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Side-by-side financial comparison of COASTAL FINANCIAL CORP (CCB) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
COASTAL FINANCIAL CORP is the larger business by last-quarter revenue ($138.0M vs $73.5M, roughly 1.9× Target Hospitality Corp.). On growth, Target Hospitality Corp. posted the faster year-over-year revenue change (22.0% vs -5.8%). Over the past eight quarters, Target Hospitality Corp.'s revenue compounded faster (0.7% CAGR vs -3.6%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
CCB vs TH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.0M | $73.5M |
| Net Profit | — | $-14.9M |
| Gross Margin | — | 9.6% |
| Operating Margin | 12.4% | -22.9% |
| Net Margin | — | -20.3% |
| Revenue YoY | -5.8% | 22.0% |
| Net Profit YoY | — | -219.1% |
| EPS (diluted) | $0.84 | $-0.14 |
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 | $138.0M | $73.5M | ||
| Q3 25 | $144.7M | $91.6M | ||
| Q2 25 | $119.4M | $54.9M | ||
| Q1 25 | $139.5M | $54.9M | ||
| Q4 24 | $146.5M | $60.2M | ||
| Q3 24 | $151.1M | $65.8M | ||
| Q2 24 | $135.3M | $67.5M | ||
| Q1 24 | $148.4M | $72.4M |
| Q4 25 | — | $-14.9M | ||
| Q3 25 | $13.6M | $-795.0K | ||
| Q2 25 | $11.0M | $-14.9M | ||
| Q1 25 | $9.7M | $-6.5M | ||
| Q4 24 | — | $12.5M | ||
| Q3 24 | $13.5M | $20.0M | ||
| Q2 24 | $11.6M | $18.4M | ||
| Q1 24 | $6.8M | $20.4M |
| Q4 25 | — | 9.6% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | -0.6% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 69.4% | ||
| Q1 24 | — | 67.8% |
| Q4 25 | 12.4% | -22.9% | ||
| Q3 25 | 12.4% | 0.1% | ||
| Q2 25 | 12.0% | -30.8% | ||
| Q1 25 | 8.4% | -2.0% | ||
| Q4 24 | 11.7% | 34.5% | ||
| Q3 24 | 10.8% | 42.5% | ||
| Q2 24 | 11.1% | 43.8% | ||
| Q1 24 | 5.9% | 42.0% |
| Q4 25 | — | -20.3% | ||
| Q3 25 | 9.4% | -0.9% | ||
| Q2 25 | 9.2% | -27.2% | ||
| Q1 25 | 7.0% | -11.8% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | 8.9% | 30.4% | ||
| Q2 24 | 8.6% | 27.2% | ||
| Q1 24 | 4.6% | 28.2% |
| Q4 25 | $0.84 | $-0.14 | ||
| Q3 25 | $0.88 | $-0.01 | ||
| Q2 25 | $0.71 | $-0.15 | ||
| Q1 25 | $0.63 | $-0.07 | ||
| Q4 24 | $0.95 | $0.12 | ||
| Q3 24 | $0.97 | $0.20 | ||
| Q2 24 | $0.84 | $0.18 | ||
| Q1 24 | $0.50 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $8.3M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $491.0M | $389.3M |
| Total Assets | $4.7B | $530.2M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $8.3M | ||
| Q3 25 | — | $30.4M | ||
| Q2 25 | — | $19.2M | ||
| Q1 25 | — | $34.5M | ||
| Q4 24 | — | $190.7M | ||
| Q3 24 | — | $177.7M | ||
| Q2 24 | — | $154.3M | ||
| Q1 24 | — | $124.3M |
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M | ||
| Q1 24 | — | $179.9M |
| Q4 25 | $491.0M | $389.3M | ||
| Q3 25 | $475.3M | $402.4M | ||
| Q2 25 | $461.7M | $401.3M | ||
| Q1 25 | $449.9M | $415.3M | ||
| Q4 24 | $438.7M | $421.1M | ||
| Q3 24 | $331.9M | $417.6M | ||
| Q2 24 | $316.7M | $397.2M | ||
| Q1 24 | $303.7M | $375.5M |
| Q4 25 | $4.7B | $530.2M | ||
| Q3 25 | $4.6B | $541.2M | ||
| Q2 25 | $4.5B | $533.7M | ||
| Q1 25 | $4.3B | $562.5M | ||
| Q4 24 | $4.1B | $725.8M | ||
| Q3 24 | $4.1B | $709.8M | ||
| Q2 24 | $4.0B | $697.0M | ||
| Q1 24 | $3.9B | $687.2M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.48× |
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 | $254.6M | $5.7M |
| Free Cash FlowOCF − Capex | $246.1M | — |
| FCF MarginFCF / Revenue | 178.3% | — |
| Capex IntensityCapex / Revenue | 6.1% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $254.6M | $5.7M | ||
| Q3 25 | $59.0M | $53.4M | ||
| Q2 25 | $66.0M | $11.1M | ||
| Q1 25 | $71.7M | $3.9M | ||
| Q4 24 | $259.8M | $30.6M | ||
| Q3 24 | $62.6M | $31.4M | ||
| Q2 24 | $72.1M | $39.1M | ||
| Q1 24 | $56.8M | $50.6M |
| Q4 25 | $246.1M | — | ||
| Q3 25 | $57.4M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $68.9M | $-11.6M | ||
| Q4 24 | $249.9M | — | ||
| Q3 24 | $60.2M | — | ||
| Q2 24 | $69.5M | — | ||
| Q1 24 | $55.0M | — |
| Q4 25 | 178.3% | — | ||
| Q3 25 | 39.7% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 49.4% | -21.1% | ||
| Q4 24 | 170.6% | — | ||
| Q3 24 | 39.8% | — | ||
| Q2 24 | 51.3% | — | ||
| Q1 24 | 37.1% | — |
| Q4 25 | 6.1% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 2.0% | 28.2% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 1.2% | — |
| Q4 25 | — | — | ||
| Q3 25 | 4.34× | — | ||
| Q2 25 | 5.99× | — | ||
| Q1 25 | 7.37× | — | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | 4.65× | 1.57× | ||
| Q2 24 | 6.22× | 2.13× | ||
| Q1 24 | 8.35× | 2.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
