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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $179.8M, roughly 1.4× Vita Coco Company, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 37.3%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
COCO vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $253.4M |
| Net Profit | $30.5M | — |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | 28.7% |
| Net Margin | 17.0% | — |
| Revenue YoY | 37.3% | 62.7% |
| Net Profit YoY | 61.4% | — |
| EPS (diluted) | $0.50 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $182.3M | $244.7M | ||
| Q2 25 | $168.8M | $203.3M | ||
| Q1 25 | $130.9M | $174.6M | ||
| Q4 24 | $127.3M | $155.8M | ||
| Q3 24 | $132.9M | $148.5M | ||
| Q2 24 | $144.1M | $131.1M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | — | ||
| Q3 25 | $24.0M | $51.5M | ||
| Q2 25 | $22.9M | $46.5M | ||
| Q1 25 | $18.9M | $42.9M | ||
| Q4 24 | $3.4M | — | ||
| Q3 24 | $19.3M | $30.5M | ||
| Q2 24 | $19.1M | $25.7M |
| 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% | — | ||
| Q4 25 | 8.0% | 28.7% | ||
| Q3 25 | 15.3% | 27.4% | ||
| Q2 25 | 14.9% | 29.5% | ||
| Q1 25 | 14.7% | 30.8% | ||
| Q4 24 | 3.4% | 28.9% | ||
| Q3 24 | 15.5% | 25.9% | ||
| Q2 24 | 20.8% | 25.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 13.2% | 21.0% | ||
| Q2 25 | 13.6% | 22.9% | ||
| Q1 25 | 14.4% | 24.6% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 14.5% | 20.5% | ||
| Q2 24 | 13.2% | 19.6% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $2.05 | ||
| Q3 25 | $0.40 | $1.87 | ||
| Q2 25 | $0.38 | $1.68 | ||
| Q1 25 | $0.31 | $1.57 | ||
| Q4 24 | $0.06 | $1.29 | ||
| Q3 24 | $0.32 | $1.15 | ||
| Q2 24 | $0.32 | $1.00 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $942.7M |
| Total Assets | $488.3M | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $106.9M | ||
| Q3 25 | $203.7M | $111.7M | ||
| Q2 25 | $167.0M | $81.3M | ||
| Q1 25 | $153.6M | $119.3M | ||
| Q4 24 | $164.7M | $80.4M | ||
| Q3 24 | $156.7M | $86.5M | ||
| Q2 24 | $150.1M | $47.8M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $942.7M | ||
| Q3 25 | $323.7M | $878.1M | ||
| Q2 25 | $296.9M | $847.2M | ||
| Q1 25 | $277.9M | $790.4M | ||
| Q4 24 | $258.8M | $729.0M | ||
| Q3 24 | $252.1M | $703.3M | ||
| Q2 24 | $232.0M | $532.6M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $3.1B | ||
| Q3 25 | $461.3M | $2.9B | ||
| Q2 25 | $421.1M | $2.8B | ||
| Q1 25 | $384.0M | $2.4B | ||
| Q4 24 | $362.4M | $2.3B | ||
| Q3 24 | $353.1M | $2.3B | ||
| Q2 24 | $323.0M | $2.0B |
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 | — | $409.1M |
| Free Cash FlowOCF − Capex | — | $409.0M |
| FCF MarginFCF / Revenue | — | 161.4% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $409.1M | ||
| Q3 25 | $39.1M | $83.6M | ||
| Q2 25 | $21.8M | $120.9M | ||
| Q1 25 | $-9.8M | $87.2M | ||
| Q4 24 | $6.9M | $261.2M | ||
| Q3 24 | $9.3M | $100.3M | ||
| Q2 24 | $26.9M | $55.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $409.0M | ||
| Q3 25 | $35.6M | $83.6M | ||
| Q2 25 | $20.9M | $120.8M | ||
| Q1 25 | $-10.4M | $87.1M | ||
| Q4 24 | $6.8M | $260.9M | ||
| Q3 24 | $8.9M | $100.1M | ||
| Q2 24 | $26.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 161.4% | ||
| Q3 25 | 19.6% | 34.2% | ||
| Q2 25 | 12.4% | 59.4% | ||
| Q1 25 | -7.9% | 49.9% | ||
| Q4 24 | 5.3% | 167.5% | ||
| Q3 24 | 6.7% | 67.4% | ||
| Q2 24 | 18.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 0.1% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 0.6% | 0.0% | ||
| Q1 25 | 0.4% | 0.0% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.2% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| Q3 25 | 1.63× | 1.63× | ||
| Q2 25 | 0.95× | 2.60× | ||
| Q1 25 | -0.52× | 2.03× | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | 3.29× | ||
| Q2 24 | 1.41× | 2.14× |
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% |
PLMR
Segment breakdown not available.
