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Side-by-side financial comparison of Lyft, Inc. (LYFT) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Lyft, Inc. is the larger business by last-quarter revenue ($1.5B vs $828.2M, roughly 1.8× Rithm Capital Corp.). Lyft, Inc. runs the higher net margin — 183.9% vs 13.2%, a 170.7% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 3.6%). Over the past eight quarters, Lyft, Inc.'s revenue compounded faster (11.3% CAGR vs -17.9%).
Lyft, Inc. is an American company offering ride-hailing services, motorized scooters, and bicycle-sharing systems in the United States and Canada, and, via its Free Now mobile app, Europe. Lyft is the second-largest ridesharing company in the United States after Uber. It has 25 million active riders and coordinates 9 million rides per day.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
LYFT vs RITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $828.2M |
| Net Profit | $2.8B | $109.5M |
| Gross Margin | 35.1% | — |
| Operating Margin | -12.4% | 29.9% |
| Net Margin | 183.9% | 13.2% |
| Revenue YoY | 3.6% | 508.5% |
| Net Profit YoY | 4363.0% | 27.7% |
| EPS (diluted) | $6.59 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $619.5M | ||
| Q2 24 | $1.3B | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $2.8B | $85.0M | ||
| Q3 25 | $46.1M | $221.5M | ||
| Q2 25 | $40.3M | $311.7M | ||
| Q1 25 | $2.6M | $78.8M | ||
| Q4 24 | $61.7M | $290.2M | ||
| Q3 24 | $-12.4M | $121.7M | ||
| Q2 24 | $5.0M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.1% | — | ||
| Q3 25 | 40.0% | — | ||
| Q2 25 | 36.7% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 39.5% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 38.0% | — |
| Q1 26 | — | 29.9% | ||
| Q4 25 | -12.4% | 13.8% | ||
| Q3 25 | 1.5% | 21.4% | ||
| Q2 25 | 0.2% | 25.2% | ||
| Q1 25 | -2.1% | 7.4% | ||
| Q4 24 | 1.9% | 23.8% | ||
| Q3 24 | -4.1% | 7.3% | ||
| Q2 24 | -2.1% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 183.9% | 5.7% | ||
| Q3 25 | 3.0% | 20.0% | ||
| Q2 25 | 2.7% | 25.6% | ||
| Q1 25 | 0.2% | 10.3% | ||
| Q4 24 | 4.3% | 14.0% | ||
| Q3 24 | -0.9% | 19.7% | ||
| Q2 24 | 0.4% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $6.59 | $0.09 | ||
| Q3 25 | $0.11 | $0.35 | ||
| Q2 25 | $0.10 | $0.53 | ||
| Q1 25 | $0.01 | $0.07 | ||
| Q4 24 | $0.16 | $0.50 | ||
| Q3 24 | $-0.03 | $0.20 | ||
| Q2 24 | $0.01 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | — |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $3.3B | $9.1B |
| Total Assets | $9.0B | $53.4B |
| Debt / EquityLower = less leverage | 0.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.8B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.4B | ||
| Q3 25 | $1.1B | $32.2B | ||
| Q2 25 | $573.2M | $31.2B | ||
| Q1 25 | $979.9M | $32.2B | ||
| Q4 24 | $995.0M | $32.6B | ||
| Q3 24 | $1.0B | $29.6B | ||
| Q2 24 | $1.0B | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.3B | $8.4B | ||
| Q3 25 | $573.0M | $8.5B | ||
| Q2 25 | $732.7M | $7.9B | ||
| Q1 25 | $838.1M | $7.8B | ||
| Q4 24 | $767.0M | $7.8B | ||
| Q3 24 | $655.8M | $7.7B | ||
| Q2 24 | $577.6M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $9.0B | $53.1B | ||
| Q3 25 | $5.9B | $47.2B | ||
| Q2 25 | $5.4B | $44.3B | ||
| Q1 25 | $5.7B | $45.3B | ||
| Q4 24 | $5.4B | $46.0B | ||
| Q3 24 | $5.3B | $42.3B | ||
| Q2 24 | $5.0B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 4.20× | ||
| Q3 25 | 1.85× | 3.79× | ||
| Q2 25 | 0.78× | 3.92× | ||
| Q1 25 | 1.17× | 4.14× | ||
| Q4 24 | 1.30× | 4.18× | ||
| Q3 24 | 1.53× | 3.87× | ||
| Q2 24 | 1.74× | 4.10× |
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 | $246.2M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $246.2M | $-114.6M | ||
| Q3 25 | $291.3M | $-2.0B | ||
| Q2 25 | $343.7M | $-557.1M | ||
| Q1 25 | $287.2M | $1.4B | ||
| Q4 24 | $153.4M | $-1.8B | ||
| Q3 24 | $264.0M | $768.1M | ||
| Q2 24 | $276.2M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | -1.35× | ||
| Q3 25 | 6.32× | -9.22× | ||
| Q2 25 | 8.53× | -1.79× | ||
| Q1 25 | 111.89× | 18.03× | ||
| Q4 24 | 2.48× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 55.09× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYFT
Segment breakdown not available.
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
