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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $598.7M, roughly 1.5× EXELIXIS, INC.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 4.1%, a 36.7% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 5.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $83.0M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs 9.4%).
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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
EXEL vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $883.8M |
| Net Profit | $244.5M | $36.3M |
| Gross Margin | 95.6% | 44.1% |
| Operating Margin | 39.3% | 12.0% |
| Net Margin | 40.8% | 4.1% |
| Revenue YoY | 5.6% | 8.9% |
| Net Profit YoY | 74.8% | 9.3% |
| EPS (diluted) | $0.89 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $568.3M | $899.2M | ||
| Q2 25 | $555.4M | $814.0M | ||
| Q1 25 | $566.8M | $812.4M | ||
| Q4 24 | — | $811.7M | ||
| Q3 24 | $539.5M | $829.7M | ||
| Q2 24 | $637.2M | $727.0M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $36.3M | ||
| Q3 25 | $184.8M | $51.7M | ||
| Q2 25 | $159.6M | $8.0M | ||
| Q1 25 | $139.9M | $13.9M | ||
| Q4 24 | — | $33.2M | ||
| Q3 24 | $118.0M | $29.0M | ||
| Q2 24 | $226.1M | $-3.6M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 44.1% | ||
| Q3 25 | 96.6% | 45.5% | ||
| Q2 25 | 96.5% | 43.7% | ||
| Q1 25 | 96.5% | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | 96.8% | 45.2% | ||
| Q2 24 | 97.2% | 43.5% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 12.0% | ||
| Q3 25 | 37.6% | 14.3% | ||
| Q2 25 | 33.6% | 6.9% | ||
| Q1 25 | 28.8% | 8.7% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | 25.2% | 11.6% | ||
| Q2 24 | 43.3% | 7.5% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | 4.1% | ||
| Q3 25 | 32.5% | 5.8% | ||
| Q2 25 | 28.7% | 1.0% | ||
| Q1 25 | 24.7% | 1.7% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | 21.9% | 3.5% | ||
| Q2 24 | 35.5% | -0.5% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $1.83 | ||
| Q3 25 | $0.65 | $2.62 | ||
| Q2 25 | $0.55 | $0.40 | ||
| Q1 25 | $0.47 | $0.71 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | $0.40 | $1.45 | ||
| Q2 24 | $0.77 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $3.3M |
| Total Assets | $2.8B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $43.1M | ||
| Q3 25 | $791.1M | $34.6M | ||
| Q2 25 | $1.0B | $46.1M | ||
| Q1 25 | $1.1B | $30.4M | ||
| Q4 24 | — | $87.0M | ||
| Q3 24 | $1.2B | $78.3M | ||
| Q2 24 | $1.0B | $101.8M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $3.3M | ||
| Q3 25 | $2.0B | $-40.9M | ||
| Q2 25 | $2.1B | $-110.8M | ||
| Q1 25 | $2.2B | $-163.6M | ||
| Q4 24 | — | $-183.0M | ||
| Q3 24 | $2.3B | $-234.7M | ||
| Q2 24 | $2.1B | $-289.9M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $4.8B | ||
| Q3 25 | $2.7B | $4.7B | ||
| Q2 25 | $2.8B | $4.7B | ||
| Q1 25 | $2.9B | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $3.0B | $4.4B | ||
| Q2 24 | $2.8B | $4.2B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | $332.4M | $83.0M |
| FCF MarginFCF / Revenue | 55.5% | 9.4% |
| Capex IntensityCapex / Revenue | 0.2% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.36× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $131.9M | ||
| Q3 25 | $49.0M | $137.7M | ||
| Q2 25 | $211.4M | $86.6M | ||
| Q1 25 | $240.3M | $-18.8M | ||
| Q4 24 | — | $-31.4M | ||
| Q3 24 | $271.3M | $11.2M | ||
| Q2 24 | $119.5M | $56.1M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $83.0M | ||
| Q3 25 | $46.2M | $80.7M | ||
| Q2 25 | $208.5M | $34.1M | ||
| Q1 25 | $236.3M | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | $263.1M | $-37.9M | ||
| Q2 24 | $113.0M | $-10.1M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 9.4% | ||
| Q3 25 | 8.1% | 9.0% | ||
| Q2 25 | 37.5% | 4.2% | ||
| Q1 25 | 41.7% | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | 48.8% | -4.6% | ||
| Q2 24 | 17.7% | -1.4% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 5.5% | ||
| Q3 25 | 0.5% | 6.3% | ||
| Q2 25 | 0.5% | 6.5% | ||
| Q1 25 | 0.7% | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 1.5% | 5.9% | ||
| Q2 24 | 1.0% | 9.1% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 3.64× | ||
| Q3 25 | 0.27× | 2.66× | ||
| Q2 25 | 1.32× | 10.78× | ||
| Q1 25 | 1.72× | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | 2.30× | 0.39× | ||
| 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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
