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Side-by-side financial comparison of Palomar Holdings, Inc. (PLMR) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $158.6M, roughly 1.6× Stoke Therapeutics, Inc.). On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 62.7%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $131.7M).
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
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.
PLMR vs STOK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $253.4M | $158.6M |
| Net Profit | — | $112.9M |
| Gross Margin | — | — |
| Operating Margin | 28.7% | 70.2% |
| Net Margin | — | 71.2% |
| Revenue YoY | 62.7% | 3661.1% |
| Net Profit YoY | — | 528.0% |
| EPS (diluted) | $2.05 | $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.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $244.7M | — | ||
| Q2 25 | $203.3M | — | ||
| Q1 25 | $174.6M | $158.6M | ||
| Q4 24 | $155.8M | $22.6M | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $131.1M | — | ||
| Q1 24 | $118.5M | — |
| Q4 25 | — | — | ||
| Q3 25 | $51.5M | — | ||
| Q2 25 | $46.5M | — | ||
| Q1 25 | $42.9M | $112.9M | ||
| Q4 24 | — | $-10.5M | ||
| Q3 24 | $30.5M | — | ||
| Q2 24 | $25.7M | — | ||
| Q1 24 | $26.4M | — |
| Q4 25 | 28.7% | — | ||
| Q3 25 | 27.4% | — | ||
| Q2 25 | 29.5% | — | ||
| Q1 25 | 30.8% | 70.2% | ||
| Q4 24 | 28.9% | -60.4% | ||
| Q3 24 | 25.9% | — | ||
| Q2 24 | 25.5% | — | ||
| Q1 24 | 29.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 24.6% | 71.2% | ||
| Q4 24 | — | -46.4% | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 19.6% | — | ||
| Q1 24 | 22.3% | — |
| Q4 25 | $2.05 | — | ||
| Q3 25 | $1.87 | — | ||
| Q2 25 | $1.68 | — | ||
| Q1 25 | $1.57 | $1.90 | ||
| Q4 24 | $1.29 | $-0.15 | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.00 | — | ||
| Q1 24 | $1.04 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $106.9M | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $942.7M | $350.1M |
| Total Assets | $3.1B | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $106.9M | — | ||
| Q3 25 | $111.7M | — | ||
| Q2 25 | $81.3M | — | ||
| Q1 25 | $119.3M | $274.8M | ||
| Q4 24 | $80.4M | $128.0M | ||
| Q3 24 | $86.5M | — | ||
| Q2 24 | $47.8M | — | ||
| Q1 24 | $61.4M | — |
| Q4 25 | $942.7M | — | ||
| Q3 25 | $878.1M | — | ||
| Q2 25 | $847.2M | — | ||
| Q1 25 | $790.4M | $350.1M | ||
| Q4 24 | $729.0M | $229.0M | ||
| Q3 24 | $703.3M | — | ||
| Q2 24 | $532.6M | — | ||
| Q1 24 | $501.7M | — |
| Q4 25 | $3.1B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.4B | $406.9M | ||
| Q4 24 | $2.3B | $271.6M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $1.9B | — |
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 | $409.1M | $131.8M |
| Free Cash FlowOCF − Capex | $409.0M | $131.7M |
| FCF MarginFCF / Revenue | 161.4% | 83.0% |
| Capex IntensityCapex / Revenue | 0.1% | 0.1% |
| Cash ConversionOCF / Net Profit | — | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | $700.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $409.1M | — | ||
| Q3 25 | $83.6M | — | ||
| Q2 25 | $120.9M | — | ||
| Q1 25 | $87.2M | $131.8M | ||
| Q4 24 | $261.2M | $-23.2M | ||
| Q3 24 | $100.3M | — | ||
| Q2 24 | $55.1M | — | ||
| Q1 24 | $33.1M | — |
| Q4 25 | $409.0M | — | ||
| Q3 25 | $83.6M | — | ||
| Q2 25 | $120.8M | — | ||
| Q1 25 | $87.1M | $131.7M | ||
| Q4 24 | $260.9M | $-23.2M | ||
| Q3 24 | $100.1M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 161.4% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 59.4% | — | ||
| Q1 25 | 49.9% | 83.0% | ||
| Q4 24 | 167.5% | -102.7% | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 2.60× | — | ||
| Q1 25 | 2.03× | 1.17× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 1.26× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
