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Side-by-side financial comparison of COHEN & STEERS, INC. (CNS) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
COHEN & STEERS, INC. is the larger business by last-quarter revenue ($143.8M vs $121.1M, roughly 1.2× Porch Group, Inc.). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs -3.9%, a 28.1% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 2.9%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
CNS vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.8M | $121.1M |
| Net Profit | $34.9M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | 28.0% | 34.7% |
| Net Margin | 24.3% | -3.9% |
| Revenue YoY | 2.9% | 100.0% |
| Net Profit YoY | -23.9% | 2.0% |
| EPS (diluted) | $0.67 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $143.8M | $112.3M | ||
| Q3 25 | $141.7M | $115.1M | ||
| Q2 25 | $136.1M | $107.0M | ||
| Q1 25 | $134.5M | $84.5M | ||
| Q4 24 | $139.8M | $75.3M | ||
| Q3 24 | $133.2M | $77.7M | ||
| Q2 24 | $121.7M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $34.9M | $-3.5M | ||
| Q3 25 | $41.7M | $-10.9M | ||
| Q2 25 | $36.8M | $2.6M | ||
| Q1 25 | $39.8M | $8.4M | ||
| Q4 24 | $45.8M | $30.5M | ||
| Q3 24 | $39.7M | $14.4M | ||
| Q2 24 | $31.8M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 28.0% | 14.7% | ||
| Q3 25 | 34.5% | 14.2% | ||
| Q2 25 | 31.8% | 4.7% | ||
| Q1 25 | 33.6% | -1.5% | ||
| Q4 24 | 35.3% | 33.3% | ||
| Q3 24 | 33.7% | -3.2% | ||
| Q2 24 | 31.5% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 24.3% | -3.1% | ||
| Q3 25 | 29.4% | -9.4% | ||
| Q2 25 | 27.1% | 2.4% | ||
| Q1 25 | 29.6% | 9.9% | ||
| Q4 24 | 32.8% | 40.5% | ||
| Q3 24 | 29.8% | 18.5% | ||
| Q2 24 | 26.1% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.67 | $0.00 | ||
| Q3 25 | $0.81 | $-0.10 | ||
| Q2 25 | $0.72 | $0.00 | ||
| Q1 25 | $0.77 | $0.07 | ||
| Q4 24 | $0.89 | $0.34 | ||
| Q3 24 | $0.77 | $0.12 | ||
| Q2 24 | $0.63 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $562.0M | $26.3M |
| Total Assets | $876.7M | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $145.5M | $57.3M | ||
| Q3 25 | $98.1M | $85.0M | ||
| Q2 25 | $95.4M | $79.8M | ||
| Q1 25 | $65.2M | $70.4M | ||
| Q4 24 | $183.0M | $191.7M | ||
| Q3 24 | $106.5M | $238.6M | ||
| Q2 24 | $122.0M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $562.0M | $-24.6M | ||
| Q3 25 | $550.3M | $-27.9M | ||
| Q2 25 | $528.5M | $-29.3M | ||
| Q1 25 | $507.7M | $-52.4M | ||
| Q4 24 | $511.7M | $-43.2M | ||
| Q3 24 | $491.0M | $-77.0M | ||
| Q2 24 | $463.2M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $876.7M | $797.4M | ||
| Q3 25 | $801.6M | $787.7M | ||
| Q2 25 | $751.0M | $770.7M | ||
| Q1 25 | $834.9M | $802.3M | ||
| Q4 24 | $812.4M | $814.0M | ||
| Q3 24 | $727.8M | $867.3M | ||
| Q2 24 | $784.1M | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $-126.4M | — |
| FCF MarginFCF / Revenue | -87.9% | — |
| Capex IntensityCapex / Revenue | 4.2% | — |
| Cash ConversionOCF / Net Profit | -3.45× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-253.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-120.4M | $1.2M | ||
| Q3 25 | $55.1M | $40.8M | ||
| Q2 25 | $-67.6M | $35.6M | ||
| Q1 25 | $-108.9M | $-11.2M | ||
| Q4 24 | $96.7M | $-26.6M | ||
| Q3 24 | $25.6M | $12.4M | ||
| Q2 24 | $31.4M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-126.4M | $1.1M | ||
| Q3 25 | $52.6M | $40.7M | ||
| Q2 25 | $-69.8M | $35.4M | ||
| Q1 25 | $-110.0M | $-11.2M | ||
| Q4 24 | $85.0M | $-26.8M | ||
| Q3 24 | $24.2M | $12.2M | ||
| Q2 24 | $27.1M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | -87.9% | 1.0% | ||
| Q3 25 | 37.1% | 35.4% | ||
| Q2 25 | -51.3% | 33.0% | ||
| Q1 25 | -81.8% | -13.3% | ||
| Q4 24 | 60.8% | -35.6% | ||
| Q3 24 | 18.2% | 15.7% | ||
| Q2 24 | 22.3% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 0.1% | ||
| Q3 25 | 1.8% | 0.1% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.8% | 0.1% | ||
| Q4 24 | 8.3% | 0.3% | ||
| Q3 24 | 1.1% | 0.3% | ||
| Q2 24 | 3.5% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | -3.45× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | -1.84× | 13.79× | ||
| Q1 25 | -2.74× | -1.33× | ||
| Q4 24 | 2.11× | -0.87× | ||
| Q3 24 | 0.65× | 0.86× | ||
| Q2 24 | 0.99× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
