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Side-by-side financial comparison of CLOVER HEALTH INVESTMENTS, CORP. (CLOV) and LANDSTAR SYSTEM INC (LSTR). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $749.2M, roughly 1.6× CLOVER HEALTH INVESTMENTS, CORP.). CLOVER HEALTH INVESTMENTS, CORP. runs the higher net margin — 3.6% vs 3.4%, a 0.3% gap on every dollar of revenue. On growth, CLOVER HEALTH INVESTMENTS, CORP. posted the faster year-over-year revenue change (62.0% vs 1.6%). Over the past eight quarters, CLOVER HEALTH INVESTMENTS, CORP.'s revenue compounded faster (45.0% CAGR vs -2.2%).
Clover Health Investments, Corp. is an American health care company founded in 2014. The company provides Medicare Advantage (MA) insurance plans and operates as a direct contracting entity with the U.S. government. The company manages care for Medicare beneficiaries in 11 states and started trading publicly on January 8, 2021.
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, ...
CLOV vs LSTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $749.2M | $1.2B |
| Net Profit | $27.3M | $39.4M |
| Gross Margin | — | 9.6% |
| Operating Margin | 3.6% | 4.5% |
| Net Margin | 3.6% | 3.4% |
| Revenue YoY | 62.0% | 1.6% |
| Net Profit YoY | — | 32.3% |
| EPS (diluted) | $0.05 | $1.16 |
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 | $749.2M | $1.2B | ||
| Q4 25 | $487.7M | $1.2B | ||
| Q3 25 | $496.6M | $1.2B | ||
| Q2 25 | $477.6M | $1.2B | ||
| Q1 25 | $462.3M | $1.2B | ||
| Q4 24 | $337.0M | $1.2B | ||
| Q3 24 | $331.0M | $1.2B | ||
| Q2 24 | $356.3M | $1.2B |
| Q1 26 | $27.3M | $39.4M | ||
| Q4 25 | $-49.3M | $23.9M | ||
| Q3 25 | $-24.4M | $19.4M | ||
| Q2 25 | $-10.6M | $41.9M | ||
| Q1 25 | $-1.3M | $29.8M | ||
| Q4 24 | $-22.1M | $46.2M | ||
| Q3 24 | $-9.2M | $50.0M | ||
| Q2 24 | $7.4M | $52.6M |
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 30.3% | — |
| Q1 26 | 3.6% | 4.5% | ||
| Q4 25 | -10.1% | 2.5% | ||
| Q3 25 | -4.9% | 2.2% | ||
| Q2 25 | -2.2% | 4.6% | ||
| Q1 25 | -0.3% | 3.4% | ||
| Q4 24 | -6.4% | 4.8% | ||
| Q3 24 | -2.7% | 5.2% | ||
| Q2 24 | 2.0% | 5.6% |
| Q1 26 | 3.6% | 3.4% | ||
| Q4 25 | -10.1% | 2.0% | ||
| Q3 25 | -4.9% | 1.6% | ||
| Q2 25 | -2.2% | 3.5% | ||
| Q1 25 | -0.3% | 2.6% | ||
| Q4 24 | -6.6% | 3.8% | ||
| Q3 24 | -2.8% | 4.1% | ||
| Q2 24 | 2.1% | 4.3% |
| Q1 26 | $0.05 | $1.16 | ||
| Q4 25 | — | $0.70 | ||
| Q3 25 | — | $0.56 | ||
| Q2 25 | — | $1.20 | ||
| Q1 25 | — | $0.85 | ||
| Q4 24 | — | $1.30 | ||
| Q3 24 | — | $1.41 | ||
| Q2 24 | — | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.6M | $411.0M |
| Total DebtLower is stronger | — | $26.1M |
| Stockholders' EquityBook value | $339.4M | $799.0M |
| Total Assets | $697.7M | $1.6B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.6M | $411.0M | ||
| Q4 25 | $78.3M | $452.2M | ||
| Q3 25 | — | $434.4M | ||
| Q2 25 | — | $426.2M | ||
| Q1 25 | — | $473.4M | ||
| Q4 24 | $194.5M | $566.6M | ||
| Q3 24 | $288.0M | $531.3M | ||
| Q2 24 | $254.8M | $504.0M |
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | $339.4M | $799.0M | ||
| Q4 25 | $308.7M | $795.7M | ||
| Q3 25 | $340.9M | $888.7M | ||
| Q2 25 | $344.2M | $921.8M | ||
| Q1 25 | $336.1M | $930.8M | ||
| Q4 24 | $341.1M | $972.4M | ||
| Q3 24 | $342.2M | $1.0B | ||
| Q2 24 | $324.9M | $1.0B |
| Q1 26 | $697.7M | $1.6B | ||
| Q4 25 | $541.0M | $1.6B | ||
| Q3 25 | $559.7M | $1.7B | ||
| Q2 25 | $575.0M | $1.7B | ||
| Q1 25 | $583.7M | $1.7B | ||
| Q4 24 | $580.7M | $1.8B | ||
| Q3 24 | $653.0M | $1.8B | ||
| Q2 24 | $674.2M | $1.8B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.