vs
Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
ACV Auctions Inc. is the larger business by last-quarter revenue ($183.6M vs $103.6M, roughly 1.8× TACTILE SYSTEMS TECHNOLOGY INC). On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 15.1%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-14.7M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 12.3%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
ACVA vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $103.6M |
| Net Profit | — | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | -9.7% | 18.1% |
| Net Margin | — | 10.3% |
| Revenue YoY | 15.1% | 21.0% |
| Net Profit YoY | — | 9.4% |
| EPS (diluted) | $-0.12 | $0.45 |
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 | $183.6M | $103.6M | ||
| Q3 25 | $199.6M | $85.8M | ||
| Q2 25 | $193.7M | $78.9M | ||
| Q1 25 | $182.7M | $61.3M | ||
| Q4 24 | $159.5M | $85.6M | ||
| Q3 24 | $171.3M | $73.1M | ||
| Q2 24 | $160.6M | $73.2M | ||
| Q1 24 | $145.7M | $61.1M |
| Q4 25 | — | $10.6M | ||
| Q3 25 | $-24.5M | $8.2M | ||
| Q2 25 | $-7.3M | $3.2M | ||
| Q1 25 | $-14.8M | $-3.0M | ||
| Q4 24 | — | $9.7M | ||
| Q3 24 | $-16.0M | $5.2M | ||
| Q2 24 | $-17.1M | $4.3M | ||
| Q1 24 | $-20.5M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | -9.7% | 18.1% | ||
| Q3 25 | -11.9% | 12.8% | ||
| Q2 25 | -3.7% | 5.2% | ||
| Q1 25 | -7.9% | -7.4% | ||
| Q4 24 | -16.2% | 14.6% | ||
| Q3 24 | -10.0% | 9.3% | ||
| Q2 24 | -11.6% | 8.0% | ||
| Q1 24 | -15.5% | -4.9% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | -12.3% | 9.6% | ||
| Q2 25 | -3.8% | 4.1% | ||
| Q1 25 | -8.1% | -4.9% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | -9.4% | 7.1% | ||
| Q2 24 | -10.6% | 5.9% | ||
| Q1 24 | -14.1% | -3.6% |
| Q4 25 | $-0.12 | $0.45 | ||
| Q3 25 | $-0.14 | $0.36 | ||
| Q2 25 | $-0.04 | $0.14 | ||
| Q1 25 | $-0.09 | $-0.13 | ||
| Q4 24 | $-0.15 | $0.40 | ||
| Q3 24 | $-0.10 | $0.21 | ||
| Q2 24 | $-0.10 | $0.18 | ||
| Q1 24 | $-0.13 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $429.7M | $218.9M |
| Total Assets | $1.1B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $271.5M | $83.4M | ||
| Q3 25 | $265.3M | $66.0M | ||
| Q2 25 | $258.4M | $81.5M | ||
| Q1 25 | $291.9M | $83.6M | ||
| Q4 24 | $224.1M | $94.4M | ||
| Q3 24 | $252.5M | $82.1M | ||
| Q2 24 | $215.0M | $73.6M | ||
| Q1 24 | $209.8M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $429.7M | $218.9M | ||
| Q3 25 | $434.4M | $204.9M | ||
| Q2 25 | $448.8M | $194.9M | ||
| Q1 25 | $439.6M | $205.6M | ||
| Q4 24 | $440.0M | $216.6M | ||
| Q3 24 | $456.2M | $207.9M | ||
| Q2 24 | $457.6M | $200.7M | ||
| Q1 24 | $458.3M | $193.5M |
| Q4 25 | $1.1B | $273.9M | ||
| Q3 25 | $1.2B | $259.2M | ||
| Q2 25 | $1.1B | $273.0M | ||
| Q1 25 | $1.2B | $280.2M | ||
| Q4 24 | $984.1M | $297.9M | ||
| Q3 24 | $1.0B | $287.7M | ||
| Q2 24 | $1.0B | $278.8M | ||
| Q1 24 | $1.0B | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $-12.4M | $17.3M |
| Free Cash FlowOCF − Capex | $-14.7M | $16.8M |
| FCF MarginFCF / Revenue | -8.0% | 16.2% |
| Capex IntensityCapex / Revenue | 1.2% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.4M | $17.3M | ||
| Q3 25 | $10.3M | $10.3M | ||
| Q2 25 | $13.7M | $14.8M | ||
| Q1 25 | $66.6M | $417.0K | ||
| Q4 24 | $-3.2M | $16.3M | ||
| Q3 24 | $21.1M | $10.3M | ||
| Q2 24 | $4.5M | $13.1M | ||
| Q1 24 | $43.0M | $924.0K |
| Q4 25 | $-14.7M | $16.8M | ||
| Q3 25 | $7.7M | $9.2M | ||
| Q2 25 | $10.9M | $14.4M | ||
| Q1 25 | $65.3M | $38.0K | ||
| Q4 24 | $-3.9M | $15.9M | ||
| Q3 24 | $20.2M | $9.3M | ||
| Q2 24 | $2.7M | $12.6M | ||
| Q1 24 | $41.9M | $442.0K |
| Q4 25 | -8.0% | 16.2% | ||
| Q3 25 | 3.8% | 10.8% | ||
| Q2 25 | 5.6% | 18.2% | ||
| Q1 25 | 35.7% | 0.1% | ||
| Q4 24 | -2.5% | 18.5% | ||
| Q3 24 | 11.8% | 12.7% | ||
| Q2 24 | 1.7% | 17.3% | ||
| Q1 24 | 28.8% | 0.7% |
| Q4 25 | 1.2% | 0.5% | ||
| Q3 25 | 1.3% | 1.3% | ||
| Q2 25 | 1.5% | 0.5% | ||
| Q1 25 | 0.7% | 0.6% | ||
| Q4 24 | 0.4% | 0.5% | ||
| Q3 24 | 0.6% | 1.3% | ||
| Q2 24 | 1.1% | 0.7% | ||
| Q1 24 | 0.7% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
