vs
Side-by-side financial comparison of MASIMO CORP (MASI) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
MASIMO CORP is the larger business by last-quarter revenue ($371.5M vs $224.2M, roughly 1.7× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs -27.0%, a 54.7% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs -26.4%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% CAGR vs -17.7%).
Masimo Corporation is an American health technology and consumer electronics company headquartered in Irvine, California. The company develops patient monitoring devices, non-invasive sensors, and related software platforms used in hospital and home settings. Masimo has also operated in the consumer audio and wearable device markets.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
MASI vs STAG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $371.5M | $224.2M |
| Net Profit | $-100.4M | $62.0M |
| Gross Margin | 62.1% | — |
| Operating Margin | 22.5% | — |
| Net Margin | -27.0% | 27.6% |
| Revenue YoY | -26.4% | 9.1% |
| Net Profit YoY | -1124.5% | — |
| EPS (diluted) | $-1.84 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | — | $220.9M | ||
| Q3 25 | $371.5M | $211.1M | ||
| Q2 25 | $370.9M | $207.6M | ||
| Q1 25 | $372.0M | $205.6M | ||
| Q4 24 | $600.7M | $199.3M | ||
| Q3 24 | $504.6M | $190.7M | ||
| Q2 24 | $496.3M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | $-100.4M | $48.6M | ||
| Q2 25 | $51.3M | $50.0M | ||
| Q1 25 | $-170.7M | $91.4M | ||
| Q4 24 | $-349.6M | $51.0M | ||
| Q3 24 | $9.8M | $41.9M | ||
| Q2 24 | $16.0M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 62.9% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 51.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 22.5% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 21.0% | — | ||
| Q4 24 | -59.8% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 5.7% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | — | 37.8% | ||
| Q3 25 | -27.0% | 23.0% | ||
| Q2 25 | 13.8% | 24.1% | ||
| Q1 25 | -45.9% | 44.5% | ||
| Q4 24 | -58.2% | 25.6% | ||
| Q3 24 | 1.9% | 21.9% | ||
| Q2 24 | 3.2% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | — | — | ||
| Q3 25 | $-1.84 | — | ||
| Q2 25 | $0.94 | — | ||
| Q1 25 | $-3.12 | — | ||
| Q4 24 | $-6.54 | — | ||
| Q3 24 | $0.18 | — | ||
| Q2 24 | $0.29 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $312.3M | $8.9M |
| Total DebtLower is stronger | $559.1M | — |
| Stockholders' EquityBook value | $810.0M | $3.6B |
| Total Assets | $1.8B | $7.2B |
| Debt / EquityLower = less leverage | 0.69× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | $312.3M | $17.3M | ||
| Q2 25 | $149.6M | $15.4M | ||
| Q1 25 | $130.8M | $9.3M | ||
| Q4 24 | $177.6M | $36.3M | ||
| Q3 24 | $158.5M | $70.0M | ||
| Q2 24 | $129.6M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $559.1M | $3.1B | ||
| Q2 25 | $613.7M | $3.0B | ||
| Q1 25 | $651.0M | $3.0B | ||
| Q4 24 | $765.2M | $3.0B | ||
| Q3 24 | $772.6M | $2.9B | ||
| Q2 24 | $781.6M | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $810.0M | $3.4B | ||
| Q2 25 | $1.0B | $3.4B | ||
| Q1 25 | $946.4M | $3.5B | ||
| Q4 24 | $1.1B | $3.5B | ||
| Q3 24 | $1.5B | $3.3B | ||
| Q2 24 | $1.4B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $1.8B | $6.9B | ||
| Q2 25 | $2.4B | $6.8B | ||
| Q1 25 | $2.3B | $6.8B | ||
| Q4 24 | $2.6B | $6.8B | ||
| Q3 24 | $3.1B | $6.6B | ||
| Q2 24 | $2.9B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | 0.69× | 0.91× | ||
| Q2 25 | 0.59× | 0.88× | ||
| Q1 25 | 0.69× | 0.87× | ||
| Q4 24 | 0.73× | 0.88× | ||
| Q3 24 | 0.53× | 0.89× | ||
| Q2 24 | 0.57× | 0.84× |
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 | $56.8M | — |
| Free Cash FlowOCF − Capex | $50.9M | — |
| FCF MarginFCF / Revenue | 13.7% | — |
| Capex IntensityCapex / Revenue | 1.6% | 3.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $104.5M | ||
| Q3 25 | $56.8M | $143.5M | ||
| Q2 25 | $69.4M | $111.9M | ||
| Q1 25 | $31.1M | $103.5M | ||
| Q4 24 | $50.5M | $104.9M | ||
| Q3 24 | $25.6M | $128.0M | ||
| Q2 24 | $74.5M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | $50.9M | $95.5M | ||
| Q2 25 | $65.6M | $62.3M | ||
| Q1 25 | $28.5M | $57.2M | ||
| Q4 24 | $46.0M | $37.6M | ||
| Q3 24 | $16.9M | $86.7M | ||
| Q2 24 | $66.9M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 13.7% | 45.2% | ||
| Q2 25 | 17.7% | 30.0% | ||
| Q1 25 | 7.7% | 27.8% | ||
| Q4 24 | 7.7% | 18.8% | ||
| Q3 24 | 3.3% | 45.5% | ||
| Q2 24 | 13.5% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | 1.6% | 22.7% | ||
| Q2 25 | 1.0% | 23.9% | ||
| Q1 25 | 0.7% | 22.5% | ||
| Q4 24 | 0.7% | 33.8% | ||
| Q3 24 | 1.7% | 21.6% | ||
| Q2 24 | 1.5% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | 1.35× | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | 2.61× | 3.06× | ||
| Q2 24 | 4.66× | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
