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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $588.0M, roughly 1.0× Simpson Manufacturing Co., Inc.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 15.0%, a 25.8% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs 5.6%). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
EXEL vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $588.0M |
| Net Profit | $244.5M | $88.2M |
| Gross Margin | 95.6% | 45.2% |
| Operating Margin | 39.3% | 19.5% |
| Net Margin | 40.8% | 15.0% |
| Revenue YoY | 5.6% | 9.1% |
| Net Profit YoY | 74.8% | 13.3% |
| EPS (diluted) | $0.89 | $2.13 |
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 | $588.0M | ||
| Q4 25 | $597.8M | $539.3M | ||
| Q3 25 | $568.3M | $623.5M | ||
| Q2 25 | $555.4M | $631.1M | ||
| Q1 25 | $566.8M | $538.9M | ||
| Q4 24 | — | $517.4M | ||
| Q3 24 | $539.5M | $587.2M | ||
| Q2 24 | $637.2M | $597.0M |
| Q1 26 | $244.5M | $88.2M | ||
| Q4 25 | $193.6M | $56.2M | ||
| Q3 25 | $184.8M | $107.4M | ||
| Q2 25 | $159.6M | $103.5M | ||
| Q1 25 | $139.9M | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | $118.0M | $93.5M | ||
| Q2 24 | $226.1M | $97.8M |
| Q1 26 | 95.6% | 45.2% | ||
| Q4 25 | 96.9% | 43.4% | ||
| Q3 25 | 96.6% | 46.4% | ||
| Q2 25 | 96.5% | 46.7% | ||
| Q1 25 | 96.5% | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | 96.8% | 46.8% | ||
| Q2 24 | 97.2% | 46.7% |
| Q1 26 | 39.3% | 19.5% | ||
| Q4 25 | 39.6% | 13.9% | ||
| Q3 25 | 37.6% | 22.6% | ||
| Q2 25 | 33.6% | 22.2% | ||
| Q1 25 | 28.8% | 19.0% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 25.2% | 21.3% | ||
| Q2 24 | 43.3% | 22.1% |
| Q1 26 | 40.8% | 15.0% | ||
| Q4 25 | 32.4% | 10.4% | ||
| Q3 25 | 32.5% | 17.2% | ||
| Q2 25 | 28.7% | 16.4% | ||
| Q1 25 | 24.7% | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | 21.9% | 15.9% | ||
| Q2 24 | 35.5% | 16.4% |
| Q1 26 | $0.89 | $2.13 | ||
| Q4 25 | $0.69 | $1.34 | ||
| Q3 25 | $0.65 | $2.58 | ||
| Q2 25 | $0.55 | $2.47 | ||
| Q1 25 | $0.47 | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | $0.40 | $2.21 | ||
| Q2 24 | $0.77 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $2.1B |
| Total Assets | $2.8B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | $341.0M | ||
| Q4 25 | $988.5M | $384.1M | ||
| Q3 25 | $791.1M | $297.3M | ||
| Q2 25 | $1.0B | $190.4M | ||
| Q1 25 | $1.1B | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | $1.2B | $339.4M | ||
| Q2 24 | $1.0B | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | $2.2B | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $2.3B | $1.9B | ||
| Q2 24 | $2.1B | $1.8B |
| Q1 26 | $2.8B | $3.0B | ||
| Q4 25 | $2.8B | $3.1B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.8B | $3.0B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $3.0B | $2.9B | ||
| Q2 24 | $2.8B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | — |
| Free Cash FlowOCF − Capex | $332.4M | — |
| FCF MarginFCF / Revenue | 55.5% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $155.7M | ||
| Q3 25 | $49.0M | $170.2M | ||
| Q2 25 | $211.4M | $125.2M | ||
| Q1 25 | $240.3M | $7.6M | ||
| Q4 24 | — | $115.8M | ||
| Q3 24 | $271.3M | $103.3M | ||
| Q2 24 | $119.5M | $111.1M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $119.0M | ||
| Q3 25 | $46.2M | $133.9M | ||
| Q2 25 | $208.5M | $87.3M | ||
| Q1 25 | $236.3M | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | $263.1M | $58.1M | ||
| Q2 24 | $113.0M | $70.9M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 22.1% | ||
| Q3 25 | 8.1% | 21.5% | ||
| Q2 25 | 37.5% | 13.8% | ||
| Q1 25 | 41.7% | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | 48.8% | 9.9% | ||
| Q2 24 | 17.7% | 11.9% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 6.8% | ||
| Q3 25 | 0.5% | 5.8% | ||
| Q2 25 | 0.5% | 6.0% | ||
| Q1 25 | 0.7% | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | 1.5% | 7.7% | ||
| Q2 24 | 1.0% | 6.7% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 2.77× | ||
| Q3 25 | 0.27× | 1.58× | ||
| Q2 25 | 1.32× | 1.21× | ||
| Q1 25 | 1.72× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | 2.30× | 1.10× | ||
| Q2 24 | 0.53× | 1.14× |
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% |
SSD
Segment breakdown not available.
