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Side-by-side financial comparison of NNN REIT, INC. (NNN) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $158.6M, roughly 1.5× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 39.1%, a 32.1% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 4.1%).
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
NNN vs STOK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.4M | $158.6M |
| Net Profit | $94.0M | $112.9M |
| Gross Margin | — | — |
| Operating Margin | 61.0% | 70.2% |
| Net Margin | 39.1% | 71.2% |
| Revenue YoY | 4.1% | 3661.1% |
| Net Profit YoY | -2.6% | 528.0% |
| EPS (diluted) | $0.50 | $1.90 |
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 | $240.4M | — | ||
| Q4 25 | $238.4M | — | ||
| Q3 25 | $230.2M | — | ||
| Q2 25 | $226.8M | — | ||
| Q1 25 | $230.9M | $158.6M | ||
| Q4 24 | $218.5M | $22.6M | ||
| Q3 24 | $218.6M | — | ||
| Q2 24 | $216.8M | — |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $96.0M | — | ||
| Q3 25 | $96.8M | — | ||
| Q2 25 | $100.5M | — | ||
| Q1 25 | $96.5M | $112.9M | ||
| Q4 24 | $97.9M | $-10.5M | ||
| Q3 24 | $97.9M | — | ||
| Q2 24 | $106.7M | — |
| Q1 26 | 61.0% | — | ||
| Q4 25 | 62.3% | — | ||
| Q3 25 | 64.0% | — | ||
| Q2 25 | 66.0% | — | ||
| Q1 25 | 62.3% | 70.2% | ||
| Q4 24 | 65.8% | -60.4% | ||
| Q3 24 | 65.7% | — | ||
| Q2 24 | 70.2% | — |
| Q1 26 | 39.1% | — | ||
| Q4 25 | 40.2% | — | ||
| Q3 25 | 42.1% | — | ||
| Q2 25 | 44.3% | — | ||
| Q1 25 | 41.8% | 71.2% | ||
| Q4 24 | 44.8% | -46.4% | ||
| Q3 24 | 44.8% | — | ||
| Q2 24 | 49.2% | — |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.51 | — | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.51 | $1.90 | ||
| Q4 24 | $0.52 | $-0.15 | ||
| Q3 24 | $0.53 | — | ||
| Q2 24 | $0.58 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6M | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $350.1M |
| Total Assets | $9.4B | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6M | — | ||
| Q4 25 | $5.0M | — | ||
| Q3 25 | $157.9M | — | ||
| Q2 25 | $6.0M | — | ||
| Q1 25 | $5.1M | $274.8M | ||
| Q4 24 | $8.7M | $128.0M | ||
| Q3 24 | $173.5M | — | ||
| Q2 24 | $2.1M | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | $350.1M | ||
| Q4 24 | $4.4B | $229.0M | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $4.2B | — |
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.4B | — | ||
| Q3 25 | $9.5B | — | ||
| Q2 25 | $9.1B | — | ||
| Q1 25 | $9.0B | $406.9M | ||
| Q4 24 | $8.9B | $271.6M | ||
| Q3 24 | $8.9B | — | ||
| Q2 24 | $8.7B | — |
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 | — | $131.8M |
| Free Cash FlowOCF − Capex | — | $131.7M |
| FCF MarginFCF / Revenue | — | 83.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $667.1M | — | ||
| Q3 25 | $218.3M | — | ||
| Q2 25 | $119.4M | — | ||
| Q1 25 | $203.3M | $131.8M | ||
| Q4 24 | $635.5M | $-23.2M | ||
| Q3 24 | $206.6M | — | ||
| Q2 24 | $120.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $131.7M | ||
| Q4 24 | — | $-23.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 83.0% | ||
| Q4 24 | — | -102.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.95× | — | ||
| Q3 25 | 2.25× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 2.11× | 1.17× | ||
| Q4 24 | 6.49× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 1.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
