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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $510.9M, roughly 1.2× Genius Sports Ltd). EXELIXIS, INC. runs the higher net margin — 40.8% vs -12.3%, a 53.2% gap on every dollar of revenue. EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $69.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 18.7%).
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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
EXEL vs GENI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $510.9M |
| Net Profit | $244.5M | $-63.0M |
| Gross Margin | 95.6% | 25.2% |
| Operating Margin | 39.3% | -11.5% |
| Net Margin | 40.8% | -12.3% |
| Revenue YoY | 5.6% | — |
| Net Profit YoY | 74.8% | — |
| EPS (diluted) | $0.89 | — |
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 | $510.9M | ||
| Q3 25 | $568.3M | $335.4M | ||
| Q2 25 | $555.4M | $215.2M | ||
| Q1 25 | $566.8M | $119.7M | ||
| Q4 24 | — | $413.0M | ||
| Q3 24 | $539.5M | $285.8M | ||
| Q2 24 | $637.2M | $184.1M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $-63.0M | ||
| Q3 25 | $184.8M | — | ||
| Q2 25 | $159.6M | $-47.3M | ||
| Q1 25 | $139.9M | $-25.5M | ||
| Q4 24 | — | $-85.5M | ||
| Q3 24 | $118.0M | $-47.1M | ||
| Q2 24 | $226.1M | $-35.5M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 25.2% | ||
| Q3 25 | 96.6% | 24.2% | ||
| Q2 25 | 96.5% | 19.1% | ||
| Q1 25 | 96.5% | 10.7% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | 96.8% | 20.5% | ||
| Q2 24 | 97.2% | 18.6% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | -11.5% | ||
| Q3 25 | 37.6% | -15.3% | ||
| Q2 25 | 33.6% | -21.0% | ||
| Q1 25 | 28.8% | -20.3% | ||
| Q4 24 | — | -18.0% | ||
| Q3 24 | 25.2% | -13.9% | ||
| Q2 24 | 43.3% | -16.8% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | -12.3% | ||
| Q3 25 | 32.5% | — | ||
| Q2 25 | 28.7% | -22.0% | ||
| Q1 25 | 24.7% | -21.3% | ||
| Q4 24 | — | -20.7% | ||
| Q3 24 | 21.9% | -16.5% | ||
| Q2 24 | 35.5% | -19.3% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.55 | — | ||
| Q1 25 | $0.47 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.40 | — | ||
| Q2 24 | $0.77 | — |
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 | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $724.5M |
| Total Assets | $2.8B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $280.6M | ||
| Q3 25 | $791.1M | $110.2M | ||
| Q2 25 | $1.0B | $110.2M | ||
| Q1 25 | $1.1B | $110.2M | ||
| Q4 24 | — | $100.3M | ||
| Q3 24 | $1.2B | $100.3M | ||
| Q2 24 | $1.0B | $100.3M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $724.5M | ||
| Q3 25 | $2.0B | $572.4M | ||
| Q2 25 | $2.1B | $572.4M | ||
| Q1 25 | $2.2B | $572.4M | ||
| Q4 24 | — | $573.0M | ||
| Q3 24 | $2.3B | $573.0M | ||
| Q2 24 | $2.1B | $573.0M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $1.1B | ||
| Q3 25 | $2.7B | $792.3M | ||
| Q2 25 | $2.8B | $792.3M | ||
| Q1 25 | $2.9B | $792.3M | ||
| Q4 24 | — | $775.7M | ||
| Q3 24 | $3.0B | $775.7M | ||
| Q2 24 | $2.8B | $775.7M |
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 | $333.5M | $81.9M |
| Free Cash FlowOCF − Capex | $332.4M | $69.6M |
| FCF MarginFCF / Revenue | 55.5% | 13.6% |
| Capex IntensityCapex / Revenue | 0.2% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $81.9M | ||
| Q3 25 | $49.0M | $-4.8M | ||
| Q2 25 | $211.4M | $-1.2M | ||
| Q1 25 | $240.3M | $-14.6M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | $271.3M | $-9.2M | ||
| Q2 24 | $119.5M | — |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $69.6M | ||
| Q3 25 | $46.2M | $-14.2M | ||
| Q2 25 | $208.5M | $-5.8M | ||
| Q1 25 | $236.3M | $-16.0M | ||
| Q4 24 | — | $11.3M | ||
| Q3 24 | $263.1M | $-11.6M | ||
| Q2 24 | $113.0M | — |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 13.6% | ||
| Q3 25 | 8.1% | -4.2% | ||
| Q2 25 | 37.5% | -2.7% | ||
| Q1 25 | 41.7% | -13.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 48.8% | -4.1% | ||
| Q2 24 | 17.7% | — |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 0.5% | 2.1% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | 1.5% | 0.9% | ||
| Q2 24 | 1.0% | — |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.72× | — | ||
| 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% |
GENI
Segment breakdown not available.
