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Side-by-side financial comparison of VAALCO ENERGY INC (EGY) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
VAALCO ENERGY INC is the larger business by last-quarter revenue ($91.0M vs $78.6M, roughly 1.2× Repay Holdings Corp). VAALCO ENERGY INC runs the higher net margin — -64.4% vs -178.3%, a 113.9% gap on every dollar of revenue. On growth, Repay Holdings Corp posted the faster year-over-year revenue change (0.4% vs -25.2%). Over the past eight quarters, Repay Holdings Corp's revenue compounded faster (-1.3% CAGR vs -4.7%).
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
EGY vs RPAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $91.0M | $78.6M |
| Net Profit | $-58.6M | $-140.1M |
| Gross Margin | — | 74.2% |
| Operating Margin | -71.3% | -182.2% |
| Net Margin | -64.4% | -178.3% |
| Revenue YoY | -25.2% | 0.4% |
| Net Profit YoY | -602.5% | -3304.1% |
| EPS (diluted) | $-0.56 | $-1.68 |
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 | $91.0M | $78.6M | ||
| Q3 25 | $61.0M | $77.7M | ||
| Q2 25 | $96.9M | $75.6M | ||
| Q1 25 | $110.3M | $77.3M | ||
| Q4 24 | $121.7M | $78.3M | ||
| Q3 24 | $140.3M | $79.1M | ||
| Q2 24 | $116.8M | $74.9M | ||
| Q1 24 | $100.2M | $80.7M |
| Q4 25 | $-58.6M | $-140.1M | ||
| Q3 25 | $1.1M | $-6.4M | ||
| Q2 25 | $8.4M | $-102.3M | ||
| Q1 25 | $7.7M | $-7.9M | ||
| Q4 24 | $11.7M | $-4.1M | ||
| Q3 24 | $11.0M | $3.2M | ||
| Q2 24 | $28.2M | $-4.1M | ||
| Q1 24 | $7.7M | $-5.2M |
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% | ||
| Q1 24 | — | 76.2% |
| Q4 25 | -71.3% | -182.2% | ||
| Q3 25 | 1.5% | -3.9% | ||
| Q2 25 | 17.7% | -138.7% | ||
| Q1 25 | 23.7% | -4.7% | ||
| Q4 24 | 32.7% | -1.5% | ||
| Q3 24 | 31.4% | -0.9% | ||
| Q2 24 | 17.5% | -4.6% | ||
| Q1 24 | 32.1% | -3.1% |
| Q4 25 | -64.4% | -178.3% | ||
| Q3 25 | 1.8% | -8.3% | ||
| Q2 25 | 8.6% | -135.2% | ||
| Q1 25 | 7.0% | -10.3% | ||
| Q4 24 | 9.6% | -5.3% | ||
| Q3 24 | 7.8% | 4.1% | ||
| Q2 24 | 24.1% | -5.4% | ||
| Q1 24 | 7.7% | -6.5% |
| Q4 25 | $-0.56 | $-1.68 | ||
| Q3 25 | $0.01 | $-0.08 | ||
| Q2 25 | $0.08 | $-1.15 | ||
| Q1 25 | $0.07 | $-0.09 | ||
| Q4 24 | $0.12 | $-0.04 | ||
| Q3 24 | $0.10 | $0.03 | ||
| Q2 24 | $0.27 | $-0.04 | ||
| Q1 24 | $0.07 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $58.9M | $115.7M |
| Total DebtLower is stronger | $60.0M | $280.1M |
| Stockholders' EquityBook value | $443.5M | $484.4M |
| Total Assets | $913.4M | $1.2B |
| Debt / EquityLower = less leverage | 0.14× | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $58.9M | $115.7M | ||
| Q3 25 | $24.0M | $95.7M | ||
| Q2 25 | $67.9M | $162.6M | ||
| Q1 25 | $40.9M | $165.5M | ||
| Q4 24 | $82.7M | $189.5M | ||
| Q3 24 | $89.1M | $168.7M | ||
| Q2 24 | $62.9M | $147.1M | ||
| Q1 24 | $113.3M | $128.3M |
| Q4 25 | $60.0M | $280.1M | ||
| Q3 25 | $60.0M | $279.5M | ||
| Q2 25 | $60.0M | $279.0M | ||
| Q1 25 | $0 | $497.6M | ||
| Q4 24 | $0 | $496.8M | ||
| Q3 24 | $0 | $496.2M | ||
| Q2 24 | $0 | $435.6M | ||
| Q1 24 | $0 | $434.9M |
| Q4 25 | $443.5M | $484.4M | ||
| Q3 25 | $505.9M | $616.9M | ||
| Q2 25 | $511.6M | $633.7M | ||
| Q1 25 | $504.1M | $755.7M | ||
| Q4 24 | $501.6M | $761.3M | ||
| Q3 24 | $501.0M | $754.7M | ||
| Q2 24 | $493.6M | $815.4M | ||
| Q1 24 | $472.6M | $813.8M |
| Q4 25 | $913.4M | $1.2B | ||
| Q3 25 | $950.4M | $1.3B | ||
| Q2 25 | $964.9M | $1.4B | ||
| Q1 25 | $927.1M | $1.5B | ||
| Q4 24 | $955.0M | $1.6B | ||
| Q3 24 | $937.9M | $1.6B | ||
| Q2 24 | $917.4M | $1.5B | ||
| Q1 24 | $809.1M | $1.5B |
| Q4 25 | 0.14× | 0.58× | ||
| Q3 25 | 0.12× | 0.45× | ||
| Q2 25 | 0.12× | 0.44× | ||
| Q1 25 | 0.00× | 0.66× | ||
| Q4 24 | 0.00× | 0.65× | ||
| Q3 24 | 0.00× | 0.66× | ||
| Q2 24 | 0.00× | 0.53× | ||
| Q1 24 | 0.00× | 0.53× |
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 | $145.2M | $23.3M |
| Free Cash FlowOCF − Capex | — | $23.2M |
| FCF MarginFCF / Revenue | — | 29.6% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.2M | $23.3M | ||
| Q3 25 | $16.4M | $32.2M | ||
| Q2 25 | $18.3M | $33.1M | ||
| Q1 25 | $32.7M | $2.5M | ||
| Q4 24 | $44.5M | $34.3M | ||
| Q3 24 | $47.8M | $60.1M | ||
| Q2 24 | $-438.0K | $31.0M | ||
| Q1 24 | $21.8M | $24.8M |
| Q4 25 | — | $23.2M | ||
| Q3 25 | — | $32.1M | ||
| Q2 25 | — | $33.0M | ||
| Q1 25 | $29.7M | $2.4M | ||
| Q4 24 | — | $34.0M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $30.5M | ||
| Q1 24 | — | $24.7M |
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 43.6% | ||
| Q1 25 | 26.9% | 3.0% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | — | 40.7% | ||
| Q1 24 | — | 30.6% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 2.7% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | 14.94× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 4.23× | — | ||
| Q4 24 | 3.82× | — | ||
| Q3 24 | 4.35× | 18.52× | ||
| Q2 24 | -0.02× | — | ||
| Q1 24 | 2.84× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
