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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and Honest Company, Inc. (HNST). Click either name above to swap in a different company.
Honest Company, Inc. is the larger business by last-quarter revenue ($88.0M vs $50.1M, roughly 1.8× ACACIA RESEARCH CORP). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -26.8%, a 33.6% gap on every dollar of revenue. On growth, ACACIA RESEARCH CORP posted the faster year-over-year revenue change (2.6% vs -11.8%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs 1.0%).
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.
The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...
ACTG vs HNST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $88.0M |
| Net Profit | $3.4M | $-23.6M |
| Gross Margin | 12.8% | 15.7% |
| Operating Margin | -26.1% | -27.5% |
| Net Margin | 6.8% | -26.8% |
| Revenue YoY | 2.6% | -11.8% |
| Net Profit YoY | 125.5% | -2813.2% |
| EPS (diluted) | $0.03 | $-0.21 |
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 | $88.0M | ||
| Q3 25 | $59.4M | $92.6M | ||
| Q2 25 | $51.2M | $93.5M | ||
| Q1 25 | $124.4M | $97.3M | ||
| Q4 24 | $48.8M | $99.8M | ||
| Q3 24 | $23.3M | $99.2M | ||
| Q2 24 | $25.8M | $93.0M | ||
| Q1 24 | $24.3M | $86.2M |
| Q4 25 | $3.4M | $-23.6M | ||
| Q3 25 | $-2.7M | $758.0K | ||
| Q2 25 | $-3.3M | $3.9M | ||
| Q1 25 | $24.3M | $3.3M | ||
| Q4 24 | $-13.4M | $-809.0K | ||
| Q3 24 | $-14.0M | $165.0K | ||
| Q2 24 | $-8.4M | $-4.1M | ||
| Q1 24 | $-186.0K | $-1.4M |
| Q4 25 | 12.8% | 15.7% | ||
| Q3 25 | 21.2% | 37.3% | ||
| Q2 25 | 12.8% | 40.4% | ||
| Q1 25 | 47.4% | 38.7% | ||
| Q4 24 | 17.6% | 38.8% | ||
| Q3 24 | 10.1% | 38.7% | ||
| Q2 24 | 26.2% | 38.3% | ||
| Q1 24 | 49.2% | 37.0% |
| Q4 25 | -26.1% | -27.5% | ||
| Q3 25 | -10.8% | 0.3% | ||
| Q2 25 | -24.2% | 3.1% | ||
| Q1 25 | 30.8% | 2.6% | ||
| Q4 24 | -32.4% | -1.0% | ||
| Q3 24 | -44.1% | 0.1% | ||
| Q2 24 | -18.4% | -4.3% | ||
| Q1 24 | -8.6% | -1.5% |
| Q4 25 | 6.8% | -26.8% | ||
| Q3 25 | -4.6% | 0.8% | ||
| Q2 25 | -6.4% | 4.1% | ||
| Q1 25 | 19.5% | 3.3% | ||
| Q4 24 | -27.5% | -0.8% | ||
| Q3 24 | -60.0% | 0.2% | ||
| Q2 24 | -32.7% | -4.4% | ||
| Q1 24 | -0.8% | -1.6% |
| Q4 25 | $0.03 | $-0.21 | ||
| Q3 25 | $-0.03 | $0.01 | ||
| Q2 25 | $-0.03 | $0.03 | ||
| Q1 25 | $0.25 | $0.03 | ||
| Q4 24 | $-0.14 | $-0.01 | ||
| Q3 24 | $-0.14 | $0.00 | ||
| Q2 24 | $-0.08 | $-0.04 | ||
| Q1 24 | $0.00 | $-0.01 |
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 | $89.6M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $169.7M |
| Total Assets | $771.0M | $225.4M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $89.6M | ||
| Q3 25 | $301.8M | $71.5M | ||
| Q2 25 | $316.7M | $72.1M | ||
| Q1 25 | $272.0M | $72.8M | ||
| Q4 24 | $273.9M | $75.4M | ||
| Q3 24 | $410.9M | $53.4M | ||
| Q2 24 | $441.9M | $36.6M | ||
| Q1 24 | $498.4M | $33.6M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $169.7M | ||
| Q3 25 | $537.6M | $190.2M | ||
| Q2 25 | $538.6M | $187.0M | ||
| Q1 25 | $540.2M | $180.4M | ||
| Q4 24 | $514.8M | $174.3M | ||
| Q3 24 | $540.2M | $133.9M | ||
| Q2 24 | $560.7M | $129.7M | ||
| Q1 24 | $568.3M | $124.8M |
| Q4 25 | $771.0M | $225.4M | ||
| Q3 25 | $768.9M | $241.5M | ||
| Q2 25 | $775.5M | $249.0M | ||
| Q1 25 | $801.6M | $265.3M | ||
| Q4 24 | $756.4M | $247.4M | ||
| Q3 24 | $707.6M | $209.2M | ||
| Q2 24 | $753.6M | $200.2M | ||
| Q1 24 | $631.7M | $198.1M |
| 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 | $19.3M |
| Free Cash FlowOCF − Capex | — | $18.1M |
| FCF MarginFCF / Revenue | — | 20.5% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $19.3M | ||
| Q3 25 | $9.5M | $-504.0K | ||
| Q2 25 | $50.1M | $-745.0K | ||
| Q1 25 | $2.4M | $-2.9M | ||
| Q4 24 | $50.1M | $-16.8M | ||
| Q3 24 | $-593.0K | $15.1M | ||
| Q2 24 | $16.1M | $2.9M | ||
| Q1 24 | $54.8M | $336.0K |
| Q4 25 | — | $18.1M | ||
| Q3 25 | — | $-624.0K | ||
| Q2 25 | — | $-826.0K | ||
| Q1 25 | $335.0K | $-3.0M | ||
| Q4 24 | $-98.5M | $-17.2M | ||
| Q3 24 | $-2.8M | $15.0M | ||
| Q2 24 | $-126.7M | $2.9M | ||
| Q1 24 | $54.6M | $260.0K |
| Q4 25 | — | 20.5% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | 0.3% | -3.1% | ||
| Q4 24 | -201.8% | -17.2% | ||
| Q3 24 | -12.1% | 15.1% | ||
| Q2 24 | -490.5% | 3.1% | ||
| Q1 24 | 224.4% | 0.3% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 1.7% | 0.1% | ||
| Q4 24 | 304.4% | 0.3% | ||
| Q3 24 | 9.6% | 0.1% | ||
| Q2 24 | 553.0% | 0.0% | ||
| Q1 24 | 1.1% | 0.1% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.19× | ||
| Q1 25 | 0.10× | -0.90× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 91.42× | ||
| 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% |
HNST
Segment breakdown not available.
