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Side-by-side financial comparison of JFrog Ltd (FROG) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $145.3M, roughly 1.7× JFrog Ltd). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 25.2%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $49.9M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 20.4%).
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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
FROG vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $253.4M |
| Net Profit | $-15.2M | — |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | 28.7% |
| Net Margin | -10.5% | — |
| Revenue YoY | 25.2% | 62.7% |
| Net Profit YoY | 34.4% | — |
| EPS (diluted) | $-0.13 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $136.9M | $244.7M | ||
| Q2 25 | $127.2M | $203.3M | ||
| Q1 25 | $122.4M | $174.6M | ||
| Q4 24 | $116.1M | $155.8M | ||
| Q3 24 | $109.1M | $148.5M | ||
| Q2 24 | $103.0M | $131.1M | ||
| Q1 24 | $100.3M | $118.5M |
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $-16.4M | $51.5M | ||
| Q2 25 | $-21.7M | $46.5M | ||
| Q1 25 | $-18.5M | $42.9M | ||
| Q4 24 | $-23.2M | — | ||
| Q3 24 | $-22.9M | $30.5M | ||
| Q2 24 | $-14.3M | $25.7M | ||
| Q1 24 | $-8.8M | $26.4M |
| 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% | 28.7% | ||
| Q3 25 | -15.8% | 27.4% | ||
| Q2 25 | -20.4% | 29.5% | ||
| Q1 25 | -18.8% | 30.8% | ||
| Q4 24 | -21.9% | 28.9% | ||
| Q3 24 | -27.4% | 25.9% | ||
| Q2 24 | -18.6% | 25.5% | ||
| Q1 24 | -16.6% | 29.0% |
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.0% | 21.0% | ||
| Q2 25 | -17.0% | 22.9% | ||
| Q1 25 | -15.1% | 24.6% | ||
| Q4 24 | -20.0% | — | ||
| Q3 24 | -21.0% | 20.5% | ||
| Q2 24 | -13.9% | 19.6% | ||
| Q1 24 | -8.8% | 22.3% |
| Q4 25 | $-0.13 | $2.05 | ||
| Q3 25 | $-0.14 | $1.87 | ||
| Q2 25 | $-0.19 | $1.68 | ||
| Q1 25 | $-0.16 | $1.57 | ||
| Q4 24 | $-0.21 | $1.29 | ||
| Q3 24 | $-0.21 | $1.15 | ||
| Q2 24 | $-0.13 | $1.00 | ||
| Q1 24 | $-0.08 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $942.7M |
| Total Assets | $1.3B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $106.9M | ||
| Q3 25 | $651.1M | $111.7M | ||
| Q2 25 | $611.7M | $81.3M | ||
| Q1 25 | $563.5M | $119.3M | ||
| Q4 24 | $522.0M | $80.4M | ||
| Q3 24 | $467.8M | $86.5M | ||
| Q2 24 | $591.3M | $47.8M | ||
| Q1 24 | $579.6M | $61.4M |
| Q4 25 | $887.4M | $942.7M | ||
| Q3 25 | $859.4M | $878.1M | ||
| Q2 25 | $826.5M | $847.2M | ||
| Q1 25 | $800.0M | $790.4M | ||
| Q4 24 | $773.5M | $729.0M | ||
| Q3 24 | $756.2M | $703.3M | ||
| Q2 24 | $721.4M | $532.6M | ||
| Q1 24 | $707.8M | $501.7M |
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.2B | $2.8B | ||
| Q1 25 | $1.2B | $2.4B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.0B | $2.0B | ||
| Q1 24 | $997.1M | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | $49.9M | $409.0M |
| FCF MarginFCF / Revenue | 34.3% | 161.4% |
| Capex IntensityCapex / Revenue | 0.6% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $409.1M | ||
| Q3 25 | $30.2M | $83.6M | ||
| Q2 25 | $36.1M | $120.9M | ||
| Q1 25 | $28.8M | $87.2M | ||
| Q4 24 | $49.1M | $261.2M | ||
| Q3 24 | $27.6M | $100.3M | ||
| Q2 24 | $16.7M | $55.1M | ||
| Q1 24 | $17.5M | $33.1M |
| Q4 25 | $49.9M | $409.0M | ||
| Q3 25 | $28.8M | $83.6M | ||
| Q2 25 | $35.5M | $120.8M | ||
| Q1 25 | $28.1M | $87.1M | ||
| Q4 24 | $48.5M | $260.9M | ||
| Q3 24 | $26.7M | $100.1M | ||
| Q2 24 | $16.0M | — | ||
| Q1 24 | $16.6M | — |
| Q4 25 | 34.3% | 161.4% | ||
| Q3 25 | 21.0% | 34.2% | ||
| Q2 25 | 27.9% | 59.4% | ||
| Q1 25 | 23.0% | 49.9% | ||
| Q4 24 | 41.8% | 167.5% | ||
| Q3 24 | 24.5% | 67.4% | ||
| Q2 24 | 15.5% | — | ||
| Q1 24 | 16.6% | — |
| Q4 25 | 0.6% | 0.1% | ||
| Q3 25 | 1.0% | 0.0% | ||
| Q2 25 | 0.5% | 0.0% | ||
| Q1 25 | 0.5% | 0.0% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.7% | 0.0% | ||
| Q1 24 | 0.8% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 1.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
