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Side-by-side financial comparison of Netskope Inc (NTSK) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.

Netskope Inc is the larger business by last-quarter revenue ($184.2M vs $158.6M, roughly 1.2× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs -246.0%, a 317.2% gap on every dollar of revenue. Stoke Therapeutics, Inc. produced more free cash flow last quarter ($131.7M vs $10.4M).

Netskope Inc is a leading global cybersecurity firm offering SASE solutions, cloud security platforms and zero trust tools. It serves enterprise clients across North America, Europe and Asia Pacific, helping secure remote workforces, cloud apps and digital assets against evolving cyber threats.

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.

NTSK vs STOK — Head-to-Head

Bigger by revenue
NTSK
NTSK
1.2× larger
NTSK
$184.2M
$158.6M
STOK
Higher net margin
STOK
STOK
317.2% more per $
STOK
71.2%
-246.0%
NTSK
More free cash flow
STOK
STOK
$121.3M more FCF
STOK
$131.7M
$10.4M
NTSK

Income Statement — Q3 FY2026 vs Q1 FY2025

Metric
NTSK
NTSK
STOK
STOK
Revenue
$184.2M
$158.6M
Net Profit
$-453.1M
$112.9M
Gross Margin
57.9%
Operating Margin
-242.7%
70.2%
Net Margin
-246.0%
71.2%
Revenue YoY
3661.1%
Net Profit YoY
-401.7%
528.0%
EPS (diluted)
$-1.85
$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.

Revenue
NTSK
NTSK
STOK
STOK
Q4 25
$184.2M
Q1 25
$158.6M
Q4 24
$22.6M
Q2 23
$-2.5M
Net Profit
NTSK
NTSK
STOK
STOK
Q4 25
$-453.1M
Q1 25
$112.9M
Q4 24
$-10.5M
Q2 23
$-30.7M
Gross Margin
NTSK
NTSK
STOK
STOK
Q4 25
57.9%
Q1 25
Q4 24
Q2 23
Operating Margin
NTSK
NTSK
STOK
STOK
Q4 25
-242.7%
Q1 25
70.2%
Q4 24
-60.4%
Q2 23
1340.7%
Net Margin
NTSK
NTSK
STOK
STOK
Q4 25
-246.0%
Q1 25
71.2%
Q4 24
-46.4%
Q2 23
1235.6%
EPS (diluted)
NTSK
NTSK
STOK
STOK
Q4 25
$-1.85
Q1 25
$1.90
Q4 24
$-0.15
Q2 23
$-0.69

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
NTSK
NTSK
STOK
STOK
Cash + ST InvestmentsLiquidity on hand
$1.2B
$274.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$151.0M
$350.1M
Total Assets
$1.7B
$406.9M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
NTSK
NTSK
STOK
STOK
Q4 25
$1.2B
Q1 25
$274.8M
Q4 24
$128.0M
Q2 23
$192.1M
Stockholders' Equity
NTSK
NTSK
STOK
STOK
Q4 25
$151.0M
Q1 25
$350.1M
Q4 24
$229.0M
Q2 23
$190.2M
Total Assets
NTSK
NTSK
STOK
STOK
Q4 25
$1.7B
Q1 25
$406.9M
Q4 24
$271.6M
Q2 23
$256.9M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
NTSK
NTSK
STOK
STOK
Operating Cash FlowLast quarter
$19.9M
$131.8M
Free Cash FlowOCF − Capex
$10.4M
$131.7M
FCF MarginFCF / Revenue
5.6%
83.0%
Capex IntensityCapex / Revenue
5.2%
0.1%
Cash ConversionOCF / Net Profit
1.17×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
NTSK
NTSK
STOK
STOK
Q4 25
$19.9M
Q1 25
$131.8M
Q4 24
$-23.2M
Q2 23
$-21.8M
Free Cash Flow
NTSK
NTSK
STOK
STOK
Q4 25
$10.4M
Q1 25
$131.7M
Q4 24
$-23.2M
Q2 23
$-22.6M
FCF Margin
NTSK
NTSK
STOK
STOK
Q4 25
5.6%
Q1 25
83.0%
Q4 24
-102.7%
Q2 23
912.5%
Capex Intensity
NTSK
NTSK
STOK
STOK
Q4 25
5.2%
Q1 25
0.1%
Q4 24
0.2%
Q2 23
-33.8%
Cash Conversion
NTSK
NTSK
STOK
STOK
Q4 25
Q1 25
1.17×
Q4 24
Q2 23

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

NTSK
NTSK

Indirect Channels$175.2M95%
Direct End Customers$8.9M5%

STOK
STOK

Segment breakdown not available.

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