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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and CPI Card Group Inc. (PMTS). 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 $153.1M, roughly 1.2× CPI Card Group Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs 4.8%, a 12.1% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 22.3%). Over the past eight quarters, CPI Card Group Inc.'s revenue compounded faster (16.9% 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.
CPI Card Group Inc. is a leading provider of payment card production and associated solutions, including contactless and contact credit/debit cards, prepaid cards, and card personalization services. It primarily serves financial institutions, fintech firms, and retail brands across its core North American market.
COCO vs PMTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $153.1M |
| Net Profit | $30.5M | $7.3M |
| Gross Margin | 39.9% | 31.5% |
| Operating Margin | 18.7% | 12.0% |
| Net Margin | 17.0% | 4.8% |
| Revenue YoY | 37.3% | 22.3% |
| Net Profit YoY | 61.4% | 8.5% |
| EPS (diluted) | $0.50 | $0.62 |
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 | $153.1M | ||
| Q3 25 | $182.3M | $138.0M | ||
| Q2 25 | $168.8M | $129.8M | ||
| Q1 25 | $130.9M | $122.8M | ||
| Q4 24 | $127.3M | $125.1M | ||
| Q3 24 | $132.9M | $124.8M | ||
| Q2 24 | $144.1M | $118.8M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $7.3M | ||
| Q3 25 | $24.0M | $2.3M | ||
| Q2 25 | $22.9M | $518.0K | ||
| Q1 25 | $18.9M | $4.8M | ||
| Q4 24 | $3.4M | $6.8M | ||
| Q3 24 | $19.3M | $1.3M | ||
| Q2 24 | $19.1M | $6.0M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 31.5% | ||
| Q3 25 | 37.7% | 29.7% | ||
| Q2 25 | 36.3% | 30.9% | ||
| Q1 25 | 36.7% | 33.2% | ||
| Q4 24 | 32.5% | 34.1% | ||
| Q3 24 | 38.8% | 35.8% | ||
| Q2 24 | 40.8% | 35.7% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 12.0% | ||
| Q3 25 | 15.3% | 9.4% | ||
| Q2 25 | 14.9% | 7.3% | ||
| Q1 25 | 14.7% | 11.5% | ||
| Q4 24 | 3.4% | 12.7% | ||
| Q3 24 | 15.5% | 14.3% | ||
| Q2 24 | 20.8% | 12.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 4.8% | ||
| Q3 25 | 13.2% | 1.7% | ||
| Q2 25 | 13.6% | 0.4% | ||
| Q1 25 | 14.4% | 3.9% | ||
| Q4 24 | 2.6% | 5.4% | ||
| Q3 24 | 14.5% | 1.0% | ||
| Q2 24 | 13.2% | 5.1% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $0.62 | ||
| Q3 25 | $0.40 | $0.19 | ||
| Q2 25 | $0.38 | $0.04 | ||
| Q1 25 | $0.31 | $0.40 | ||
| Q4 24 | $0.06 | $0.56 | ||
| Q3 24 | $0.32 | $0.11 | ||
| Q2 24 | $0.32 | $0.51 |
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 | $21.7M |
| Total DebtLower is stronger | — | $286.7M |
| Stockholders' EquityBook value | $352.2M | $-17.3M |
| Total Assets | $488.3M | $403.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $21.7M | ||
| Q3 25 | $203.7M | $16.0M | ||
| Q2 25 | $167.0M | $17.1M | ||
| Q1 25 | $153.6M | $31.5M | ||
| Q4 24 | $164.7M | $33.5M | ||
| Q3 24 | $156.7M | $14.7M | ||
| Q2 24 | $150.1M | $7.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $286.7M | ||
| Q3 25 | — | $308.4M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $280.7M | ||
| Q4 24 | — | $280.4M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | — | $269.7M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $-17.3M | ||
| Q3 25 | $323.7M | $-25.7M | ||
| Q2 25 | $296.9M | $-29.0M | ||
| Q1 25 | $277.9M | $-29.7M | ||
| Q4 24 | $258.8M | $-35.6M | ||
| Q3 24 | $252.1M | $-42.8M | ||
| Q2 24 | $232.0M | $-44.6M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $403.2M | ||
| Q3 25 | $461.3M | $407.1M | ||
| Q2 25 | $421.1M | $399.8M | ||
| Q1 25 | $384.0M | $351.9M | ||
| Q4 24 | $362.4M | $349.7M | ||
| Q3 24 | $353.1M | $342.3M | ||
| Q2 24 | $323.0M | $321.4M |
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 | — | $39.6M |
| Free Cash FlowOCF − Capex | — | $35.2M |
| FCF MarginFCF / Revenue | — | 23.0% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 5.39× |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $39.6M | ||
| Q3 25 | $39.1M | $10.0M | ||
| Q2 25 | $21.8M | $4.3M | ||
| Q1 25 | $-9.8M | $5.6M | ||
| Q4 24 | $6.9M | $26.7M | ||
| Q3 24 | $9.3M | $12.5M | ||
| Q2 24 | $26.9M | $-4.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $35.2M | ||
| Q3 25 | $35.6M | $5.3M | ||
| Q2 25 | $20.9M | $533.0K | ||
| Q1 25 | $-10.4M | $292.0K | ||
| Q4 24 | $6.8M | $21.6M | ||
| Q3 24 | $8.9M | $11.1M | ||
| Q2 24 | $26.6M | $-6.0M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 23.0% | ||
| Q3 25 | 19.6% | 3.8% | ||
| Q2 25 | 12.4% | 0.4% | ||
| Q1 25 | -7.9% | 0.2% | ||
| Q4 24 | 5.3% | 17.3% | ||
| Q3 24 | 6.7% | 8.9% | ||
| Q2 24 | 18.5% | -5.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 2.9% | ||
| Q3 25 | 1.9% | 3.4% | ||
| Q2 25 | 0.6% | 2.9% | ||
| Q1 25 | 0.4% | 4.3% | ||
| Q4 24 | 0.1% | 4.0% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.2% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 5.39× | ||
| Q3 25 | 1.63× | 4.32× | ||
| Q2 25 | 0.95× | 8.39× | ||
| Q1 25 | -0.52× | 1.17× | ||
| Q4 24 | 2.05× | 3.94× | ||
| Q3 24 | 0.48× | 9.70× | ||
| Q2 24 | 1.41× | -0.79× |
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% |
PMTS
| US Debit And Credit | $128.9M | 84% |
| US Prepaid Debit | $24.4M | 16% |
