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Side-by-side financial comparison of Fortune Brands Innovations, Inc. (FBIN) and Trade Desk (The) (TTD). 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 $846.8M, roughly 1.3× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 7.1%, a 15.0% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs -2.4%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $183.7M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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...

The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.

FBIN vs TTD — Head-to-Head

Bigger by revenue
FBIN
FBIN
1.3× larger
FBIN
$1.1B
$846.8M
TTD
Growing faster (revenue YoY)
TTD
TTD
+16.7% gap
TTD
14.3%
-2.4%
FBIN
Higher net margin
TTD
TTD
15.0% more per $
TTD
22.1%
7.1%
FBIN
More free cash flow
TTD
TTD
$101.6M more FCF
TTD
$285.3M
$183.7M
FBIN
Faster 2-yr revenue CAGR
TTD
TTD
Annualised
TTD
31.3%
-1.5%
FBIN

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
FBIN
FBIN
TTD
TTD
Revenue
$1.1B
$846.8M
Net Profit
$76.3M
$186.9M
Gross Margin
43.8%
80.7%
Operating Margin
11.3%
30.3%
Net Margin
7.1%
22.1%
Revenue YoY
-2.4%
14.3%
Net Profit YoY
-27.3%
2.6%
EPS (diluted)
$0.63
$0.39

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.

Revenue
FBIN
FBIN
TTD
TTD
Q4 25
$1.1B
$846.8M
Q3 25
$1.1B
$739.4M
Q2 25
$1.2B
$694.0M
Q1 25
$1.0B
$616.0M
Q4 24
$1.1B
$741.0M
Q3 24
$1.2B
$628.0M
Q2 24
$1.2B
$584.5M
Q1 24
$1.1B
$491.3M
Net Profit
FBIN
FBIN
TTD
TTD
Q4 25
$76.3M
$186.9M
Q3 25
$70.8M
$115.5M
Q2 25
$100.3M
$90.1M
Q1 25
$51.4M
$50.7M
Q4 24
$105.0M
$182.2M
Q3 24
$136.6M
$94.2M
Q2 24
$133.9M
$85.0M
Q1 24
$96.4M
$31.7M
Gross Margin
FBIN
FBIN
TTD
TTD
Q4 25
43.8%
80.7%
Q3 25
45.2%
78.1%
Q2 25
45.1%
78.2%
Q1 25
44.0%
76.8%
Q4 24
46.0%
81.7%
Q3 24
45.9%
80.5%
Q2 24
43.6%
81.1%
Q1 24
43.9%
78.9%
Operating Margin
FBIN
FBIN
TTD
TTD
Q4 25
11.3%
30.3%
Q3 25
11.0%
21.8%
Q2 25
14.3%
16.8%
Q1 25
9.4%
8.8%
Q4 24
16.1%
26.4%
Q3 24
17.8%
17.3%
Q2 24
16.1%
16.2%
Q1 24
14.0%
5.8%
Net Margin
FBIN
FBIN
TTD
TTD
Q4 25
7.1%
22.1%
Q3 25
6.2%
15.6%
Q2 25
8.3%
13.0%
Q1 25
5.0%
8.2%
Q4 24
9.5%
24.6%
Q3 24
11.8%
15.0%
Q2 24
10.8%
14.5%
Q1 24
8.7%
6.4%
EPS (diluted)
FBIN
FBIN
TTD
TTD
Q4 25
$0.63
$0.39
Q3 25
$0.59
$0.23
Q2 25
$0.83
$0.18
Q1 25
$0.42
$0.10
Q4 24
$0.84
$0.36
Q3 24
$1.09
$0.19
Q2 24
$1.06
$0.17
Q1 24
$0.76
$0.06

