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Side-by-side financial comparison of JFrog Ltd (FROG) and VINCE HOLDING CORP. (VNCE). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $85.1M, roughly 1.7× VINCE HOLDING CORP.). VINCE HOLDING CORP. runs the higher net margin — 3.2% vs -10.5%, a 13.7% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 6.2%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-5.7M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 6.3%).
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.
VINCE. is a contemporary clothing fashion brand founded in 2002. In 2023 Authentic Brands Group purchased its intellectual property in a $76.5 million deal.
FROG vs VNCE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $145.3M | $85.1M |
| Net Profit | $-15.2M | $2.7M |
| Gross Margin | 77.9% | 49.2% |
| Operating Margin | -14.7% | 6.4% |
| Net Margin | -10.5% | 3.2% |
| Revenue YoY | 25.2% | 6.2% |
| Net Profit YoY | 34.4% | -37.3% |
| EPS (diluted) | $-0.13 | $0.21 |
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 | $85.1M | ||
| Q3 25 | $136.9M | $73.2M | ||
| Q2 25 | $127.2M | $57.9M | ||
| Q1 25 | $122.4M | $80.0M | ||
| Q4 24 | $116.1M | $80.2M | ||
| Q3 24 | $109.1M | $74.2M | ||
| Q2 24 | $103.0M | $59.2M | ||
| Q1 24 | $100.3M | $75.3M |
| Q4 25 | $-15.2M | $2.7M | ||
| Q3 25 | $-16.4M | $12.1M | ||
| Q2 25 | $-21.7M | $-4.8M | ||
| Q1 25 | $-18.5M | $-28.3M | ||
| Q4 24 | $-23.2M | $4.3M | ||
| Q3 24 | $-22.9M | $569.0K | ||
| Q2 24 | $-14.3M | $4.4M | ||
| Q1 24 | $-8.8M | $-4.7M |
| Q4 25 | 77.9% | 49.2% | ||
| Q3 25 | 77.4% | 50.4% | ||
| Q2 25 | 76.3% | 50.3% | ||
| Q1 25 | 75.3% | 50.1% | ||
| Q4 24 | 75.4% | 50.0% | ||
| Q3 24 | 75.0% | 47.4% | ||
| Q2 24 | 78.8% | 50.6% | ||
| Q1 24 | 79.5% | 45.4% |
| Q4 25 | -14.7% | 6.4% | ||
| Q3 25 | -15.8% | 15.2% | ||
| Q2 25 | -20.4% | -7.7% | ||
| Q1 25 | -18.8% | -37.1% | ||
| Q4 24 | -21.9% | 7.2% | ||
| Q3 24 | -27.4% | 1.5% | ||
| Q2 24 | -18.6% | 9.5% | ||
| Q1 24 | -16.6% | -2.2% |
| Q4 25 | -10.5% | 3.2% | ||
| Q3 25 | -12.0% | 16.5% | ||
| Q2 25 | -17.0% | -8.3% | ||
| Q1 25 | -15.1% | -35.5% | ||
| Q4 24 | -20.0% | 5.4% | ||
| Q3 24 | -21.0% | 0.8% | ||
| Q2 24 | -13.9% | 7.4% | ||
| Q1 24 | -8.8% | -6.2% |
| Q4 25 | $-0.13 | $0.21 | ||
| Q3 25 | $-0.14 | $0.93 | ||
| Q2 25 | $-0.19 | $-0.37 | ||
| Q1 25 | $-0.16 | $-2.25 | ||
| Q4 24 | $-0.21 | $0.34 | ||
| Q3 24 | $-0.21 | $0.05 | ||
| Q2 24 | $-0.13 | $0.35 | ||
| Q1 24 | $-0.08 | $-0.37 |
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 | $1.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $53.4M |
| Total Assets | $1.3B | $246.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $1.1M | ||
| Q3 25 | $651.1M | $777.0K | ||
| Q2 25 | $611.7M | $2.6M | ||
| Q1 25 | $563.5M | $607.0K | ||
| Q4 24 | $522.0M | $892.0K | ||
| Q3 24 | $467.8M | $711.0K | ||
| Q2 24 | $591.3M | $739.0K | ||
| Q1 24 | $579.6M | $357.0K |
| Q4 25 | $887.4M | $53.4M | ||
| Q3 25 | $859.4M | $49.3M | ||
| Q2 25 | $826.5M | $37.2M | ||
| Q1 25 | $800.0M | $41.8M | ||
| Q4 24 | $773.5M | $57.1M | ||
| Q3 24 | $756.2M | $52.4M | ||
| Q2 24 | $721.4M | $51.7M | ||
| Q1 24 | $707.8M | $47.2M |
| Q4 25 | $1.3B | $246.0M | ||
| Q3 25 | $1.3B | $239.0M | ||
| Q2 25 | $1.2B | $218.0M | ||
| Q1 25 | $1.2B | $222.7M | ||
| Q4 24 | $1.1B | $254.7M | ||
| Q3 24 | $1.1B | $253.6M | ||
| Q2 24 | $1.0B | $223.1M | ||
| Q1 24 | $997.1M | $225.1M |
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 | $-5.1M |
| Free Cash FlowOCF − Capex | $49.9M | $-5.7M |
| FCF MarginFCF / Revenue | 34.3% | -6.7% |
| Capex IntensityCapex / Revenue | 0.6% | 0.7% |
| Cash ConversionOCF / Net Profit | — | -1.86× |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $4.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $-5.1M | ||
| Q3 25 | $30.2M | $4.2M | ||
| Q2 25 | $36.1M | $-11.8M | ||
| Q1 25 | $28.8M | $22.7M | ||
| Q4 24 | $49.1M | $6.4M | ||
| Q3 24 | $27.6M | $-3.2M | ||
| Q2 24 | $16.7M | $-3.9M | ||
| Q1 24 | $17.5M | $14.8M |
| Q4 25 | $49.9M | $-5.7M | ||
| Q3 25 | $28.8M | $2.1M | ||
| Q2 25 | $35.5M | $-13.2M | ||
| Q1 25 | $28.1M | $21.2M | ||
| Q4 24 | $48.5M | $5.1M | ||
| Q3 24 | $26.7M | $-3.9M | ||
| Q2 24 | $16.0M | $-4.6M | ||
| Q1 24 | $16.6M | $14.2M |
| Q4 25 | 34.3% | -6.7% | ||
| Q3 25 | 21.0% | 2.9% | ||
| Q2 25 | 27.9% | -22.9% | ||
| Q1 25 | 23.0% | 26.5% | ||
| Q4 24 | 41.8% | 6.4% | ||
| Q3 24 | 24.5% | -5.2% | ||
| Q2 24 | 15.5% | -7.8% | ||
| Q1 24 | 16.6% | 18.9% |
| Q4 25 | 0.6% | 0.7% | ||
| Q3 25 | 1.0% | 2.9% | ||
| Q2 25 | 0.5% | 2.5% | ||
| Q1 25 | 0.5% | 1.9% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.9% | 0.9% | ||
| Q2 24 | 0.7% | 1.3% | ||
| Q1 24 | 0.8% | 0.7% |
| Q4 25 | — | -1.86× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | — | -5.61× | ||
| Q2 24 | — | -0.89× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FROG
Segment breakdown not available.
VNCE
| Vince Wholesale | $52.0M | 61% |
| Vince Direct To Consumer | $33.1M | 39% |