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Side-by-side financial comparison of STEM, INC. (STEM) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
TWIN DISC INC is the larger business by last-quarter revenue ($90.2M vs $47.1M, roughly 1.9× STEM, INC.). TWIN DISC INC runs the higher net margin — 24.8% vs -33.9%, a 58.7% gap on every dollar of revenue. On growth, TWIN DISC INC posted the faster year-over-year revenue change (0.3% vs -15.6%). Over the past eight quarters, STEM, INC.'s revenue compounded faster (36.1% CAGR vs 10.3%).
StemCells, Inc. is a public biopharmaceutical company headquartered in Newark, California, that is developing purified human neural stem cells (HuCNS-SCs) in the hopes of treating central nervous system disorders and paralysis. StemCells' HuCNS-SCs have the ability to differentiate into the three main types of cells found in the central nervous system: neurons, astrocytes and oligodendrocytes.
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
STEM vs TWIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $47.1M | $90.2M |
| Net Profit | $-16.0M | $22.4M |
| Gross Margin | 48.9% | 24.8% |
| Operating Margin | -17.7% | 2.3% |
| Net Margin | -33.9% | 24.8% |
| Revenue YoY | -15.6% | 0.3% |
| Net Profit YoY | 68.8% | 2334.3% |
| EPS (diluted) | $-4.40 | $1.55 |
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 | $47.1M | $90.2M | ||
| Q3 25 | $38.2M | $80.0M | ||
| Q2 25 | $38.4M | $96.7M | ||
| Q1 25 | $32.5M | $81.2M | ||
| Q4 24 | $55.8M | $89.9M | ||
| Q3 24 | $29.3M | $72.9M | ||
| Q2 24 | $34.0M | $84.4M | ||
| Q1 24 | $25.5M | $74.2M |
| Q4 25 | $-16.0M | $22.4M | ||
| Q3 25 | $-23.8M | $-518.0K | ||
| Q2 25 | $202.5M | $1.4M | ||
| Q1 25 | $-25.0M | $-1.5M | ||
| Q4 24 | $-51.1M | $919.0K | ||
| Q3 24 | $-148.3M | $-2.8M | ||
| Q2 24 | $-582.3M | $7.4M | ||
| Q1 24 | $-72.3M | $3.8M |
| Q4 25 | 48.9% | 24.8% | ||
| Q3 25 | 35.5% | 28.7% | ||
| Q2 25 | 33.4% | 31.0% | ||
| Q1 25 | 32.4% | 26.7% | ||
| Q4 24 | -4.4% | 24.1% | ||
| Q3 24 | 21.2% | 26.5% | ||
| Q2 24 | 27.6% | 29.7% | ||
| Q1 24 | -95.0% | 28.2% |
| Q4 25 | -17.7% | 2.3% | ||
| Q3 25 | -33.6% | 2.8% | ||
| Q2 25 | -34.8% | 5.5% | ||
| Q1 25 | -65.0% | 2.4% | ||
| Q4 24 | -84.4% | 3.1% | ||
| Q3 24 | -493.2% | -0.2% | ||
| Q2 24 | -1705.5% | 5.6% | ||
| Q1 24 | -267.0% | 4.9% |
| Q4 25 | -33.9% | 24.8% | ||
| Q3 25 | -62.2% | -0.6% | ||
| Q2 25 | 527.8% | 1.5% | ||
| Q1 25 | -76.9% | -1.8% | ||
| Q4 24 | -91.6% | 1.0% | ||
| Q3 24 | -506.3% | -3.8% | ||
| Q2 24 | -1712.6% | 8.8% | ||
| Q1 24 | -283.9% | 5.2% |
| Q4 25 | $-4.40 | $1.55 | ||
| Q3 25 | $-2.84 | $-0.04 | ||
| Q2 25 | $-1.79 | $0.10 | ||
| Q1 25 | $-0.15 | $-0.11 | ||
| Q4 24 | $-15.29 | $0.07 | ||
| Q3 24 | $-18.24 | $-0.20 | ||
| Q2 24 | $-71.81 | $0.54 | ||
| Q1 24 | $-0.46 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $48.9M | — |
| Total DebtLower is stronger | — | $44.5M |
| Stockholders' EquityBook value | $-249.4M | $184.5M |
| Total Assets | $308.9M | $384.0M |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $48.9M | — | ||
| Q3 25 | $43.1M | — | ||
| Q2 25 | $40.8M | — | ||
| Q1 25 | $58.6M | — | ||
| Q4 24 | $56.3M | — | ||
| Q3 24 | $75.4M | — | ||
| Q2 24 | $89.6M | — | ||
| Q1 24 | $112.8M | — |
| Q4 25 | — | $44.5M | ||
| Q3 25 | — | $43.7M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | — | $40.8M | ||
| Q4 24 | — | $24.9M | ||
| Q3 24 | — | $29.8M | ||
| Q2 24 | — | $25.8M | ||
| Q1 24 | — | $17.0M |
| Q4 25 | $-249.4M | $184.5M | ||
| Q3 25 | $-235.7M | $160.3M | ||
| Q2 25 | $-214.1M | $164.0M | ||
| Q1 25 | $-417.5M | $149.5M | ||
| Q4 24 | $-398.4M | $147.0M | ||
| Q3 24 | $-344.1M | $157.5M | ||
| Q2 24 | $-203.2M | $154.7M | ||
| Q1 24 | $371.6M | $146.3M |
| Q4 25 | $308.9M | $384.0M | ||
| Q3 25 | $362.6M | $363.5M | ||
| Q2 25 | $379.2M | $355.6M | ||
| Q1 25 | $405.1M | $332.9M | ||
| Q4 24 | $437.4M | $307.4M | ||
| Q3 24 | $537.8M | $323.5M | ||
| Q2 24 | $691.5M | $312.1M | ||
| Q1 24 | $1.3B | $288.8M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.12× |
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 | $8.2M | $4.6M |
| Free Cash FlowOCF − Capex | — | $1.2M |
| FCF MarginFCF / Revenue | — | 1.4% |
| Capex IntensityCapex / Revenue | — | 3.7% |
| Cash ConversionOCF / Net Profit | — | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.2M | $4.6M | ||
| Q3 25 | $11.4M | $-7.5M | ||
| Q2 25 | $-21.3M | $16.4M | ||
| Q1 25 | $8.5M | $3.2M | ||
| Q4 24 | $-14.7M | $8.7M | ||
| Q3 24 | $-9.4M | $-4.3M | ||
| Q2 24 | $-11.9M | $11.4M | ||
| Q1 24 | $-621.0K | $6.2M |
| Q4 25 | — | $1.2M | ||
| Q3 25 | — | $-11.0M | ||
| Q2 25 | — | $8.7M | ||
| Q1 25 | — | $906.0K | ||
| Q4 24 | — | $5.9M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $10.3M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | -13.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | -9.2% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 5.5% |
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 2.9% |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.11× | 11.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | — | 1.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
