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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and Strategy Inc (MSTR). 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 $123.0M, roughly 1.5× Strategy Inc). On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 1.9%). Over the past eight quarters, Vita Coco Company, Inc.'s revenue compounded faster (11.7% CAGR vs 3.3%).
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.
Strategy Inc., formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spahr, the firm develops software to analyze internal and external data in order to make business decisions and to develop mobile apps. It is a public company headquartered in Tysons Corner, Virginia, in the Washington metropolitan area. Its primary business analytics competitors include SAP SE Busin...
COCO vs MSTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $123.0M |
| Net Profit | $30.5M | — |
| Gross Margin | 39.9% | 66.1% |
| Operating Margin | 18.7% | — |
| Net Margin | 17.0% | — |
| Revenue YoY | 37.3% | 1.9% |
| Net Profit YoY | 61.4% | — |
| EPS (diluted) | $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.
| Q1 26 | $179.8M | — | ||
| Q4 25 | $127.8M | $123.0M | ||
| Q3 25 | $182.3M | $128.7M | ||
| Q2 25 | $168.8M | $114.5M | ||
| Q1 25 | $130.9M | $111.1M | ||
| Q4 24 | $127.3M | $120.7M | ||
| Q3 24 | $132.9M | $116.1M | ||
| Q2 24 | $144.1M | $111.4M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | — | ||
| Q3 25 | $24.0M | $2.8B | ||
| Q2 25 | $22.9M | $10.0B | ||
| Q1 25 | $18.9M | $-4.2B | ||
| Q4 24 | $3.4M | $-670.8M | ||
| Q3 24 | $19.3M | $-340.2M | ||
| Q2 24 | $19.1M | $-102.6M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 66.1% | ||
| Q3 25 | 37.7% | 70.5% | ||
| Q2 25 | 36.3% | 68.8% | ||
| Q1 25 | 36.7% | 69.4% | ||
| Q4 24 | 32.5% | 71.7% | ||
| Q3 24 | 38.8% | 70.4% | ||
| Q2 24 | 40.8% | 72.2% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 14.7% | -5331.4% | ||
| Q4 24 | 3.4% | -842.1% | ||
| Q3 24 | 15.5% | -372.7% | ||
| Q2 24 | 20.8% | -179.7% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 13.2% | 2164.1% | ||
| Q2 25 | 13.6% | 8752.7% | ||
| Q1 25 | 14.4% | -3797.2% | ||
| Q4 24 | 2.6% | -555.8% | ||
| Q3 24 | 14.5% | -293.1% | ||
| Q2 24 | 13.2% | -92.0% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.40 | $8.42 | ||
| Q2 25 | $0.38 | $32.60 | ||
| Q1 25 | $0.31 | $-16.49 | ||
| Q4 24 | $0.06 | $4.49 | ||
| Q3 24 | $0.32 | $-1.72 | ||
| Q2 24 | $0.32 | $-0.57 |
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 | $2.3B |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $352.2M | $44.1B |
| Total Assets | $488.3M | $61.6B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $2.3B | ||
| Q3 25 | $203.7M | $54.3M | ||
| Q2 25 | $167.0M | $50.1M | ||
| Q1 25 | $153.6M | $60.3M | ||
| Q4 24 | $164.7M | $38.1M | ||
| Q3 24 | $156.7M | $46.3M | ||
| Q2 24 | $150.1M | $66.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.8B |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $44.1B | ||
| Q3 25 | $323.7M | $52.3B | ||
| Q2 25 | $296.9M | $47.5B | ||
| Q1 25 | $277.9M | $32.2B | ||
| Q4 24 | $258.8M | $18.2B | ||
| Q3 24 | $252.1M | $3.8B | ||
| Q2 24 | $232.0M | $2.8B |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $61.6B | ||
| Q3 25 | $461.3M | $73.6B | ||
| Q2 25 | $421.1M | $64.8B | ||
| Q1 25 | $384.0M | $43.9B | ||
| Q4 24 | $362.4M | $25.8B | ||
| Q3 24 | $353.1M | $8.3B | ||
| Q2 24 | $323.0M | $7.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.36× |
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% |
MSTR
Segment breakdown not available.
