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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). 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 $91.6M, roughly 2.0× SHENANDOAH TELECOMMUNICATIONS CO). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs -5.9%, a 22.8% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 7.2%). Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% 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.
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
COCO vs SHEN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $91.6M |
| Net Profit | $30.5M | $-5.4M |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | -1.0% |
| Net Margin | 17.0% | -5.9% |
| Revenue YoY | 37.3% | 7.2% |
| Net Profit YoY | 61.4% | -95.8% |
| EPS (diluted) | $0.50 | $-0.13 |
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 | $91.6M | ||
| Q3 25 | $182.3M | $89.8M | ||
| Q2 25 | $168.8M | $88.6M | ||
| Q1 25 | $130.9M | $87.9M | ||
| Q4 24 | $127.3M | $85.4M | ||
| Q3 24 | $132.9M | $87.6M | ||
| Q2 24 | $144.1M | $85.8M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $-5.4M | ||
| Q3 25 | $24.0M | $-9.4M | ||
| Q2 25 | $22.9M | $-9.0M | ||
| Q1 25 | $18.9M | $-9.1M | ||
| Q4 24 | $3.4M | $-2.7M | ||
| Q3 24 | $19.3M | $-5.3M | ||
| Q2 24 | $19.1M | $-12.9M |
| 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% | -1.0% | ||
| Q3 25 | 15.3% | -8.0% | ||
| Q2 25 | 14.9% | -10.3% | ||
| Q1 25 | 14.7% | -6.9% | ||
| Q4 24 | 3.4% | -6.7% | ||
| Q3 24 | 15.5% | -4.8% | ||
| Q2 24 | 20.8% | -18.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | -5.9% | ||
| Q3 25 | 13.2% | -10.5% | ||
| Q2 25 | 13.6% | -10.2% | ||
| Q1 25 | 14.4% | -10.4% | ||
| Q4 24 | 2.6% | -3.2% | ||
| Q3 24 | 14.5% | -6.0% | ||
| Q2 24 | 13.2% | -15.0% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $-0.13 | ||
| Q3 25 | $0.40 | $-0.20 | ||
| Q2 25 | $0.38 | $-0.19 | ||
| Q1 25 | $0.31 | $-0.19 | ||
| Q4 24 | $0.06 | $-0.34 | ||
| Q3 24 | $0.32 | $-0.13 | ||
| Q2 24 | $0.32 | $-0.24 |
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 | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $352.2M | $880.8M |
| Total Assets | $488.3M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $27.3M | ||
| Q3 25 | $203.7M | $22.6M | ||
| Q2 25 | $167.0M | $29.1M | ||
| Q1 25 | $153.6M | $87.5M | ||
| Q4 24 | $164.7M | $46.3M | ||
| Q3 24 | $156.7M | $43.1M | ||
| Q2 24 | $150.1M | $43.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $880.8M | ||
| Q3 25 | $323.7M | $892.7M | ||
| Q2 25 | $296.9M | $902.0M | ||
| Q1 25 | $277.9M | $910.5M | ||
| Q4 24 | $258.8M | $918.6M | ||
| Q3 24 | $252.1M | $925.4M | ||
| Q2 24 | $232.0M | $933.1M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $1.9B | ||
| Q3 25 | $461.3M | $1.9B | ||
| Q2 25 | $421.1M | $1.8B | ||
| Q1 25 | $384.0M | $1.8B | ||
| Q4 24 | $362.4M | $1.7B | ||
| Q3 24 | $353.1M | $1.7B | ||
| Q2 24 | $323.0M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× |
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 | — | $28.8M |
| Free Cash FlowOCF − Capex | — | $-78.6M |
| FCF MarginFCF / Revenue | — | -85.8% |
| Capex IntensityCapex / Revenue | — | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $28.8M | ||
| Q3 25 | $39.1M | $30.7M | ||
| Q2 25 | $21.8M | $20.9M | ||
| Q1 25 | $-9.8M | $20.5M | ||
| Q4 24 | $6.9M | $20.6M | ||
| Q3 24 | $9.3M | $24.3M | ||
| Q2 24 | $26.9M | $2.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $-78.6M | ||
| Q3 25 | $35.6M | $-51.4M | ||
| Q2 25 | $20.9M | $-65.3M | ||
| Q1 25 | $-10.4M | $-62.7M | ||
| Q4 24 | $6.8M | $-72.0M | ||
| Q3 24 | $8.9M | $-51.3M | ||
| Q2 24 | $26.6M | $-78.3M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | -85.8% | ||
| Q3 25 | 19.6% | -57.2% | ||
| Q2 25 | 12.4% | -73.7% | ||
| Q1 25 | -7.9% | -71.3% | ||
| Q4 24 | 5.3% | -84.3% | ||
| Q3 24 | 6.7% | -58.5% | ||
| Q2 24 | 18.5% | -91.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 117.2% | ||
| Q3 25 | 1.9% | 91.4% | ||
| Q2 25 | 0.6% | 97.3% | ||
| Q1 25 | 0.4% | 94.7% | ||
| Q4 24 | 0.1% | 108.4% | ||
| Q3 24 | 0.3% | 86.2% | ||
| Q2 24 | 0.2% | 94.2% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| 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% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
