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Side-by-side financial comparison of COHEN & STEERS, INC. (CNS) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $143.8M, roughly 1.4× COHEN & STEERS, INC.). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs -3.1%, a 27.3% gap on every dollar of revenue. On growth, COHEN & STEERS, INC. posted the faster year-over-year revenue change (2.9% vs -6.7%). ONE Group Hospitality, Inc. produced more free cash flow last quarter ($-329.0K vs $-126.4M). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% 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.
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.
CNS vs STKS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $143.8M | $207.0M |
| Net Profit | $34.9M | $-6.4M |
| Gross Margin | — | — |
| Operating Margin | 28.0% | 2.2% |
| Net Margin | 24.3% | -3.1% |
| Revenue YoY | 2.9% | -6.7% |
| Net Profit YoY | -23.9% | -531.8% |
| EPS (diluted) | $0.67 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $141.7M | $180.2M | ||
| Q2 25 | $136.1M | $207.4M | ||
| Q1 25 | $134.5M | $211.1M | ||
| Q4 24 | $139.8M | $221.9M | ||
| Q3 24 | $133.2M | $194.0M | ||
| Q2 24 | $121.7M | $172.5M | ||
| Q1 24 | $122.7M | $85.0M |
| Q4 25 | $34.9M | $-6.4M | ||
| Q3 25 | $41.7M | $-76.7M | ||
| Q2 25 | $36.8M | $-10.1M | ||
| Q1 25 | $39.8M | $975.0K | ||
| Q4 24 | $45.8M | $1.5M | ||
| Q3 24 | $39.7M | $-9.3M | ||
| Q2 24 | $31.8M | $-7.3M | ||
| Q1 24 | $34.0M | $-2.1M |
| Q4 25 | 28.0% | 2.2% | ||
| Q3 25 | 34.5% | -4.4% | ||
| Q2 25 | 31.8% | 0.3% | ||
| Q1 25 | 33.6% | 5.1% | ||
| Q4 24 | 35.3% | 5.5% | ||
| Q3 24 | 33.7% | -1.9% | ||
| Q2 24 | 31.5% | 0.6% | ||
| Q1 24 | 32.8% | -0.7% |
| Q4 25 | 24.3% | -3.1% | ||
| Q3 25 | 29.4% | -42.6% | ||
| Q2 25 | 27.1% | -4.9% | ||
| Q1 25 | 29.6% | 0.5% | ||
| Q4 24 | 32.8% | 0.7% | ||
| Q3 24 | 29.8% | -4.8% | ||
| Q2 24 | 26.1% | -4.3% | ||
| Q1 24 | 27.7% | -2.4% |
| Q4 25 | $0.67 | $-0.50 | ||
| Q3 25 | $0.81 | $-2.75 | ||
| Q2 25 | $0.72 | $-0.59 | ||
| Q1 25 | $0.77 | $-0.21 | ||
| Q4 24 | $0.89 | $-0.18 | ||
| Q3 24 | $0.77 | $-0.53 | ||
| Q2 24 | $0.63 | $-0.38 | ||
| Q1 24 | $0.68 | $-0.07 |
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 | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $562.0M | $-75.8M |
| Total Assets | $876.7M | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.5M | $4.2M | ||
| Q3 25 | $98.1M | $5.5M | ||
| Q2 25 | $95.4M | $4.7M | ||
| Q1 25 | $65.2M | $21.4M | ||
| Q4 24 | $183.0M | $27.6M | ||
| Q3 24 | $106.5M | $28.2M | ||
| Q2 24 | $122.0M | $32.2M | ||
| Q1 24 | $99.5M | $15.4M |
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $73.5M |
| Q4 25 | $562.0M | $-75.8M | ||
| Q3 25 | $550.3M | $-61.5M | ||
| Q2 25 | $528.5M | $23.0M | ||
| Q1 25 | $507.7M | $40.5M | ||
| Q4 24 | $511.7M | $45.9M | ||
| Q3 24 | $491.0M | $51.4M | ||
| Q2 24 | $463.2M | $68.1M | ||
| Q1 24 | $378.9M | $68.3M |
| Q4 25 | $876.7M | $884.2M | ||
| Q3 25 | $801.6M | $879.5M | ||
| Q2 25 | $751.0M | $935.7M | ||
| Q1 25 | $834.9M | $956.0M | ||
| Q4 24 | $812.4M | $960.1M | ||
| Q3 24 | $727.8M | $953.5M | ||
| Q2 24 | $784.1M | $945.9M | ||
| Q1 24 | $680.7M | $309.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× | ||
| Q1 24 | — | 1.08× |
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 | $13.1M |
| Free Cash FlowOCF − Capex | $-126.4M | $-329.0K |
| FCF MarginFCF / Revenue | -87.9% | -0.2% |
| Capex IntensityCapex / Revenue | 4.2% | 6.5% |
| Cash ConversionOCF / Net Profit | -3.45× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-253.6M | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-120.4M | $13.1M | ||
| Q3 25 | $55.1M | $5.9M | ||
| Q2 25 | $-67.6M | $2.8M | ||
| Q1 25 | $-108.9M | $8.5M | ||
| Q4 24 | $96.7M | $18.5M | ||
| Q3 24 | $25.6M | $19.1M | ||
| Q2 24 | $31.4M | $-3.8M | ||
| Q1 24 | $4.9M | $10.4M |
| Q4 25 | $-126.4M | $-329.0K | ||
| Q3 25 | $52.6M | $-6.1M | ||
| Q2 25 | $-69.8M | $-15.0M | ||
| Q1 25 | $-110.0M | $-5.8M | ||
| Q4 24 | $85.0M | $733.0K | ||
| Q3 24 | $24.2M | $287.0K | ||
| Q2 24 | $27.1M | $-23.0M | ||
| Q1 24 | $537.0K | $-5.4M |
| Q4 25 | -87.9% | -0.2% | ||
| Q3 25 | 37.1% | -3.4% | ||
| Q2 25 | -51.3% | -7.2% | ||
| Q1 25 | -81.8% | -2.7% | ||
| Q4 24 | 60.8% | 0.3% | ||
| Q3 24 | 18.2% | 0.1% | ||
| Q2 24 | 22.3% | -13.3% | ||
| Q1 24 | 0.4% | -6.4% |
| Q4 25 | 4.2% | 6.5% | ||
| Q3 25 | 1.8% | 6.7% | ||
| Q2 25 | 1.6% | 8.6% | ||
| Q1 25 | 0.8% | 6.8% | ||
| Q4 24 | 8.3% | 8.0% | ||
| Q3 24 | 1.1% | 9.7% | ||
| Q2 24 | 3.5% | 11.1% | ||
| Q1 24 | 3.5% | 18.6% |
| Q4 25 | -3.45× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | -1.84× | — | ||
| Q1 25 | -2.74× | 8.76× | ||
| Q4 24 | 2.11× | 12.54× | ||
| 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.
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
