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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $317.6M, roughly 1.9× Magnolia Oil & Gas Corp). EXELIXIS, INC. runs the higher net margin — 40.8% vs 21.6%, a 19.2% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs -2.7%). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs -0.3%).
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.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
EXEL vs MGY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $317.6M |
| Net Profit | $244.5M | $68.8M |
| Gross Margin | 95.6% | — |
| Operating Margin | 39.3% | 29.6% |
| Net Margin | 40.8% | 21.6% |
| Revenue YoY | 5.6% | -2.7% |
| Net Profit YoY | 74.8% | -19.7% |
| 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 | $317.6M | ||
| Q3 25 | $568.3M | $324.9M | ||
| Q2 25 | $555.4M | $319.0M | ||
| Q1 25 | $566.8M | $350.3M | ||
| Q4 24 | — | $326.6M | ||
| Q3 24 | $539.5M | $333.1M | ||
| Q2 24 | $637.2M | $336.7M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $68.8M | ||
| Q3 25 | $184.8M | $75.5M | ||
| Q2 25 | $159.6M | $78.1M | ||
| Q1 25 | $139.9M | $102.9M | ||
| Q4 24 | — | $85.6M | ||
| Q3 24 | $118.0M | $99.8M | ||
| Q2 24 | $226.1M | $95.6M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | — | ||
| Q3 25 | 96.6% | — | ||
| Q2 25 | 96.5% | — | ||
| Q1 25 | 96.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 96.8% | — | ||
| Q2 24 | 97.2% | — |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 29.6% | ||
| Q3 25 | 37.6% | 31.2% | ||
| Q2 25 | 33.6% | 33.8% | ||
| Q1 25 | 28.8% | 38.8% | ||
| Q4 24 | — | 38.0% | ||
| Q3 24 | 25.2% | 38.7% | ||
| Q2 24 | 43.3% | 39.9% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | 21.6% | ||
| Q3 25 | 32.5% | 23.2% | ||
| Q2 25 | 28.7% | 24.5% | ||
| Q1 25 | 24.7% | 29.4% | ||
| Q4 24 | — | 26.2% | ||
| Q3 24 | 21.9% | 30.0% | ||
| Q2 24 | 35.5% | 28.4% |
| 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 | $266.8M |
| Total DebtLower is stronger | — | $393.3M |
| Stockholders' EquityBook value | $2.2B | $2.0B |
| Total Assets | $2.8B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $266.8M | ||
| Q3 25 | $791.1M | $280.5M | ||
| Q2 25 | $1.0B | $251.8M | ||
| Q1 25 | $1.1B | $247.6M | ||
| Q4 24 | — | $260.0M | ||
| Q3 24 | $1.2B | $276.1M | ||
| Q2 24 | $1.0B | $275.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $393.3M | ||
| Q3 25 | — | $393.1M | ||
| Q2 25 | — | $392.9M | ||
| Q1 25 | — | $392.7M | ||
| Q4 24 | — | $392.5M | ||
| Q3 24 | — | $394.8M | ||
| Q2 24 | — | $394.1M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.1B | $1.9B |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $2.9B | ||
| Q3 25 | $2.7B | $2.9B | ||
| Q2 25 | $2.8B | $2.9B | ||
| Q1 25 | $2.9B | $2.9B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $2.8B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $208.4M |
| Free Cash FlowOCF − Capex | $332.4M | — |
| FCF MarginFCF / Revenue | 55.5% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 1.36× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $208.4M | ||
| Q3 25 | $49.0M | $247.1M | ||
| Q2 25 | $211.4M | $198.7M | ||
| Q1 25 | $240.3M | $224.5M | ||
| Q4 24 | — | $222.6M | ||
| Q3 24 | $271.3M | $217.9M | ||
| Q2 24 | $119.5M | $269.4M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | — | ||
| Q3 25 | $46.2M | — | ||
| Q2 25 | $208.5M | — | ||
| Q1 25 | $236.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $263.1M | — | ||
| Q2 24 | $113.0M | — |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 37.5% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 17.7% | — |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.0% | — |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 3.03× | ||
| Q3 25 | 0.27× | 3.27× | ||
| Q2 25 | 1.32× | 2.54× | ||
| Q1 25 | 1.72× | 2.18× | ||
| Q4 24 | — | 2.60× | ||
| Q3 24 | 2.30× | 2.18× | ||
| Q2 24 | 0.53× | 2.82× |
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% |
MGY
| Oil And Condensate | $215.6M | 68% |
| Natural Gas Reserves | $52.9M | 17% |
| Natural Gas Liquids Reserves | $49.1M | 15% |
