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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Barnes & Noble Education, Inc. is the larger business by last-quarter revenue ($598.2M vs $539.3M, roughly 1.1× Simpson Manufacturing Co., Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 10.4% vs 4.2%, a 6.2% gap on every dollar of revenue. On growth, Barnes & Noble Education, Inc. posted the faster year-over-year revenue change (6.9% vs 4.2%). Simpson Manufacturing Co., Inc. produced more free cash flow last quarter ($119.0M vs $61.9M). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs 0.8%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
BNED vs SSD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $539.3M |
| Net Profit | $25.0M | $56.2M |
| Gross Margin | 21.7% | 43.4% |
| Operating Margin | 6.8% | 13.9% |
| Net Margin | 4.2% | 10.4% |
| Revenue YoY | 6.9% | 4.2% |
| Net Profit YoY | -49.7% | 1.4% |
| EPS (diluted) | $0.72 | $1.34 |
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 | $598.2M | $539.3M | ||
| Q3 25 | $274.2M | $623.5M | ||
| Q2 25 | $233.0M | $631.1M | ||
| Q1 25 | $419.7M | $538.9M | ||
| Q4 24 | $559.7M | $517.4M | ||
| Q3 24 | $250.9M | $587.2M | ||
| Q2 24 | $192.7M | $597.0M | ||
| Q1 24 | $415.4M | $530.6M |
| Q4 25 | $25.0M | $56.2M | ||
| Q3 25 | $-18.3M | $107.4M | ||
| Q2 25 | $-23.0M | $103.5M | ||
| Q1 25 | $17.9M | $77.9M | ||
| Q4 24 | $43.2M | $55.4M | ||
| Q3 24 | $-103.9M | $93.5M | ||
| Q2 24 | $-41.9M | $97.8M | ||
| Q1 24 | $-9.3M | $75.4M |
| Q4 25 | 21.7% | 43.4% | ||
| Q3 25 | 20.2% | 46.4% | ||
| Q2 25 | 30.3% | 46.7% | ||
| Q1 25 | 22.3% | 46.8% | ||
| Q4 24 | 23.0% | 44.0% | ||
| Q3 24 | 17.9% | 46.8% | ||
| Q2 24 | 28.7% | 46.7% | ||
| Q1 24 | 24.2% | 46.1% |
| Q4 25 | 6.8% | 13.9% | ||
| Q3 25 | -8.4% | 22.6% | ||
| Q2 25 | -4.9% | 22.2% | ||
| Q1 25 | 4.5% | 19.0% | ||
| Q4 24 | 8.4% | 14.8% | ||
| Q3 24 | -15.4% | 21.3% | ||
| Q2 24 | -16.3% | 22.1% | ||
| Q1 24 | 0.4% | 18.1% |
| Q4 25 | 4.2% | 10.4% | ||
| Q3 25 | -6.7% | 17.2% | ||
| Q2 25 | -9.9% | 16.4% | ||
| Q1 25 | 4.3% | 14.5% | ||
| Q4 24 | 7.7% | 10.7% | ||
| Q3 24 | -41.4% | 15.9% | ||
| Q2 24 | -21.7% | 16.4% | ||
| Q1 24 | -2.2% | 14.2% |
| Q4 25 | $0.72 | $1.34 | ||
| Q3 25 | $-0.54 | $2.58 | ||
| Q2 25 | $2.97 | $2.47 | ||
| Q1 25 | $0.59 | $1.85 | ||
| Q4 24 | $1.63 | $1.31 | ||
| Q3 24 | $-7.69 | $2.21 | ||
| Q2 24 | $-15.68 | $2.31 | ||
| Q1 24 | $-3.49 | $1.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.7M | $384.1M |
| Total DebtLower is stronger | $122.5M | $300.0M |
| Stockholders' EquityBook value | $283.2M | $2.0B |
| Total Assets | $1.1B | $3.1B |
| Debt / EquityLower = less leverage | 0.43× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.7M | $384.1M | ||
