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Side-by-side financial comparison of COASTAL FINANCIAL CORP (CCB) and FORRESTER RESEARCH, INC. (FORR). Click either name above to swap in a different company.
COASTAL FINANCIAL CORP is the larger business by last-quarter revenue ($138.0M vs $101.1M, roughly 1.4× FORRESTER RESEARCH, INC.). On growth, COASTAL FINANCIAL CORP posted the faster year-over-year revenue change (-5.8% vs -6.5%). COASTAL FINANCIAL CORP produced more free cash flow last quarter ($246.1M vs $-4.3M). Over the past eight quarters, FORRESTER RESEARCH, INC.'s revenue compounded faster (0.5% CAGR vs -3.6%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
Forrester Research, Inc. is a research and advisory firm working in research, consulting and events. Forrester’s clients include large global business, technology and consumer enterprises. The firm is headquartered in Cambridge, MA.
CCB vs FORR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.0M | $101.1M |
| Net Profit | — | $-33.9M |
| Gross Margin | — | 56.7% |
| Operating Margin | 12.4% | -36.6% |
| Net Margin | — | -33.5% |
| Revenue YoY | -5.8% | -6.5% |
| Net Profit YoY | — | -7941.4% |
| EPS (diluted) | $0.84 | $-1.75 |
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 | $138.0M | $101.1M | ||
| Q3 25 | $144.7M | $94.3M | ||
| Q2 25 | $119.4M | $111.7M | ||
| Q1 25 | $139.5M | $89.9M | ||
| Q4 24 | $146.5M | $108.0M | ||
| Q3 24 | $151.1M | $102.5M | ||
| Q2 24 | $135.3M | $121.8M | ||
| Q1 24 | $148.4M | $100.1M |
| Q4 25 | — | $-33.9M | ||
| Q3 25 | $13.6M | $-2.1M | ||
| Q2 25 | $11.0M | $3.9M | ||
| Q1 25 | $9.7M | $-87.3M | ||
| Q4 24 | — | $432.0K | ||
| Q3 24 | $13.5M | $-5.8M | ||
| Q2 24 | $11.6M | $6.3M | ||
| Q1 24 | $6.8M | $-6.7M |
| Q4 25 | — | 56.7% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 55.5% | ||
| Q1 25 | — | 55.9% | ||
| Q4 24 | — | 58.8% | ||
| Q3 24 | — | 60.5% | ||
| Q2 24 | — | 57.3% | ||
| Q1 24 | — | 54.9% |
| Q4 25 | 12.4% | -36.6% | ||
| Q3 25 | 12.4% | 4.7% | ||
| Q2 25 | 12.0% | 6.2% | ||
| Q1 25 | 8.4% | -97.5% | ||
| Q4 24 | 11.7% | -0.5% | ||
| Q3 24 | 10.8% | -0.7% | ||
| Q2 24 | 11.1% | 9.3% | ||
| Q1 24 | 5.9% | -9.3% |
| Q4 25 | — | -33.5% | ||
| Q3 25 | 9.4% | -2.3% | ||
| Q2 25 | 9.2% | 3.5% | ||
| Q1 25 | 7.0% | -97.1% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 8.9% | -5.7% | ||
| Q2 24 | 8.6% | 5.2% | ||
| Q1 24 | 4.6% | -6.7% |
| Q4 25 | $0.84 | $-1.75 | ||
| Q3 25 | $0.88 | $-0.11 | ||
| Q2 25 | $0.71 | $0.20 | ||
| Q1 25 | $0.63 | $-4.62 | ||
| Q4 24 | $0.95 | $0.02 | ||
| Q3 24 | $0.97 | $-0.30 | ||
| Q2 24 | $0.84 | $0.33 | ||
| Q1 24 | $0.50 | $-0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $63.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $491.0M | $126.5M |
| Total Assets | $4.7B | $404.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $63.3M | ||
| Q3 25 | — | $65.1M | ||
| Q2 25 | — | $67.8M | ||
| Q1 25 | — | $75.6M | ||
| Q4 24 | — | $56.1M | ||
| Q3 24 | — | $62.8M | ||
| Q2 24 | — | $58.9M | ||
| Q1 24 | — | $61.4M |
| Q4 25 | $491.0M | $126.5M | ||
| Q3 25 | $475.3M | $157.7M | ||
| Q2 25 | $461.7M | $159.5M | ||
| Q1 25 | $449.9M | $147.4M | ||
| Q4 24 | $438.7M | $229.5M | ||
| Q3 24 | $331.9M | $234.3M | ||
| Q2 24 | $316.7M | $237.1M | ||
| Q1 24 | $303.7M | $230.9M |
| Q4 25 | $4.7B | $404.0M | ||
| Q3 25 | $4.6B | $414.2M | ||
| Q2 25 | $4.5B | $436.0M | ||
| Q1 25 | $4.3B | $439.8M | ||
| Q4 24 | $4.1B | $503.9M | ||
| Q3 24 | $4.1B | $505.3M | ||
| Q2 24 | $4.0B | $524.2M | ||
| Q1 24 | $3.9B | $555.7M |
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 | $254.6M | $-3.2M |
| Free Cash FlowOCF − Capex | $246.1M | $-4.3M |
| FCF MarginFCF / Revenue | 178.3% | -4.2% |
| Capex IntensityCapex / Revenue | 6.1% | 1.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.4M | $18.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $254.6M | $-3.2M | ||
| Q3 25 | $59.0M | $1.2M | ||
| Q2 25 | $66.0M | $-3.6M | ||
| Q1 25 | $71.7M | $26.7M | ||
| Q4 24 | $259.8M | $-1.8M | ||
| Q3 24 | $62.6M | $264.0K | ||
| Q2 24 | $72.1M | $-2.9M | ||
| Q1 24 | $56.8M | $611.0K |
| Q4 25 | $246.1M | $-4.3M | ||
| Q3 25 | $57.4M | $524.0K | ||
| Q2 25 | $64.0M | $-4.2M | ||
| Q1 25 | $68.9M | $26.1M | ||
| Q4 24 | $249.9M | $-2.5M | ||
| Q3 24 | $60.2M | $-223.0K | ||
| Q2 24 | $69.5M | $-3.7M | ||
| Q1 24 | $55.0M | $-815.0K |
| Q4 25 | 178.3% | -4.2% | ||
| Q3 25 | 39.7% | 0.6% | ||
| Q2 25 | 53.6% | -3.8% | ||
| Q1 25 | 49.4% | 29.0% | ||
| Q4 24 | 170.6% | -2.3% | ||
| Q3 24 | 39.8% | -0.2% | ||
| Q2 24 | 51.3% | -3.1% | ||
| Q1 24 | 37.1% | -0.8% |
| Q4 25 | 6.1% | 1.1% | ||
| Q3 25 | 1.2% | 0.7% | ||
| Q2 25 | 1.7% | 0.5% | ||
| Q1 25 | 2.0% | 0.7% | ||
| Q4 24 | 6.8% | 0.6% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 1.9% | 0.7% | ||
| Q1 24 | 1.2% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 4.34× | — | ||
| Q2 25 | 5.99× | -0.93× | ||
| Q1 25 | 7.37× | — | ||
| Q4 24 | — | -4.24× | ||
| Q3 24 | 4.65× | — | ||
| Q2 24 | 6.22× | -0.46× | ||
| Q1 24 | 8.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
