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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and Information Services Group Inc. (III). Click either name above to swap in a different company.
Information Services Group Inc. is the larger business by last-quarter revenue ($61.2M vs $50.1M, roughly 1.2× ACACIA RESEARCH CORP). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs 4.3%, a 2.5% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (5.9% vs 2.6%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs -2.4%).
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.
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
ACTG vs III — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $61.2M |
| Net Profit | $3.4M | $2.6M |
| Gross Margin | 12.8% | 44.8% |
| Operating Margin | -26.1% | 8.4% |
| Net Margin | 6.8% | 4.3% |
| Revenue YoY | 2.6% | 5.9% |
| Net Profit YoY | 125.5% | -14.1% |
| EPS (diluted) | $0.03 | $0.06 |
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 | $61.2M | ||
| Q3 25 | $59.4M | $62.4M | ||
| Q2 25 | $51.2M | $61.6M | ||
| Q1 25 | $124.4M | $59.6M | ||
| Q4 24 | $48.8M | $57.8M | ||
| Q3 24 | $23.3M | $61.3M | ||
| Q2 24 | $25.8M | $64.3M | ||
| Q1 24 | $24.3M | $64.3M |
| Q4 25 | $3.4M | $2.6M | ||
| Q3 25 | $-2.7M | $3.1M | ||
| Q2 25 | $-3.3M | $2.2M | ||
| Q1 25 | $24.3M | $1.5M | ||
| Q4 24 | $-13.4M | $3.0M | ||
| Q3 24 | $-14.0M | $1.1M | ||
| Q2 24 | $-8.4M | $2.0M | ||
| Q1 24 | $-186.0K | $-3.4M |
| Q4 25 | 12.8% | 44.8% | ||
| Q3 25 | 21.2% | 42.2% | ||
| Q2 25 | 12.8% | 42.2% | ||
| Q1 25 | 47.4% | 43.1% | ||
| Q4 24 | 17.6% | 41.5% | ||
| Q3 24 | 10.1% | 40.4% | ||
| Q2 24 | 26.2% | 39.5% | ||
| Q1 24 | 49.2% | 36.1% |
| Q4 25 | -26.1% | 8.4% | ||
| Q3 25 | -10.8% | 7.4% | ||
| Q2 25 | -24.2% | 7.6% | ||
| Q1 25 | 30.8% | 5.7% | ||
| Q4 24 | -32.4% | 0.3% | ||
| Q3 24 | -44.1% | 7.0% | ||
| Q2 24 | -18.4% | 5.7% | ||
| Q1 24 | -8.6% | -3.7% |
| Q4 25 | 6.8% | 4.3% | ||
| Q3 25 | -4.6% | 4.9% | ||
| Q2 25 | -6.4% | 3.5% | ||
| Q1 25 | 19.5% | 2.5% | ||
| Q4 24 | -27.5% | 5.3% | ||
| Q3 24 | -60.0% | 1.9% | ||
| Q2 24 | -32.7% | 3.2% | ||
| Q1 24 | -0.8% | -5.3% |
| Q4 25 | $0.03 | $0.06 | ||
| Q3 25 | $-0.03 | $0.06 | ||
| Q2 25 | $-0.03 | $0.04 | ||
| Q1 25 | $0.25 | $0.03 | ||
| Q4 24 | $-0.14 | $0.07 | ||
| Q3 24 | $-0.14 | $0.02 | ||
| Q2 24 | $-0.08 | $0.04 | ||
| Q1 24 | $0.00 | $-0.07 |
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 | $28.7M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $94.7M |
| Total Assets | $771.0M | $211.0M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $28.7M | ||
| Q3 25 | $301.8M | $28.7M | ||
| Q2 25 | $316.7M | $25.2M | ||
| Q1 25 | $272.0M | $20.1M | ||
| Q4 24 | $273.9M | $23.1M | ||
| Q3 24 | $410.9M | $9.7M | ||
| Q2 24 | $441.9M | $11.8M | ||
| Q1 24 | $498.4M | $14.0M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $94.7M | ||
| Q3 25 | $537.6M | $94.7M | ||
| Q2 25 | $538.6M | $94.1M | ||
| Q1 25 | $540.2M | $95.0M | ||
| Q4 24 | $514.8M | $96.3M | ||
| Q3 24 | $540.2M | $96.6M | ||
| Q2 24 | $560.7M | $95.5M | ||
| Q1 24 | $568.3M | $95.6M |
| Q4 25 | $771.0M | $211.0M | ||
| Q3 25 | $768.9M | $213.3M | ||
| Q2 25 | $775.5M | $200.7M | ||
| Q1 25 | $801.6M | $202.4M | ||
| Q4 24 | $756.4M | $204.5M | ||
| Q3 24 | $707.6M | $227.1M | ||
| Q2 24 | $753.6M | $235.3M | ||
| Q1 24 | $631.7M | $234.2M |
| 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 | $5.1M |
| Free Cash FlowOCF − Capex | — | $4.3M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | — | 1.2% |
| Cash ConversionOCF / Net Profit | 22.01× | 1.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $5.1M | ||
| Q3 25 | $9.5M | $11.1M | ||
| Q2 25 | $50.1M | $11.9M | ||
| Q1 25 | $2.4M | $978.0K | ||
| Q4 24 | $50.1M | $6.6M | ||
| Q3 24 | $-593.0K | $8.8M | ||
| Q2 24 | $16.1M | $2.2M | ||
| Q1 24 | $54.8M | $2.3M |
| Q4 25 | — | $4.3M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | $11.1M | ||
| Q1 25 | $335.0K | $141.0K | ||
| Q4 24 | $-98.5M | $6.0M | ||
| Q3 24 | $-2.8M | $8.4M | ||
| Q2 24 | $-126.7M | $1.3M | ||
| Q1 24 | $54.6M | $1.3M |
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | -201.8% | 10.4% | ||
| Q3 24 | -12.1% | 13.7% | ||
| Q2 24 | -490.5% | 2.0% | ||
| Q1 24 | 224.4% | 2.0% |
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 1.7% | 1.4% | ||
| Q4 24 | 304.4% | 0.9% | ||
| Q3 24 | 9.6% | 0.6% | ||
| Q2 24 | 553.0% | 1.4% | ||
| Q1 24 | 1.1% | 1.6% |
| Q4 25 | 22.01× | 1.94× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 5.46× | ||
| Q1 25 | 0.10× | 0.66× | ||
| Q4 24 | — | 2.15× | ||
| Q3 24 | — | 7.66× | ||
| Q2 24 | — | 1.07× | ||
| 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% |
III
Segment breakdown not available.
