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Side-by-side financial comparison of GoHealth, Inc. (GOCO) and SUTRO BIOPHARMA, INC. (STRO). Click either name above to swap in a different company.

GoHealth, Inc. is the larger business by last-quarter revenue ($12.6M vs $11.6M, roughly 1.1× SUTRO BIOPHARMA, INC.). On growth, SUTRO BIOPHARMA, INC. posted the faster year-over-year revenue change (-21.4% vs -96.8%). Over the past eight quarters, SUTRO BIOPHARMA, INC.'s revenue compounded faster (-5.4% CAGR vs -73.9%).

GoHealth, Inc. is an American marketplace for Medicare plans including Medicare Advantage, MediGap and Medicare Part D, which are programs administered through private health insurance companies. It also operates an online health insurance marketplace offering individual health insurance and short-term health insurance.

Sutro Biopharma, Inc. is a publicly traded biotechnology company headquartered in South San Francisco, California focused on clinical-stage drug discovery, development and manufacturing. Using a proprietary cell-free protein synthesis platform, Sutro is working on oncology therapeutics using protein engineering and rational design. Founded in 2003 under the name Fundamental Applied Biology, the company name changed to Sutro Biopharma in 2009. William Newell, CEO as of 2024, joined Sutro in Ja...

GOCO vs STRO — Head-to-Head

Bigger by revenue
GOCO
GOCO
1.1× larger
GOCO
$12.6M
$11.6M
STRO
Growing faster (revenue YoY)
STRO
STRO
+75.4% gap
STRO
-21.4%
-96.8%
GOCO
Faster 2-yr revenue CAGR
STRO
STRO
Annualised
STRO
-5.4%
-73.9%
GOCO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
GOCO
GOCO
STRO
STRO
Revenue
$12.6M
$11.6M
Net Profit
Gross Margin
65.6%
Operating Margin
Net Margin
Revenue YoY
-96.8%
-21.4%
Net Profit YoY
-227.8%
35.4%
EPS (diluted)

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
GOCO
GOCO
STRO
STRO
Q4 25
$12.6M
$11.6M
Q3 25
$34.2M
$9.7M
Q2 25
$94.0M
$63.7M
Q1 25
$221.0M
$17.4M
Q4 24
$389.1M
$14.8M
Q3 24
$118.3M
$8.5M
Q2 24
$105.9M
$25.7M
Q1 24
$185.6M
$13.0M
Net Profit
GOCO
GOCO
STRO
STRO
Q4 25
Q3 25
$-165.8M
$-56.9M
Q2 25
$-54.3M
$-11.5M
Q1 25
$-4.4M
$-76.0M
Q4 24
$25.5M
$-72.4M
Q3 24
$6.8M
$-48.8M
Q2 24
$-26.0M
$-48.0M
Q1 24
$-9.2M
$-58.2M
Gross Margin
GOCO
GOCO
STRO
STRO
Q4 25
65.6%
Q3 25
41.2%
Q2 25
65.5%
Q1 25
82.2%
Q4 24
86.6%
Q3 24
83.4%
Q2 24
80.5%
Q1 24
79.5%
Operating Margin
GOCO
GOCO
STRO
STRO
Q4 25
Q3 25
-842.2%
-499.9%
Q2 25
-105.7%
-5.2%
Q1 25
3.0%
-393.8%
Q4 24
20.6%
-440.7%
Q3 24
-36.1%
-797.2%
Q2 24
-38.4%
-189.4%
Q1 24
-2.2%
-435.0%
Net Margin
GOCO
GOCO
STRO
STRO
Q4 25
Q3 25
-485.1%
-586.6%
Q2 25
-57.7%
-18.0%
Q1 25
-2.0%
-436.6%
Q4 24
6.6%
-489.2%
Q3 24
5.7%
-572.6%
Q2 24
-24.6%
-186.8%
Q1 24
-5.0%
-447.5%
EPS (diluted)
GOCO
GOCO
STRO
STRO
Q4 25
Q3 25
$-11.80
$-0.67
Q2 25
$-5.10
$-0.14
Q1 25
$-0.52
$-0.91
Q4 24
$2.62
$-27.63
Q3 24
$0.46
$-0.59
Q2 24
$-2.70
$-0.59
Q1 24
$-1.04
$-0.59

