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Side-by-side financial comparison of Fortune Brands Innovations, Inc. (FBIN) and Cloudflare, Inc. (NET). Click either name above to swap in a different company.
Fortune Brands Innovations, Inc. is the larger business by last-quarter revenue ($1.1B vs $614.5M, roughly 1.8× Cloudflare, Inc.). Fortune Brands Innovations, Inc. runs the higher net margin — 7.1% vs -2.0%, a 9.0% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs -2.4%). Fortune Brands Innovations, Inc. produced more free cash flow last quarter ($183.7M vs $105.2M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs -1.5%).
Fortune Brands Innovations, Inc. is an American manufacturer of home and security products, headquartered in Deerfield, Illinois. Its portfolio of businesses and brands includes Moen and the House of Rohl; outdoor living and security products from Therma-Tru, Larson, Fiberon, Master Lock and SentrySafe; and MasterBrand Cabinets. Fortune Brands is a Fortune 500 company and part of the S&P 400 Index. As of December 31, 2021, the company reported employing approximately 28,000 associates and pos...
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
FBIN vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $614.5M |
| Net Profit | $76.3M | $-12.1M |
| Gross Margin | 43.8% | 73.6% |
| Operating Margin | 11.3% | -8.0% |
| Net Margin | 7.1% | -2.0% |
| Revenue YoY | -2.4% | 33.6% |
| Net Profit YoY | -27.3% | 6.0% |
| EPS (diluted) | $0.63 | $-0.03 |
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.
| Q4 25 | $1.1B | $614.5M | ||
| Q3 25 | $1.1B | $562.0M | ||
| Q2 25 | $1.2B | $512.3M | ||
| Q1 25 | $1.0B | $479.1M | ||
| Q4 24 | $1.1B | $459.9M | ||
| Q3 24 | $1.2B | $430.1M | ||
| Q2 24 | $1.2B | $401.0M | ||
| Q1 24 | $1.1B | $378.6M |
| Q4 25 | $76.3M | $-12.1M | ||
| Q3 25 | $70.8M | $-1.3M | ||
| Q2 25 | $100.3M | $-50.4M | ||
| Q1 25 | $51.4M | $-38.5M | ||
| Q4 24 | $105.0M | $-12.8M | ||
| Q3 24 | $136.6M | $-15.3M | ||
| Q2 24 | $133.9M | $-15.1M | ||
| Q1 24 | $96.4M | $-35.5M |
| Q4 25 | 43.8% | 73.6% | ||
| Q3 25 | 45.2% | 74.0% | ||
| Q2 25 | 45.1% | 74.9% | ||
| Q1 25 | 44.0% | 75.9% | ||
| Q4 24 | 46.0% | 76.4% | ||
| Q3 24 | 45.9% | 77.7% | ||
| Q2 24 | 43.6% | 77.8% | ||
| Q1 24 | 43.9% | 77.5% |
| Q4 25 | 11.3% | -8.0% | ||
| Q3 25 | 11.0% | -6.7% | ||
| Q2 25 | 14.3% | -13.1% | ||
| Q1 25 | 9.4% | -11.1% | ||
| Q4 24 | 16.1% | -7.5% | ||
| Q3 24 | 17.8% | -7.2% | ||
| Q2 24 | 16.1% | -8.7% | ||
| Q1 24 | 14.0% | -14.4% |
| Q4 25 | 7.1% | -2.0% | ||
| Q3 25 | 6.2% | -0.2% | ||
| Q2 25 | 8.3% | -9.8% | ||
| Q1 25 | 5.0% | -8.0% | ||
| Q4 24 | 9.5% | -2.8% | ||
| Q3 24 | 11.8% | -3.6% | ||
| Q2 24 | 10.8% | -3.8% | ||
| Q1 24 | 8.7% | -9.4% |
| Q4 25 | $0.63 | $-0.03 | ||
| Q3 25 | $0.59 | $0.00 | ||
| Q2 25 | $0.83 | $-0.15 | ||
| Q1 25 | $0.42 | $-0.11 | ||