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FBIN
FBIN
TTD
TTD
Cash + ST InvestmentsLiquidity on hand
$264.0M
$1.3B
Total DebtLower is stronger
$2.5B
Stockholders' EquityBook value
$2.4B
$2.5B
Total Assets
$6.5B
$6.2B
Debt / EquityLower = less leverage
1.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FBIN
FBIN
TTD
TTD
Q4 25
$264.0M
$1.3B
Q3 25
$223.9M
$1.4B
Q2 25
$234.7M
$1.7B
Q1 25
$340.0M
$1.7B
Q4 24
$381.1M
$1.9B
Q3 24
$344.8M
$1.7B
Q2 24
$352.6M
$1.5B
Q1 24
$359.7M
$1.4B
Total Debt
FBIN
FBIN
TTD
TTD
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
Stockholders' Equity
FBIN
FBIN
TTD
TTD
Q4 25
$2.4B
$2.5B
Q3 25
$2.4B
$2.6B
Q2 25
$2.3B
$2.7B
Q1 25
$2.3B
$2.7B
Q4 24
$2.4B
$2.9B
Q3 24
$2.4B
$2.6B
Q2 24
$2.3B
$2.4B
Q1 24
$2.3B
$2.2B
Total Assets
FBIN
FBIN
TTD
TTD
Q4 25
$6.5B
$6.2B
Q3 25
$6.5B
$5.9B
Q2 25
$6.6B
$6.0B
Q1 25
$6.6B
$5.7B
Q4 24
$6.6B
$6.1B
Q3 24
$6.6B
$5.5B
Q2 24
$6.7B
$5.2B
Q1 24
$6.8B
$4.7B
Debt / Equity
FBIN
FBIN
TTD
TTD
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
FBIN
FBIN
TTD
TTD
Operating Cash FlowLast quarter
$208.2M
$311.6M
Free Cash FlowOCF − Capex
$183.7M
$285.3M
FCF MarginFCF / Revenue
17.0%
33.7%
Capex IntensityCapex / Revenue
2.3%
3.1%
Cash ConversionOCF / Net Profit
2.73×
1.67×
TTM Free Cash FlowTrailing 4 quarters
$366.8M
$795.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FBIN
FBIN
TTD
TTD
Q4 25
$208.2M
$311.6M
Q3 25
$204.4M
$224.7M
Q2 25
$149.4M
$165.0M
Q1 25
$-83.4M
$291.4M
Q4 24
$272.3M
$199.4M
Q3 24
$205.3M
$273.3M
Q2 24
$261.5M
$81.3M
Q1 24
$-71.3M
$185.5M
Free Cash Flow
FBIN
FBIN
TTD
TTD
Q4 25
$183.7M
$285.3M
Q3 25
$177.0M
$158.3M
Q2 25
$118.7M
$119.8M
Q1 25
$-112.6M
$232.3M
Q4 24
$212.1M
$179.2M
Q3 24
$175.6M
$224.6M
Q2 24
$222.7M
$59.1M
Q1 24
$-135.9M
$178.2M
FCF Margin
FBIN
FBIN
TTD
TTD
Q4 25
17.0%
33.7%
Q3 25
15.4%
21.4%
Q2 25
9.9%
17.3%
Q1 25
-10.9%
37.7%
Q4 24
19.2%
24.2%
Q3 24
15.2%
35.8%
Q2 24
18.0%
10.1%
Q1 24
-12.2%
36.3%
Capex Intensity
FBIN
FBIN
TTD
TTD
Q4 25
2.3%
3.1%
Q3 25
2.4%
9.0%
Q2 25
2.6%
6.5%
Q1 25
2.8%
9.6%
Q4 24
5.5%
2.7%
Q3 24
2.6%
7.8%
Q2 24
3.1%
3.8%
Q1 24
5.8%
1.5%
Cash Conversion
FBIN
FBIN
TTD
TTD
Q4 25
2.73×
1.67×
Q3 25
2.89×
1.94×
Q2 25
1.49×
1.83×
Q1 25
-1.62×
5.75×
Q4 24
2.59×
1.09×
Q3 24
1.50×
2.90×
Q2 24
1.95×
0.96×
Q1 24
-0.74×
5.86×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FBIN
FBIN

Wholesale Retail Trade$526.7M49%
Home Center Retailer$257.1M24%
Security Segment$165.8M15%
Other Retailer$118.2M11%

TTD
TTD

Other$427.2M50%
Non Us$419.6M50%

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