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Side-by-side financial comparison of COHEN & STEERS, INC. (CNS) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $143.8M, roughly 1.5× COHEN & STEERS, INC.). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs 2.7%, a 21.6% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 2.9%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-126.4M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 8.3%).
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
CNS vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.8M | $208.9M |
| Net Profit | $34.9M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | 28.0% | 1.1% |
| Net Margin | 24.3% | 2.7% |
| Revenue YoY | 2.9% | 27.1% |
| Net Profit YoY | -23.9% | 518.5% |
| EPS (diluted) | $0.67 | $0.18 |
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 | $143.8M | $208.9M | ||
| Q3 25 | $141.7M | $192.9M | ||
| Q2 25 | $136.1M | $186.7M | ||
| Q1 25 | $134.5M | $158.7M | ||
| Q4 24 | $139.8M | $164.3M | ||
| Q3 24 | $133.2M | $147.5M | ||
| Q2 24 | $121.7M | $148.0M | ||
| Q1 24 | $122.7M | $131.9M |
| Q4 25 | $34.9M | $5.6M | ||
| Q3 25 | $41.7M | $-5.2M | ||
| Q2 25 | $36.8M | $-14.2M | ||
| Q1 25 | $39.8M | $-30.7M | ||
| Q4 24 | $45.8M | $-1.3M | ||
| Q3 24 | $39.7M | $-46.2M | ||
| Q2 24 | $31.8M | $-20.1M | ||
| Q1 24 | $34.0M | $-45.7M |
| Q4 25 | — | 70.9% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 68.8% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 68.8% | ||
| Q2 24 | — | 69.9% | ||
| Q1 24 | — | 66.3% |
| Q4 25 | 28.0% | 1.1% | ||
| Q3 25 | 34.5% | -4.4% | ||
| Q2 25 | 31.8% | -10.0% | ||
| Q1 25 | 33.6% | -20.5% | ||
| Q4 24 | 35.3% | -2.5% | ||
| Q3 24 | 33.7% | -34.1% | ||
| Q2 24 | 31.5% | -15.5% | ||
| Q1 24 | 32.8% | -28.9% |
| Q4 25 | 24.3% | 2.7% | ||
| Q3 25 | 29.4% | -2.7% | ||
| Q2 25 | 27.1% | -7.6% | ||
| Q1 25 | 29.6% | -19.3% | ||
| Q4 24 | 32.8% | -0.8% | ||
| Q3 24 | 29.8% | -31.3% | ||
| Q2 24 | 26.1% | -13.6% | ||
| Q1 24 | 27.7% | -34.6% |
| Q4 25 | $0.67 | $0.18 | ||
| Q3 25 | $0.81 | $-0.16 | ||
| Q2 25 | $0.72 | $-0.44 | ||
| Q1 25 | $0.77 | $-0.97 | ||
| Q4 24 | $0.89 | $-0.03 | ||
| Q3 24 | $0.77 | $-1.48 | ||
| Q2 24 | $0.63 | $-0.65 | ||
| Q1 24 | $0.68 | $-1.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $145.5M | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $562.0M | $152.7M |
| Total Assets | $876.7M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.5M | $583.8M | ||
| Q3 25 | $98.1M | $565.2M | ||
| Q2 25 | $95.4M | $545.5M | ||
| Q1 25 | $65.2M | $520.6M | ||
| Q4 24 | $183.0M | $535.6M | ||
| Q3 24 | $106.5M | $522.0M | ||
| Q2 24 | $122.0M | $561.5M | ||
| Q1 24 | $99.5M | $569.1M |
| Q4 25 | $562.0M | $152.7M | ||
| Q3 25 | $550.3M | $121.9M | ||
| Q2 25 | $528.5M | $103.7M | ||
| Q1 25 | $507.7M | $86.7M | ||
| Q4 24 | $511.7M | $90.9M | ||
| Q3 24 | $491.0M | $71.8M | ||
| Q2 24 | $463.2M | $99.2M | ||
| Q1 24 | $378.9M | $90.3M |
| Q4 25 | $876.7M | $1.0B | ||
| Q3 25 | $801.6M | $995.2M | ||
| Q2 25 | $751.0M | $964.0M | ||
| Q1 25 | $834.9M | $926.1M | ||
| Q4 24 | $812.4M | $931.4M | ||
| Q3 24 | $727.8M | $909.7M | ||
| Q2 24 | $784.1M | $919.2M | ||
| Q1 24 | $680.7M | $909.8M |
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 | $-120.4M | $26.2M |
| Free Cash FlowOCF − Capex | $-126.4M | $14.5M |
| FCF MarginFCF / Revenue | -87.9% | 6.9% |
| Capex IntensityCapex / Revenue | 4.2% | 5.6% |
| Cash ConversionOCF / Net Profit | -3.45× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $-253.6M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-120.4M | $26.2M | ||
| Q3 25 | $55.1M | $34.9M | ||
| Q2 25 | $-67.6M | $27.7M | ||
| Q1 25 | $-108.9M | $-7.9M | ||
| Q4 24 | $96.7M | $19.2M | ||
| Q3 24 | $25.6M | $24.3M | ||
| Q2 24 | $31.4M | $11.8M | ||
| Q1 24 | $4.9M | $-52.0M |
| Q4 25 | $-126.4M | $14.5M | ||
| Q3 25 | $52.6M | $20.1M | ||
| Q2 25 | $-69.8M | $17.3M | ||
| Q1 25 | $-110.0M | $-17.3M | ||
| Q4 24 | $85.0M | $12.4M | ||
| Q3 24 | $24.2M | $15.5M | ||
| Q2 24 | $27.1M | $3.4M | ||
| Q1 24 | $537.0K | $-61.8M |
| Q4 25 | -87.9% | 6.9% | ||
| Q3 25 | 37.1% | 10.4% | ||
| Q2 25 | -51.3% | 9.3% | ||
| Q1 25 | -81.8% | -10.9% | ||
| Q4 24 | 60.8% | 7.5% | ||
| Q3 24 | 18.2% | 10.5% | ||
| Q2 24 | 22.3% | 2.3% | ||
| Q1 24 | 0.4% | -46.8% |
| Q4 25 | 4.2% | 5.6% | ||
| Q3 25 | 1.8% | 7.7% | ||
| Q2 25 | 1.6% | 5.6% | ||
| Q1 25 | 0.8% | 5.9% | ||
| Q4 24 | 8.3% | 4.2% | ||
| Q3 24 | 1.1% | 6.0% | ||
| Q2 24 | 3.5% | 5.7% | ||
| Q1 24 | 3.5% | 7.4% |
| Q4 25 | -3.45× | 4.70× | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | -1.84× | — | ||
| Q1 25 | -2.74× | — | ||
| Q4 24 | 2.11× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 0.14× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CNS
Segment breakdown not available.
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
