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Side-by-side financial comparison of ARKO Corp. (ARKO) and Floor & Decor Holdings, Inc. (FND). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.1B, roughly 1.6× Floor & Decor Holdings, Inc.). Floor & Decor Holdings, Inc. runs the higher net margin — 3.5% vs 0.1%, a 3.4% gap on every dollar of revenue. On growth, Floor & Decor Holdings, Inc. posted the faster year-over-year revenue change (2.0% vs -9.9%). Floor & Decor Holdings, Inc. produced more free cash flow last quarter ($45.1M vs $14.9M). Over the past eight quarters, Floor & Decor Holdings, Inc.'s revenue compounded faster (1.5% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Floor & Decor Holdings, Inc., branded as Floor & Decor, is a multi-channel American specialty retailer of hard surface flooring and related accessories that was founded in 2000 and headquartered in Smyrna, Georgia, United States.
ARKO vs FND — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.1B |
| Net Profit | $1.9M | $39.3M |
| Gross Margin | — | 43.5% |
| Operating Margin | 1.2% | 4.6% |
| Net Margin | 0.1% | 3.5% |
| Revenue YoY | -9.9% | 2.0% |
| Net Profit YoY | 180.9% | -17.2% |
| EPS (diluted) | $0.01 | $0.36 |
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 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.3B | $1.1B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.1B | $1.1B |
| Q4 25 | $1.9M | $39.3M | ||
| Q3 25 | $13.5M | $57.3M | ||
| Q2 25 | $20.1M | $63.2M | ||
| Q1 25 | $-12.7M | $48.9M | ||
| Q4 24 | $-2.3M | $47.5M | ||
| Q3 24 | $9.7M | $51.7M | ||
| Q2 24 | $14.1M | $56.7M | ||
| Q1 24 | $-594.0K | $50.0M |
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 43.9% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 43.5% | ||
| Q2 24 | — | 43.3% | ||
| Q1 24 | — | 42.8% |
| Q4 25 | 1.2% | 4.6% | ||
| Q3 25 | 1.8% | 6.1% | ||
| Q2 25 | 2.8% | 6.7% | ||
| Q1 25 | -0.6% | 5.5% | ||
| Q4 24 | 0.7% | 5.3% | ||
| Q3 24 | 1.8% | 5.9% | ||
| Q2 24 | 1.8% | 6.3% | ||
| Q1 24 | -0.2% | 5.4% |
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 0.7% | 4.9% | ||
| Q2 25 | 1.0% | 5.2% | ||
| Q1 25 | -0.7% | 4.2% | ||
| Q4 24 | -0.1% | 4.3% | ||
| Q3 24 | 0.4% | 4.6% | ||
| Q2 24 | 0.6% | 5.0% | ||
| Q1 24 | -0.0% | 4.6% |
| Q4 25 | $0.01 | $0.36 | ||
| Q3 25 | $0.10 | $0.53 | ||
| Q2 25 | $0.16 | $0.58 | ||
| Q1 25 | $-0.12 | $0.45 | ||
| Q4 24 | $-0.03 | $0.44 | ||
| Q3 24 | $0.07 | $0.48 | ||
| Q2 24 | $0.11 | $0.52 | ||
| Q1 24 | $-0.02 | $0.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | — |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $2.4B |
| Total Assets | $3.5B | $5.5B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | — | ||
| Q3 25 | $313.2M | — | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | — | ||
| Q4 24 | $267.1M | — | ||
| Q3 24 | $296.8M | — | ||
| Q2 24 | $236.5M | — | ||
| Q1 24 | $189.1M | — |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | $2.4B | ||
| Q3 25 | $273.1M | $2.4B | ||
| Q2 25 | $264.8M | $2.3B | ||
| Q1 25 | $255.2M | $2.2B | ||
| Q4 24 | $276.9M | $2.2B | ||
| Q3 24 | $280.0M | $2.1B | ||
| Q2 24 | $273.1M | $2.0B | ||
| Q1 24 | $261.2M | $2.0B |
| Q4 25 | $3.5B | $5.5B | ||
| Q3 25 | $3.6B | $5.5B | ||
| Q2 25 | $3.6B | $5.4B | ||
| Q1 25 | $3.6B | $5.4B | ||
| Q4 24 | $3.6B | $5.1B | ||
| Q3 24 | $3.7B | $4.9B | ||
| Q2 24 | $3.7B | $4.8B | ||
| Q1 24 | $3.6B | $4.7B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
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 | $44.6M | $124.1M |
| Free Cash FlowOCF − Capex | $14.9M | $45.1M |
| FCF MarginFCF / Revenue | 0.8% | 4.0% |
| Capex IntensityCapex / Revenue | 1.7% | 7.0% |
| Cash ConversionOCF / Net Profit | 23.98× | 3.15× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $64.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $124.1M | ||
| Q3 25 | $49.4M | $102.5M | ||
| Q2 25 | $55.2M | $84.1M | ||
| Q1 25 | $43.4M | $71.2M | ||
| Q4 24 | $22.7M | $101.4M | ||
| Q3 24 | $109.2M | $160.3M | ||
| Q2 24 | $77.2M | $194.0M | ||
| Q1 24 | $12.8M | $147.5M |
| Q4 25 | $14.9M | $45.1M | ||
| Q3 25 | $24.5M | $24.5M | ||
| Q2 25 | $9.8M | $-10.0M | ||
| Q1 25 | $16.0M | $4.4M | ||
| Q4 24 | $-13.4M | $3.9M | ||
| Q3 24 | $79.9M | $36.5M | ||
| Q2 24 | $57.9M | $80.0M | ||
| Q1 24 | $-16.5M | $35.8M |
| Q4 25 | 0.8% | 4.0% | ||
| Q3 25 | 1.2% | 2.1% | ||
| Q2 25 | 0.5% | -0.8% | ||
| Q1 25 | 0.9% | 0.4% | ||
| Q4 24 | -0.7% | 0.4% | ||
| Q3 24 | 3.5% | 3.3% | ||
| Q2 24 | 2.4% | 7.1% | ||
| Q1 24 | -0.8% | 3.3% |
| Q4 25 | 1.7% | 7.0% | ||
| Q3 25 | 1.2% | 6.6% | ||
| Q2 25 | 2.3% | 7.8% | ||
| Q1 25 | 1.5% | 5.7% | ||
| Q4 24 | 1.8% | 8.8% | ||
| Q3 24 | 1.3% | 11.1% | ||
| Q2 24 | 0.8% | 10.1% | ||
| Q1 24 | 1.4% | 10.2% |
| Q4 25 | 23.98× | 3.15× | ||
| Q3 25 | 3.67× | 1.79× | ||
| Q2 25 | 2.75× | 1.33× | ||
| Q1 25 | — | 1.46× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | 11.28× | 3.10× | ||
| Q2 24 | 5.49× | 3.42× | ||
| Q1 24 | — | 2.95× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
FND
| Laminate And Vinyl | $310.1M | 27% |
| Tile | $259.1M | 23% |
| Installation Materials And Tools | $218.4M | 19% |
| Decorative Accessories And Wall Tile | $177.0M | 16% |
| Wood | $83.2M | 7% |
| Natural Stone | $46.8M | 4% |
| Adjacent Categories | $26.6M | 2% |
| Other | $8.5M | 1% |
