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Side-by-side financial comparison of Monte Rosa Therapeutics, Inc. (GLUE) and TRANSACT TECHNOLOGIES INC (TACT). Click either name above to swap in a different company.

Monte Rosa Therapeutics, Inc. is the larger business by last-quarter revenue ($12.8M vs $11.5M, roughly 1.1× TRANSACT TECHNOLOGIES INC). On growth, Monte Rosa Therapeutics, Inc. posted the faster year-over-year revenue change (38.5% vs 11.9%). Monte Rosa Therapeutics, Inc. produced more free cash flow last quarter ($99.8M vs $589.0K).

Monte Rosa Therapeutics is a clinical-stage biotechnology company specializing in the discovery and development of targeted molecular glue degrader therapies. Its pipeline addresses unmet medical needs across oncology, rare genetic disorders and immunological diseases, with operations focused on advancing novel treatments for global patient populations.

Roper Technologies, Inc. is a holding company that owns companies in the technology sector.

GLUE vs TACT — Head-to-Head

Bigger by revenue
GLUE
GLUE
1.1× larger
GLUE
$12.8M
$11.5M
TACT
Growing faster (revenue YoY)
GLUE
GLUE
+26.6% gap
GLUE
38.5%
11.9%
TACT
More free cash flow
GLUE
GLUE
$99.2M more FCF
GLUE
$99.8M
$589.0K
TACT

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
GLUE
GLUE
TACT
TACT
Revenue
$12.8M
$11.5M
Net Profit
$-27.1M
Gross Margin
47.6%
Operating Margin
-258.3%
-10.1%
Net Margin
-212.1%
Revenue YoY
38.5%
11.9%
Net Profit YoY
-13.5%
EPS (diluted)
$-0.11

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.

Revenue
GLUE
GLUE
TACT
TACT
Q4 25
$11.5M
Q3 25
$12.8M
$13.2M
Q2 25
$23.2M
$13.8M
Q1 25
$84.9M
$13.1M
Q4 24
$60.6M
$10.2M
Q3 24
$10.9M
Q2 24
$11.6M
Q1 24
$10.7M
Net Profit
GLUE
GLUE
TACT
TACT
Q4 25
Q3 25
$-27.1M
$15.0K
Q2 25
$-12.3M
$-143.0K
Q1 25
$46.9M
$19.0K
Q4 24
$13.4M
Q3 24
$-551.0K
Q2 24
$-319.0K
Q1 24
$-1.0M
Gross Margin
GLUE
GLUE
TACT
TACT
Q4 25
47.6%
Q3 25
49.8%
Q2 25
48.2%
Q1 25
48.7%
Q4 24
44.2%
Q3 24
48.1%
Q2 24
52.7%
Q1 24
52.6%
Operating Margin
GLUE
GLUE
TACT
TACT
Q4 25
-10.1%
Q3 25
-258.3%
0.1%
Q2 25
-67.1%
-1.9%
Q1 25
51.9%
-0.1%
Q4 24
21.4%
-10.3%
Q3 24
-7.7%
Q2 24
-3.8%
Q1 24
-12.2%
Net Margin
GLUE
GLUE
TACT
TACT
Q4 25
Q3 25
-212.1%
0.1%
Q2 25
-53.0%
-1.0%
Q1 25
55.2%
0.1%
Q4 24
22.2%
Q3 24
-5.1%
Q2 24
-2.8%
Q1 24
-9.7%
EPS (diluted)
GLUE
GLUE
TACT
TACT
Q4 25
$-0.11
Q3 25
$0.00
Q2 25
$-0.01
Q1 25
$0.00
Q4 24
$-0.80
Q3 24
$-0.06
Q2 24
$-0.03
Q1 24
$-0.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
GLUE
GLUE
TACT
TACT
Cash + ST InvestmentsLiquidity on hand
$208.3M
$20.4M
Total DebtLower is stronger
Stockholders' EquityBook value
$245.8M
$31.1M
Total Assets
$459.8M
$44.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GLUE
GLUE
TACT
TACT
Q4 25
$20.4M
Q3 25
$208.3M
$20.0M
Q2 25
$69.4M
$17.7M
Q1 25
$78.5M
$14.2M
Q4 24
$224.3M
$14.4M
Q3 24
$11.3M
Q2 24
$11.1M
Q1 24
$10.6M
Stockholders' Equity
GLUE
GLUE
TACT
TACT
Q4 25
$31.1M
Q3 25
$245.8M
$31.8M
Q2 25
$268.1M
$31.3M
Q1 25
$275.2M
$30.9M
Q4 24
$222.9M
$30.6M
Q3 24
$38.4M
Q2 24
$38.5M
Q1 24
$38.6M
Total Assets
GLUE
GLUE
TACT
TACT
Q4 25
$44.8M
Q3 25
$459.8M
$45.0M
Q2 25
$359.6M
$44.5M
Q1 25
$393.2M
$44.2M
Q4 24
$438.7M
$44.0M
Q3 24
$50.5M
Q2 24
$50.4M
Q1 24
$51.9M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
GLUE
GLUE
TACT
TACT
Operating Cash FlowLast quarter
$100.4M
$609.0K
Free Cash FlowOCF − Capex
$99.8M
$589.0K
FCF MarginFCF / Revenue
781.5%
5.1%
Capex IntensityCapex / Revenue
5.1%
0.2%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$145.0M
$7.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GLUE
GLUE
TACT
TACT
Q4 25
$609.0K
Q3 25
$100.4M
$3.6M
Q2 25
$-34.7M
$3.6M
Q1 25
$-45.5M
$-161.0K
Q4 24
$128.9M
$2.4M
Q3 24
$327.0K
Q2 24
$636.0K
Q1 24
$-1.5M
Free Cash Flow
GLUE
GLUE
TACT
TACT
Q4 25
$589.0K
Q3 25
$99.8M
$3.6M
Q2 25
$-36.4M
$3.6M
Q1 25
$-47.1M
$-171.0K
Q4 24
$128.7M
$2.4M
Q3 24
$259.0K
Q2 24
$499.0K
Q1 24
$-1.6M
FCF Margin
GLUE
GLUE
TACT
TACT
Q4 25
5.1%
Q3 25
781.5%
27.1%
Q2 25
-157.0%
25.9%
Q1 25
-55.4%
-1.3%
Q4 24
212.3%
23.2%
Q3 24
2.4%
Q2 24
4.3%
Q1 24
-14.9%
Capex Intensity
GLUE
GLUE
TACT
TACT
Q4 25
0.2%
Q3 25
5.1%
0.5%
Q2 25
7.3%
0.1%
Q1 25
1.9%
0.1%
Q4 24
0.3%
0.1%
Q3 24
0.6%
Q2 24
1.2%
Q1 24
1.0%
Cash Conversion
GLUE
GLUE
TACT
TACT
Q4 25
Q3 25
242.00×
Q2 25
Q1 25
-0.97×
-8.47×
Q4 24
9.59×
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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