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Side-by-side financial comparison of CASS INFORMATION SYSTEMS INC (CASS) and RECURSION PHARMACEUTICALS, INC. (RXRX). Click either name above to swap in a different company.

RECURSION PHARMACEUTICALS, INC. is the larger business by last-quarter revenue ($35.5M vs $26.2M, roughly 1.4× CASS INFORMATION SYSTEMS INC). CASS INFORMATION SYSTEMS INC runs the higher net margin — 31.3% vs -304.2%, a 335.5% gap on every dollar of revenue. On growth, RECURSION PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (681.7% vs -1.3%). CASS INFORMATION SYSTEMS INC produced more free cash flow last quarter ($4.1M vs $-47.3M). Over the past eight quarters, RECURSION PHARMACEUTICALS, INC.'s revenue compounded faster (60.5% CAGR vs -2.8%).

Cass Information Systems Inc is a leading provider of integrated financial automation and information management solutions for enterprises. Its core services cover freight payment processing, utility expense management, commercial payment services, and supporting data analytics tools, helping clients streamline financial workflows, cut operational costs, and gain clearer cross-category spending visibility to support smarter business decisions.

Recursion Pharmaceuticals is a clinical-stage biotechnology company that combines artificial intelligence and large-scale high-throughput biological experimentation to discover and develop innovative therapies for rare diseases, oncology, inflammatory disorders, and other areas of unmet medical need. It primarily operates in North America and partners with global biopharmaceutical firms to advance its robust therapeutic pipeline.

CASS vs RXRX — Head-to-Head

Bigger by revenue
RXRX
RXRX
1.4× larger
RXRX
$35.5M
$26.2M
CASS
Growing faster (revenue YoY)
RXRX
RXRX
+683.0% gap
RXRX
681.7%
-1.3%
CASS
Higher net margin
CASS
CASS
335.5% more per $
CASS
31.3%
-304.2%
RXRX
More free cash flow
CASS
CASS
$51.4M more FCF
CASS
$4.1M
$-47.3M
RXRX
Faster 2-yr revenue CAGR
RXRX
RXRX
Annualised
RXRX
60.5%
-2.8%
CASS

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CASS
CASS
RXRX
RXRX
Revenue
$26.2M
$35.5M
Net Profit
$8.2M
$-108.1M
Gross Margin
59.8%
Operating Margin
38.1%
-304.8%
Net Margin
31.3%
-304.2%
Revenue YoY
-1.3%
681.7%
Net Profit YoY
78.3%
39.6%
EPS (diluted)
$0.61
$-0.17

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.

Revenue
CASS
CASS
RXRX
RXRX
Q4 25
$26.2M
$35.5M
Q3 25
$27.4M
$5.2M
Q2 25
$27.6M
$19.2M
Q1 25
$26.8M
$14.7M
Q4 24
$26.5M
$4.5M
Q3 24
$28.1M
$26.1M
Q2 24
$27.6M
$14.4M
Q1 24
$27.7M
$13.8M
Net Profit
CASS
CASS
RXRX
RXRX
Q4 25
$8.2M
$-108.1M
Q3 25
$9.1M
$-162.3M
Q2 25
$8.9M
$-171.9M
Q1 25
$9.0M
$-202.5M
Q4 24
$4.6M
$-178.9M
Q3 24
$2.9M
$-95.8M
Q2 24
$4.5M
$-97.5M
Q1 24
$7.2M
$-91.4M
Gross Margin
CASS
CASS
RXRX
RXRX
Q4 25
59.8%
Q3 25
-183.8%
Q2 25
-4.9%
Q1 25
-48.0%
Q4 24
-181.4%
Q3 24
53.7%
Q2 24
36.2%
Q1 24
19.1%
Operating Margin
CASS
CASS
RXRX
RXRX
Q4 25
38.1%
-304.8%
Q3 25
42.3%
-3327.6%
Q2 25
22.8%
-916.8%
Q1 25
40.6%
-1297.9%
Q4 24
19.7%
-4042.4%
Q3 24
13.4%
-377.1%
Q2 24
20.2%
-697.4%
Q1 24
32.1%
-698.4%
Net Margin
CASS
CASS
RXRX
RXRX
Q4 25
31.3%
-304.2%
Q3 25
33.2%
-3135.3%
Q2 25
32.1%
-894.2%
Q1 25
33.5%
-1373.3%
Q4 24
17.3%
-3935.5%
Q3 24
10.5%
-367.5%
Q2 24
16.2%
-676.6%
Q1 24
25.8%
-662.4%
EPS (diluted)
CASS
CASS
RXRX
RXRX
Q4 25
$0.61
$-0.17
Q3 25
$0.68
$-0.36
Q2 25
$0.66
$-0.41
Q1 25
$0.66
$-0.50
Q4 24
$0.34
$-0.56
Q3 24
$0.21
$-0.34
Q2 24
$0.32
$-0.40
Q1 24
$0.52
$-0.39

