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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Five9, Inc. (FIVN). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $300.3M, roughly 2.0× Five9, Inc.). On growth, Five9, Inc. posted the faster year-over-year revenue change (7.8% vs 5.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $77.3M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs 10.3%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
Five9, Inc. is a leading global provider of cloud-native contact center software and solutions. It serves enterprises of all sizes across retail, healthcare, financial services, and technology sectors, offering omnichannel customer engagement tools, AI-powered automation, workforce management, and analytics to boost customer experience and operational efficiency.
EXEL vs FIVN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $300.3M |
| Net Profit | $244.5M | — |
| Gross Margin | 95.6% | 55.4% |
| Operating Margin | 39.3% | 6.6% |
| Net Margin | 40.8% | — |
| Revenue YoY | 5.6% | 7.8% |
| Net Profit YoY | 74.8% | — |
| EPS (diluted) | $0.89 | $0.22 |
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 | $598.7M | — | ||
| Q4 25 | $597.8M | $300.3M | ||
| Q3 25 | $568.3M | $285.8M | ||
| Q2 25 | $555.4M | $283.3M | ||
| Q1 25 | $566.8M | $279.7M | ||
| Q4 24 | — | $278.7M | ||
| Q3 24 | $539.5M | $264.2M | ||
| Q2 24 | $637.2M | $252.1M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | — | ||
| Q3 25 | $184.8M | $18.0M | ||
| Q2 25 | $159.6M | $1.2M | ||
| Q1 25 | $139.9M | $576.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | $118.0M | $-4.5M | ||
| Q2 24 | $226.1M | $-12.8M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 55.4% | ||
| Q3 25 | 96.6% | 55.0% | ||
| Q2 25 | 96.5% | 54.9% | ||
| Q1 25 | 96.5% | 55.0% | ||
| Q4 24 | — | 56.0% | ||
| Q3 24 | 96.8% | 53.8% | ||
| Q2 24 | 97.2% | 53.0% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 6.6% | ||
| Q3 25 | 37.6% | 5.6% | ||
| Q2 25 | 33.6% | -0.6% | ||
| Q1 25 | 28.8% | -1.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | 25.2% | -5.8% | ||
| Q2 24 | 43.3% | -7.7% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | — | ||
| Q3 25 | 32.5% | 6.3% | ||
| Q2 25 | 28.7% | 0.4% | ||
| Q1 25 | 24.7% | 0.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | 21.9% | -1.7% | ||
| Q2 24 | 35.5% | -5.1% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $0.22 | ||
| Q3 25 | $0.65 | $0.21 | ||
| Q2 25 | $0.55 | $0.01 | ||
| Q1 25 | $0.47 | $0.01 | ||
| Q4 24 | — | $0.16 | ||
| Q3 24 | $0.40 | $-0.06 | ||
| Q2 24 | $0.77 | $-0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $232.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $785.8M |
| Total Assets | $2.8B | $1.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $232.1M | ||
| Q3 25 | $791.1M | $193.4M | ||
| Q2 25 | $1.0B | $205.5M | ||
| Q1 25 | $1.1B | $370.3M | ||
| Q4 24 | — | $362.5M | ||
| Q3 24 | $1.2B | $291.0M | ||
| Q2 24 | $1.0B | $175.7M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $785.8M | ||
| Q3 25 | $2.0B | $775.3M | ||
| Q2 25 | $2.1B | $717.4M | ||
| Q1 25 | $2.2B | $664.3M | ||
| Q4 24 | — | $622.2M | ||
| Q3 24 | $2.3B | $565.6M | ||
| Q2 24 | $2.1B | $525.9M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $1.8B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.8B | $1.7B | ||
| Q1 25 | $2.9B | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $3.0B | $2.0B | ||
| Q2 24 | $2.8B | $1.9B |
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 | $333.5M | $83.6M |
| Free Cash FlowOCF − Capex | $332.4M | $77.3M |
| FCF MarginFCF / Revenue | 55.5% | 25.8% |
| Capex IntensityCapex / Revenue | 0.2% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $201.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $83.6M | ||
| Q3 25 | $49.0M | $59.2M | ||
| Q2 25 | $211.4M | $35.1M | ||
| Q1 25 | $240.3M | $48.4M | ||
| Q4 24 | — | $49.8M | ||
| Q3 24 | $271.3M | $41.1M | ||
| Q2 24 | $119.5M | $19.9M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $77.3M | ||
| Q3 25 | $46.2M | $48.7M | ||
| Q2 25 | $208.5M | $31.6M | ||
| Q1 25 | $236.3M | $43.7M | ||
| Q4 24 | — | $40.5M | ||
| Q3 24 | $263.1M | $26.7M | ||
| Q2 24 | $113.0M | $13.1M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 25.8% | ||
| Q3 25 | 8.1% | 17.0% | ||
| Q2 25 | 37.5% | 11.1% | ||
| Q1 25 | 41.7% | 15.6% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | 48.8% | 10.1% | ||
| Q2 24 | 17.7% | 5.2% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 2.1% | ||
| Q3 25 | 0.5% | 3.7% | ||
| Q2 25 | 0.5% | 1.2% | ||
| Q1 25 | 0.7% | 1.7% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 1.5% | 5.4% | ||
| Q2 24 | 1.0% | 2.7% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 0.27× | 3.29× | ||
| Q2 25 | 1.32× | 30.38× | ||
| Q1 25 | 1.72× | 84.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.30× | — | ||
| Q2 24 | 0.53× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
FIVN
Segment breakdown not available.
