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Side-by-side financial comparison of Douglas Elliman Inc. (DOUG) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Douglas Elliman Inc. is the larger business by last-quarter revenue ($245.4M vs $150.2M, roughly 1.6× Lovesac Co). Douglas Elliman Inc. runs the higher net margin — 27.9% vs -7.0%, a 35.0% gap on every dollar of revenue. On growth, Douglas Elliman Inc. posted the faster year-over-year revenue change (0.9% vs 0.2%). Lovesac Co produced more free cash flow last quarter ($-10.2M vs $-14.7M). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% CAGR vs -22.6%).
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
DOUG vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $245.4M | $150.2M |
| Net Profit | $68.6M | $-10.6M |
| Gross Margin | — | 56.1% |
| Operating Margin | 27.3% | -10.5% |
| Net Margin | 27.9% | -7.0% |
| Revenue YoY | 0.9% | 0.2% |
| Net Profit YoY | 1243.4% | -114.0% |
| EPS (diluted) | $0.80 | $-0.72 |
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.
| Q4 25 | $245.4M | $150.2M | ||
| Q3 25 | $262.8M | $160.5M | ||
| Q2 25 | $271.4M | $138.4M | ||
| Q1 25 | $253.4M | $241.5M | ||
| Q4 24 | $243.3M | $149.9M | ||
| Q3 24 | $266.3M | $156.6M | ||
| Q2 24 | $285.8M | $132.6M | ||
| Q1 24 | $200.2M | $250.5M |
| Q4 25 | $68.6M | $-10.6M | ||
| Q3 25 | $-24.7M | $-6.7M | ||
| Q2 25 | $-22.7M | $-10.8M | ||
| Q1 25 | $-6.0M | $35.3M | ||
| Q4 24 | $-6.0M | $-4.9M | ||
| Q3 24 | $-27.2M | $-5.9M | ||
| Q2 24 | $-1.7M | $-13.0M | ||
| Q1 24 | $-41.5M | $31.0M |
| Q4 25 | — | 56.1% | ||
| Q3 25 | — | 56.4% | ||
| Q2 25 | — | 53.7% | ||
| Q1 25 | — | 60.4% | ||
| Q4 24 | — | 58.5% | ||
| Q3 24 | — | 59.0% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 59.7% |
| Q4 25 | 27.3% | -10.5% | ||
| Q3 25 | -4.1% | -5.5% | ||
| Q2 25 | -2.0% | -10.8% | ||
| Q1 25 | -2.1% | 19.7% | ||
| Q4 24 | -6.7% | -5.2% | ||
| Q3 24 | -2.8% | -5.3% | ||
| Q2 24 | -1.3% | -13.5% | ||
| Q1 24 | -20.7% | 16.1% |
| Q4 25 | 27.9% | -7.0% | ||
| Q3 25 | -9.4% | -4.1% | ||
| Q2 25 | -8.4% | -7.8% | ||
| Q1 25 | -2.4% | 14.6% | ||
| Q4 24 | -2.5% | -3.3% | ||
| Q3 24 | -10.2% | -3.7% | ||
| Q2 24 | -0.6% | -9.8% | ||
| Q1 24 | -20.7% | 12.4% |
| Q4 25 | $0.80 | $-0.72 | ||
| Q3 25 | $-0.29 | $-0.45 | ||
| Q2 25 | $-0.27 | $-0.73 | ||
| Q1 25 | $-0.07 | $2.22 | ||
| Q4 24 | $-0.06 | $-0.32 | ||
| Q3 24 | $-0.33 | $-0.38 | ||
| Q2 24 | $-0.02 | $-0.83 | ||
| Q1 24 | $-0.50 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $115.5M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $183.9M | $189.3M |
| Total Assets | $444.4M | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $115.5M | $23.7M | ||
| Q3 25 | $143.0M | $34.2M | ||
| Q2 25 | $136.3M | $26.9M | ||
| Q1 25 | $136.8M | $83.7M | ||
| Q4 24 | $145.5M | $61.7M | ||
| Q3 24 | $151.4M | $72.1M | ||
| Q2 24 | $92.9M | $72.4M | ||
| Q1 24 | $91.5M | $87.0M |
| Q4 25 | $183.9M | $189.3M | ||
| Q3 25 | $115.1M | $197.5M | ||
| Q2 25 | $137.6M | $201.2M | ||
| Q1 25 | $158.2M | $216.4M | ||
| Q4 24 | $162.2M | $196.5M | ||
| Q3 24 | $173.6M | $202.1M | ||
| Q2 24 | $196.9M | $205.3M | ||
| Q1 24 | $195.1M | $217.5M |
| Q4 25 | $444.4M | $495.5M | ||
| Q3 25 | $480.6M | $493.7M | ||
| Q2 25 | $489.0M | $483.7M | ||
| Q1 25 | $493.9M | $532.3M | ||
| Q4 24 | $493.9M | $499.7M | ||
| Q3 24 | $502.7M | $481.1M | ||
| Q2 24 | $463.9M | $477.2M | ||
| Q1 24 | $461.1M | $482.2M |
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 | $-14.4M | $-4.9M |
| Free Cash FlowOCF − Capex | $-14.7M | $-10.2M |
| FCF MarginFCF / Revenue | -6.0% | -6.8% |
| Capex IntensityCapex / Revenue | 0.1% | 3.5% |
| Cash ConversionOCF / Net Profit | -0.21× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-17.2M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-14.4M | $-4.9M | ||
| Q3 25 | $5.5M | $12.2M | ||
| Q2 25 | $642.0K | $-41.4M | ||
| Q1 25 | $-5.6M | $44.0M | ||
| Q4 24 | $-9.0M | $-4.2M | ||
| Q3 24 | $9.0M | $6.2M | ||
| Q2 24 | $1.3M | $-7.0M | ||
| Q1 24 | $-27.3M | $56.3M |
| Q4 25 | $-14.7M | $-10.2M | ||
| Q3 25 | $4.7M | $7.8M | ||
| Q2 25 | $-575.0K | $-50.0M | ||
| Q1 25 | $-6.7M | $38.7M | ||
| Q4 24 | $-10.2M | $-6.6M | ||
| Q3 24 | $7.7M | $119.0K | ||
| Q2 24 | $432.0K | $-14.3M | ||
| Q1 24 | $-29.4M | $49.5M |
| Q4 25 | -6.0% | -6.8% | ||
| Q3 25 | 1.8% | 4.9% | ||
| Q2 25 | -0.2% | -36.1% | ||
| Q1 25 | -2.6% | 16.0% | ||
| Q4 24 | -4.2% | -4.4% | ||
| Q3 24 | 2.9% | 0.1% | ||
| Q2 24 | 0.2% | -10.8% | ||
| Q1 24 | -14.7% | 19.8% |
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 0.3% | 2.7% | ||
| Q2 25 | 0.4% | 6.2% | ||
| Q1 25 | 0.4% | 2.2% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 3.9% | ||
| Q2 24 | 0.3% | 5.5% | ||
| Q1 24 | 1.0% | 2.7% |
| Q4 25 | -0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