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CASS
CASS
RXRX
RXRX
Cash + ST InvestmentsLiquidity on hand
$758.4M
$743.3M
Total DebtLower is stronger
$9.6M
Stockholders' EquityBook value
$243.0M
$1.1B
Total Assets
$2.6B
$1.5B
Debt / EquityLower = less leverage
0.01×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CASS
CASS
RXRX
RXRX
Q4 25
$758.4M
$743.3M
Q3 25
$486.6M
$659.8M
Q2 25
$431.2M
$525.1M
Q1 25
$428.9M
$500.5M
Q4 24
$680.1M
$594.4M
Q3 24
$432.0M
$427.6M
Q2 24
$441.7M
$474.3M
Q1 24
$368.3M
$296.3M
Total Debt
CASS
CASS
RXRX
RXRX
Q4 25
$9.6M
Q3 25
$11.9M
Q2 25
$14.2M
Q1 25
$16.4M
Q4 24
$19.0M
Q3 24
$20.5M
Q2 24
$22.9M
Q1 24
Stockholders' Equity
CASS
CASS
RXRX
RXRX
Q4 25
$243.0M
$1.1B
Q3 25
$243.4M
$1.0B
Q2 25
$240.8M
$919.1M
Q1 25
$234.2M
$933.9M
Q4 24
$229.0M
$1.0B
Q3 24
$237.6M
$524.6M
Q2 24
$229.9M
$584.4M
Q1 24
$229.5M
$401.2M
Total Assets
CASS
CASS
RXRX
RXRX
Q4 25
$2.6B
$1.5B
Q3 25
$2.5B
$1.4B
Q2 25
$2.3B
$1.3B
Q1 25
$2.3B
$1.3B
Q4 24
$2.4B
$1.4B
Q3 24
$2.3B
$726.5M
Q2 24
$2.3B
$775.9M
Q1 24
$2.3B
$557.8M
Debt / Equity
CASS
CASS
RXRX
RXRX
Q4 25
0.01×
Q3 25
0.01×
Q2 25
0.02×
Q1 25
0.02×
Q4 24
0.02×
Q3 24
0.04×
Q2 24
0.04×
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
CASS
CASS
RXRX
RXRX
Operating Cash FlowLast quarter
$4.8M
$-46.1M
Free Cash FlowOCF − Capex
$4.1M
$-47.3M
FCF MarginFCF / Revenue
15.8%
-133.1%
Capex IntensityCapex / Revenue
2.7%
3.5%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters
$31.8M
$-378.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CASS
CASS
RXRX
RXRX
Q4 25
$4.8M
$-46.1M
Q3 25
$12.3M
$-117.4M
Q2 25
$-1.3M
$-76.4M
Q1 25
$21.6M
$-132.0M
Q4 24
$18.6M
$-115.4M
Q3 24
$-198.0K
$-59.2M
Q2 24
$10.7M
$-82.2M
Q1 24
$9.8M
$-102.3M
Free Cash Flow
CASS
CASS
RXRX
RXRX
Q4 25
$4.1M
$-47.3M
Q3 25
$11.3M
$-117.6M
Q2 25
$-2.6M
$-79.6M
Q1 25
$19.0M
$-133.8M
Q4 24
$18.4M
$-116.7M
Q3 24
$-2.2M
$-63.8M
Q2 24
$7.9M
$-83.4M
Q1 24
$6.3M
$-109.0M
FCF Margin
CASS
CASS
RXRX
RXRX
Q4 25
15.8%
-133.1%
Q3 25
41.1%
-2272.5%
Q2 25
-9.5%
-413.9%
Q1 25
71.0%
-907.4%
Q4 24
69.5%
-2567.7%
Q3 24
-8.0%
-244.6%
Q2 24
28.6%
-578.5%
Q1 24
22.9%
-789.9%
Capex Intensity
CASS
CASS
RXRX
RXRX
Q4 25
2.7%
3.5%
Q3 25
3.8%
4.7%
Q2 25
4.9%
16.4%
Q1 25
9.6%
12.4%
Q4 24
0.7%
28.6%
Q3 24
7.2%
17.5%
Q2 24
10.1%
8.2%
Q1 24
12.6%
48.2%
Cash Conversion
CASS
CASS
RXRX
RXRX
Q4 25
0.59×
Q3 25
1.35×
Q2 25
-0.15×
Q1 25
2.41×
Q4 24
4.06×
Q3 24
-0.07×
Q2 24
2.38×
Q1 24
1.37×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CASS
CASS

Processing Fees$15.9M61%
Financial Fees$9.9M38%

RXRX
RXRX

Segment breakdown not available.

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