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Side-by-side financial comparison of JFrog Ltd (FROG) 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 $145.3M, roughly 1.0× JFrog Ltd). Lovesac Co runs the higher net margin — -7.0% vs -10.5%, a 3.4% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 0.2%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $-10.2M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs -22.6%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
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.
FROG vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $150.2M |
| Net Profit | $-15.2M | $-10.6M |
| Gross Margin | 77.9% | 56.1% |
| Operating Margin | -14.7% | -10.5% |
| Net Margin | -10.5% | -7.0% |
| Revenue YoY | 25.2% | 0.2% |
| Net Profit YoY | 34.4% | -114.0% |
| EPS (diluted) | $-0.13 | $-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 | $145.3M | $150.2M | ||
| Q3 25 | $136.9M | $160.5M | ||
| Q2 25 | $127.2M | $138.4M | ||
| Q1 25 | $122.4M | $241.5M | ||
| Q4 24 | $116.1M | $149.9M | ||
| Q3 24 | $109.1M | $156.6M | ||
| Q2 24 | $103.0M | $132.6M | ||
| Q1 24 | $100.3M | $250.5M |
| Q4 25 | $-15.2M | $-10.6M | ||
| Q3 25 | $-16.4M | $-6.7M | ||
| Q2 25 | $-21.7M | $-10.8M | ||
| Q1 25 | $-18.5M | $35.3M | ||
| Q4 24 | $-23.2M | $-4.9M | ||
| Q3 24 | $-22.9M | $-5.9M | ||
| Q2 24 | $-14.3M | $-13.0M | ||
| Q1 24 | $-8.8M | $31.0M |
| Q4 25 | 77.9% | 56.1% | ||
| Q3 25 | 77.4% | 56.4% | ||
| Q2 25 | 76.3% | 53.7% | ||
| Q1 25 | 75.3% | 60.4% | ||
| Q4 24 | 75.4% | 58.5% | ||
| Q3 24 | 75.0% | 59.0% | ||
| Q2 24 | 78.8% | 54.3% | ||
| Q1 24 | 79.5% | 59.7% |
| Q4 25 | -14.7% | -10.5% | ||
| Q3 25 | -15.8% | -5.5% | ||
| Q2 25 | -20.4% | -10.8% | ||
| Q1 25 | -18.8% | 19.7% | ||
| Q4 24 | -21.9% | -5.2% | ||
| Q3 24 | -27.4% | -5.3% | ||
| Q2 24 | -18.6% | -13.5% | ||
| Q1 24 | -16.6% | 16.1% |
| Q4 25 | -10.5% | -7.0% | ||
| Q3 25 | -12.0% | -4.1% | ||
| Q2 25 | -17.0% | -7.8% | ||
| Q1 25 | -15.1% | 14.6% | ||
| Q4 24 | -20.0% | -3.3% | ||
| Q3 24 | -21.0% | -3.7% | ||
| Q2 24 | -13.9% | -9.8% | ||
| Q1 24 | -8.8% | 12.4% |
| Q4 25 | $-0.13 | $-0.72 | ||
| Q3 25 | $-0.14 | $-0.45 | ||
| Q2 25 | $-0.19 | $-0.73 | ||
| Q1 25 | $-0.16 | $2.22 | ||
| Q4 24 | $-0.21 | $-0.32 | ||
| Q3 24 | $-0.21 | $-0.38 | ||
| Q2 24 | $-0.13 | $-0.83 | ||
| Q1 24 | $-0.08 | $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 | $704.4M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $189.3M |
| Total Assets | $1.3B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $704.4M | $23.7M | ||
| Q3 25 | $651.1M | $34.2M | ||
| Q2 25 | $611.7M | $26.9M | ||
| Q1 25 | $563.5M | $83.7M | ||
| Q4 24 | $522.0M | $61.7M | ||
| Q3 24 | $467.8M | $72.1M | ||
| Q2 24 | $591.3M | $72.4M | ||
| Q1 24 | $579.6M | $87.0M |
| Q4 25 | $887.4M | $189.3M | ||
| Q3 25 | $859.4M | $197.5M | ||
| Q2 25 | $826.5M | $201.2M | ||
| Q1 25 | $800.0M | $216.4M | ||
| Q4 24 | $773.5M | $196.5M | ||
| Q3 24 | $756.2M | $202.1M | ||
| Q2 24 | $721.4M | $205.3M | ||
| Q1 24 | $707.8M | $217.5M |
| Q4 25 | $1.3B | $495.5M | ||
| Q3 25 | $1.3B | $493.7M | ||
| Q2 25 | $1.2B | $483.7M | ||
| Q1 25 | $1.2B | $532.3M | ||
| Q4 24 | $1.1B | $499.7M | ||
| Q3 24 | $1.1B | $481.1M | ||
| Q2 24 | $1.0B | $477.2M | ||
| Q1 24 | $997.1M | $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 | $50.7M | $-4.9M |
| Free Cash FlowOCF − Capex | $49.9M | $-10.2M |
| FCF MarginFCF / Revenue | 34.3% | -6.8% |
| Capex IntensityCapex / Revenue | 0.6% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $50.7M | $-4.9M | ||
| Q3 25 | $30.2M | $12.2M | ||
| Q2 25 | $36.1M | $-41.4M | ||
| Q1 25 | $28.8M | $44.0M | ||
| Q4 24 | $49.1M | $-4.2M | ||
| Q3 24 | $27.6M | $6.2M | ||
| Q2 24 | $16.7M | $-7.0M | ||
| Q1 24 | $17.5M | $56.3M |
| Q4 25 | $49.9M | $-10.2M | ||
| Q3 25 | $28.8M | $7.8M | ||
| Q2 25 | $35.5M | $-50.0M | ||
| Q1 25 | $28.1M | $38.7M | ||
| Q4 24 | $48.5M | $-6.6M | ||
| Q3 24 | $26.7M | $119.0K | ||
| Q2 24 | $16.0M | $-14.3M | ||
| Q1 24 | $16.6M | $49.5M |
| Q4 25 | 34.3% | -6.8% | ||
| Q3 25 | 21.0% | 4.9% | ||
| Q2 25 | 27.9% | -36.1% | ||
| Q1 25 | 23.0% | 16.0% | ||
| Q4 24 | 41.8% | -4.4% | ||
| Q3 24 | 24.5% | 0.1% | ||
| Q2 24 | 15.5% | -10.8% | ||
| Q1 24 | 16.6% | 19.8% |
| Q4 25 | 0.6% | 3.5% | ||
| Q3 25 | 1.0% | 2.7% | ||
| Q2 25 | 0.5% | 6.2% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.9% | 3.9% | ||
| Q2 24 | 0.7% | 5.5% | ||
| Q1 24 | 0.8% | 2.7% |
| Q4 25 | — | — | ||
| 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
FROG
Segment breakdown not available.
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
