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Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
Sprout Social, Inc. is the larger business by last-quarter revenue ($120.9M vs $66.9M, roughly 1.8× Energy Recovery, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs -0.3%). Sprout Social, Inc. produced more free cash flow last quarter ($9.9M vs $6.4M). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% CAGR vs 8.1%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
ERII vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $120.9M |
| Net Profit | $26.9M | — |
| Gross Margin | 67.2% | 77.6% |
| Operating Margin | 46.8% | -9.0% |
| Net Margin | 40.2% | — |
| Revenue YoY | -0.3% | 12.9% |
| Net Profit YoY | 14.7% | — |
| EPS (diluted) | $0.49 | $-0.18 |
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 | $66.9M | $120.9M | ||
| Q3 25 | $32.0M | $115.6M | ||
| Q2 25 | $28.1M | $111.8M | ||
| Q1 25 | — | $109.3M | ||
| Q4 24 | $67.1M | $107.1M | ||
| Q3 24 | $38.6M | $102.6M | ||
| Q2 24 | $27.2M | $99.4M | ||
| Q1 24 | $12.1M | $96.8M |
| Q4 25 | $26.9M | — | ||
| Q3 25 | $3.9M | $-9.4M | ||
| Q2 25 | $2.1M | $-12.0M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | $23.5M | — | ||
| Q3 24 | $8.5M | $-17.1M | ||
| Q2 24 | $-642.0K | $-16.9M | ||
| Q1 24 | $-8.3M | $-13.6M |
| Q4 25 | 67.2% | 77.6% | ||
| Q3 25 | 64.2% | 77.7% | ||
| Q2 25 | 64.0% | 77.7% | ||
| Q1 25 | — | 77.3% | ||
| Q4 24 | 70.2% | 78.1% | ||
| Q3 24 | 65.1% | 77.4% | ||
| Q2 24 | 64.6% | 77.5% | ||
| Q1 24 | 59.0% | 76.8% |
| Q4 25 | 46.8% | -9.0% | ||
| Q3 25 | 11.4% | -7.9% | ||
| Q2 25 | 5.3% | -11.0% | ||
| Q1 25 | — | -10.2% | ||
| Q4 24 | 38.2% | -12.8% | ||
| Q3 24 | 18.3% | -16.4% | ||
| Q2 24 | -7.4% | -16.6% | ||
| Q1 24 | -90.4% | -13.7% |
| Q4 25 | 40.2% | — | ||
| Q3 25 | 12.1% | -8.1% | ||
| Q2 25 | 7.3% | -10.7% | ||
| Q1 25 | — | -10.3% | ||
| Q4 24 | 35.0% | — | ||
| Q3 24 | 22.0% | -16.6% | ||
| Q2 24 | -2.4% | -17.0% | ||
| Q1 24 | -68.3% | -14.0% |
| Q4 25 | $0.49 | $-0.18 | ||
| Q3 25 | $0.07 | $-0.16 | ||
| Q2 25 | $0.04 | $-0.21 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | $0.40 | $-0.25 | ||
| Q3 24 | $0.15 | $-0.30 | ||
| Q2 24 | $-0.01 | $-0.30 | ||
| Q1 24 | $-0.14 | $-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 | $75.2M | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $206.2M | $203.4M |
| Total Assets | $231.5M | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $95.3M | ||
| Q3 25 | $70.4M | $90.6M | ||
| Q2 25 | $79.5M | $101.5M | ||
| Q1 25 | — | $100.9M | ||
| Q4 24 | $78.0M | $86.4M | ||
| Q3 24 | $118.6M | $82.9M | ||
| Q2 24 | $101.0M | $80.9M | ||
| Q1 24 | $117.4M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $206.2M | $203.4M | ||
| Q3 25 | $180.8M | $194.1M | ||
| Q2 25 | $185.2M | $184.6M | ||
| Q1 25 | — | $175.3M | ||
| Q4 24 | $210.0M | $166.6M | ||
| Q3 24 | $233.9M | $158.1M | ||
| Q2 24 | $218.5M | $152.1M | ||
| Q1 24 | $216.0M | $147.3M |
| Q4 25 | $231.5M | $523.1M | ||
| Q3 25 | $209.6M | $481.4M | ||
| Q2 25 | $212.3M | $422.9M | ||
| Q1 25 | — | $424.7M | ||
| Q4 24 | $242.8M | $428.3M | ||
| Q3 24 | $262.7M | $388.8M | ||
| Q2 24 | $249.0M | $393.6M | ||
| Q1 24 | $244.3M | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $7.1M | $10.9M |
| Free Cash FlowOCF − Capex | $6.4M | $9.9M |
| FCF MarginFCF / Revenue | 9.6% | 8.2% |
| Capex IntensityCapex / Revenue | 1.0% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.26× | — |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.1M | $10.9M | ||
| Q3 25 | $-3.1M | $9.3M | ||
| Q2 25 | $4.1M | $5.1M | ||
| Q1 25 | — | $18.1M | ||
| Q4 24 | $9.0M | $4.1M | ||
| Q3 24 | $-3.0M | $9.0M | ||
| Q2 24 | $8.1M | $2.1M | ||
| Q1 24 | $6.5M | $11.2M |
| Q4 25 | $6.4M | $9.9M | ||
| Q3 25 | $-3.5M | $8.5M | ||
| Q2 25 | $4.0M | $4.2M | ||
| Q1 25 | — | $16.7M | ||
| Q4 24 | $8.9M | $3.3M | ||
| Q3 24 | $-3.2M | $8.5M | ||
| Q2 24 | $7.9M | $1.6M | ||
| Q1 24 | $5.7M | $10.1M |
| Q4 25 | 9.6% | 8.2% | ||
| Q3 25 | -10.9% | 7.4% | ||
| Q2 25 | 14.3% | 3.7% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | 13.2% | 3.0% | ||
| Q3 24 | -8.2% | 8.3% | ||
| Q2 24 | 28.9% | 1.6% | ||
| Q1 24 | 46.9% | 10.4% |
| Q4 25 | 1.0% | 0.9% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 0.5% | 0.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 0.2% | 0.8% | ||
| Q3 24 | 0.4% | 0.5% | ||
| Q2 24 | 0.7% | 0.5% | ||
| Q1 24 | 6.8% | 1.1% |
| Q4 25 | 0.26× | — | ||
| Q3 25 | -0.81× | — | ||
| Q2 25 | 2.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | -0.35× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
SPT
Segment breakdown not available.
