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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

Bigger by revenue
LSTR
LSTR
1.6× larger
LSTR
$1.2B
$749.2M
CLOV
Growing faster (revenue YoY)
CLOV
CLOV
+60.4% gap
CLOV
62.0%
1.6%
LSTR
Higher net margin
CLOV
CLOV
0.3% more per $
CLOV
3.6%
3.4%
LSTR
Faster 2-yr revenue CAGR
CLOV
CLOV
Annualised
CLOV
45.0%
-2.2%
LSTR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
CLOV
CLOV
LSTR
LSTR
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.

Revenue
CLOV
CLOV
LSTR
LSTR
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
Net Profit
CLOV
CLOV
LSTR
LSTR
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
Gross Margin
CLOV
CLOV
LSTR
LSTR
Q1 26
9.6%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
24.5%
Q2 24
30.3%
Operating Margin
CLOV
CLOV
LSTR
LSTR
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%
Net Margin
CLOV
CLOV
LSTR
LSTR
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%
EPS (diluted)
CLOV
CLOV
LSTR
LSTR
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
CLOV
CLOV
LSTR
LSTR
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.

Cash + ST Investments
CLOV
CLOV
LSTR
LSTR
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
Total Debt
CLOV
CLOV
LSTR
LSTR
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
Stockholders' Equity
CLOV
CLOV
LSTR
LSTR
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
Total Assets
CLOV
CLOV
LSTR
LSTR
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
Debt / Equity
CLOV
CLOV
LSTR
LSTR
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.

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