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Side-by-side financial comparison of JFrog Ltd (FROG) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $105.1M, roughly 1.4× OLAPLEX HOLDINGS, INC.). JFrog Ltd runs the higher net margin — -10.5% vs -12.5%, a 2.0% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 4.3%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $32.6M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 3.1%).
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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
FROG vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $105.1M |
| Net Profit | $-15.2M | $-13.1M |
| Gross Margin | 77.9% | 68.0% |
| Operating Margin | -14.7% | -4.3% |
| Net Margin | -10.5% | -12.5% |
| Revenue YoY | 25.2% | 4.3% |
| Net Profit YoY | 34.4% | -48.9% |
| EPS (diluted) | $-0.13 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $136.9M | $114.6M | ||
| Q2 25 | $127.2M | $106.3M | ||
| Q1 25 | $122.4M | $97.0M | ||
| Q4 24 | $116.1M | $100.7M | ||
| Q3 24 | $109.1M | $119.1M | ||
| Q2 24 | $103.0M | $103.9M | ||
| Q1 24 | $100.3M | $98.9M |
| Q4 25 | $-15.2M | $-13.1M | ||
| Q3 25 | $-16.4M | $11.1M | ||
| Q2 25 | $-21.7M | $-7.7M | ||
| Q1 25 | $-18.5M | $465.0K | ||
| Q4 24 | $-23.2M | $-8.8M | ||
| Q3 24 | $-22.9M | $14.8M | ||
| Q2 24 | $-14.3M | $5.8M | ||
| Q1 24 | $-8.8M | $7.7M |
| Q4 25 | 77.9% | 68.0% | ||
| Q3 25 | 77.4% | 69.1% | ||
| Q2 25 | 76.3% | 71.2% | ||
| Q1 25 | 75.3% | 69.5% | ||
| Q4 24 | 75.4% | 66.3% | ||
| Q3 24 | 75.0% | 68.6% | ||
| Q2 24 | 78.8% | 69.7% | ||
| Q1 24 | 79.5% | 72.1% |
| Q4 25 | -14.7% | -4.3% | ||
| Q3 25 | -15.8% | 3.7% | ||
| Q2 25 | -20.4% | -1.1% | ||
| Q1 25 | -18.8% | 8.7% | ||
| Q4 24 | -21.9% | 3.0% | ||
| Q3 24 | -27.4% | 23.5% | ||
| Q2 24 | -18.6% | 15.7% | ||
| Q1 24 | -16.6% | 19.8% |
| Q4 25 | -10.5% | -12.5% | ||
| Q3 25 | -12.0% | 9.7% | ||
| Q2 25 | -17.0% | -7.3% | ||
| Q1 25 | -15.1% | 0.5% | ||
| Q4 24 | -20.0% | -8.7% | ||
| Q3 24 | -21.0% | 12.4% | ||
| Q2 24 | -13.9% | 5.6% | ||
| Q1 24 | -8.8% | 7.8% |
| Q4 25 | $-0.13 | $-0.02 | ||
| Q3 25 | $-0.14 | $0.02 | ||
| Q2 25 | $-0.19 | $-0.01 | ||
| Q1 25 | $-0.16 | $0.00 | ||
| Q4 24 | $-0.21 | $-0.01 | ||
| Q3 24 | $-0.21 | $0.02 | ||
| Q2 24 | $-0.13 | $0.01 | ||
| Q1 24 | $-0.08 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $887.4M | $879.4M |
| Total Assets | $1.3B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $318.7M | ||
| Q3 25 | $651.1M | $286.4M | ||
| Q2 25 | $611.7M | $289.3M | ||
| Q1 25 | $563.5M | $580.9M | ||
| Q4 24 | $522.0M | $586.0M | ||
| Q3 24 | $467.8M | $538.8M | ||
| Q2 24 | $591.3M | $507.9M | ||
| Q1 24 | $579.6M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $887.4M | $879.4M | ||
| Q3 25 | $859.4M | $888.7M | ||
| Q2 25 | $826.5M | $874.2M | ||
| Q1 25 | $800.0M | $878.3M | ||
| Q4 24 | $773.5M | $874.4M | ||
| Q3 24 | $756.2M | $879.7M | ||
| Q2 24 | $721.4M | $863.3M | ||
| Q1 24 | $707.8M | $855.7M |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.8B | ||
| Q1 24 | $997.1M | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $49.9M | $32.6M |
| FCF MarginFCF / Revenue | 34.3% | 31.0% |
| Capex IntensityCapex / Revenue | 0.6% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $32.7M | ||
| Q3 25 | $30.2M | $8.0M | ||
| Q2 25 | $36.1M | $20.9M | ||
| Q1 25 | $28.8M | $-2.9M | ||
| Q4 24 | $49.1M | $49.7M | ||
| Q3 24 | $27.6M | $33.5M | ||
| Q2 24 | $16.7M | $16.2M | ||
| Q1 24 | $17.5M | $43.7M |
| Q4 25 | $49.9M | $32.6M | ||
| Q3 25 | $28.8M | $7.9M | ||
| Q2 25 | $35.5M | $20.8M | ||
| Q1 25 | $28.1M | $-3.0M | ||
| Q4 24 | $48.5M | $49.2M | ||
| Q3 24 | $26.7M | $33.3M | ||
| Q2 24 | $16.0M | $16.1M | ||
| Q1 24 | $16.6M | $43.3M |
| Q4 25 | 34.3% | 31.0% | ||
| Q3 25 | 21.0% | 6.9% | ||
| Q2 25 | 27.9% | 19.6% | ||
| Q1 25 | 23.0% | -3.1% | ||
| Q4 24 | 41.8% | 48.9% | ||
| Q3 24 | 24.5% | 28.0% | ||
| Q2 24 | 15.5% | 15.5% | ||
| Q1 24 | 16.6% | 43.7% |
| Q4 25 | 0.6% | 0.1% | ||
| Q3 25 | 1.0% | 0.1% | ||
| Q2 25 | 0.5% | 0.1% | ||
| Q1 25 | 0.5% | 0.0% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.7% | 0.1% | ||
| Q1 24 | 0.8% | 0.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -6.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | — | 2.81× | ||
| Q1 24 | — | 5.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
