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Side-by-side financial comparison of Lyft, Inc. (LYFT) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.5B, roughly 1.5× Lyft, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs 23.5%, a 160.4% gap on every dollar of revenue. On growth, Lyft, Inc. posted the faster year-over-year revenue change (3.6% vs -36.8%). Over the past eight quarters, Lyft, Inc.'s revenue compounded faster (11.3% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
LYFT vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.2B |
| Net Profit | $2.8B | $515.8M |
| Gross Margin | 35.1% | — |
| Operating Margin | -12.4% | — |
| Net Margin | 183.9% | 23.5% |
| Revenue YoY | 3.6% | -36.8% |
| Net Profit YoY | 4363.0% | 72.6% |
| EPS (diluted) | $6.59 | $6.57 |
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 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.3B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $2.8B | $760.5M | ||
| Q3 25 | $46.1M | $916.5M | ||
| Q2 25 | $40.3M | $835.4M | ||
| Q1 25 | $2.6M | $170.0M | ||
| Q4 24 | $61.7M | $-189.7M | ||
| Q3 24 | $-12.4M | $1.2B | ||
| Q2 24 | $5.0M | $503.9M |
| 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 | — | — | ||
| Q4 25 | -12.4% | 42.5% | ||
| Q3 25 | 1.5% | 46.3% | ||
| Q2 25 | 0.2% | 41.8% | ||
| Q1 25 | -2.1% | -2.0% | ||
| Q4 24 | 1.9% | -3.6% | ||
| Q3 24 | -4.1% | 43.7% | ||
| Q2 24 | -2.1% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 183.9% | 25.6% | ||
| Q3 25 | 3.0% | 28.7% | ||
| Q2 25 | 2.7% | 26.1% | ||
| Q1 25 | 0.2% | 4.9% | ||
| Q4 24 | 4.3% | -8.3% | ||
| Q3 24 | -0.9% | 29.8% | ||
| Q2 24 | 0.4% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $6.59 | $16.16 | ||
| Q3 25 | $0.11 | $19.40 | ||
| Q2 25 | $0.10 | $17.20 | ||
| Q1 25 | $0.01 | $3.27 | ||
| Q4 24 | $0.16 | $-3.76 | ||
| Q3 24 | $-0.03 | $22.62 | ||
| Q2 24 | $0.01 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $3.3B | $4.3B |
| Total Assets | $9.0B | $53.7B |
| Debt / EquityLower = less leverage | 0.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.8B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $573.2M | $2.3B | ||
| Q1 25 | $979.9M | $2.8B | ||
| Q4 24 | $995.0M | $1.9B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $1.0B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.3B | $11.6B | ||
| Q3 25 | $573.0M | $11.5B | ||
| Q2 25 | $732.7M | $10.8B | ||
| Q1 25 | $838.1M | $10.3B | ||
| Q4 24 | $767.0M | $10.6B | ||
| Q3 24 | $655.8M | $11.2B | ||
| Q2 24 | $577.6M | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $9.0B | $53.8B | ||
| Q3 25 | $5.9B | $54.5B | ||
| Q2 25 | $5.4B | $54.7B | ||
| Q1 25 | $5.7B | $53.6B | ||
| Q4 24 | $5.4B | $50.7B | ||
| Q3 24 | $5.3B | $52.8B | ||
| Q2 24 | $5.0B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 0.20× | ||
| Q3 25 | 1.85× | 0.19× | ||
| Q2 25 | 0.78× | 0.21× | ||
| Q1 25 | 1.17× | 0.27× | ||
| Q4 24 | 1.30× | 0.18× | ||
| Q3 24 | 1.53× | 0.17× | ||
| Q2 24 | 1.74× | 0.19× |
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 | $483.0M | ||
| Q3 25 | $291.3M | $1.6B | ||
| Q2 25 | $343.7M | $1.5B | ||
| Q1 25 | $287.2M | $157.8M | ||
| Q4 24 | $153.4M | $778.9M | ||
| Q3 24 | $264.0M | $1.5B | ||
| Q2 24 | $276.2M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 0.64× | ||
| Q3 25 | 6.32× | 1.73× | ||
| Q2 25 | 8.53× | 1.76× | ||
| Q1 25 | 111.89× | 0.93× | ||
| Q4 24 | 2.48× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 55.09× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
