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Side-by-side financial comparison of Stoke Therapeutics, Inc. (STOK) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
VIRTUS INVESTMENT PARTNERS, INC. is the larger business by last-quarter revenue ($199.5M vs $158.6M, roughly 1.3× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 3.6%, a 67.6% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs -4.1%).
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.
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
STOK vs VRTS — Head-to-Head
Income Statement — Q1 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.6M | $199.5M |
| Net Profit | $112.9M | $7.1M |
| Gross Margin | — | — |
| Operating Margin | 70.2% | 7.7% |
| Net Margin | 71.2% | 3.6% |
| Revenue YoY | 3661.1% | -4.1% |
| Net Profit YoY | 528.0% | -78.1% |
| EPS (diluted) | $1.90 | $1.05 |
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.
| Q1 26 | — | $199.5M | ||
| Q4 25 | — | $208.0M | ||
| Q3 25 | — | $216.4M | ||
| Q2 25 | — | $210.5M | ||
| Q1 25 | $158.6M | $217.9M | ||
| Q4 24 | $22.6M | $233.5M | ||
| Q3 24 | — | $227.0M | ||
| Q2 24 | — | $224.4M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $33.9M | ||
| Q3 25 | — | $31.3M | ||
| Q2 25 | — | $42.7M | ||
| Q1 25 | $112.9M | $28.1M | ||
| Q4 24 | $-10.5M | $39.5M | ||
| Q3 24 | — | $49.1M | ||
| Q2 24 | — | $26.0M |
| Q1 26 | — | 7.7% | ||
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | 70.2% | 16.8% | ||
| Q4 24 | -60.4% | 21.7% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | — | 19.7% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | 71.2% | 12.9% | ||
| Q4 24 | -46.4% | 16.9% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 11.6% |
| Q1 26 | — | $1.05 | ||
| Q4 25 | — | $5.15 | ||
| Q3 25 | — | $4.65 | ||
| Q2 25 | — | $6.12 | ||
| Q1 25 | $1.90 | $4.05 | ||
| Q4 24 | $-0.15 | $4.65 | ||
| Q3 24 | — | $5.71 | ||
| Q2 24 | — | $2.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $274.8M | $136.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $350.1M | $93.6B |
| Total Assets | $406.9M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $136.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $274.8M | — | ||
| Q4 24 | $128.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
| Q1 26 | — | $93.6B | ||
| Q4 25 | — | $934.0M | ||
| Q3 25 | — | $918.7M | ||
| Q2 25 | — | $896.4M | ||
| Q1 25 | $350.1M | $893.7M | ||
| Q4 24 | $229.0M | $897.5M | ||
| Q3 24 | — | $889.0M | ||
| Q2 24 | — | $868.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | $406.9M | $3.7B | ||
| Q4 24 | $271.6M | $4.0B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | $131.8M | — |
| Free Cash FlowOCF − Capex | $131.7M | — |
| FCF MarginFCF / Revenue | 83.0% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 1.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $-67.2M | ||
| Q3 25 | — | $108.3M | ||
| Q2 25 | — | $75.8M | ||
| Q1 25 | $131.8M | $-3.8M | ||
| Q4 24 | $-23.2M | $1.8M | ||
| Q3 24 | — | $69.1M | ||
| Q2 24 | — | $70.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-74.1M | ||
| Q3 25 | — | $106.9M | ||
| Q2 25 | — | $74.2M | ||
| Q1 25 | $131.7M | $-6.8M | ||
| Q4 24 | $-23.2M | $-3.8M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $68.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | -35.6% | ||
| Q3 25 | — | 49.4% | ||
| Q2 25 | — | 35.2% | ||
| Q1 25 | 83.0% | -3.1% | ||
| Q4 24 | -102.7% | -1.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 30.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 0.1% | 1.4% | ||
| Q4 24 | 0.2% | 2.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | 1.17× | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STOK
Segment breakdown not available.
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
