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Side-by-side financial comparison of JFrog Ltd (FROG) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $145.3M, roughly 1.5× JFrog Ltd). STAG Industrial, Inc. runs the higher net margin — 27.6% vs -10.5%, a 38.1% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 9.1%). 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
FROG vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $224.2M |
| Net Profit | $-15.2M | $62.0M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | — |
| Net Margin | -10.5% | 27.6% |
| Revenue YoY | 25.2% | 9.1% |
| Net Profit YoY | 34.4% | — |
| EPS (diluted) | $-0.13 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $145.3M | $220.9M | ||
| Q3 25 | $136.9M | $211.1M | ||
| Q2 25 | $127.2M | $207.6M | ||
| Q1 25 | $122.4M | $205.6M | ||
| Q4 24 | $116.1M | $199.3M | ||
| Q3 24 | $109.1M | $190.7M | ||
| Q2 24 | $103.0M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $-15.2M | $83.5M | ||
| Q3 25 | $-16.4M | $48.6M | ||
| Q2 25 | $-21.7M | $50.0M | ||
| Q1 25 | $-18.5M | $91.4M | ||
| Q4 24 | $-23.2M | $51.0M | ||
| Q3 24 | $-22.9M | $41.9M | ||
| Q2 24 | $-14.3M | $59.8M |
| 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 | — | — | ||
| 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 | — | 27.6% | ||
| Q4 25 | -10.5% | 37.8% | ||
| Q3 25 | -12.0% | 23.0% | ||
| Q2 25 | -17.0% | 24.1% | ||
| Q1 25 | -15.1% | 44.5% | ||
| Q4 24 | -20.0% | 25.6% | ||
| Q3 24 | -21.0% | 21.9% | ||
| Q2 24 | -13.9% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $3.6B |
| Total Assets | $1.3B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $704.4M | $14.9M | ||
| Q3 25 | $651.1M | $17.3M | ||
| Q2 25 | $611.7M | $15.4M | ||
| Q1 25 | $563.5M | $9.3M | ||
| Q4 24 | $522.0M | $36.3M | ||
| Q3 24 | $467.8M | $70.0M | ||
| Q2 24 | $591.3M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $887.4M | $3.6B | ||
| Q3 25 | $859.4M | $3.4B | ||
| Q2 25 | $826.5M | $3.4B | ||
| Q1 25 | $800.0M | $3.5B | ||
| Q4 24 | $773.5M | $3.5B | ||
| Q3 24 | $756.2M | $3.3B | ||
| Q2 24 | $721.4M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.3B | $6.9B | ||
| Q2 25 | $1.2B | $6.8B | ||
| Q1 25 | $1.2B | $6.8B | ||
| Q4 24 | $1.1B | $6.8B | ||
| Q3 24 | $1.1B | $6.6B | ||
| Q2 24 | $1.0B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $49.9M | — |
| FCF MarginFCF / Revenue | 34.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | 3.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $50.7M | $104.5M | ||
| Q3 25 | $30.2M | $143.5M | ||
| Q2 25 | $36.1M | $111.9M | ||
| Q1 25 | $28.8M | $103.5M | ||
| Q4 24 | $49.1M | $104.9M | ||
| Q3 24 | $27.6M | $128.0M | ||
| Q2 24 | $16.7M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | $43.8M | ||
| Q3 25 | $28.8M | $95.5M | ||
| Q2 25 | $35.5M | $62.3M | ||
| Q1 25 | $28.1M | $57.2M | ||
| Q4 24 | $48.5M | $37.6M | ||
| Q3 24 | $26.7M | $86.7M | ||
| Q2 24 | $16.0M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | 19.8% | ||
| Q3 25 | 21.0% | 45.2% | ||
| Q2 25 | 27.9% | 30.0% | ||
| Q1 25 | 23.0% | 27.8% | ||
| Q4 24 | 41.8% | 18.8% | ||
| Q3 24 | 24.5% | 45.5% | ||
| Q2 24 | 15.5% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.6% | 27.4% | ||
| Q3 25 | 1.0% | 22.7% | ||
| Q2 25 | 0.5% | 23.9% | ||
| Q1 25 | 0.5% | 22.5% | ||
| Q4 24 | 0.5% | 33.8% | ||
| Q3 24 | 0.9% | 21.6% | ||
| Q2 24 | 0.7% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
