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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and UDR, Inc. (UDR). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $425.8M, roughly 1.4× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 40.8%, a 3.7% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs 0.9%). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
EXEL vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $425.8M |
| Net Profit | $244.5M | $189.8M |
| Gross Margin | 95.6% | — |
| Operating Margin | 39.3% | 54.0% |
| Net Margin | 40.8% | 44.6% |
| Revenue YoY | 5.6% | 0.9% |
| Net Profit YoY | 74.8% | 147.2% |
| EPS (diluted) | $0.89 | $0.63 |
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 | $425.8M | ||
| Q4 25 | $597.8M | $433.1M | ||
| Q3 25 | $568.3M | $431.9M | ||
| Q2 25 | $555.4M | $425.4M | ||
| Q1 25 | $566.8M | $421.9M | ||
| Q4 24 | — | $422.7M | ||
| Q3 24 | $539.5M | $420.2M | ||
| Q2 24 | $637.2M | $415.3M |
| Q1 26 | $244.5M | $189.8M | ||
| Q4 25 | $193.6M | $222.9M | ||
| Q3 25 | $184.8M | $40.4M | ||
| Q2 25 | $159.6M | $37.7M | ||
| Q1 25 | $139.9M | $76.7M | ||
| Q4 24 | — | $-5.0M | ||
| Q3 24 | $118.0M | $22.6M | ||
| Q2 24 | $226.1M | $28.9M |
| 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% | 54.0% | ||
| Q4 25 | 39.6% | 64.1% | ||
| Q3 25 | 37.6% | 17.7% | ||
| Q2 25 | 33.6% | 18.2% | ||
| Q1 25 | 28.8% | 29.0% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | 25.2% | 16.6% | ||
| Q2 24 | 43.3% | 16.5% |
| Q1 26 | 40.8% | 44.6% | ||
| Q4 25 | 32.4% | 51.5% | ||
| Q3 25 | 32.5% | 9.4% | ||
| Q2 25 | 28.7% | 8.9% | ||
| Q1 25 | 24.7% | 18.2% | ||
| Q4 24 | — | -220.5% | ||
| Q3 24 | 21.9% | 5.4% | ||
| Q2 24 | 35.5% | 7.0% |
| Q1 26 | $0.89 | $0.63 | ||
| Q4 25 | $0.69 | $0.67 | ||
| Q3 25 | $0.65 | $0.12 | ||
| Q2 25 | $0.55 | $0.11 | ||
| Q1 25 | $0.47 | $0.23 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | $0.40 | $0.06 | ||
| Q2 24 | $0.77 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $3.3B |
| Total Assets | $2.8B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | $1.3M | ||
| Q4 25 | $988.5M | $1.2M | ||
| Q3 25 | $791.1M | $1.2M | ||
| Q2 25 | $1.0B | $1.5M | ||
| Q1 25 | $1.1B | $1.3M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | $1.2B | $2.3M | ||
| Q2 24 | $1.0B | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | $2.2B | $3.3B | ||
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.0B | $3.3B | ||
| Q2 25 | $2.1B | $3.3B | ||
| Q1 25 | $2.2B | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $2.3B | $3.5B | ||
| Q2 24 | $2.1B | $3.7B |
| Q1 26 | $2.8B | $10.3B | ||
| Q4 25 | $2.8B | $10.6B | ||
| Q3 25 | $2.7B | $10.6B | ||
| Q2 25 | $2.8B | $10.6B | ||
| Q1 25 | $2.9B | $10.7B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | $3.0B | $11.1B | ||
| Q2 24 | $2.8B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $49.0M | $234.9M | ||
| Q2 25 | $211.4M | $250.3M | ||
| Q1 25 | $240.3M | $156.2M | ||
| Q4 24 | — | $876.8M | ||
| Q3 24 | $271.3M | $230.3M | ||
| Q2 24 | $119.5M | $238.5M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $650.0M | ||
| Q3 25 | $46.2M | $164.6M | ||
| Q2 25 | $208.5M | $190.1M | ||
| Q1 25 | $236.3M | $103.2M | ||
| Q4 24 | — | $627.0M | ||
| Q3 24 | $263.1M | $161.3M | ||
| Q2 24 | $113.0M | $171.1M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 150.1% | ||
| Q3 25 | 8.1% | 38.1% | ||
| Q2 25 | 37.5% | 44.7% | ||
| Q1 25 | 41.7% | 24.5% | ||
| Q4 24 | — | 148.3% | ||
| Q3 24 | 48.8% | 38.4% | ||
| Q2 24 | 17.7% | 41.2% |
| Q1 26 | 0.2% | 4.9% | ||
| Q4 25 | 0.2% | 58.4% | ||
| Q3 25 | 0.5% | 16.3% | ||
| Q2 25 | 0.5% | 14.2% | ||
| Q1 25 | 0.7% | 12.6% | ||
| Q4 24 | — | 59.1% | ||
| Q3 24 | 1.5% | 16.4% | ||
| Q2 24 | 1.0% | 16.2% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 4.05× | ||
| Q3 25 | 0.27× | 5.81× | ||
| Q2 25 | 1.32× | 6.64× | ||
| Q1 25 | 1.72× | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.30× | 10.19× | ||
| Q2 24 | 0.53× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
