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Side-by-side financial comparison of C3.ai, Inc. (AI) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $75.1M, roughly 2.0× C3.ai, Inc.). Lovesac Co runs the higher net margin — -7.0% vs -139.3%, a 132.3% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -20.3%). Lovesac Co produced more free cash flow last quarter ($-10.2M vs $-46.9M). Over the past eight quarters, C3.ai, Inc.'s revenue compounded faster (-2.1% CAGR vs -22.6%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
AI vs LOVE — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $150.2M |
| Net Profit | $-104.7M | $-10.6M |
| Gross Margin | 40.4% | 56.1% |
| Operating Margin | -149.2% | -10.5% |
| Net Margin | -139.3% | -7.0% |
| Revenue YoY | -20.3% | 0.2% |
| Net Profit YoY | -58.7% | -114.0% |
| EPS (diluted) | $-0.75 | $-0.72 |
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 | $75.1M | $150.2M | ||
| Q3 25 | $70.3M | $160.5M | ||
| Q2 25 | $108.7M | $138.4M | ||
| Q1 25 | $98.8M | $241.5M | ||
| Q4 24 | $94.3M | $149.9M | ||
| Q3 24 | $87.2M | $156.6M | ||
| Q2 24 | $86.6M | $132.6M | ||
| Q1 24 | $78.4M | $250.5M |
| Q4 25 | $-104.7M | $-10.6M | ||
| Q3 25 | $-116.8M | $-6.7M | ||
| Q2 25 | $-79.7M | $-10.8M | ||
| Q1 25 | $-80.2M | $35.3M | ||
| Q4 24 | $-66.0M | $-4.9M | ||
| Q3 24 | $-62.8M | $-5.9M | ||
| Q2 24 | $-72.9M | $-13.0M | ||
| Q1 24 | $-72.6M | $31.0M |
| Q4 25 | 40.4% | 56.1% | ||
| Q3 25 | 37.6% | 56.4% | ||
| Q2 25 | 62.1% | 53.7% | ||
| Q1 25 | 59.1% | 60.4% | ||
| Q4 24 | 61.3% | 58.5% | ||
| Q3 24 | 59.8% | 59.0% | ||
| Q2 24 | 59.6% | 54.3% | ||
| Q1 24 | 57.8% | 59.7% |
| Q4 25 | -149.2% | -10.5% | ||
| Q3 25 | -177.7% | -5.5% | ||
| Q2 25 | -81.8% | -10.8% | ||
| Q1 25 | -88.7% | 19.7% | ||
| Q4 24 | -79.8% | -5.2% | ||
| Q3 24 | -83.2% | -5.3% | ||
| Q2 24 | -95.1% | -13.5% | ||
| Q1 24 | -105.3% | 16.1% |
| Q4 25 | -139.3% | -7.0% | ||
| Q3 25 | -166.2% | -4.1% | ||
| Q2 25 | -73.3% | -7.8% | ||
| Q1 25 | -81.2% | 14.6% | ||
| Q4 24 | -69.9% | -3.3% | ||
| Q3 24 | -72.0% | -3.7% | ||
| Q2 24 | -84.2% | -9.8% | ||
| Q1 24 | -92.6% | 12.4% |
| Q4 25 | $-0.75 | $-0.72 | ||
| Q3 25 | $-0.86 | $-0.45 | ||
| Q2 25 | $-0.60 | $-0.73 | ||
| Q1 25 | $-0.62 | $2.22 | ||
| Q4 24 | $-0.52 | $-0.32 | ||
| Q3 24 | $-0.50 | $-0.38 | ||
| Q2 24 | $-0.59 | $-0.83 | ||
| Q1 24 | $-0.60 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $771.9M | $189.3M |
| Total Assets | $961.3M | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $23.7M | ||
| Q3 25 | $711.9M | $34.2M | ||
| Q2 25 | $742.7M | $26.9M | ||
| Q1 25 | $724.3M | $83.7M | ||
| Q4 24 | $730.4M | $61.7M | ||
| Q3 24 | $762.5M | $72.1M | ||
| Q2 24 | $750.4M | $72.4M | ||
| Q1 24 | $723.3M | $87.0M |
| Q4 25 | $771.9M | $189.3M | ||
| Q3 25 | $798.8M | $197.5M | ||
| Q2 25 | $838.3M | $201.2M | ||
| Q1 25 | $860.2M | $216.4M | ||
| Q4 24 | $859.0M | $196.5M | ||
| Q3 24 | $874.9M | $202.1M | ||
| Q2 24 | $873.4M | $205.3M | ||
| Q1 24 | $898.0M | $217.5M |
| Q4 25 | $961.3M | $495.5M | ||
| Q3 25 | $968.7M | $493.7M | ||
| Q2 25 | $1.0B | $483.7M | ||
| Q1 25 | $1.1B | $532.3M | ||
| Q4 24 | $1.0B | $499.7M | ||
| Q3 24 | $1.1B | $481.1M | ||
| Q2 24 | $1.0B | $477.2M | ||
| Q1 24 | $1.1B | $482.2M |
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 | $-46.5M | $-4.9M |
| Free Cash FlowOCF − Capex | $-46.9M | $-10.2M |
| FCF MarginFCF / Revenue | -62.4% | -6.8% |
| Capex IntensityCapex / Revenue | 0.5% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $-4.9M | ||
| Q3 25 | $-33.5M | $12.2M | ||
| Q2 25 | $11.3M | $-41.4M | ||
| Q1 25 | $-22.0M | $44.0M | ||
| Q4 24 | $-38.7M | $-4.2M | ||
| Q3 24 | $8.0M | $6.2M | ||
| Q2 24 | $21.3M | $-7.0M | ||
| Q1 24 | $-39.1M | $56.3M |
| Q4 25 | $-46.9M | $-10.2M | ||
| Q3 25 | $-34.3M | $7.8M | ||
| Q2 25 | $10.3M | $-50.0M | ||
| Q1 25 | $-22.4M | $38.7M | ||
| Q4 24 | $-39.5M | $-6.6M | ||
| Q3 24 | $7.1M | $119.0K | ||
| Q2 24 | $18.8M | $-14.3M | ||
| Q1 24 | $-45.1M | $49.5M |
| Q4 25 | -62.4% | -6.8% | ||
| Q3 25 | -48.8% | 4.9% | ||
| Q2 25 | 9.5% | -36.1% | ||
| Q1 25 | -22.7% | 16.0% | ||
| Q4 24 | -41.9% | -4.4% | ||
| Q3 24 | 8.2% | 0.1% | ||
| Q2 24 | 21.7% | -10.8% | ||
| Q1 24 | -57.6% | 19.8% |
| Q4 25 | 0.5% | 3.5% | ||
| Q3 25 | 1.1% | 2.7% | ||
| Q2 25 | 0.9% | 6.2% | ||
| Q1 25 | 0.4% | 2.2% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 1.1% | 3.9% | ||
| Q2 24 | 2.9% | 5.5% | ||
| Q1 24 | 7.8% | 2.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
