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Side-by-side financial comparison of JFrog Ltd (FROG) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $145.3M, roughly 1.4× JFrog Ltd). ONE Group Hospitality, Inc. runs the higher net margin — -3.1% vs -10.5%, a 7.4% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs -6.7%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-329.0K). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% 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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
FROG vs STKS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $207.0M |
| Net Profit | $-15.2M | $-6.4M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | 2.2% |
| Net Margin | -10.5% | -3.1% |
| Revenue YoY | 25.2% | -6.7% |
| Net Profit YoY | 34.4% | -531.8% |
| EPS (diluted) | $-0.13 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $136.9M | $180.2M | ||
| Q2 25 | $127.2M | $207.4M | ||
| Q1 25 | $122.4M | $211.1M | ||
| Q4 24 | $116.1M | $221.9M | ||
| Q3 24 | $109.1M | $194.0M | ||
| Q2 24 | $103.0M | $172.5M | ||
| Q1 24 | $100.3M | $85.0M |
| Q4 25 | $-15.2M | $-6.4M | ||
| Q3 25 | $-16.4M | $-76.7M | ||
| Q2 25 | $-21.7M | $-10.1M | ||
| Q1 25 | $-18.5M | $975.0K | ||
| Q4 24 | $-23.2M | $1.5M | ||
| Q3 24 | $-22.9M | $-9.3M | ||
| Q2 24 | $-14.3M | $-7.3M | ||
| Q1 24 | $-8.8M | $-2.1M |
| 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% | 2.2% | ||
| Q3 25 | -15.8% | -4.4% | ||
| Q2 25 | -20.4% | 0.3% | ||
| Q1 25 | -18.8% | 5.1% | ||
| Q4 24 | -21.9% | 5.5% | ||
| Q3 24 | -27.4% | -1.9% | ||
| Q2 24 | -18.6% | 0.6% | ||
| Q1 24 | -16.6% | -0.7% |
| Q4 25 | -10.5% | -3.1% | ||
| Q3 25 | -12.0% | -42.6% | ||
| Q2 25 | -17.0% | -4.9% | ||
| Q1 25 | -15.1% | 0.5% | ||
| Q4 24 | -20.0% | 0.7% | ||
| Q3 24 | -21.0% | -4.8% | ||
| Q2 24 | -13.9% | -4.3% | ||
| Q1 24 | -8.8% | -2.4% |
| Q4 25 | $-0.13 | $-0.50 | ||
| Q3 25 | $-0.14 | $-2.75 | ||
| Q2 25 | $-0.19 | $-0.59 | ||
| Q1 25 | $-0.16 | $-0.21 | ||
| Q4 24 | $-0.21 | $-0.18 | ||
| Q3 24 | $-0.21 | $-0.53 | ||
| Q2 24 | $-0.13 | $-0.38 | ||
| Q1 24 | $-0.08 | $-0.07 |
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 | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $887.4M | $-75.8M |
| Total Assets | $1.3B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $4.2M | ||
| Q3 25 | $651.1M | $5.5M | ||
| Q2 25 | $611.7M | $4.7M | ||
| Q1 25 | $563.5M | $21.4M | ||
| Q4 24 | $522.0M | $27.6M | ||
| Q3 24 | $467.8M | $28.2M | ||
| Q2 24 | $591.3M | $32.2M | ||
| Q1 24 | $579.6M | $15.4M |
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $73.5M |
| Q4 25 | $887.4M | $-75.8M | ||
| Q3 25 | $859.4M | $-61.5M | ||
| Q2 25 | $826.5M | $23.0M | ||
| Q1 25 | $800.0M | $40.5M | ||
| Q4 24 | $773.5M | $45.9M | ||
| Q3 24 | $756.2M | $51.4M | ||
| Q2 24 | $721.4M | $68.1M | ||
| Q1 24 | $707.8M | $68.3M |
| Q4 25 | $1.3B | $884.2M | ||
| Q3 25 | $1.3B | $879.5M | ||
| Q2 25 | $1.2B | $935.7M | ||
| Q1 25 | $1.2B | $956.0M | ||
| Q4 24 | $1.1B | $960.1M | ||
| Q3 24 | $1.1B | $953.5M | ||
| Q2 24 | $1.0B | $945.9M | ||
| Q1 24 | $997.1M | $309.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× | ||
| Q1 24 | — | 1.08× |
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 | $13.1M |
| Free Cash FlowOCF − Capex | $49.9M | $-329.0K |
| FCF MarginFCF / Revenue | 34.3% | -0.2% |
| Capex IntensityCapex / Revenue | 0.6% | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $13.1M | ||
| Q3 25 | $30.2M | $5.9M | ||
| Q2 25 | $36.1M | $2.8M | ||
| Q1 25 | $28.8M | $8.5M | ||
| Q4 24 | $49.1M | $18.5M | ||
| Q3 24 | $27.6M | $19.1M | ||
| Q2 24 | $16.7M | $-3.8M | ||
| Q1 24 | $17.5M | $10.4M |
| Q4 25 | $49.9M | $-329.0K | ||
| Q3 25 | $28.8M | $-6.1M | ||
| Q2 25 | $35.5M | $-15.0M | ||
| Q1 25 | $28.1M | $-5.8M | ||
| Q4 24 | $48.5M | $733.0K | ||
| Q3 24 | $26.7M | $287.0K | ||
| Q2 24 | $16.0M | $-23.0M | ||
| Q1 24 | $16.6M | $-5.4M |
| Q4 25 | 34.3% | -0.2% | ||
| Q3 25 | 21.0% | -3.4% | ||
| Q2 25 | 27.9% | -7.2% | ||
| Q1 25 | 23.0% | -2.7% | ||
| Q4 24 | 41.8% | 0.3% | ||
| Q3 24 | 24.5% | 0.1% | ||
| Q2 24 | 15.5% | -13.3% | ||
| Q1 24 | 16.6% | -6.4% |
| Q4 25 | 0.6% | 6.5% | ||
| Q3 25 | 1.0% | 6.7% | ||
| Q2 25 | 0.5% | 8.6% | ||
| Q1 25 | 0.5% | 6.8% | ||
| Q4 24 | 0.5% | 8.0% | ||
| Q3 24 | 0.9% | 9.7% | ||
| Q2 24 | 0.7% | 11.1% | ||
| Q1 24 | 0.8% | 18.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 8.76× | ||
| Q4 24 | — | 12.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