Balance Sheet & Financial Strength

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

Metric
GOCO
GOCO
STRO
STRO
Cash + ST InvestmentsLiquidity on hand
$32.9M
$141.4M
Total DebtLower is stronger
$636.7M
Stockholders' EquityBook value
$37.9M
$-132.5M
Total Assets
$987.4M
$173.8M
Debt / EquityLower = less leverage
16.81×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GOCO
GOCO
STRO
STRO
Q4 25
$32.9M
$141.4M
Q3 25
$32.1M
$167.6M
Q2 25
$35.6M
$205.1M
Q1 25
$22.2M
$249.0M
Q4 24
$40.9M
$316.9M
Q3 24
$35.5M
$388.3M
Q2 24
$14.1M
$375.6M
Q1 24
$97.8M
$267.6M
Total Debt
GOCO
GOCO
STRO
STRO
Q4 25
$636.7M
Q3 25
$581.8M
Q2 25
$560.0M
Q1 25
$485.9M
Q4 24
$487.4M
Q3 24
$481.3M
Q2 24
$453.3M
Q1 24
$485.3M
Stockholders' Equity
GOCO
GOCO
STRO
STRO
Q4 25
$37.9M
$-132.5M
Q3 25
$68.2M
$-87.3M
Q2 25
$191.8M
$-32.1M
Q1 25
$241.6M
$-25.8M
Q4 24
$241.8M
$44.6M
Q3 24
$212.0M
$111.2M
Q2 24
$202.7M
$152.2M
Q1 24
$225.9M
$98.0M
Total Assets
GOCO
GOCO
STRO
STRO
Q4 25
$987.4M
$173.8M
Q3 25
$1.0B
$209.7M
Q2 25
$1.3B
$262.4M
Q1 25
$1.4B
$321.4M
Q4 24
$1.5B
$387.2M
Q3 24
$1.3B
$451.8M
Q2 24
$1.3B
$489.0M
Q1 24
$1.4B
$403.4M
Debt / Equity
GOCO
GOCO
STRO
STRO
Q4 25
16.81×
Q3 25
8.54×
Q2 25
2.92×
Q1 25
2.01×
Q4 24
2.02×
Q3 24
2.27×
Q2 24
2.24×
Q1 24
2.15×

Cash Flow & Capital Efficiency

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

Metric
GOCO
GOCO
STRO
STRO
Operating Cash FlowLast quarter
$-121.9M
$-177.2M
Free Cash FlowOCF − Capex
$-130.2M
FCF MarginFCF / Revenue
-1030.1%
Capex IntensityCapex / Revenue
65.3%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-221.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GOCO
GOCO
STRO
STRO
Q4 25
$-121.9M
$-177.2M
Q3 25
$-32.7M
$-38.2M
Q2 25
$-37.8M
$-44.7M
Q1 25
$-12.4M
$-67.9M
Q4 24
$-21.6M
$-71.7M
Q3 24
$-12.2M
$-64.5M
Q2 24
$-36.5M
$9.5M
Q1 24
$12.5M
$-64.7M
Free Cash Flow
GOCO
GOCO
STRO
STRO
Q4 25
$-130.2M
Q3 25
$-35.0M
Q2 25
$-40.6M
Q1 25
$-15.5M
Q4 24
$-35.3M
Q3 24
$-16.5M
Q2 24
$-39.2M
Q1 24
$8.0M
FCF Margin
GOCO
GOCO
STRO
STRO
Q4 25
-1030.1%
Q3 25
-102.4%
Q2 25
-43.2%
Q1 25
-7.0%
Q4 24
-9.1%
Q3 24
-13.9%
Q2 24
-37.0%
Q1 24
4.3%
Capex Intensity
GOCO
GOCO
STRO
STRO
Q4 25
65.3%
Q3 25
6.9%
Q2 25
3.0%
Q1 25
1.4%
Q4 24
3.5%
Q3 24
3.6%
Q2 24
2.6%
Q1 24
2.5%
Cash Conversion
GOCO
GOCO
STRO
STRO
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
-0.85×
Q3 24
-1.80×
Q2 24
Q1 24

Financial Flow Comparison

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

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