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Side-by-side financial comparison of Nutanix, Inc. (NTNX) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Nutanix, Inc. is the larger business by last-quarter revenue ($670.6M vs $622.0M, roughly 1.1× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 9.3%, a 25.2% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs 4.8%). Over the past eight quarters, Nutanix, Inc.'s revenue compounded faster (8.9% CAGR vs 4.6%).
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
NTNX vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $670.6M | $622.0M |
| Net Profit | $62.1M | $214.2M |
| Gross Margin | 87.0% | — |
| Operating Margin | 7.4% | 62.4% |
| Net Margin | 9.3% | 34.4% |
| Revenue YoY | 13.5% | 4.8% |
| Net Profit YoY | 107.5% | 2.9% |
| EPS (diluted) | $0.21 | $0.49 |
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 | $670.6M | $622.0M | ||
| Q3 25 | $653.3M | $609.3M | ||
| Q2 25 | $639.0M | $578.7M | ||
| Q1 25 | $654.7M | $568.2M | ||
| Q4 24 | $591.0M | $593.6M | ||
| Q3 24 | $548.0M | $564.7M | ||
| Q2 24 | $524.6M | $537.3M | ||
| Q1 24 | $565.2M | $568.0M |
| Q4 25 | $62.1M | $214.2M | ||
| Q3 25 | $38.6M | $288.2M | ||
| Q2 25 | $63.4M | $30.2M | ||
| Q1 25 | $56.4M | $238.3M | ||
| Q4 24 | $29.9M | $208.2M | ||
| Q3 24 | $-126.1M | $544.0M | ||
| Q2 24 | $-15.6M | $102.0M | ||
| Q1 24 | $32.8M | $4.8M |
| Q4 25 | 87.0% | — | ||
| Q3 25 | 87.2% | — | ||
| Q2 25 | 87.0% | — | ||
| Q1 25 | 87.0% | — | ||
| Q4 24 | 86.0% | — | ||
| Q3 24 | 85.2% | — | ||
| Q2 24 | 84.8% | — | ||
| Q1 24 | 85.6% | — |
| Q4 25 | 7.4% | 62.4% | ||
| Q3 25 | 4.8% | 70.1% | ||
| Q2 25 | 7.6% | 36.3% | ||
| Q1 25 | 10.0% | 94.0% | ||
| Q4 24 | 4.6% | 60.9% | ||
| Q3 24 | -2.2% | — | ||
| Q2 24 | -2.2% | 50.2% | ||
| Q1 24 | 6.6% | -13.0% |
| Q4 25 | 9.3% | 34.4% | ||
| Q3 25 | 5.9% | 47.3% | ||
| Q2 25 | 9.9% | 5.2% | ||
| Q1 25 | 8.6% | 41.9% | ||
| Q4 24 | 5.1% | 35.1% | ||
| Q3 24 | -23.0% | 96.3% | ||
| Q2 24 | -3.0% | 19.0% | ||
| Q1 24 | 5.8% | 0.8% |
| Q4 25 | $0.21 | $0.49 | ||
| Q3 25 | $0.14 | $0.67 | ||
| Q2 25 | $0.22 | $0.07 | ||
| Q1 25 | $0.19 | $0.55 | ||
| Q4 24 | $0.10 | $0.46 | ||
| Q3 24 | $-0.50 | $1.21 | ||
| Q2 24 | $-0.06 | $0.23 | ||
| Q1 24 | $0.12 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $780.4M | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $-668.6M | $9.7B |
| Total Assets | $3.3B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $780.4M | $618.7M | ||
| Q3 25 | $769.5M | $938.9M | ||
| Q2 25 | $872.6M | $631.9M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $716.6M | $929.0M | ||
| Q3 24 | $655.3M | $950.1M | ||
| Q2 24 | $598.0M | $1.8B | ||
| Q1 24 | $679.2M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $-668.6M | $9.7B | ||
| Q3 25 | $-694.5M | $9.6B | ||
| Q2 25 | $-711.4M | $9.5B | ||
| Q1 25 | $-807.7M | $9.8B | ||
| Q4 24 | $-685.3M | $10.3B | ||
| Q3 24 | $-728.1M | $10.3B | ||
| Q2 24 | $-619.5M | $9.8B | ||
| Q1 24 | $-611.7M | $9.9B |
| Q4 25 | $3.3B | $19.6B | ||
| Q3 25 | $3.3B | $19.3B | ||
| Q2 25 | $3.1B | $18.3B | ||
| Q1 25 | $3.0B | $17.6B | ||
| Q4 24 | $2.2B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $2.8B | $17.7B | ||
| Q1 24 | $2.7B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $196.8M | $827.1M |
| Free Cash FlowOCF − Capex | $174.5M | — |
| FCF MarginFCF / Revenue | 26.0% | — |
| Capex IntensityCapex / Revenue | 3.3% | — |
| Cash ConversionOCF / Net Profit | 3.17× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $772.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.8M | $827.1M | ||
| Q3 25 | $219.5M | $702.6M | ||
| Q2 25 | $218.5M | $364.0M | ||
| Q1 25 | $221.7M | $596.1M | ||
| Q4 24 | $161.8M | $742.5M | ||
| Q3 24 | $244.7M | $703.6M | ||
| Q2 24 | $96.4M | $658.2M | ||
| Q1 24 | $186.4M | $664.6M |
| Q4 25 | $174.5M | — | ||
| Q3 25 | $207.8M | — | ||
| Q2 25 | $203.4M | — | ||
| Q1 25 | $187.1M | — | ||
| Q4 24 | $151.9M | — | ||
| Q3 24 | $224.3M | — | ||
| Q2 24 | $78.3M | — | ||
| Q1 24 | $162.6M | — |
| Q4 25 | 26.0% | — | ||
| Q3 25 | 31.8% | — | ||
| Q2 25 | 31.8% | — | ||
| Q1 25 | 28.6% | — | ||
| Q4 24 | 25.7% | — | ||
| Q3 24 | 40.9% | — | ||
| Q2 24 | 14.9% | — | ||
| Q1 24 | 28.8% | — |
| Q4 25 | 3.3% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 2.4% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 4.2% | — |
| Q4 25 | 3.17× | 3.86× | ||
| Q3 25 | 5.68× | 2.44× | ||
| Q2 25 | 3.45× | 12.06× | ||
| Q1 25 | 3.93× | 2.50× | ||
| Q4 24 | 5.41× | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 5.68× | 139.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
