF / Revenue | -1.4% | -15.1% |
| Capex IntensityCapex / Revenue | 0.8% | 17.8% |
| Cash ConversionOCF / Net Profit | -0.07× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $246.9M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.1M | $5.8M | ||
| Q3 25 | $169.1M | $23.4M | ||
| Q2 25 | $40.3M | $-761.0K | ||
| Q1 25 | $48.2M | $5.3M | ||
| Q4 24 | $3.0M | $14.8M | ||
| Q3 24 | $40.1M | $10.0M | ||
| Q2 24 | $69.0M | $16.1M | ||
| Q1 24 | $16.3M | $23.9M |
| Q4 25 | $-7.3M | $-32.1M | ||
| Q3 25 | $168.1M | $-10.6M | ||
| Q2 25 | $38.5M | $-7.6M | ||
| Q1 25 | $47.6M | $2.1M | ||
| Q4 24 | $1.7M | $-3.4M | ||
| Q3 24 | $38.9M | $6.4M | ||
| Q2 24 | $68.9M | $10.5M | ||
| Q1 24 | $16.0M | $22.6M |
| Q4 25 | -1.4% | -15.1% | ||
| Q3 25 | 25.9% | -5.3% | ||
| Q2 25 | 7.0% | -4.1% | ||
| Q1 25 | 8.1% | 1.3% | ||
| Q4 24 | 0.3% | -2.0% | ||
| Q3 24 | 7.0% | 4.4% | ||
| Q2 24 | 13.4% | 7.2% | ||
| Q1 24 | 3.2% | 15.3% |
| Q4 25 | 0.8% | 17.8% | ||
| Q3 25 | 0.2% | 17.1% | ||
| Q2 25 | 0.3% | 3.7% | ||
| Q1 25 | 0.1% | 1.9% | ||
| Q4 24 | 0.2% | 10.9% | ||
| Q3 24 | 0.2% | 2.5% | ||
| Q2 24 | 0.0% | 3.8% | ||
| Q1 24 | 0.1% | 0.9% |
| Q4 25 | -0.07× | 0.35× | ||
| Q3 25 | 2.84× | 1.43× | ||
| Q2 25 | 1.92× | -0.05× | ||
| Q1 25 | 0.82× | 0.31× | ||
| Q4 24 | 0.04× | 1.40× | ||
| Q3 24 | 0.56× | 1.34× | ||
| Q2 24 | 0.94× | 0.99× | ||
| Q1 24 | 0.28× | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
