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Side-by-side financial comparison of BLACKLINE, INC. (BL) and El Pollo Loco Holdings, Inc. (LOCO). Click either name above to swap in a different company.
BLACKLINE, INC. is the larger business by last-quarter revenue ($183.2M vs $126.2M, roughly 1.5× El Pollo Loco Holdings, Inc.). El Pollo Loco Holdings, Inc. runs the higher net margin — 6.5% vs 2.7%, a 3.8% gap on every dollar of revenue. On growth, BLACKLINE, INC. posted the faster year-over-year revenue change (8.1% vs 5.9%). Over the past eight quarters, BLACKLINE, INC.'s revenue compounded faster (7.9% CAGR vs 1.6%).
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
BL vs LOCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.2M | $126.2M |
| Net Profit | $4.9M | $8.2M |
| Gross Margin | 75.2% | — |
| Operating Margin | 3.7% | 9.7% |
| Net Margin | 2.7% | 6.5% |
| Revenue YoY | 8.1% | 5.9% |
| Net Profit YoY | -91.3% | 48.8% |
| EPS (diluted) | $0.07 | $0.27 |
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.
| Q1 26 | — | $126.2M | ||
| Q4 25 | $183.2M | $123.5M | ||
| Q3 25 | $178.3M | $121.5M | ||
| Q2 25 | $172.0M | $125.8M | ||
| Q1 25 | $166.9M | $119.2M | ||
| Q4 24 | $169.5M | $114.3M | ||
| Q3 24 | $165.9M | $120.4M | ||
| Q2 24 | $160.5M | $122.2M |
| Q1 26 | — | $8.2M | ||
| Q4 25 | $4.9M | $6.5M | ||
| Q3 25 | $5.3M | $7.4M | ||
| Q2 25 | $8.3M | $7.1M | ||
| Q1 25 | $6.1M | $5.5M | ||
| Q4 24 | $56.4M | $6.0M | ||
| Q3 24 | $17.2M | $6.2M | ||
| Q2 24 | $76.7M | $7.6M |
| Q1 26 | — | — | ||
| Q4 25 | 75.2% | — | ||
| Q3 25 | 75.1% | — | ||
| Q2 25 | 75.2% | — | ||
| Q1 25 | 75.5% | — | ||
| Q4 24 | 75.6% | — | ||
| Q3 24 | 75.2% | — | ||
| Q2 24 | 74.9% | — |
| Q1 26 | — | 9.7% | ||
| Q4 25 | 3.7% | 8.3% | ||
| Q3 25 | 4.3% | 9.4% | ||
| Q2 25 | 4.4% | 9.0% | ||
| Q1 25 | 2.1% | 7.5% | ||
| Q4 24 | 3.7% | 7.9% | ||
| Q3 24 | 5.0% | 8.4% | ||
| Q2 24 | 1.4% | 10.1% |
| Q1 26 | — | 6.5% | ||
| Q4 25 | 2.7% | 5.3% | ||
| Q3 25 | 3.0% | 6.1% | ||
| Q2 25 | 4.8% | 5.6% | ||
| Q1 25 | 3.6% | 4.6% | ||
| Q4 24 | 33.3% | 5.2% | ||
| Q3 24 | 10.4% | 5.1% | ||
| Q2 24 | 47.8% | 6.2% |
| Q1 26 | — | $0.27 | ||
| Q4 25 | $0.07 | $0.22 | ||
| Q3 25 | $0.09 | $0.25 | ||
| Q2 25 | $0.13 | $0.24 | ||
| Q1 25 | $0.10 | $0.19 | ||
| Q4 24 | $0.79 | $0.21 | ||
| Q3 24 | $0.27 | $0.21 | ||
| Q2 24 | $0.22 | $0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $390.0M | $3.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $332.3M | $302.5M |
| Total Assets | $1.8B | $609.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $3.9M | ||
| Q4 25 | $390.0M | $6.2M | ||
| Q3 25 | $419.9M | $10.9M | ||
| Q2 25 | $459.1M | $9.0M | ||
| Q1 25 | $479.5M | $4.3M | ||
| Q4 24 | $885.9M | $2.5M | ||
| Q3 24 | $725.3M | $7.9M | ||
| Q2 24 | $616.6M | $10.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $51.0M | ||
| Q3 25 | — | $61.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | — | $73.0M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $76.0M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | — | $302.5M | ||
| Q4 25 | $332.3M | $291.1M | ||
| Q3 25 | $328.3M | $282.9M | ||
| Q2 25 | $414.0M | $274.2M | ||
| Q1 25 | $417.9M | $265.7M | ||
| Q4 24 | $446.7M | $260.7M | ||
| Q3 24 | $367.9M | $255.2M | ||
| Q2 24 | $325.8M | $248.6M |
| Q1 26 | — | $609.1M | ||
| Q4 25 | $1.8B | $606.6M | ||
| Q3 25 | $1.7B | $602.7M | ||
| Q2 25 | $1.8B | $596.8M | ||
| Q1 25 | $1.8B | $590.5M | ||
| Q4 24 | $1.8B | $592.0M | ||
| Q3 24 | $1.7B | $590.0M | ||
| Q2 24 | $1.9B | $593.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.35× |
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 | $26.7M | — |
| Free Cash FlowOCF − Capex | $26.1M | — |
| FCF MarginFCF / Revenue | 14.2% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 5.46× | — |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $26.7M | $13.9M | ||
| Q3 25 | $63.8M | $15.3M | ||
| Q2 25 | $32.3M | $14.1M | ||
| Q1 25 | $46.7M | $4.7M | ||
| Q4 24 | $43.8M | $5.6M | ||
| Q3 24 | $55.9M | $13.0M | ||
| Q2 24 | $40.7M | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | $26.1M | $5.1M | ||
| Q3 25 | $63.3M | $9.9M | ||
| Q2 25 | $31.4M | $9.1M | ||
| Q1 25 | $40.8M | $1.3M | ||
| Q4 24 | $43.0M | $1.1M | ||
| Q3 24 | $55.5M | $9.1M | ||
| Q2 24 | $40.0M | $10.4M |
| Q1 26 | — | — | ||
| Q4 25 | 14.2% | 4.1% | ||
| Q3 25 | 35.5% | 8.2% | ||
| Q2 25 | 18.2% | 7.2% | ||
| Q1 25 | 24.4% | 1.1% | ||
| Q4 24 | 25.4% | 1.0% | ||
| Q3 24 | 33.5% | 7.6% | ||
| Q2 24 | 24.9% | 8.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 7.1% | ||
| Q3 25 | 0.3% | 4.4% | ||
| Q2 25 | 0.6% | 4.0% | ||
| Q1 25 | 3.6% | 2.8% | ||
| Q4 24 | 0.4% | 3.9% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 0.4% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.46× | 2.13× | ||
| Q3 25 | 12.07× | 2.08× | ||
| Q2 25 | 3.90× | 1.99× | ||
| Q1 25 | 7.72× | 0.86× | ||
| Q4 24 | 0.78× | 0.95× | ||
| Q3 24 | 3.24× | 2.11× | ||
| Q2 24 | 0.53× | 2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 5% |
LOCO
Segment breakdown not available.