| Q4 24 | $0.84 | $-0.05 | ||
| Q3 24 | $1.09 | $-0.04 | ||
| Q2 24 | $1.06 | $-0.04 | ||
| Q1 24 | $0.76 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $264.0M | $943.5M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.4B | $1.5B |
| Total Assets | $6.5B | $6.0B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $264.0M | $943.5M | ||
| Q3 25 | $223.9M | $1.1B | ||
| Q2 25 | $234.7M | $1.5B | ||
| Q1 25 | $340.0M | $204.5M | ||
| Q4 24 | $381.1M | $147.7M | ||
| Q3 24 | $344.8M | $182.9M | ||
| Q2 24 | $352.6M | $157.0M | ||
| Q1 24 | $359.7M | $254.4M |
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | $2.4B | $973.1M | ||
| Q2 24 | $2.3B | $881.5M | ||
| Q1 24 | $2.3B | $797.2M |
| Q4 25 | $6.5B | $6.0B | ||
| Q3 25 | $6.5B | $5.8B | ||
| Q2 25 | $6.6B | $5.6B | ||
| Q1 25 | $6.6B | $3.7B | ||
| Q4 24 | $6.6B | $3.3B | ||
| Q3 24 | $6.6B | $3.1B | ||
| Q2 24 | $6.7B | $2.9B | ||
| Q1 24 | $6.8B | $2.8B |
| Q4 25 | 1.07× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.10× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 1.17× | — |
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 | $208.2M | $190.4M |
| Free Cash FlowOCF − Capex | $183.7M | $105.2M |
| FCF MarginFCF / Revenue | 17.0% | 17.1% |
| Capex IntensityCapex / Revenue | 2.3% | 13.9% |
| Cash ConversionOCF / Net Profit | 2.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | $366.8M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $208.2M | $190.4M | ||
| Q3 25 | $204.4M | $167.1M | ||
| Q2 25 | $149.4M | $99.8M | ||
| Q1 25 | $-83.4M | $145.8M | ||
| Q4 24 | $272.3M | $127.3M | ||
| Q3 24 | $205.3M | $104.7M | ||
| Q2 24 | $261.5M | $74.8M | ||
| Q1 24 | $-71.3M | $73.6M |
| Q4 25 | $183.7M | $105.2M | ||
| Q3 25 | $177.0M | $82.5M | ||
| Q2 25 | $118.7M | $39.9M | ||
| Q1 25 | $-112.6M | $59.9M | ||
| Q4 24 | $212.1M | $54.2M | ||
| Q3 24 | $175.6M | $54.5M | ||
| Q2 24 | $222.7M | $45.2M | ||
| Q1 24 | $-135.9M | $41.5M |
| Q4 25 | 17.0% | 17.1% | ||
| Q3 25 | 15.4% | 14.7% | ||
| Q2 25 | 9.9% | 7.8% | ||
| Q1 25 | -10.9% | 12.5% | ||
| Q4 24 | 19.2% | 11.8% | ||
| Q3 24 | 15.2% | 12.7% | ||
| Q2 24 | 18.0% | 11.3% | ||
| Q1 24 | -12.2% | 11.0% |
| Q4 25 | 2.3% | 13.9% | ||
| Q3 25 | 2.4% | 15.1% | ||
| Q2 25 | 2.6% | 11.7% | ||
| Q1 25 | 2.8% | 17.9% | ||
| Q4 24 | 5.5% | 15.9% | ||
| Q3 24 | 2.6% | 11.7% | ||
| Q2 24 | 3.1% | 7.4% | ||
| Q1 24 | 5.8% | 8.5% |
| Q4 25 | 2.73× | — | ||
| Q3 25 | 2.89× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | -1.62× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.95× | — | ||
| Q1 24 | -0.74× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FBIN
| Wholesale Retail Trade | $526.7M | 49% |
| Home Center Retailer | $257.1M | 24% |
| Security Segment | $165.8M | 15% |
| Other Retailer | $118.2M | 11% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
