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Side-by-side financial comparison of JFrog Ltd (FROG) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $120.6M, roughly 1.2× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs -10.5%, a 58.6% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -11.0%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-55.2M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs -6.0%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
FROG vs KW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $120.6M |
| Net Profit | $-15.2M | $58.0M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | 57.3% |
| Net Margin | -10.5% | 48.1% |
| Revenue YoY | 25.2% | -11.0% |
| Net Profit YoY | 34.4% | 32.7% |
| EPS (diluted) | $-0.13 | $0.22 |
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 | $145.3M | $120.6M | ||
| Q3 25 | $136.9M | $116.4M | ||
| Q2 25 | $127.2M | $135.7M | ||
| Q1 25 | $122.4M | $128.3M | ||
| Q4 24 | $116.1M | $135.5M | ||
| Q3 24 | $109.1M | $127.5M | ||
| Q2 24 | $103.0M | $132.0M | ||
| Q1 24 | $100.3M | $136.4M |
| Q4 25 | $-15.2M | $58.0M | ||
| Q3 25 | $-16.4M | $-10.2M | ||
| Q2 25 | $-21.7M | $5.6M | ||
| Q1 25 | $-18.5M | $-29.6M | ||
| Q4 24 | $-23.2M | $43.7M | ||
| Q3 24 | $-22.9M | $-66.8M | ||
| Q2 24 | $-14.3M | $-48.3M | ||
| Q1 24 | $-8.8M | $37.7M |
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — | ||
| Q1 24 | 79.5% | — |
| Q4 25 | -14.7% | 57.3% | ||
| Q3 25 | -15.8% | -6.2% | ||
| Q2 25 | -20.4% | 7.4% | ||
| Q1 25 | -18.8% | -26.9% | ||
| Q4 24 | -21.9% | 36.7% | ||
| Q3 24 | -27.4% | -60.8% | ||
| Q2 24 | -18.6% | -45.5% | ||
| Q1 24 | -16.6% | 47.2% |
| Q4 25 | -10.5% | 48.1% | ||
| Q3 25 | -12.0% | -8.8% | ||
| Q2 25 | -17.0% | 4.1% | ||
| Q1 25 | -15.1% | -23.1% | ||
| Q4 24 | -20.0% | 32.3% | ||
| Q3 24 | -21.0% | -52.4% | ||
| Q2 24 | -13.9% | -36.6% | ||
| Q1 24 | -8.8% | 27.6% |
| Q4 25 | $-0.13 | $0.22 | ||
| Q3 25 | $-0.14 | $-0.15 | ||
| Q2 25 | $-0.19 | $-0.05 | ||
| Q1 25 | $-0.16 | $-0.30 | ||
| Q4 24 | $-0.21 | $0.24 | ||
| Q3 24 | $-0.21 | $-0.56 | ||
| Q2 24 | $-0.13 | $-0.43 | ||
| Q1 24 | $-0.08 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $704.4M | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $1.5B |
| Total Assets | $1.3B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $184.5M | ||
| Q3 25 | $651.1M | $382.6M | ||
| Q2 25 | $611.7M | $309.1M | ||
| Q1 25 | $563.5M | $356.6M | ||
| Q4 24 | $522.0M | $217.5M | ||
| Q3 24 | $467.8M | $367.1M | ||
| Q2 24 | $591.3M | $366.5M | ||
| Q1 24 | $579.6M | $541.9M |
| Q4 25 | $887.4M | $1.5B | ||
| Q3 25 | $859.4M | $1.5B | ||
| Q2 25 | $826.5M | $1.6B | ||
| Q1 25 | $800.0M | $1.6B | ||
| Q4 24 | $773.5M | $1.6B | ||
| Q3 24 | $756.2M | $1.6B | ||
| Q2 24 | $721.4M | $1.7B | ||
| Q1 24 | $707.8M | $1.7B |
| Q4 25 | $1.3B | $6.6B | ||
| Q3 25 | $1.3B | $6.7B | ||
| Q2 25 | $1.2B | $6.8B | ||
| Q1 25 | $1.2B | $7.2B | ||
| Q4 24 | $1.1B | $7.0B | ||
| Q3 24 | $1.1B | $7.4B | ||
| Q2 24 | $1.0B | $7.5B | ||
| Q1 24 | $997.1M | $7.7B |
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 | $50.7M | $11.4M |
| Free Cash FlowOCF − Capex | $49.9M | $-55.2M |
| FCF MarginFCF / Revenue | 34.3% | -45.8% |
| Capex IntensityCapex / Revenue | 0.6% | 55.2% |
| Cash ConversionOCF / Net Profit | — | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $11.4M | ||
| Q3 25 | $30.2M | $-7.6M | ||
| Q2 25 | $36.1M | $42.0M | ||
| Q1 25 | $28.8M | $-51.9M | ||
| Q4 24 | $49.1M | $55.1M | ||
| Q3 24 | $27.6M | $-5.6M | ||
| Q2 24 | $16.7M | $36.7M | ||
| Q1 24 | $17.5M | $-5.6M |
| Q4 25 | $49.9M | $-55.2M | ||
| Q3 25 | $28.8M | $-18.0M | ||
| Q2 25 | $35.5M | $29.4M | ||
| Q1 25 | $28.1M | $-59.7M | ||
| Q4 24 | $48.5M | $-76.5M | ||
| Q3 24 | $26.7M | $-27.7M | ||
| Q2 24 | $16.0M | $-500.0K | ||
| Q1 24 | $16.6M | $-57.1M |
| Q4 25 | 34.3% | -45.8% | ||
| Q3 25 | 21.0% | -15.5% | ||
| Q2 25 | 27.9% | 21.7% | ||
| Q1 25 | 23.0% | -46.5% | ||
| Q4 24 | 41.8% | -56.5% | ||
| Q3 24 | 24.5% | -21.7% | ||
| Q2 24 | 15.5% | -0.4% | ||
| Q1 24 | 16.6% | -41.9% |
| Q4 25 | 0.6% | 55.2% | ||
| Q3 25 | 1.0% | 8.9% | ||
| Q2 25 | 0.5% | 9.3% | ||
| Q1 25 | 0.5% | 6.1% | ||
| Q4 24 | 0.5% | 97.1% | ||
| Q3 24 | 0.9% | 17.3% | ||
| Q2 24 | 0.7% | 28.2% | ||
| Q1 24 | 0.8% | 37.8% |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 7.50× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
