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Side-by-side financial comparison of Organon & Co. (OGN) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $846.8M, roughly 1.8× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs -13.6%, a 35.7% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs -5.3%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $96.0M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs -3.6%).
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
OGN vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $846.8M |
| Net Profit | $-205.0M | $186.9M |
| Gross Margin | 49.2% | 80.7% |
| Operating Margin | -9.8% | 30.3% |
| Net Margin | -13.6% | 22.1% |
| Revenue YoY | -5.3% | 14.3% |
| Net Profit YoY | -288.1% | 2.6% |
| EPS (diluted) | $-0.78 | $0.39 |
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 | $1.5B | $846.8M | ||
| Q3 25 | $1.6B | $739.4M | ||
| Q2 25 | $1.6B | $694.0M | ||
| Q1 25 | $1.5B | $616.0M | ||
| Q4 24 | $1.6B | $741.0M | ||
| Q3 24 | $1.6B | $628.0M | ||
| Q2 24 | $1.6B | $584.5M | ||
| Q1 24 | $1.6B | $491.3M |
| Q4 25 | $-205.0M | $186.9M | ||
| Q3 25 | $160.0M | $115.5M | ||
| Q2 25 | $145.0M | $90.1M | ||
| Q1 25 | $87.0M | $50.7M | ||
| Q4 24 | $109.0M | $182.2M | ||
| Q3 24 | $359.0M | $94.2M | ||
| Q2 24 | $195.0M | $85.0M | ||
| Q1 24 | $201.0M | $31.7M |
| Q4 25 | 49.2% | 80.7% | ||
| Q3 25 | 53.5% | 78.1% | ||
| Q2 25 | 54.8% | 78.2% | ||
| Q1 25 | 55.6% | 76.8% | ||
| Q4 24 | 56.3% | 81.7% | ||
| Q3 24 | 58.3% | 80.5% | ||
| Q2 24 | 58.4% | 81.1% | ||
| Q1 24 | 59.0% | 78.9% |
| Q4 25 | -9.8% | 30.3% | ||
| Q3 25 | 15.2% | 21.8% | ||
| Q2 25 | 14.4% | 16.8% | ||
| Q1 25 | 6.7% | 8.8% | ||
| Q4 24 | 8.1% | 26.4% | ||
| Q3 24 | 13.1% | 17.3% | ||
| Q2 24 | 14.6% | 16.2% | ||
| Q1 24 | 14.5% | 5.8% |
| Q4 25 | -13.6% | 22.1% | ||
| Q3 25 | 10.0% | 15.6% | ||
| Q2 25 | 9.1% | 13.0% | ||
| Q1 25 | 5.8% | 8.2% | ||
| Q4 24 | 6.8% | 24.6% | ||
| Q3 24 | 22.7% | 15.0% | ||
| Q2 24 | 12.1% | 14.5% | ||
| Q1 24 | 12.4% | 6.4% |
| Q4 25 | $-0.78 | $0.39 | ||
| Q3 25 | $0.61 | $0.23 | ||
| Q2 25 | $0.56 | $0.18 | ||
| Q1 25 | $0.33 | $0.10 | ||
| Q4 24 | $0.42 | $0.36 | ||
| Q3 24 | $1.38 | $0.19 | ||
| Q2 24 | $0.75 | $0.17 | ||
| Q1 24 | $0.78 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $574.0M | $1.3B |
| Total DebtLower is stronger | $8.6B | — |
| Stockholders' EquityBook value | $752.0M | $2.5B |
| Total Assets | $12.9B | $6.2B |
| Debt / EquityLower = less leverage | 11.49× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $574.0M | $1.3B | ||
| Q3 25 | $672.0M | $1.4B | ||
