vs
Side-by-side financial comparison of JAKKS PACIFIC INC (JAKK) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
JAKKS PACIFIC INC is the larger business by last-quarter revenue ($127.1M vs $78.6M, roughly 1.6× Repay Holdings Corp). JAKKS PACIFIC INC runs the higher net margin — -4.2% vs -178.3%, a 174.1% gap on every dollar of revenue. On growth, Repay Holdings Corp posted the faster year-over-year revenue change (0.4% vs -2.8%). JAKKS PACIFIC INC produced more free cash flow last quarter ($31.5M vs $23.2M). Over the past eight quarters, JAKKS PACIFIC INC's revenue compounded faster (18.8% CAGR vs -1.3%).
Jakks Pacific, Inc. is an American toy manufacturer founded in January 1995. The company is best known for producing licensed action figures, playsets, dolls, plush toys and dress-up sets. They are also well known for their line up of Plug-n-Play Television Game Consoles popularized in the 2000s.
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
JAKK vs RPAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $127.1M | $78.6M |
| Net Profit | $-5.3M | $-140.1M |
| Gross Margin | 31.0% | 74.2% |
| Operating Margin | -6.8% | -182.2% |
| Net Margin | -4.2% | -178.3% |
| Revenue YoY | -2.8% | 0.4% |
| Net Profit YoY | 41.6% | -3304.1% |
| EPS (diluted) | $-0.46 | $-1.68 |
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 | $127.1M | $78.6M | ||
| Q3 25 | $211.2M | $77.7M | ||
| Q2 25 | $119.1M | $75.6M | ||
| Q1 25 | $113.3M | $77.3M | ||
| Q4 24 | $130.7M | $78.3M | ||
| Q3 24 | $321.6M | $79.1M | ||
| Q2 24 | $148.6M | $74.9M | ||
| Q1 24 | $90.1M | $80.7M |
| Q4 25 | $-5.3M | $-140.1M | ||
| Q3 25 | $19.9M | $-6.4M | ||
| Q2 25 | $-2.3M | $-102.3M | ||
| Q1 25 | $-2.4M | $-7.9M | ||
| Q4 24 | $-9.1M | $-4.1M | ||
| Q3 24 | $52.3M | $3.2M | ||
| Q2 24 | $5.3M | $-4.1M | ||
| Q1 24 | $-14.5M | $-5.2M |
| Q4 25 | 31.0% | 74.2% | ||
| Q3 25 | 32.0% | 74.4% | ||
| Q2 25 | 32.8% | 75.7% | ||
| Q1 25 | 34.4% | 75.9% | ||
| Q4 24 | 27.2% | 76.3% | ||
| Q3 24 | 33.8% | 77.8% | ||
| Q2 24 | 32.0% | 78.2% | ||
| Q1 24 | 23.4% | 76.2% |
| Q4 25 | -6.8% | -182.2% | ||
| Q3 25 | 13.9% | -3.9% | ||
| Q2 25 | -2.3% | -138.7% | ||
| Q1 25 | -3.3% | -4.7% | ||
| Q4 24 | -11.3% | -1.5% | ||
| Q3 24 | 21.2% | -0.9% | ||
| Q2 24 | 5.1% | -4.6% | ||
| Q1 24 | -23.7% | -3.1% |
| Q4 25 | -4.2% | -178.3% | ||
| Q3 25 | 9.4% | -8.3% | ||
| Q2 25 | -1.9% | -135.2% | ||
| Q1 25 | -2.1% | -10.3% | ||
| Q4 24 | -7.0% | -5.3% | ||
| Q3 24 | 16.3% | 4.1% | ||
| Q2 24 | 3.5% | -5.4% | ||
| Q1 24 | -16.1% | -6.5% |
| Q4 25 | $-0.46 | $-1.68 | ||
| Q3 25 | $1.74 | $-0.08 | ||
| Q2 25 | $-0.21 | $-1.15 | ||
| Q1 25 | $-0.21 | $-0.09 | ||
| Q4 24 | $-0.70 | $-0.04 | ||
| Q3 24 | $4.64 | $0.03 | ||
| Q2 24 | $0.47 | $-0.04 | ||
| Q1 24 | $-1.27 | $-0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $52.2M | $115.7M |
| Total DebtLower is stronger | — | $280.1M |
| Stockholders' EquityBook value | $249.1M | $484.4M |
| Total Assets | $442.2M | $1.2B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $52.2M | $115.7M | ||
| Q3 25 | $25.9M | $95.7M | ||
| Q2 25 | $38.2M | $162.6M | ||
| Q1 25 | $59.2M | $165.5M | ||
| Q4 24 | $69.9M | $189.5M | ||
| Q3 24 | $22.1M | $168.7M | ||
| Q2 24 | $17.7M | $147.1M | ||
| Q1 24 | $35.3M | $128.3M |
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
| Q4 25 | $249.1M | $484.4M | ||
| Q3 25 | $255.9M | $616.9M | ||
| Q2 25 | $236.2M | $633.7M | ||
| Q1 25 | $234.5M | $755.7M | ||
| Q4 24 | $240.3M | $761.3M | ||
| Q3 24 | $249.6M | $754.7M | ||
| Q2 24 | $195.4M | $815.4M | ||
| Q1 24 | $187.7M | $813.8M |
| Q4 25 | $442.2M | $1.2B | ||
| Q3 25 | $485.3M | $1.3B | ||
| Q2 25 | $438.7M | $1.4B | ||
| Q1 25 | $405.9M | $1.5B | ||
| Q4 24 | $444.9M | $1.6B | ||
| Q3 24 | $523.9M | $1.6B | ||
| Q2 24 | $378.3M | $1.5B | ||
| Q1 24 | $324.3M | $1.5B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $33.2M | $23.3M |
| Free Cash FlowOCF − Capex | $31.5M | $23.2M |
| FCF MarginFCF / Revenue | 24.8% | 29.6% |
| Capex IntensityCapex / Revenue | 1.3% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-1.1M | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.2M | $23.3M | ||
| Q3 25 | $-8.8M | $32.2M | ||
| Q2 25 | $-14.2M | $33.1M | ||
| Q1 25 | $-1.7M | $2.5M | ||
| Q4 24 | $54.1M | $34.3M | ||
| Q3 24 | $12.5M | $60.1M | ||
| Q2 24 | $-14.8M | $31.0M | ||
| Q1 24 | $-12.9M | $24.8M |
| Q4 25 | $31.5M | $23.2M | ||
| Q3 25 | $-12.2M | $32.1M | ||
| Q2 25 | $-16.6M | $33.0M | ||
| Q1 25 | $-3.8M | $2.4M | ||
| Q4 24 | $50.2M | $34.0M | ||
| Q3 24 | $9.8M | $59.8M | ||
| Q2 24 | $-17.2M | $30.5M | ||
| Q1 24 | $-15.1M | $24.7M |
| Q4 25 | 24.8% | 29.6% | ||
| Q3 25 | -5.8% | 41.3% | ||
| Q2 25 | -14.0% | 43.6% | ||
| Q1 25 | -3.3% | 3.0% | ||
| Q4 24 | 38.4% | 43.5% | ||
| Q3 24 | 3.0% | 75.6% | ||
| Q2 24 | -11.6% | 40.7% | ||
| Q1 24 | -16.8% | 30.6% |
| Q4 25 | 1.3% | 0.1% | ||
| Q3 25 | 1.6% | 0.2% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 0.8% | 0.3% | ||
| Q2 24 | 1.6% | 0.6% | ||
| Q1 24 | 2.5% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | -0.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | 18.52× | ||
| Q2 24 | -2.81× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
