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Side-by-side financial comparison of Lyft, Inc. (LYFT) and TKO Group Holdings (TKO). Click either name above to swap in a different company.
Lyft, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.0B, roughly 1.4× TKO Group Holdings). Lyft, Inc. runs the higher net margin — 183.9% vs -0.2%, a 184.2% gap on every dollar of revenue. On growth, TKO Group Holdings posted the faster year-over-year revenue change (61.6% vs 3.6%). Over the past eight quarters, TKO Group Holdings's revenue compounded faster (28.4% CAGR vs 11.3%).
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.
TKO Group Holdings, Inc. (TKO) is an American sports and sports entertainment company. Established on September 12, 2023, the public company was formed by a merger between Endeavor subsidiary Zuffa—the parent company of the Ultimate Fighting Championship (UFC), a mixed martial arts promotion—and the professional wrestling promotion World Wrestling Entertainment (WWE).
LYFT vs TKO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.0B |
| Net Profit | $2.8B | $-2.4M |
| Gross Margin | 35.1% | — |
| Operating Margin | -12.4% | 5.5% |
| Net Margin | 183.9% | -0.2% |
| Revenue YoY | 3.6% | 61.6% |
| Net Profit YoY | 4363.0% | -107.7% |
| EPS (diluted) | $6.59 | $-0.07 |
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 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $642.2M | ||
| Q3 24 | $1.4B | $681.3M | ||
| Q2 24 | $1.3B | $851.2M | ||
| Q1 24 | $1.2B | $629.7M |
| Q4 25 | $2.8B | $-2.4M | ||
| Q3 25 | $46.1M | $41.0M | ||
| Q2 25 | $40.3M | $98.4M | ||
| Q1 25 | $2.6M | $58.4M | ||
| Q4 24 | $61.7M | $31.0M | ||
| Q3 24 | $-12.4M | $23.1M | ||
| Q2 24 | $5.0M | $59.1M | ||
| Q1 24 | $-31.5M | $-103.8M |
| 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 24 | 37.6% | — |
| Q4 25 | -12.4% | 5.5% | ||
| Q3 25 | 1.5% | 15.4% | ||
| Q2 25 | 0.2% | 28.1% | ||
| Q1 25 | -2.1% | 18.7% | ||
| Q4 24 | 1.9% | 15.9% | ||
| Q3 24 | -4.1% | 20.0% | ||
| Q2 24 | -2.1% | 30.0% | ||
| Q1 24 | -5.2% | -33.4% |
| Q4 25 | 183.9% | -0.2% | ||
| Q3 25 | 3.0% | 3.7% | ||
| Q2 25 | 2.7% | 7.5% | ||
| Q1 25 | 0.2% | 4.6% | ||
| Q4 24 | 4.3% | 4.8% | ||
| Q3 24 | -0.9% | 3.4% | ||
| Q2 24 | 0.4% | 6.9% | ||
| Q1 24 | -2.6% | -16.5% |
| Q4 25 | $6.59 | $-0.07 | ||
| Q3 25 | $0.11 | $0.47 | ||
| Q2 25 | $0.10 | $1.17 | ||
| Q1 25 | $0.01 | $0.69 | ||
| Q4 24 | $0.16 | $0.28 | ||
| Q3 24 | $-0.03 | $0.28 | ||
| Q2 24 | $0.01 | $0.72 | ||
| Q1 24 | $-0.08 | $-1.26 |
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 | $831.1M |
| Total DebtLower is stronger | $1.1B | $3.8B |
| Stockholders' EquityBook value | $3.3B | $3.7B |
| Total Assets | $9.0B | $15.5B |
| Debt / EquityLower = less leverage | 0.32× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $831.1M | ||
| Q3 25 | $2.0B | $861.4M | ||
| Q2 25 | $1.8B | $535.1M | ||
| Q1 25 | $2.2B | $470.9M | ||
| Q4 24 | $2.0B | $525.6M | ||
| Q3 24 | $1.9B | $457.4M | ||
| Q2 24 | $1.8B | $277.5M | ||
| Q1 24 | $1.7B | $245.8M |
| Q4 25 | $1.1B | $3.8B | ||
| Q3 25 | $1.1B | $3.7B | ||
| Q2 25 | $573.2M | $2.7B | ||
| Q1 25 | $979.9M | $2.8B | ||
| Q4 24 | $995.0M | $2.8B | ||
| Q3 24 | $1.0B | $2.7B | ||
| Q2 24 | $1.0B | $2.7B | ||
| Q1 24 | $971.5M | $2.7B |
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $573.0M | $3.8B | ||
| Q2 25 | $732.7M | $4.3B | ||
| Q1 25 | $838.1M | $4.2B | ||
| Q4 24 | $767.0M | $4.1B | ||
| Q3 24 | $655.8M | $4.0B | ||
| Q2 24 | $577.6M | $4.0B | ||
| Q1 24 | $491.3M | $4.0B |
| Q4 25 | $9.0B | $15.5B | ||
| Q3 25 | $5.9B | $15.5B | ||
| Q2 25 | $5.4B | $15.3B | ||
| Q1 25 | $5.7B | $15.0B | ||
| Q4 24 | $5.4B | $12.7B | ||
| Q3 24 | $5.3B | $12.8B | ||
| Q2 24 | $5.0B | $12.7B | ||
| Q1 24 | $4.8B | $12.7B |
| Q4 25 | 0.32× | 1.01× | ||
| Q3 25 | 1.85× | 0.98× | ||
| Q2 25 | 0.78× | 0.64× | ||
| Q1 25 | 1.17× | 0.66× | ||
| Q4 24 | 1.30× | 0.67× | ||
| Q3 24 | 1.53× | 0.67× | ||
| Q2 24 | 1.74× | 0.68× | ||
| Q1 24 | 1.98× | 0.68× |
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 | $309.9M |
| 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.
| Q4 25 | $246.2M | $309.9M | ||
| Q3 25 | $291.3M | $416.8M | ||
| Q2 25 | $343.7M | $396.2M | ||
| Q1 25 | $287.2M | $162.8M | ||
| Q4 24 | $153.4M | $56.8M | ||
| Q3 24 | $264.0M | $236.5M | ||
| Q2 24 | $276.2M | $230.7M | ||
| Q1 24 | $156.2M | $59.3M |
| Q4 25 | 0.09× | — | ||
| Q3 25 | 6.32× | 10.16× | ||
| Q2 25 | 8.53× | 4.03× | ||
| Q1 25 | 111.89× | 2.79× | ||
| Q4 24 | 2.48× | 1.83× | ||
| Q3 24 | — | 10.22× | ||
| Q2 24 | 55.09× | 3.90× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYFT
Segment breakdown not available.
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |
