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Side-by-side financial comparison of MongoDB, Inc. (MDB) and REV Group, Inc. (REVG). Click either name above to swap in a different company.
REV Group, Inc. is the larger business by last-quarter revenue ($664.4M vs $628.3M, roughly 1.1× MongoDB, Inc.). REV Group, Inc. runs the higher net margin — 4.3% vs -0.3%, a 4.7% gap on every dollar of revenue. On growth, MongoDB, Inc. posted the faster year-over-year revenue change (18.7% vs 11.1%). MongoDB, Inc. produced more free cash flow last quarter ($141.8M vs $53.7M). Over the past eight quarters, MongoDB, Inc.'s revenue compounded faster (17.1% CAGR vs 6.5%).
MongoDB, Inc. is an American software company that develops and provides commercial support for the source-available database engine MongoDB, a database for unstructured data. Over the years, the company has expanded the product from its NoSQL roots to have broader appeal to enterprise customers, such as adding ACID and transactions.
Rev is an American speech-to-text company that provides closed captioning, subtitles, and transcription services. The company, based in San Francisco and Austin, was founded in 2010. PC Magazine named the service an "Editor's Choice" in 2018, and ranked it as the best transcription service of 2019.
MDB vs REVG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $628.3M | $664.4M |
| Net Profit | $-2.0M | $28.9M |
| Gross Margin | 71.5% | 15.4% |
| Operating Margin | -2.9% | 7.1% |
| Net Margin | -0.3% | 4.3% |
| Revenue YoY | 18.7% | 11.1% |
| Net Profit YoY | 79.5% | -30.7% |
| EPS (diluted) | — | $0.57 |
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.
| Q4 25 | $628.3M | $664.4M | ||
| Q3 25 | $591.4M | $644.9M | ||
| Q2 25 | $549.0M | $629.1M | ||
| Q1 25 | $548.4M | $525.1M | ||
| Q4 24 | $529.4M | $597.9M | ||
| Q3 24 | $478.1M | $579.4M | ||
| Q2 24 | $450.6M | $616.9M | ||
| Q1 24 | $458.0M | $586.0M |
| Q4 25 | $-2.0M | $28.9M | ||
| Q3 25 | $-47.0M | $29.1M | ||
| Q2 25 | $-37.6M | $19.0M | ||
| Q1 25 | $15.8M | $18.2M | ||
| Q4 24 | $-9.8M | $41.7M | ||
| Q3 24 | $-54.5M | $18.0M | ||
| Q2 24 | $-80.6M | $15.2M | ||
| Q1 24 | $-55.5M | $182.7M |
| Q4 25 | 71.5% | 15.4% | ||
| Q3 25 | 71.0% | 15.8% | ||
| Q2 25 | 71.2% | 15.2% | ||
| Q1 25 | 72.8% | 13.3% | ||
| Q4 24 | 74.4% | 13.2% | ||
| Q3 24 | 73.2% | 13.5% | ||
| Q2 24 | 72.8% | 12.5% | ||
| Q1 24 | 75.0% | 10.7% |
| Q4 25 | -2.9% | 7.1% | ||
| Q3 25 | -11.0% | 8.8% | ||
| Q2 25 | -9.8% | 7.9% | ||
| Q1 25 | -3.4% | 5.3% | ||
| Q4 24 | -5.3% | 5.8% | ||
| Q3 24 | -14.9% | 4.9% | ||
| Q2 24 | -21.8% | 3.7% | ||
| Q1 24 | -15.5% | -1.1% |
| Q4 25 | -0.3% | 4.3% | ||
| Q3 25 | -8.0% | 4.5% | ||
| Q2 25 | -6.9% | 3.0% | ||
| Q1 25 | 2.9% | 3.5% | ||
| Q4 24 | -1.8% | 7.0% | ||
| Q3 24 | -11.4% | 3.1% | ||
| Q2 24 | -17.9% | 2.5% | ||
| Q1 24 | -12.1% | 31.2% |
| Q4 25 | — | $0.57 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | — | $0.38 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $1.03 | ||
| Q3 24 | — | $0.35 | ||
| Q2 24 | — | $0.28 | ||
| Q1 24 | — | $3.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $834.1M | $34.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.9B | $416.3M |
| Total Assets | $3.6B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $834.1M | $34.7M | ||
| Q3 25 | $647.1M | $36.0M | ||
| Q2 25 | $657.8M | $28.8M | ||
| Q1 25 | $490.1M | $31.6M | ||
| Q4 24 | $673.1M | $24.6M | ||
| Q3 24 | $1.3B | $50.5M | ||
| Q2 24 | $815.7M | $38.2M | ||
| Q1 24 | $803.0M | $87.9M |
| Q4 25 | $2.9B | $416.3M | ||
| Q3 25 | $2.9B | $387.3M | ||
| Q2 25 | $3.0B | $357.8M | ||
| Q1 25 | $2.8B | $428.8M | ||
| Q4 24 | $1.5B | $435.1M | ||
| Q3 24 | $1.4B | $394.6M | ||
| Q2 24 | $1.3B | $379.7M | ||
| Q1 24 | $1.1B | $496.1M |
| Q4 25 | $3.6B | $1.2B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.4B | $1.2B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B | ||
| Q1 24 | $2.9B | $1.4B |
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 | $143.5M | $76.9M |
| Free Cash FlowOCF − Capex | $141.8M | $53.7M |
| FCF MarginFCF / Revenue | 22.6% | 8.1% |
| Capex IntensityCapex / Revenue | 0.3% | 3.5% |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | $346.3M | $190.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.5M | $76.9M | ||
| Q3 25 | $72.1M | $60.3M | ||
| Q2 25 | $109.9M | $117.0M | ||
| Q1 25 | $50.5M | $-13.1M | ||
| Q4 24 | $37.4M | $68.6M | ||
| Q3 24 | $-1.4M | $14.4M | ||
| Q2 24 | $63.6M | $40.1M | ||
| Q1 24 | $54.6M | $-69.7M |
| Q4 25 | $141.8M | $53.7M | ||
| Q3 25 | $71.6M | $48.7M | ||
| Q2 25 | $108.3M | $105.6M | ||
| Q1 25 | $24.6M | $-18.0M | ||
| Q4 24 | $35.5M | $63.3M | ||
| Q3 24 | $-2.4M | $8.5M | ||
| Q2 24 | $63.1M | $34.2M | ||
| Q1 24 | $51.9M | $-80.2M |
| Q4 25 | 22.6% | 8.1% | ||
| Q3 25 | 12.1% | 7.6% | ||
| Q2 25 | 19.7% | 16.8% | ||
| Q1 25 | 4.5% | -3.4% | ||
| Q4 24 | 6.7% | 10.6% | ||
| Q3 24 | -0.5% | 1.5% | ||
| Q2 24 | 14.0% | 5.5% | ||
| Q1 24 | 11.3% | -13.7% |
| Q4 25 | 0.3% | 3.5% | ||
| Q3 25 | 0.1% | 1.8% | ||
| Q2 25 | 0.3% | 1.8% | ||
| Q1 25 | 4.7% | 0.9% | ||
| Q4 24 | 0.4% | 0.9% | ||
| Q3 24 | 0.2% | 1.0% | ||
| Q2 24 | 0.1% | 1.0% | ||
| Q1 24 | 0.6% | 1.8% |
| Q4 25 | — | 2.66× | ||
| Q3 25 | — | 2.07× | ||
| Q2 25 | — | 6.16× | ||
| Q1 25 | 3.19× | -0.72× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 2.64× | ||
| Q1 24 | — | -0.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |