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Side-by-side financial comparison of Genius Sports Ltd (GENI) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($677.3M vs $510.9M, roughly 1.3× Genius Sports Ltd). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 14.7% vs -12.3%, a 27.0% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $6.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 6.5%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
GENI vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $510.9M | $677.3M |
| Net Profit | $-63.0M | $99.6M |
| Gross Margin | 25.2% | 48.1% |
| Operating Margin | -11.5% | 19.6% |
| Net Margin | -12.3% | 14.7% |
| Revenue YoY | — | 21.4% |
| Net Profit YoY | — | 34.6% |
| EPS (diluted) | — | $2.97 |
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 | — | $677.3M | ||
| Q4 25 | $510.9M | $625.1M | ||
| Q3 25 | $335.4M | $611.7M | ||
| Q2 25 | $215.2M | $643.7M | ||
| Q1 25 | $119.7M | $558.0M | ||
| Q4 24 | $413.0M | $540.4M | ||
| Q3 24 | $285.8M | $543.6M | ||
| Q2 24 | $184.1M | $597.3M |
| Q1 26 | — | $99.6M | ||
| Q4 25 | $-63.0M | $83.7M | ||
| Q3 25 | — | $82.2M | ||
| Q2 25 | $-47.3M | $100.9M | ||
| Q1 25 | $-25.5M | $74.0M | ||
| Q4 24 | $-85.5M | $67.5M | ||
| Q3 24 | $-47.1M | $69.1M | ||
| Q2 24 | $-35.5M | $82.0M |
| Q1 26 | — | 48.1% | ||
| Q4 25 | 25.2% | 49.5% | ||
| Q3 25 | 24.2% | 48.8% | ||
| Q2 25 | 19.1% | 50.6% | ||
| Q1 25 | 10.7% | 48.8% | ||
| Q4 24 | 16.7% | 46.7% | ||
| Q3 24 | 20.5% | 47.3% | ||
| Q2 24 | 18.6% | 47.7% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | -11.5% | 18.2% | ||
| Q3 25 | -15.3% | 18.2% | ||
| Q2 25 | -21.0% | 21.0% | ||
| Q1 25 | -20.3% | 15.7% | ||
| Q4 24 | -18.0% | 16.5% | ||
| Q3 24 | -13.9% | 17.1% | ||
| Q2 24 | -16.8% | 18.7% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | -12.3% | 13.4% | ||
| Q3 25 | — | 13.4% | ||
| Q2 25 | -22.0% | 15.7% | ||
| Q1 25 | -21.3% | 13.3% | ||
| Q4 24 | -20.7% | 12.5% | ||
| Q3 24 | -16.5% | 12.7% | ||
| Q2 24 | -19.3% | 13.7% |
| Q1 26 | — | $2.97 | ||
| Q4 25 | — | $2.50 | ||
| Q3 25 | — | $2.45 | ||
| Q2 25 | — | $3.01 | ||
| Q1 25 | — | $2.21 | ||
| Q4 24 | — | $2.02 | ||
| Q3 24 | — | $2.06 | ||
| Q2 24 | — | $2.44 |
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 | $374.7M |
| Total DebtLower is stronger | — | $197.8M |
| Stockholders' EquityBook value | $724.5M | $2.1B |
| Total Assets | $1.1B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $374.7M | ||
| Q4 25 | $280.6M | $405.5M | ||
| Q3 25 | $110.2M | $457.7M | ||
| Q2 25 | $110.2M | $369.3M | ||
| Q1 25 | $110.2M | $336.8M | ||
| Q4 24 | $100.3M | $386.9M | ||
| Q3 24 | $100.3M | $303.9M | ||
| Q2 24 | $100.3M | $279.4M |
| Q1 26 | — | $197.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $724.5M | $2.0B | ||
| Q3 25 | $572.4M | $2.0B | ||
| Q2 25 | $572.4M | $1.9B | ||
| Q1 25 | $572.4M | $1.8B | ||
| Q4 24 | $573.0M | $1.7B | ||
| Q3 24 | $573.0M | $1.7B | ||
| Q2 24 | $573.0M | $1.6B |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $792.3M | $2.7B | ||
| Q2 25 | $792.3M | $2.6B | ||
| Q1 25 | $792.3M | $2.5B | ||
| Q4 24 | $775.7M | $2.4B | ||
| Q3 24 | $775.7M | $2.4B | ||
| Q2 24 | $775.7M | $2.4B |
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $17.9M |
| Free Cash FlowOCF − Capex | $69.6M | $6.6M |
| FCF MarginFCF / Revenue | 13.6% | 1.0% |
| Capex IntensityCapex / Revenue | 2.4% | — |
| Cash ConversionOCF / Net Profit | — | 0.18× |
| TTM Free Cash FlowTrailing 4 quarters | $33.5M | $317.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $17.9M | ||
| Q4 25 | $81.9M | $154.7M | ||
| Q3 25 | $-4.8M | $122.4M | ||
| Q2 25 | $-1.2M | $69.7M | ||
| Q1 25 | $-14.6M | $55.2M | ||
| Q4 24 | $14.9M | $139.5M | ||
| Q3 24 | $-9.2M | $90.7M | ||
| Q2 24 | — | $85.3M |
| Q1 26 | — | $6.6M | ||
| Q4 25 | $69.6M | $140.3M | ||
| Q3 25 | $-14.2M | $110.9M | ||
| Q2 25 | $-5.8M | $59.5M | ||
| Q1 25 | $-16.0M | $45.6M | ||
| Q4 24 | $11.3M | $127.5M | ||
| Q3 24 | $-11.6M | $84.3M | ||
| Q2 24 | — | $78.5M |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 13.6% | 22.4% | ||
| Q3 25 | -4.2% | 18.1% | ||
| Q2 25 | -2.7% | 9.2% | ||
| Q1 25 | -13.4% | 8.2% | ||
| Q4 24 | 2.7% | 23.6% | ||
| Q3 24 | -4.1% | 15.5% | ||
| Q2 24 | — | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 2.3% | ||
| Q3 25 | 2.8% | 1.9% | ||
| Q2 25 | 2.1% | 1.6% | ||
| Q1 25 | 1.2% | 1.7% | ||
| Q4 24 | 0.9% | 2.2% | ||
| Q3 24 | 0.9% | 1.2% | ||
| Q2 24 | — | 1.1% |
| Q1 26 | — | 0.18× | ||
| Q4 25 | — | 1.85× | ||
| Q3 25 | — | 1.49× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GENI
Segment breakdown not available.
WTS
| segment net | $517.8M | 76% |
| Other | $159.5M | 24% |
