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Side-by-side financial comparison of JFrog Ltd (FROG) and Phillips Edison & Company, Inc. (PECO). Click either name above to swap in a different company.
Phillips Edison & Company, Inc. is the larger business by last-quarter revenue ($190.7M vs $145.3M, roughly 1.3× JFrog Ltd). Phillips Edison & Company, Inc. runs the higher net margin — 17.4% vs -10.5%, a 27.9% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 7.0%). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 8.7%).
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.
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc. (CECONY), a regulated utility providing electric...
FROG vs PECO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $190.7M |
| Net Profit | $-15.2M | $33.2M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | 30.5% |
| Net Margin | -10.5% | 17.4% |
| Revenue YoY | 25.2% | 7.0% |
| Net Profit YoY | 34.4% | 15.1% |
| EPS (diluted) | $-0.13 | $0.24 |
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 | — | $190.7M | ||
| Q4 25 | $145.3M | $187.9M | ||
| Q3 25 | $136.9M | $182.7M | ||
| Q2 25 | $127.2M | $177.8M | ||
| Q1 25 | $122.4M | $178.3M | ||
| Q4 24 | $116.1M | $173.0M | ||
| Q3 24 | $109.1M | $165.5M | ||
| Q2 24 | $103.0M | $161.5M |
| Q1 26 | — | $33.2M | ||
| Q4 25 | $-15.2M | $47.5M | ||
| Q3 25 | $-16.4M | $24.7M | ||
| Q2 25 | $-21.7M | $12.8M | ||
| Q1 25 | $-18.5M | $26.3M | ||
| Q4 24 | $-23.2M | $18.1M | ||
| Q3 24 | $-22.9M | $11.6M | ||
| Q2 24 | $-14.3M | $15.3M |
| Q1 26 | — | — | ||
| 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 26 | — | 30.5% | ||
| Q4 25 | -14.7% | — | ||
| Q3 25 | -15.8% | — | ||
| Q2 25 | -20.4% | — | ||
| Q1 25 | -18.8% | — | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | -27.4% | — | ||
| Q2 24 | -18.6% | — |
| Q1 26 | — | 17.4% | ||
| Q4 25 | -10.5% | 25.3% | ||
| Q3 25 | -12.0% | 13.5% | ||
| Q2 25 | -17.0% | 7.2% | ||
| Q1 25 | -15.1% | 14.8% | ||
| Q4 24 | -20.0% | 10.5% | ||
| Q3 24 | -21.0% | 7.0% | ||
| Q2 24 | -13.9% | 9.5% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $-0.13 | $0.38 | ||
| Q3 25 | $-0.14 | $0.20 | ||
| Q2 25 | $-0.19 | $0.10 | ||
| Q1 25 | $-0.16 | $0.21 | ||
| Q4 24 | $-0.21 | $0.16 | ||
| Q3 24 | $-0.21 | $0.09 | ||
| Q2 24 | $-0.13 | $0.12 |
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 | $3.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $2.3B |
| Total Assets | $1.3B | $5.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.1M | ||
| Q4 25 | $704.4M | $3.5M | ||
| Q3 25 | $651.1M | $4.1M | ||
| Q2 25 | $611.7M | $5.6M | ||
| Q1 25 | $563.5M | $5.5M | ||
| Q4 24 | $522.0M | $4.9M | ||
| Q3 24 | $467.8M | $6.4M | ||
| Q2 24 | $591.3M | $7.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $887.4M | $2.3B | ||
| Q3 25 | $859.4M | $2.3B | ||
| Q2 25 | $826.5M | $2.3B | ||
| Q1 25 | $800.0M | $2.3B | ||
| Q4 24 | $773.5M | $2.3B | ||
| Q3 24 | $756.2M | $2.2B | ||
| Q2 24 | $721.4M | $2.3B |
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.3B | $5.3B | ||
| Q3 25 | $1.3B | $5.3B | ||
| Q2 25 | $1.2B | $5.3B | ||
| Q1 25 | $1.2B | $5.2B | ||
| Q4 24 | $1.1B | $5.0B | ||
| Q3 24 | $1.1B | $5.0B | ||
| Q2 24 | $1.0B | $4.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 0.90× |
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 | $55.6M |
| Free Cash FlowOCF − Capex | $49.9M | — |
| FCF MarginFCF / Revenue | 34.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | 12.6% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.6M | ||
| Q4 25 | $50.7M | $348.1M | ||
| Q3 25 | $30.2M | $95.4M | ||
| Q2 25 | $36.1M | $96.1M | ||
| Q1 25 | $28.8M | $60.5M | ||
| Q4 24 | $49.1M | $334.7M | ||
| Q3 24 | $27.6M | $109.1M | ||
| Q2 24 | $16.7M | $78.5M |
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | — | ||
| Q3 25 | $28.8M | — | ||
| Q2 25 | $35.5M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $48.5M | — | ||
| Q3 24 | $26.7M | — | ||
| Q2 24 | $16.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | 23.0% | — | ||
| Q4 24 | 41.8% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 15.5% | — |
| Q1 26 | — | 12.6% | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | 1.67× | ||
| Q4 25 | — | 7.33× | ||
| Q3 25 | — | 3.87× | ||
| Q2 25 | — | 7.52× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 18.45× | ||
| Q3 24 | — | 9.40× | ||
| Q2 24 | — | 5.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
