vs
Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and GAIA, INC (GAIA). Click either name above to swap in a different company.
ACACIA RESEARCH CORP is the larger business by last-quarter revenue ($50.1M vs $25.5M, roughly 2.0× GAIA, INC). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -0.3%, a 7.1% gap on every dollar of revenue. On growth, GAIA, INC posted the faster year-over-year revenue change (5.8% vs 2.6%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs 9.4%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
Gaia, Inc. is a publicly traded (NASDAQ:GAIA) American media company founded in 1988 by Jirka Rysavy in Louisville, Colorado. It owns and operates Gaia TV, a subscription video on-demand service consisting of original and licensed alternative media documentaries, including those on wellness, spirituality and conspiracy theories.
ACTG vs GAIA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $25.5M |
| Net Profit | $3.4M | $-75.0K |
| Gross Margin | 12.8% | 87.6% |
| Operating Margin | -26.1% | -2.6% |
| Net Margin | 6.8% | -0.3% |
| Revenue YoY | 2.6% | 5.8% |
| Net Profit YoY | 125.5% | 91.7% |
| EPS (diluted) | $0.03 | $-0.02 |
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 | $50.1M | $25.5M | ||
| Q3 25 | $59.4M | $25.0M | ||
| Q2 25 | $51.2M | $24.6M | ||
| Q1 25 | $124.4M | $23.8M | ||
| Q4 24 | $48.8M | $24.1M | ||
| Q3 24 | $23.3M | $22.0M | ||
| Q2 24 | $25.8M | $21.9M | ||
| Q1 24 | $24.3M | $21.3M |
| Q4 25 | $3.4M | $-75.0K | ||
| Q3 25 | $-2.7M | $-1.2M | ||
| Q2 25 | $-3.3M | $-2.0M | ||
| Q1 25 | $24.3M | $-1.2M | ||
| Q4 24 | $-13.4M | $-907.0K | ||
| Q3 24 | $-14.0M | $-1.2M | ||
| Q2 24 | $-8.4M | $-2.2M | ||
| Q1 24 | $-186.0K | $-971.0K |
| Q4 25 | 12.8% | 87.6% | ||
| Q3 25 | 21.2% | 86.4% | ||
| Q2 25 | 12.8% | 86.7% | ||
| Q1 25 | 47.4% | 87.7% | ||
| Q4 24 | 17.6% | 88.2% | ||
| Q3 24 | 10.1% | 86.1% | ||
| Q2 24 | 26.2% | 84.5% | ||
| Q1 24 | 49.2% | 85.3% |
| Q4 25 | -26.1% | -2.6% | ||
| Q3 25 | -10.8% | -5.0% | ||
| Q2 25 | -24.2% | -8.9% | ||
| Q1 25 | 30.8% | -4.3% | ||
| Q4 24 | -32.4% | -7.1% | ||
| Q3 24 | -44.1% | -5.3% | ||
| Q2 24 | -18.4% | -9.1% | ||
| Q1 24 | -8.6% | -4.0% |
| Q4 25 | 6.8% | -0.3% | ||
| Q3 25 | -4.6% | -4.6% | ||
| Q2 25 | -6.4% | -8.3% | ||
| Q1 25 | 19.5% | -5.1% | ||
| Q4 24 | -27.5% | -3.8% | ||
| Q3 24 | -60.0% | -5.4% | ||
| Q2 24 | -32.7% | -9.9% | ||
| Q1 24 | -0.8% | -4.6% |
| Q4 25 | $0.03 | $-0.02 | ||
| Q3 25 | $-0.03 | $-0.05 | ||
| Q2 25 | $-0.03 | $-0.07 | ||
| Q1 25 | $0.25 | $-0.04 | ||
| Q4 24 | $-0.14 | $-0.03 | ||
| Q3 24 | $-0.14 | $-0.05 | ||
| Q2 24 | $-0.08 | $-0.09 | ||
| Q1 24 | $0.00 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $13.5M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $87.9M |
| Total Assets | $771.0M | $154.6M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $13.5M | ||
| Q3 25 | $301.8M | $14.2M | ||
| Q2 25 | $316.7M | $13.9M | ||
| Q1 25 | $272.0M | $13.1M | ||
| Q4 24 | $273.9M | $5.9M | ||
| Q3 24 | $410.9M | $4.4M | ||
| Q2 24 | $441.9M | $5.5M | ||
| Q1 24 | $498.4M | $8.6M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $87.9M | ||
| Q3 25 | $537.6M | $86.3M | ||
| Q2 25 | $538.6M | $85.7M | ||
| Q1 25 | $540.2M | $87.0M | ||
| Q4 24 | $514.8M | $80.7M | ||
| Q3 24 | $540.2M | $81.2M | ||
| Q2 24 | $560.7M | $82.1M | ||
| Q1 24 | $568.3M | $84.8M |
| Q4 25 | $771.0M | $154.6M | ||
| Q3 25 | $768.9M | $151.1M | ||
| Q2 25 | $775.5M | $147.0M | ||
| Q1 25 | $801.6M | $148.5M | ||
| Q4 24 | $756.4M | $141.2M | ||
| Q3 24 | $707.6M | $139.6M | ||
| Q2 24 | $753.6M | $142.1M | ||
| Q1 24 | $631.7M | $133.8M |
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $75.2M | $1.8M |
| Free Cash FlowOCF − Capex | — | $76.0K |
| FCF MarginFCF / Revenue | — | 0.3% |
| Capex IntensityCapex / Revenue | — | 6.6% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-377.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $1.8M | ||
| Q3 25 | $9.5M | $326.0K | ||
| Q2 25 | $50.1M | $2.3M | ||
| Q1 25 | $2.4M | $1.3M | ||
| Q4 24 | $50.1M | $2.7M | ||
| Q3 24 | $-593.0K | $409.0K | ||
| Q2 24 | $16.1M | $-2.1M | ||
| Q1 24 | $54.8M | $5.9M |
| Q4 25 | — | $76.0K | ||
| Q3 25 | — | $-1.6M | ||
| Q2 25 | — | $880.0K | ||
| Q1 25 | $335.0K | $268.0K | ||
| Q4 24 | $-98.5M | $1.6M | ||
| Q3 24 | $-2.8M | $-952.0K | ||
| Q2 24 | $-126.7M | $-3.5M | ||
| Q1 24 | $54.6M | $4.9M |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | -6.4% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | 0.3% | 1.1% | ||
| Q4 24 | -201.8% | 6.5% | ||
| Q3 24 | -12.1% | -4.3% | ||
| Q2 24 | -490.5% | -16.1% | ||
| Q1 24 | 224.4% | 22.8% |
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | 1.7% | 4.3% | ||
| Q4 24 | 304.4% | 4.6% | ||
| Q3 24 | 9.6% | 6.2% | ||
| Q2 24 | 553.0% | 6.6% | ||
| Q1 24 | 1.1% | 5.0% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
GAIA
| US | $16.7M | 65% |
| Non Us | $8.8M | 35% |
