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Side-by-side financial comparison of JFrog Ltd (FROG) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $145.3M, roughly 1.4× JFrog Ltd). On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -6.0%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $2.6M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
FROG vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $205.2M |
| Net Profit | $-15.2M | — |
| Gross Margin | 77.9% | 16.2% |
| Operating Margin | -14.7% | -14.4% |
| Net Margin | -10.5% | — |
| Revenue YoY | 25.2% | -6.0% |
| Net Profit YoY | 34.4% | — |
| EPS (diluted) | $-0.13 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $136.9M | $210.3M | ||
| Q2 25 | $127.2M | $228.0M | ||
| Q1 25 | $122.4M | $217.9M | ||
| Q4 24 | $116.1M | $218.2M | ||
| Q3 24 | $109.1M | $213.8M | ||
| Q2 24 | $103.0M | $237.1M | ||
| Q1 24 | $100.3M | $239.2M |
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $-16.4M | $-9.4M | ||
| Q2 25 | $-21.7M | $-9.4M | ||
| Q1 25 | $-18.5M | $-7.2M | ||
| Q4 24 | $-23.2M | — | ||
| Q3 24 | $-22.9M | $-7.1M | ||
| Q2 24 | $-14.3M | $2.8M | ||
| Q1 24 | $-8.8M | $-6.1M |
| Q4 25 | 77.9% | 16.2% | ||
| Q3 25 | 77.4% | 20.3% | ||
| Q2 25 | 76.3% | 21.5% | ||
| Q1 25 | 75.3% | 21.2% | ||
| Q4 24 | 75.4% | 19.5% | ||
| Q3 24 | 75.0% | 20.8% | ||
| Q2 24 | 78.8% | 22.7% | ||
| Q1 24 | 79.5% | 20.2% |
| Q4 25 | -14.7% | -14.4% | ||
| Q3 25 | -15.8% | -1.6% | ||
| Q2 25 | -20.4% | -1.1% | ||
| Q1 25 | -18.8% | -1.5% | ||
| Q4 24 | -21.9% | -2.0% | ||
| Q3 24 | -27.4% | 0.1% | ||
| Q2 24 | -18.6% | 1.4% | ||
| Q1 24 | -16.6% | 0.1% |
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.0% | -4.5% | ||
| Q2 25 | -17.0% | -4.1% | ||
| Q1 25 | -15.1% | -3.3% | ||
| Q4 24 | -20.0% | — | ||
| Q3 24 | -21.0% | -3.3% | ||
| Q2 24 | -13.9% | 1.2% | ||
| Q1 24 | -8.8% | -2.6% |
| Q4 25 | $-0.13 | $-2.76 | ||
| Q3 25 | $-0.14 | $-0.34 | ||
| Q2 25 | $-0.19 | $-0.34 | ||
| Q1 25 | $-0.16 | $-0.26 | ||
| Q4 24 | $-0.21 | $-0.22 | ||
| Q3 24 | $-0.21 | $-0.26 | ||
| Q2 24 | $-0.13 | $0.10 | ||
| Q1 24 | $-0.08 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $887.4M | $179.8M |
| Total Assets | $1.3B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $66.3M | ||
| Q3 25 | $651.1M | $54.0M | ||
| Q2 25 | $611.7M | $49.8M | ||
| Q1 25 | $563.5M | $79.1M | ||
| Q4 24 | $522.0M | $71.8M | ||
| Q3 24 | $467.8M | $54.1M | ||
| Q2 24 | $591.3M | $42.1M | ||
| Q1 24 | $579.6M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $887.4M | $179.8M | ||
| Q3 25 | $859.4M | $251.2M | ||
| Q2 25 | $826.5M | $260.5M | ||
| Q1 25 | $800.0M | $253.1M | ||
| Q4 24 | $773.5M | $245.3M | ||
| Q3 24 | $756.2M | $271.4M | ||
| Q2 24 | $721.4M | $270.5M | ||
| Q1 24 | $707.8M | $277.3M |
| Q4 25 | $1.3B | $551.2M | ||
| Q3 25 | $1.3B | $632.1M | ||
| Q2 25 | $1.2B | $639.4M | ||
| Q1 25 | $1.2B | $657.4M | ||
| Q4 24 | $1.1B | $621.6M | ||
| Q3 24 | $1.1B | $662.5M | ||
| Q2 24 | $1.0B | $666.7M | ||
| Q1 24 | $997.1M | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $8.8M |
| Free Cash FlowOCF − Capex | $49.9M | $2.6M |
| FCF MarginFCF / Revenue | 34.3% | 1.3% |
| Capex IntensityCapex / Revenue | 0.6% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $8.8M | ||
| Q3 25 | $30.2M | $3.6M | ||
| Q2 25 | $36.1M | $10.7M | ||
| Q1 25 | $28.8M | $10.9M | ||
| Q4 24 | $49.1M | $19.2M | ||
| Q3 24 | $27.6M | $10.8M | ||
| Q2 24 | $16.7M | $8.7M | ||
| Q1 24 | $17.5M | $9.1M |
| Q4 25 | $49.9M | $2.6M | ||
| Q3 25 | $28.8M | $-2.7M | ||
| Q2 25 | $35.5M | $7.4M | ||
| Q1 25 | $28.1M | $4.8M | ||
| Q4 24 | $48.5M | $14.0M | ||
| Q3 24 | $26.7M | $4.6M | ||
| Q2 24 | $16.0M | $1.5M | ||
| Q1 24 | $16.6M | $3.3M |
| Q4 25 | 34.3% | 1.3% | ||
| Q3 25 | 21.0% | -1.3% | ||
| Q2 25 | 27.9% | 3.3% | ||
| Q1 25 | 23.0% | 2.2% | ||
| Q4 24 | 41.8% | 6.4% | ||
| Q3 24 | 24.5% | 2.2% | ||
| Q2 24 | 15.5% | 0.6% | ||
| Q1 24 | 16.6% | 1.4% |
| Q4 25 | 0.6% | 3.0% | ||
| Q3 25 | 1.0% | 3.0% | ||
| Q2 25 | 0.5% | 1.4% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | 0.5% | 2.4% | ||
| Q3 24 | 0.9% | 2.9% | ||
| Q2 24 | 0.7% | 3.0% | ||
| Q1 24 | 0.8% | 2.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
