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Side-by-side financial comparison of ARKO Corp. (ARKO) and Public Storage (PSA). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.2B, roughly 1.5× Public Storage). Public Storage runs the higher net margin — 41.7% vs 0.1%, a 41.6% gap on every dollar of revenue. On growth, Public Storage posted the faster year-over-year revenue change (3.3% vs -9.9%). Over the past eight quarters, Public Storage's revenue compounded faster (2.5% 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.
Public Storage, headquartered in Glendale, California, is a real estate investment trust that invests in self storage. It is the largest brand of self-storage services in the US and owns approximately 9% of the self storage square footage in the U.S. As of December 31, 2024, the company operated 3,073 self-storage facilities containing an aggregate of 221 million net rentable square feet of space.
ARKO vs PSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.2B |
| Net Profit | $1.9M | $507.1M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | 40.7% |
| Net Margin | 0.1% | 41.7% |
| Revenue YoY | -9.9% | 3.3% |
| Net Profit YoY | 180.9% | -17.5% |
| EPS (diluted) | $0.01 | $2.59 |
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 | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.3B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.1B | $1.2B |
| Q4 25 | $1.9M | $507.1M | ||
| Q3 25 | $13.5M | $511.1M | ||
| Q2 25 | $20.1M | $358.4M | ||
| Q1 25 | $-12.7M | $407.8M | ||
| Q4 24 | $-2.3M | $614.6M | ||
| Q3 24 | $9.7M | $430.3M | ||
| Q2 24 | $14.1M | $518.1M | ||
| Q1 24 | $-594.0K | $508.9M |
| Q4 25 | 1.2% | 40.7% | ||
| Q3 25 | 1.8% | 42.3% | ||
| Q2 25 | 2.8% | 30.4% | ||
| Q1 25 | -0.6% | 34.8% | ||
| Q4 24 | 0.7% | 52.4% | ||
| Q3 24 | 1.8% | 36.7% | ||
| Q2 24 | 1.8% | 44.6% | ||
| Q1 24 | -0.2% | 44.3% |
| Q4 25 | 0.1% | 41.7% | ||
| Q3 25 | 0.7% | 41.8% | ||
| Q2 25 | 1.0% | 29.8% | ||
| Q1 25 | -0.7% | 34.5% | ||
| Q4 24 | -0.1% | 52.2% | ||
| Q3 24 | 0.4% | 36.2% | ||
| Q2 24 | 0.6% | 44.2% | ||
| Q1 24 | -0.0% | 44.0% |
| Q4 25 | $0.01 | $2.59 | ||
| Q3 25 | $0.10 | $2.62 | ||
| Q2 25 | $0.16 | $1.76 | ||
| Q1 25 | $-0.12 | $2.04 | ||
| Q4 24 | $-0.03 | $3.22 | ||
| Q3 24 | $0.07 | $2.16 | ||
| Q2 24 | $0.11 | $2.66 | ||
| Q1 24 | $-0.02 | $2.60 |
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 | $318.1M |
| Total DebtLower is stronger | $912.1M | $10.3B |
| Stockholders' EquityBook value | $267.2M | $9.2B |
| Total Assets | $3.5B | $20.2B |
| Debt / EquityLower = less leverage | 3.41× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $318.1M | ||
| Q3 25 | $313.2M | $296.5M | ||
| Q2 25 | $299.7M | $1.1B | ||
| Q1 25 | $271.1M | $287.2M | ||
| Q4 24 | $267.1M | $447.4M | ||
| Q3 24 | $296.8M | $599.0M | ||
| Q2 24 | $236.5M | $542.3M | ||
| Q1 24 | $189.1M | $271.6M |
| Q4 25 | $912.1M | $10.3B | ||
| Q3 25 | $911.6M | $10.0B | ||
| Q2 25 | $916.4M | $10.4B | ||
| Q1 25 | $880.1M | $9.4B | ||
| Q4 24 | $881.0M | $9.4B | ||
| Q3 24 | $884.7M | $9.5B | ||
| Q2 24 | $889.9M | $9.4B | ||
| Q1 24 | $885.0M | $9.1B |
| Q4 25 | $267.2M | $9.2B | ||
| Q3 25 | $273.1M | $9.3B | ||
| Q2 25 | $264.8M | $9.4B | ||
| Q1 25 | $255.2M | $9.6B | ||
| Q4 24 | $276.9M | $9.7B | ||
| Q3 24 | $280.0M | $9.6B | ||
| Q2 24 | $273.1M | $9.7B | ||
| Q1 24 | $261.2M | $9.9B |
| Q4 25 | $3.5B | $20.2B | ||
| Q3 25 | $3.6B | $20.1B | ||
| Q2 25 | $3.6B | $20.5B | ||
| Q1 25 | $3.6B | $19.6B | ||
| Q4 24 | $3.6B | $19.8B | ||
| Q3 24 | $3.7B | $19.8B | ||
| Q2 24 | $3.7B | $19.8B | ||
| Q1 24 | $3.6B | $19.6B |
| Q4 25 | 3.41× | 1.11× | ||
| Q3 25 | 3.34× | 1.08× | ||
| Q2 25 | 3.46× | 1.11× | ||
| Q1 25 | 3.45× | 0.99× | ||
| Q4 24 | 3.18× | 0.96× | ||
| Q3 24 | 3.16× | 0.99× | ||
| Q2 24 | 3.26× | 0.97× | ||
| Q1 24 | 3.39× | 0.91× |
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 | $733.6M |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $733.6M | ||
| Q3 25 | $49.4M | $875.1M | ||
| Q2 25 | $55.2M | $872.7M | ||
| Q1 25 | $43.4M | $705.1M | ||
| Q4 24 | $22.7M | $768.6M | ||
| Q3 24 | $109.2M | $798.8M | ||
| Q2 24 | $77.2M | $895.3M | ||
| Q1 24 | $12.8M | $665.6M |
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — | ||
| Q1 24 | $-16.5M | — |
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | -0.8% | — |
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 23.98× | 1.45× | ||
| Q3 25 | 3.67× | 1.71× | ||
| Q2 25 | 2.75× | 2.43× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | 11.28× | 1.86× | ||
| Q2 24 | 5.49× | 1.73× | ||
| Q1 24 | — | 1.31× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
