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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($179.8M vs $158.8M, roughly 1.1× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 17.0%, a 20.8% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 22.8%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 11.7%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
COCO vs EPRT — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $158.8M |
| Net Profit | $30.5M | $60.0M |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | 56.5% |
| Net Margin | 17.0% | 37.8% |
| Revenue YoY | 37.3% | 22.8% |
| Net Profit YoY | 61.4% | 6.5% |
| EPS (diluted) | $0.50 | $0.28 |
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 | $179.8M | $158.8M | ||
| Q4 25 | $127.8M | $149.9M | ||
| Q3 25 | $182.3M | $144.9M | ||
| Q2 25 | $168.8M | $137.1M | ||
| Q1 25 | $130.9M | $129.4M | ||
| Q4 24 | $127.3M | $119.7M | ||
| Q3 24 | $132.9M | $117.1M | ||
| Q2 24 | $144.1M | $109.3M |
| Q1 26 | $30.5M | $60.0M | ||
| Q4 25 | $5.5M | $68.1M | ||
| Q3 25 | $24.0M | $65.6M | ||
| Q2 25 | $22.9M | $63.2M | ||
| Q1 25 | $18.9M | $56.1M | ||
| Q4 24 | $3.4M | $55.4M | ||
| Q3 24 | $19.3M | $49.1M | ||
| Q2 24 | $19.1M | $51.5M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.7% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 40.8% | — |
| Q1 26 | 18.7% | 56.5% | ||
| Q4 25 | 8.0% | 65.9% | ||
| Q3 25 | 15.3% | 64.7% | ||
| Q2 25 | 14.9% | 64.1% | ||
| Q1 25 | 14.7% | 61.6% | ||
| Q4 24 | 3.4% | 66.1% | ||
| Q3 24 | 15.5% | 59.7% | ||
| Q2 24 | 20.8% | 61.1% |
| Q1 26 | 17.0% | 37.8% | ||
| Q4 25 | 4.3% | 45.4% | ||
| Q3 25 | 13.2% | 45.3% | ||
| Q2 25 | 13.6% | 46.1% | ||
| Q1 25 | 14.4% | 43.4% | ||
| Q4 24 | 2.6% | 46.3% | ||
| Q3 24 | 14.5% | 42.0% | ||
| Q2 24 | 13.2% | 47.1% |
| Q1 26 | $0.50 | $0.28 | ||
| Q4 25 | $0.10 | $0.34 | ||
| Q3 25 | $0.40 | $0.33 | ||
| Q2 25 | $0.38 | $0.32 | ||
| Q1 25 | $0.31 | $0.29 | ||
| Q4 24 | $0.06 | $0.31 | ||
| Q3 24 | $0.32 | $0.27 | ||
| Q2 24 | $0.32 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $201.9M | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $4.4B |
| Total Assets | $488.3M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | $15.2M | ||
| Q4 25 | $196.9M | $60.2M | ||
| Q3 25 | $203.7M | $23.8M | ||
| Q2 25 | $167.0M | $20.8M | ||
| Q1 25 | $153.6M | $47.0M | ||
| Q4 24 | $164.7M | $40.7M | ||
| Q3 24 | $156.7M | $32.7M | ||
| Q2 24 | $150.1M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | $352.2M | $4.4B | ||
| Q4 25 | $331.5M | $4.2B | ||
| Q3 25 | $323.7M | $3.8B | ||
| Q2 25 | $296.9M | $3.8B | ||
| Q1 25 | $277.9M | $3.8B | ||
| Q4 24 | $258.8M | $3.6B | ||
| Q3 24 | $252.1M | $3.2B | ||
| Q2 24 | $232.0M | $3.2B |
| Q1 26 | $488.3M | $7.2B | ||
| Q4 25 | $461.2M | $6.9B | ||
| Q3 25 | $461.3M | $6.6B | ||
| Q2 25 | $421.1M | $6.3B | ||
| Q1 25 | $384.0M | $6.1B | ||
| Q4 24 | $362.4M | $5.8B | ||
| Q3 24 | $353.1M | $5.5B | ||
| Q2 24 | $323.0M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
