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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) 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 $179.8M, roughly 1.2× Vita Coco Company, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs 2.7%, a 14.3% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 27.1%). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% 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.
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.
COCO vs IRTC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $208.9M |
| Net Profit | $30.5M | $5.6M |
| Gross Margin | 39.9% | 70.9% |
| Operating Margin | 18.7% | 1.1% |
| Net Margin | 17.0% | 2.7% |
| Revenue YoY | 37.3% | 27.1% |
| Net Profit YoY | 61.4% | 518.5% |
| EPS (diluted) | $0.50 | $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.
| Q1 26 | $179.8M | — | ||
| Q4 25 | $127.8M | $208.9M | ||
| Q3 25 | $182.3M | $192.9M | ||
| Q2 25 | $168.8M | $186.7M | ||
| Q1 25 | $130.9M | $158.7M | ||
| Q4 24 | $127.3M | $164.3M | ||
| Q3 24 | $132.9M | $147.5M | ||
| Q2 24 | $144.1M | $148.0M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $5.6M | ||
| Q3 25 | $24.0M | $-5.2M | ||
| Q2 25 | $22.9M | $-14.2M | ||
| Q1 25 | $18.9M | $-30.7M | ||
| Q4 24 | $3.4M | $-1.3M | ||
| Q3 24 | $19.3M | $-46.2M | ||
| Q2 24 | $19.1M | $-20.1M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 70.9% | ||
| Q3 25 | 37.7% | 71.1% | ||
| Q2 25 | 36.3% | 71.2% | ||
| Q1 25 | 36.7% | 68.8% | ||
| Q4 24 | 32.5% | 70.0% | ||
| Q3 24 | 38.8% | 68.8% | ||
| Q2 24 | 40.8% | 69.9% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 1.1% | ||
| Q3 25 | 15.3% | -4.4% | ||
| Q2 25 | 14.9% | -10.0% | ||
| Q1 25 | 14.7% | -20.5% | ||
| Q4 24 | 3.4% | -2.5% | ||
| Q3 24 | 15.5% | -34.1% | ||
| Q2 24 | 20.8% | -15.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 2.7% | ||
| Q3 25 | 13.2% | -2.7% | ||
| Q2 25 | 13.6% | -7.6% | ||
| Q1 25 | 14.4% | -19.3% | ||
| Q4 24 | 2.6% | -0.8% | ||
| Q3 24 | 14.5% | -31.3% | ||
| Q2 24 | 13.2% | -13.6% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $0.18 | ||
| Q3 25 | $0.40 | $-0.16 | ||
| Q2 25 | $0.38 | $-0.44 | ||
| Q1 25 | $0.31 | $-0.97 | ||
| Q4 24 | $0.06 | $-0.03 | ||
| Q3 24 | $0.32 | $-1.48 | ||
| Q2 24 | $0.32 | $-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 | $201.9M | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $152.7M |
| Total Assets | $488.3M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $583.8M | ||
| Q3 25 | $203.7M | $565.2M | ||
| Q2 25 | $167.0M | $545.5M | ||
| Q1 25 | $153.6M | $520.6M | ||
| Q4 24 | $164.7M | $535.6M | ||
| Q3 24 | $156.7M | $522.0M | ||
| Q2 24 | $150.1M | $561.5M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $152.7M | ||
| Q3 25 | $323.7M | $121.9M | ||
| Q2 25 | $296.9M | $103.7M | ||
| Q1 25 | $277.9M | $86.7M | ||
| Q4 24 | $258.8M | $90.9M | ||
| Q3 24 | $252.1M | $71.8M | ||
| Q2 24 | $232.0M | $99.2M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $1.0B | ||
| Q3 25 | $461.3M | $995.2M | ||
| Q2 25 | $421.1M | $964.0M | ||
| Q1 25 | $384.0M | $926.1M | ||
| Q4 24 | $362.4M | $931.4M | ||
| Q3 24 | $353.1M | $909.7M | ||
| Q2 24 | $323.0M | $919.2M |
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 | — | $26.2M |
| Free Cash FlowOCF − Capex | — | $14.5M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | — | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $26.2M | ||
| Q3 25 | $39.1M | $34.9M | ||
| Q2 25 | $21.8M | $27.7M | ||
| Q1 25 | $-9.8M | $-7.9M | ||
| Q4 24 | $6.9M | $19.2M | ||
| Q3 24 | $9.3M | $24.3M | ||
| Q2 24 | $26.9M | $11.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $14.5M | ||
| Q3 25 | $35.6M | $20.1M | ||
| Q2 25 | $20.9M | $17.3M | ||
| Q1 25 | $-10.4M | $-17.3M | ||
| Q4 24 | $6.8M | $12.4M | ||
| Q3 24 | $8.9M | $15.5M | ||
| Q2 24 | $26.6M | $3.4M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 6.9% | ||
| Q3 25 | 19.6% | 10.4% | ||
| Q2 25 | 12.4% | 9.3% | ||
| Q1 25 | -7.9% | -10.9% | ||
| Q4 24 | 5.3% | 7.5% | ||
| Q3 24 | 6.7% | 10.5% | ||
| Q2 24 | 18.5% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 5.6% | ||
| Q3 25 | 1.9% | 7.7% | ||
| Q2 25 | 0.6% | 5.6% | ||
| Q1 25 | 0.4% | 5.9% | ||
| Q4 24 | 0.1% | 4.2% | ||
| Q3 24 | 0.3% | 6.0% | ||
| Q2 24 | 0.2% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 4.70× | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 1.41× | — |
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% |
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% |