| Q2 25 | $599.0M | $1.7B | ||
| Q1 25 | $547.0M | $1.7B | ||
| Q4 24 | $675.0M | $1.9B | ||
| Q3 24 | $763.0M | $1.7B | ||
| Q2 24 | $704.0M | $1.5B | ||
| Q1 24 | $575.0M | $1.4B |
| Q4 25 | $8.6B | — | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.7B | — | ||
| Q2 24 | $8.7B | — | ||
| Q1 24 | $8.7B | — |
| Q4 25 | $752.0M | $2.5B | ||
| Q3 25 | $906.0M | $2.6B | ||
| Q2 25 | $733.0M | $2.7B | ||
| Q1 25 | $542.0M | $2.7B | ||
| Q4 24 | $472.0M | $2.9B | ||
| Q3 24 | $493.0M | $2.6B | ||
| Q2 24 | $144.0M | $2.4B | ||
| Q1 24 | $48.0M | $2.2B |
| Q4 25 | $12.9B | $6.2B | ||
| Q3 25 | $13.6B | $5.9B | ||
| Q2 25 | $13.5B | $6.0B | ||
| Q1 25 | $13.2B | $5.7B | ||
| Q4 24 | $13.1B | $6.1B | ||
| Q3 24 | $12.8B | $5.5B | ||
| Q2 24 | $12.2B | $5.2B | ||
| Q1 24 | $11.9B | $4.7B |
| Q4 25 | 11.49× | — | ||
| Q3 25 | 9.74× | — | ||
| Q2 25 | 12.14× | — | ||
| Q1 25 | 16.52× | — | ||
| Q4 24 | 18.81× | — | ||
| Q3 24 | 17.75× | — | ||
| Q2 24 | 60.11× | — | ||
| Q1 24 | 181.54× | — |
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 | $141.0M | $311.6M |
| Free Cash FlowOCF − Capex | $96.0M | $285.3M |
| FCF MarginFCF / Revenue | 6.4% | 33.7% |
| Capex IntensityCapex / Revenue | 3.0% | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $538.0M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.0M | $311.6M | ||
| Q3 25 | $264.0M | $224.7M | ||
| Q2 25 | $220.0M | $165.0M | ||
| Q1 25 | $75.0M | $291.4M | ||
| Q4 24 | $390.0M | $199.4M | ||
| Q3 24 | $141.0M | $273.3M | ||
| Q2 24 | $332.0M | $81.3M | ||
| Q1 24 | $76.0M | $185.5M |
| Q4 25 | $96.0M | $285.3M | ||
| Q3 25 | $218.0M | $158.3M | ||
| Q2 25 | $181.0M | $119.8M | ||
| Q1 25 | $43.0M | $232.3M | ||
| Q4 24 | $335.0M | $179.2M | ||
| Q3 24 | $99.0M | $224.6M | ||
| Q2 24 | $300.0M | $59.1M | ||
| Q1 24 | $30.0M | $178.2M |
| Q4 25 | 6.4% | 33.7% | ||
| Q3 25 | 13.6% | 21.4% | ||
| Q2 25 | 11.4% | 17.3% | ||
| Q1 25 | 2.8% | 37.7% | ||
| Q4 24 | 21.0% | 24.2% | ||
| Q3 24 | 6.3% | 35.8% | ||
| Q2 24 | 18.7% | 10.1% | ||
| Q1 24 | 1.8% | 36.3% |
| Q4 25 | 3.0% | 3.1% | ||
| Q3 25 | 2.9% | 9.0% | ||
| Q2 25 | 2.4% | 6.5% | ||
| Q1 25 | 2.1% | 9.6% | ||
| Q4 24 | 3.5% | 2.7% | ||
| Q3 24 | 2.7% | 7.8% | ||
| Q2 24 | 2.0% | 3.8% | ||
| Q1 24 | 2.8% | 1.5% |
| Q4 25 | — | 1.67× | ||
| Q3 25 | 1.65× | 1.94× | ||
| Q2 25 | 1.52× | 1.83× | ||
| Q1 25 | 0.86× | 5.75× | ||
| Q4 24 | 3.58× | 1.09× | ||
| Q3 24 | 0.39× | 2.90× | ||
| Q2 24 | 1.70× | 0.96× | ||
| Q1 24 | 0.38× | 5.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OGN
Segment breakdown not available.
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
