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Side-by-side financial comparison of JFrog Ltd (FROG) and STRATASYS LTD. (SSYS). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $137.0M, roughly 1.1× STRATASYS LTD.). JFrog Ltd runs the higher net margin — -10.5% vs -40.6%, a 30.2% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -2.2%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $2.5M). 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.
Stratasys, Ltd. is an American-Israeli manufacturer of 3D printers, software, and materials for polymer additive manufacturing as well as 3D-printed parts on-demand. The company is incorporated in Israel. Engineers use Stratasys systems to model complex geometries in a wide range of polymer materials, including: ABS, polyphenylsulfone (PPSF), polycarbonate (PC), polyetherimide and Nylon 12.
FROG vs SSYS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $137.0M |
| Net Profit | $-15.2M | $-55.6M |
| Gross Margin | 77.9% | 41.0% |
| Operating Margin | -14.7% | -16.6% |
| Net Margin | -10.5% | -40.6% |
| Revenue YoY | 25.2% | -2.2% |
| Net Profit YoY | 34.4% | -109.0% |
| EPS (diluted) | $-0.13 | — |
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 | — | ||
| Q3 25 | $136.9M | $137.0M | ||
| Q2 25 | $127.2M | $138.1M | ||
| Q1 25 | $122.4M | $136.0M | ||
| Q4 24 | $116.1M | — | ||
| Q3 24 | $109.1M | $140.0M | ||
| Q2 24 | $103.0M | $138.0M | ||
| Q1 24 | $100.3M | $144.1M |
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $-16.4M | $-55.6M | ||
| Q2 25 | $-21.7M | $-16.7M | ||
| Q1 25 | $-18.5M | $-13.1M | ||
| Q4 24 | $-23.2M | — | ||
| Q3 24 | $-22.9M | $-26.6M | ||
| Q2 24 | $-14.3M | $-25.7M | ||
| Q1 24 | $-8.8M | $-26.0M |
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | 41.0% | ||
| Q2 25 | 76.3% | 43.1% | ||
| Q1 25 | 75.3% | 44.3% | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | 44.8% | ||
| Q2 24 | 78.8% | 43.8% | ||
| Q1 24 | 79.5% | 44.4% |
| Q4 25 | -14.7% | — | ||
| Q3 25 | -15.8% | -16.6% | ||
| Q2 25 | -20.4% | -12.0% | ||
| Q1 25 | -18.8% | -9.1% | ||
| Q4 24 | -21.9% | — | ||
| Q3 24 | -27.4% | -18.2% | ||
| Q2 24 | -18.6% | -18.9% | ||
| Q1 24 | -16.6% | -17.0% |
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.0% | -40.6% | ||
| Q2 25 | -17.0% | -12.1% | ||
| Q1 25 | -15.1% | -9.6% | ||
| Q4 24 | -20.0% | — | ||
| Q3 24 | -21.0% | -19.0% | ||
| Q2 24 | -13.9% | -18.6% | ||
| Q1 24 | -8.8% | -18.0% |
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.14 | — | ||
| Q2 25 | $-0.19 | — | ||
| Q1 25 | $-0.16 | — | ||
| Q4 24 | $-0.21 | — | ||
| Q3 24 | $-0.21 | — | ||
| Q2 24 | $-0.13 | — | ||
| Q1 24 | $-0.08 | — |
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 | $71.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $852.5M |
| Total Assets | $1.3B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | — | ||
| Q3 25 | $651.1M | $71.5M | ||
| Q2 25 | $611.7M | $71.1M | ||
| Q1 25 | $563.5M | $70.1M | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $467.8M | $64.0M | ||
| Q2 24 | $591.3M | $70.9M | ||
| Q1 24 | $579.6M | $91.1M |
| Q4 25 | $887.4M | — | ||
| Q3 25 | $859.4M | $852.5M | ||
| Q2 25 | $826.5M | $902.4M | ||
| Q1 25 | $800.0M | $784.8M | ||
| Q4 24 | $773.5M | — | ||
| Q3 24 | $756.2M | $831.8M | ||
| Q2 24 | $721.4M | $850.5M | ||
| Q1 24 | $707.8M | $866.1M |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $997.1M | $1.1B |
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 | $6.9M |
| Free Cash FlowOCF − Capex | $49.9M | $2.5M |
| FCF MarginFCF / Revenue | 34.3% | 1.8% |
| Capex IntensityCapex / Revenue | 0.6% | 3.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | — | ||
| Q3 25 | $30.2M | $6.9M | ||
| Q2 25 | $36.1M | $-1.1M | ||
| Q1 25 | $28.8M | $4.5M | ||
| Q4 24 | $49.1M | — | ||
| Q3 24 | $27.6M | $-4.5M | ||
| Q2 24 | $16.7M | $-2.4M | ||
| Q1 24 | $17.5M | $7.3M |
| Q4 25 | $49.9M | — | ||
| Q3 25 | $28.8M | $2.5M | ||
| Q2 25 | $35.5M | $-8.4M | ||
| Q1 25 | $28.1M | $789.0K | ||
| Q4 24 | $48.5M | — | ||
| Q3 24 | $26.7M | $-6.3M | ||
| Q2 24 | $16.0M | $-4.9M | ||
| Q1 24 | $16.6M | $5.0M |
| Q4 25 | 34.3% | — | ||
| Q3 25 | 21.0% | 1.8% | ||
| Q2 25 | 27.9% | -6.1% | ||
| Q1 25 | 23.0% | 0.6% | ||
| Q4 24 | 41.8% | — | ||
| Q3 24 | 24.5% | -4.5% | ||
| Q2 24 | 15.5% | -3.6% | ||
| Q1 24 | 16.6% | 3.5% |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 1.0% | 3.2% | ||
| Q2 25 | 0.5% | 5.3% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 0.7% | 1.8% | ||
| Q1 24 | 0.8% | 1.6% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
