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Side-by-side financial comparison of 4D Molecular Therapeutics, Inc. (FDMT) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $85.1M, roughly 1.8× 4D Molecular Therapeutics, Inc.). 4D Molecular Therapeutics, Inc. runs the higher net margin — 22.8% vs -7.0%, a 29.8% gap on every dollar of revenue. On growth, 4D Molecular Therapeutics, Inc. posted the faster year-over-year revenue change (8508900.0% vs 0.2%). 4D Molecular Therapeutics, Inc. produced more free cash flow last quarter ($28.5M vs $-10.2M). Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% CAGR vs -22.6%).
4D Molecular Therapeutics is a clinical-stage biotechnology company specializing in the research and development of targeted adeno-associated virus (AAV) gene therapies. Its core product candidates address unmet medical needs in ophthalmology, cardiology, and pulmonary disease segments, serving global patient populations with rare and common hard-to-treat conditions.
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.
FDMT vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $85.1M | $150.2M |
| Net Profit | $19.4M | $-10.6M |
| Gross Margin | — | 56.1% |
| Operating Margin | 17.3% | -10.5% |
| Net Margin | 22.8% | -7.0% |
| Revenue YoY | 8508900.0% | 0.2% |
| Net Profit YoY | 139.1% | -114.0% |
| EPS (diluted) | $0.43 | $-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 | $85.1M | $150.2M | ||
| Q3 25 | $90.0K | $160.5M | ||
| Q2 25 | $15.0K | $138.4M | ||
| Q1 25 | $14.0K | $241.5M | ||
| Q4 24 | $1.0K | $149.9M | ||
| Q3 24 | $3.0K | $156.6M | ||
| Q2 24 | $5.0K | $132.6M | ||
| Q1 24 | $28.0K | $250.5M |
| Q4 25 | $19.4M | $-10.6M | ||
| Q3 25 | $-56.9M | $-6.7M | ||
| Q2 25 | $-54.7M | $-10.8M | ||
| Q1 25 | $-48.0M | $35.3M | ||
| Q4 24 | — | $-4.9M | ||
| Q3 24 | $-43.8M | $-5.9M | ||
| Q2 24 | $-35.0M | $-13.0M | ||
| Q1 24 | $-32.4M | $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 | 17.3% | -10.5% | ||
| Q3 25 | -67983.3% | -5.5% | ||
| Q2 25 | -396373.3% | -10.8% | ||
| Q1 25 | -383007.1% | 19.7% | ||
| Q4 24 | — | -5.2% | ||
| Q3 24 | -1704400.0% | -5.3% | ||
| Q2 24 | -849120.0% | -13.5% | ||
| Q1 24 | -136200.0% | 16.1% |
| Q4 25 | 22.8% | -7.0% | ||
| Q3 25 | -63195.6% | -4.1% | ||
| Q2 25 | -364386.7% | -7.8% | ||
| Q1 25 | -342657.1% | 14.6% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | -1461433.3% | -3.7% | ||
| Q2 24 | -699060.0% | -9.8% | ||
| Q1 24 | -115717.9% | 12.4% |
| Q4 25 | $0.43 | $-0.72 | ||
| Q3 25 | $-1.01 | $-0.45 | ||
| Q2 25 | $-0.98 | $-0.73 | ||
| Q1 25 | $-0.86 | $2.22 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | $-0.79 | $-0.38 | ||
| Q2 24 | $-0.63 | $-0.83 | ||
| Q1 24 | $-0.66 | $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 | $402.7M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $505.7M | $189.3M |
| Total Assets | $566.7M | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $402.7M | $23.7M | ||
| Q3 25 | $305.1M | $34.2M | ||
| Q2 25 | $293.2M | $26.9M | ||
| Q1 25 | $321.4M | $83.7M | ||
| Q4 24 | $424.9M | $61.7M | ||
| Q3 24 | $501.9M | $72.1M | ||
| Q2 24 | $541.9M | $72.4M | ||
| Q1 24 | $525.9M | $87.0M |
| Q4 25 | $505.7M | $189.3M | ||
| Q3 25 | $369.0M | $197.5M | ||
| Q2 25 | $420.9M | $201.2M | ||
| Q1 25 | $469.7M | $216.4M | ||
| Q4 24 | $510.6M | $196.5M | ||
| Q3 24 | $552.9M | $202.1M | ||
| Q2 24 | $588.3M | $205.3M | ||
| Q1 24 | $600.6M | $217.5M |
| Q4 25 | $566.7M | $495.5M | ||
| Q3 25 | $424.0M | $493.7M | ||
| Q2 25 | $473.6M | $483.7M | ||
| Q1 25 | $515.7M | $532.3M | ||
| Q4 24 | $560.4M | $499.7M | ||
| Q3 24 | $604.0M | $481.1M | ||
| Q2 24 | $620.1M | $477.2M | ||
| Q1 24 | $629.9M | $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 | $28.6M | $-4.9M |
| Free Cash FlowOCF − Capex | $28.5M | $-10.2M |
| FCF MarginFCF / Revenue | 33.5% | -6.8% |
| Capex IntensityCapex / Revenue | 0.1% | 3.5% |
| Cash ConversionOCF / Net Profit | 1.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-109.9M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.6M | $-4.9M | ||
| Q3 25 | $-46.5M | $12.2M | ||
| Q2 25 | $-43.4M | $-41.4M | ||
| Q1 25 | $-47.8M | $44.0M | ||
| Q4 24 | $-134.6M | $-4.2M | ||
| Q3 24 | $-29.4M | $6.2M | ||
| Q2 24 | $-30.2M | $-7.0M | ||
| Q1 24 | $-29.1M | $56.3M |
| Q4 25 | $28.5M | $-10.2M | ||
| Q3 25 | $-46.6M | $7.8M | ||
| Q2 25 | $-43.4M | $-50.0M | ||
| Q1 25 | $-48.4M | $38.7M | ||
| Q4 24 | $-138.4M | $-6.6M | ||
| Q3 24 | $-31.2M | $119.0K | ||
| Q2 24 | $-30.6M | $-14.3M | ||
| Q1 24 | $-29.8M | $49.5M |
| Q4 25 | 33.5% | -6.8% | ||
| Q3 25 | -51765.6% | 4.9% | ||
| Q2 25 | -289620.0% | -36.1% | ||
| Q1 25 | -345635.7% | 16.0% | ||
| Q4 24 | -13837100.0% | -4.4% | ||
| Q3 24 | -1038966.7% | 0.1% | ||
| Q2 24 | -611840.0% | -10.8% | ||
| Q1 24 | -106421.4% | 19.8% |
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 101.1% | 2.7% | ||
| Q2 25 | 440.0% | 6.2% | ||
| Q1 25 | 4507.1% | 2.2% | ||
| Q4 24 | 378600.0% | 1.6% | ||
| Q3 24 | 59266.7% | 3.9% | ||
| Q2 24 | 6980.0% | 5.5% | ||
| Q1 24 | 2535.7% | 2.7% |
| Q4 25 | 1.47× | — | ||
| 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
FDMT
Segment breakdown not available.
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
