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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
Vital Farms, Inc. is the larger business by last-quarter revenue ($213.6M vs $179.8M, roughly 1.2× Vita Coco Company, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs 7.6%, a 9.3% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 28.7%). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% 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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
COCO vs VITL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $213.6M |
| Net Profit | $30.5M | $16.3M |
| Gross Margin | 39.9% | 35.8% |
| Operating Margin | 18.7% | 10.0% |
| Net Margin | 17.0% | 7.6% |
| Revenue YoY | 37.3% | 28.7% |
| Net Profit YoY | 61.4% | 54.3% |
| EPS (diluted) | $0.50 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $182.3M | $198.9M | ||
| Q2 25 | $168.8M | $184.8M | ||
| Q1 25 | $130.9M | $162.2M | ||
| Q4 24 | $127.3M | $166.0M | ||
| Q3 24 | $132.9M | $145.0M | ||
| Q2 24 | $144.1M | $147.4M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $16.3M | ||
| Q3 25 | $24.0M | $16.4M | ||
| Q2 25 | $22.9M | $16.6M | ||
| Q1 25 | $18.9M | $16.9M | ||
| Q4 24 | $3.4M | $10.6M | ||
| Q3 24 | $19.3M | $7.4M | ||
| Q2 24 | $19.1M | $16.3M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 35.8% | ||
| Q3 25 | 37.7% | 37.7% | ||
| Q2 25 | 36.3% | 38.9% | ||
| Q1 25 | 36.7% | 38.5% | ||
| Q4 24 | 32.5% | 36.1% | ||
| Q3 24 | 38.8% | 36.9% | ||
| Q2 24 | 40.8% | 39.1% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 10.0% | ||
| Q3 25 | 15.3% | 10.8% | ||
| Q2 25 | 14.9% | 12.9% | ||
| Q1 25 | 14.7% | 13.4% | ||
| Q4 24 | 3.4% | 7.8% | ||
| Q3 24 | 15.5% | 6.4% | ||
| Q2 24 | 20.8% | 11.6% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 7.6% | ||
| Q3 25 | 13.2% | 8.3% | ||
| Q2 25 | 13.6% | 9.0% | ||
| Q1 25 | 14.4% | 10.4% | ||
| Q4 24 | 2.6% | 6.4% | ||
| Q3 24 | 14.5% | 5.1% | ||
| Q2 24 | 13.2% | 11.1% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $0.35 | ||
| Q3 25 | $0.40 | $0.36 | ||
| Q2 25 | $0.38 | $0.36 | ||
| Q1 25 | $0.31 | $0.37 | ||
| Q4 24 | $0.06 | $0.23 | ||
| Q3 24 | $0.32 | $0.16 | ||
| Q2 24 | $0.32 | $0.36 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $351.3M |
| Total Assets | $488.3M | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $48.8M | ||
| Q3 25 | $203.7M | $93.8M | ||
| Q2 25 | $167.0M | $108.2M | ||
| Q1 25 | $153.6M | $156.3M | ||
| Q4 24 | $164.7M | $150.6M | ||
| Q3 24 | $156.7M | $149.5M | ||
| Q2 24 | $150.1M | $133.2M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $351.3M | ||
| Q3 25 | $323.7M | $331.2M | ||
| Q2 25 | $296.9M | $309.8M | ||
| Q1 25 | $277.9M | $288.9M | ||
| Q4 24 | $258.8M | $269.3M | ||
| Q3 24 | $252.1M | $253.4M | ||
| Q2 24 | $232.0M | $238.4M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $518.7M | ||
| Q3 25 | $461.3M | $481.5M | ||
| Q2 25 | $421.1M | $430.8M | ||
| Q1 25 | $384.0M | $376.9M | ||
| Q4 24 | $362.4M | $359.3M | ||
| Q3 24 | $353.1M | $344.7M | ||
| Q2 24 | $323.0M | $320.5M |
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 | — | $5.8M |
| Free Cash FlowOCF − Capex | — | $-32.1M |
| FCF MarginFCF / Revenue | — | -15.1% |
| Capex IntensityCapex / Revenue | — | 17.8% |
| Cash ConversionOCF / Net Profit | — | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $5.8M | ||
| Q3 25 | $39.1M | $23.4M | ||
| Q2 25 | $21.8M | $-761.0K | ||
| Q1 25 | $-9.8M | $5.3M | ||
| Q4 24 | $6.9M | $14.8M | ||
| Q3 24 | $9.3M | $10.0M | ||
| Q2 24 | $26.9M | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $-32.1M | ||
| Q3 25 | $35.6M | $-10.6M | ||
| Q2 25 | $20.9M | $-7.6M | ||
| Q1 25 | $-10.4M | $2.1M | ||
| Q4 24 | $6.8M | $-3.4M | ||
| Q3 24 | $8.9M | $6.4M | ||
| Q2 24 | $26.6M | $10.5M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | -15.1% | ||
| Q3 25 | 19.6% | -5.3% | ||
| Q2 25 | 12.4% | -4.1% | ||
| Q1 25 | -7.9% | 1.3% | ||
| Q4 24 | 5.3% | -2.0% | ||
| Q3 24 | 6.7% | 4.4% | ||
| Q2 24 | 18.5% | 7.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 17.8% | ||
| Q3 25 | 1.9% | 17.1% | ||
| Q2 25 | 0.6% | 3.7% | ||
| Q1 25 | 0.4% | 1.9% | ||
| Q4 24 | 0.1% | 10.9% | ||
| Q3 24 | 0.3% | 2.5% | ||
| Q2 24 | 0.2% | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 0.35× | ||
| Q3 25 | 1.63× | 1.43× | ||
| Q2 25 | 0.95× | -0.05× | ||
| Q1 25 | -0.52× | 0.31× | ||
| Q4 24 | 2.05× | 1.40× | ||
| Q3 24 | 0.48× | 1.34× | ||
| Q2 24 | 1.41× | 0.99× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
