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Side-by-side financial comparison of Genius Sports Ltd (GENI) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $425.9M, roughly 1.2× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs -12.3%, a 48.0% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 12.1%).
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
GENI vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $510.9M | $425.9M |
| Net Profit | $-63.0M | $152.0M |
| Gross Margin | 25.2% | — |
| Operating Margin | -11.5% | 81.5% |
| Net Margin | -12.3% | 35.7% |
| Revenue YoY | — | 1.7% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $1.59 |
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 | — | $425.9M | ||
| Q4 25 | $510.9M | $637.9M | ||
| Q3 25 | $335.4M | $443.1M | ||
| Q2 25 | $215.2M | $527.4M | ||
| Q1 25 | $119.7M | $734.8M | ||
| Q4 24 | $413.0M | $513.8M | ||
| Q3 24 | $285.8M | $310.0M | ||
| Q2 24 | $184.1M | $338.6M |
| Q1 26 | — | $152.0M | ||
| Q4 25 | $-63.0M | $181.6M | ||
| Q3 25 | — | $107.3M | ||
| Q2 25 | $-47.3M | $149.8M | ||
| Q1 25 | $-25.5M | $216.4M | ||
| Q4 24 | $-85.5M | $45.0M | ||
| Q3 24 | $-47.1M | $-167.6M | ||
| Q2 24 | $-35.5M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | 25.2% | 86.6% | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 19.1% | 94.7% | ||
| Q1 25 | 10.7% | 81.6% | ||
| Q4 24 | 16.7% | 87.3% | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 18.6% | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | -11.5% | 43.3% | ||
| Q3 25 | -15.3% | 40.6% | ||
| Q2 25 | -21.0% | 43.7% | ||
| Q1 25 | -20.3% | 43.2% | ||
| Q4 24 | -18.0% | 16.8% | ||
| Q3 24 | -13.9% | -63.4% | ||
| Q2 24 | -16.8% | -15.2% |
| Q1 26 | — | 35.7% | ||
| Q4 25 | -12.3% | 28.5% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | -22.0% | 28.4% | ||
| Q1 25 | -21.3% | 29.4% | ||
| Q4 24 | -20.7% | 8.8% | ||
| Q3 24 | -16.5% | -54.1% | ||
| Q2 24 | -19.3% | -16.0% |
| Q1 26 | — | $1.59 | ||
| Q4 25 | — | $1.98 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | — | $1.64 | ||
| Q1 25 | — | $2.37 | ||
| Q4 24 | — | $0.49 | ||
| Q3 24 | — | $-1.81 | ||
| Q2 24 | — | $-0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $280.6M | — |
| Total DebtLower is stronger | — | $300.0M |
| Stockholders' EquityBook value | $724.5M | — |
| Total Assets | $1.1B | $9.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $280.6M | $271.4M | ||
| Q3 25 | $110.2M | $43.2M | ||
| Q2 25 | $110.2M | $39.3M | ||
| Q1 25 | $110.2M | $40.0M | ||
| Q4 24 | $100.3M | $48.7M | ||
| Q3 24 | $100.3M | $38.2M | ||
| Q2 24 | $100.3M | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $3.6B | ||
| Q3 25 | $572.4M | $3.1B | ||
| Q2 25 | $572.4M | $3.0B | ||
| Q1 25 | $572.4M | $2.8B | ||
| Q4 24 | $573.0M | $-76.2M | ||
| Q3 24 | $573.0M | $-15.5M | ||
| Q2 24 | $573.0M | $5.0M |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.1B | $9.2B | ||
| Q3 25 | $792.3M | $8.7B | ||
| Q2 25 | $792.3M | $8.4B | ||
| Q1 25 | $792.3M | $8.5B | ||
| Q4 24 | $775.7M | $8.3B | ||
| Q3 24 | $775.7M | $8.3B | ||
| Q2 24 | $775.7M | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $81.9M | $657.3M |
| Free Cash FlowOCF − Capex | $69.6M | — |
| FCF MarginFCF / Revenue | 13.6% | — |
| Capex IntensityCapex / Revenue | 2.4% | 117.0% |
| Cash ConversionOCF / Net Profit | — | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | $33.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | $81.9M | $274.9M | ||
| Q3 25 | $-4.8M | $237.8M | ||
| Q2 25 | $-1.2M | $388.4M | ||
| Q1 25 | $-14.6M | $253.8M | ||
| Q4 24 | $14.9M | $220.1M | ||
| Q3 24 | $-9.2M | $197.9M | ||
| Q2 24 | — | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $69.6M | $-2.7M | ||
| Q3 25 | $-14.2M | $-47.8M | ||
| Q2 25 | $-5.8M | $195.3M | ||
| Q1 25 | $-16.0M | $59.9M | ||
| Q4 24 | $11.3M | $-20.3M | ||
| Q3 24 | $-11.6M | $-49.1M | ||
| Q2 24 | — | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | -0.4% | ||
| Q3 25 | -4.2% | -10.8% | ||
| Q2 25 | -2.7% | 37.0% | ||
| Q1 25 | -13.4% | 8.2% | ||
| Q4 24 | 2.7% | -4.0% | ||
| Q3 24 | -4.1% | -15.8% | ||
| Q2 24 | — | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 2.4% | 43.5% | ||
| Q3 25 | 2.8% | 64.4% | ||
| Q2 25 | 2.1% | 36.6% | ||
| Q1 25 | 1.2% | 26.4% | ||
| Q4 24 | 0.9% | 46.8% | ||
| Q3 24 | 0.9% | 79.7% | ||
| Q2 24 | — | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.59× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GENI
Segment breakdown not available.
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