| Q3 25 | $7.3M | $297.3M | ||
| Q2 25 | $9.1M | $190.4M | ||
| Q1 25 | $9.2M | $150.3M | ||
| Q4 24 | $11.6M | $239.4M | ||
| Q3 24 | $8.2M | $339.4M | ||
| Q2 24 | $10.5M | $354.9M | ||
| Q1 24 | $8.1M | $369.1M |
| Q4 25 | $122.5M | $300.0M | ||
| Q3 25 | $170.0M | $371.3M | ||
| Q2 25 | $103.1M | $376.9M | ||
| Q1 25 | $141.2M | $382.5M | ||
| Q4 24 | $177.6M | $388.1M | ||
| Q3 24 | $221.9M | $393.8M | ||
| Q2 24 | $196.3M | $399.4M | ||
| Q1 24 | $30.2M | $405.0M |
| Q4 25 | $283.2M | $2.0B | ||
| Q3 25 | $256.5M | $2.0B | ||
| Q2 25 | $272.2M | $1.9B | ||
| Q1 25 | $292.9M | $1.9B | ||
| Q4 24 | $211.4M | $1.8B | ||
| Q3 24 | $149.8M | $1.9B | ||
| Q2 24 | $80.4M | $1.8B | ||
| Q1 24 | $121.5M | $1.7B |
| Q4 25 | $1.1B | $3.1B | ||
| Q3 25 | $950.8M | $3.0B | ||
| Q2 25 | $790.3M | $3.0B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.0B | $2.7B | ||
| Q3 24 | $973.2M | $2.9B | ||
| Q2 24 | $909.9M | $2.8B | ||
| Q1 24 | $1.2B | $2.7B |
| Q4 25 | 0.43× | 0.15× | ||
| Q3 25 | 0.66× | 0.19× | ||
| Q2 25 | 0.38× | 0.20× | ||
| Q1 25 | 0.48× | 0.21× | ||
| Q4 24 | 0.84× | 0.21× | ||
| Q3 24 | 1.48× | 0.21× | ||
| Q2 24 | 2.44× | 0.23× | ||
| Q1 24 | 0.25× | 0.23× |
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 | $66.2M | $155.7M |
| Free Cash FlowOCF − Capex | $61.9M | $119.0M |
| FCF MarginFCF / Revenue | 10.4% | 22.1% |
| Capex IntensityCapex / Revenue | 0.7% | 6.8% |
| Cash ConversionOCF / Net Profit | 2.65× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $-4.6M | $297.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.2M | $155.7M | ||
| Q3 25 | $-67.6M | $170.2M | ||
| Q2 25 | $52.6M | $125.2M | ||
| Q1 25 | $-41.9M | $7.6M | ||
| Q4 24 | $47.4M | $115.8M | ||
| Q3 24 | $-143.5M | $103.3M | ||
| Q2 24 | $81.7M | $111.1M | ||
| Q1 24 | $-35.8M | $7.9M |
| Q4 25 | $61.9M | $119.0M | ||
| Q3 25 | $-71.3M | $133.9M | ||
| Q2 25 | $49.5M | $87.3M | ||
| Q1 25 | $-44.7M | $-42.6M | ||
| Q4 24 | $44.4M | $60.3M | ||
| Q3 24 | $-147.5M | $58.1M | ||
| Q2 24 | $79.1M | $70.9M | ||
| Q1 24 | $-39.0M | $-31.5M |
| Q4 25 | 10.4% | 22.1% | ||
| Q3 25 | -26.0% | 21.5% | ||
| Q2 25 | 21.3% | 13.8% | ||
| Q1 25 | -10.7% | -7.9% | ||
| Q4 24 | 7.9% | 11.7% | ||
| Q3 24 | -58.8% | 9.9% | ||
| Q2 24 | 41.1% | 11.9% | ||
| Q1 24 | -9.4% | -5.9% |
| Q4 25 | 0.7% | 6.8% | ||
| Q3 25 | 1.4% | 5.8% | ||
| Q2 25 | 1.3% | 6.0% | ||
| Q1 25 | 0.7% | 9.3% | ||
| Q4 24 | 0.5% | 10.7% | ||
| Q3 24 | 1.6% | 7.7% | ||
| Q2 24 | 1.4% | 6.7% | ||
| Q1 24 | 0.8% | 7.4% |
| Q4 25 | 2.65× | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | -2.34× | 0.10× | ||
| Q4 24 | 1.10× | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | — | 0.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
