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Side-by-side financial comparison of Fathom Holdings Inc. (FTHM) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.

TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $90.6M, roughly 1.1× Fathom Holdings Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -7.4%, a 17.7% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -1.2%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-20.7M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% CAGR vs 13.4%).

Fathom Holdings Inc. is a US-based real estate technology and services enterprise. It provides end-to-end solutions for real estate agents, brokers, and consumers, including digital transaction management tools, mortgage services, title insurance, and residential property brokerage services, covering most regional markets across the United States.

Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.

FTHM vs TCMD — Head-to-Head

Bigger by revenue
TCMD
TCMD
1.1× larger
TCMD
$103.6M
$90.6M
FTHM
Growing faster (revenue YoY)
TCMD
TCMD
+22.3% gap
TCMD
21.0%
-1.2%
FTHM
Higher net margin
TCMD
TCMD
17.7% more per $
TCMD
10.3%
-7.4%
FTHM
More free cash flow
TCMD
TCMD
$37.4M more FCF
TCMD
$16.8M
$-20.7M
FTHM
Faster 2-yr revenue CAGR
TCMD
TCMD
Annualised
TCMD
30.2%
13.4%
FTHM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
FTHM
FTHM
TCMD
TCMD
Revenue
$90.6M
$103.6M
Net Profit
$-6.7M
$10.6M
Gross Margin
78.2%
Operating Margin
-5.2%
18.1%
Net Margin
-7.4%
10.3%
Revenue YoY
-1.2%
21.0%
Net Profit YoY
-7.7%
9.4%
EPS (diluted)
$-0.20
$0.45

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.

Revenue
FTHM
FTHM
TCMD
TCMD
Q4 25
$90.6M
$103.6M
Q3 25
$115.3M
$85.8M
Q2 25
$121.4M
$78.9M
Q1 25
$93.1M
$61.3M
Q4 24
$91.7M
$85.6M
Q3 24
$83.7M
$73.1M
Q2 24
$89.2M
$73.2M
Q1 24
$70.5M
$61.1M
Net Profit
FTHM
FTHM
TCMD
TCMD
Q4 25
$-6.7M
$10.6M
Q3 25
$-4.4M
$8.2M
Q2 25
$-3.6M
$3.2M
Q1 25
$-5.6M
$-3.0M
Q4 24
$-6.2M
$9.7M
Q3 24
$-8.1M
$5.2M
Q2 24
$-1.3M
$4.3M
Q1 24
$-5.9M
$-2.2M
Gross Margin
FTHM
FTHM
TCMD
TCMD
Q4 25
78.2%
Q3 25
75.8%
Q2 25
74.5%
Q1 25
74.0%
Q4 24
75.2%
Q3 24
75.0%
Q2 24
73.9%
Q1 24
71.1%
Operating Margin
FTHM
FTHM
TCMD
TCMD
Q4 25
-5.2%
18.1%
Q3 25
-3.5%
12.8%
Q2 25
-2.0%
5.2%
Q1 25
-4.8%
-7.4%
Q4 24
-7.0%
14.6%
Q3 24
-9.3%
9.3%
Q2 24
-4.1%
8.0%
Q1 24
-8.0%
-4.9%
Net Margin
FTHM
FTHM
TCMD
TCMD
Q4 25
-7.4%
10.3%
Q3 25
-3.8%
9.6%
Q2 25
-3.0%
4.1%
Q1 25
-6.1%
-4.9%
Q4 24
-6.8%
11.4%
Q3 24
-9.7%
7.1%
Q2 24
-1.5%
5.9%
Q1 24
-8.4%
-3.6%
EPS (diluted)
FTHM
FTHM
TCMD
TCMD
Q4 25
$-0.20
$0.45
Q3 25
$-0.15
$0.36
Q2 25
$-0.13
$0.14
Q1 25
$-0.24
$-0.13
Q4 24
$-0.29
$0.40
Q3 24
$-0.40
$0.21
Q2 24
$-0.07
$0.18
Q1 24
$-0.31
$-0.09

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FTHM
FTHM
TCMD
TCMD
Cash + ST InvestmentsLiquidity on hand
$5.8M
$83.4M
Total DebtLower is stronger
$5.6M
$0
Stockholders' EquityBook value
$37.4M
$218.9M
Total Assets
$78.0M
$273.9M
Debt / EquityLower = less leverage
0.15×
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTHM
FTHM
TCMD
TCMD
Q4 25
$5.8M
$83.4M
Q3 25
$9.8M
$66.0M
Q2 25
$4.9M
$81.5M
Q1 25
$8.0M
$83.6M
Q4 24
$7.1M
$94.4M
Q3 24
$13.1M
$82.1M
Q2 24
$10.4M
$73.6M
Q1 24
$5.7M
$60.7M
Total Debt
FTHM
FTHM
TCMD
TCMD
Q4 25
$5.6M
$0
Q3 25
$5.1M
$0
Q2 25
$5.1M
Q1 25
$5.1M
Q4 24
$9.5M
Q3 24
$8.8M
$27.0M
Q2 24
$3.6M
$27.8M
Q1 24
$3.7M
$28.5M
Stockholders' Equity
FTHM
FTHM
TCMD
TCMD
Q4 25
$37.4M
$218.9M
Q3 25
$43.4M
$204.9M
Q2 25
$40.7M
$194.9M
Q1 25
$43.4M
$205.6M
Q4 24
$44.7M
$216.6M
Q3 24
$47.1M
$207.9M
Q2 24
$53.1M
$200.7M
Q1 24
$51.9M
$193.5M
Total Assets
FTHM
FTHM
TCMD
TCMD
Q4 25
$78.0M
$273.9M
Q3 25
$83.2M
$259.2M
Q2 25
$80.4M
$273.0M
Q1 25
$81.0M
$280.2M
Q4 24
$75.4M
$297.9M
Q3 24
$80.9M
$287.7M
Q2 24
$80.2M
$278.8M
Q1 24
$78.2M
$272.0M
Debt / Equity
FTHM
FTHM
TCMD
TCMD
Q4 25
0.15×
0.00×
Q3 25
0.12×
0.00×
Q2 25
0.12×
Q1 25
0.12×
Q4 24
0.21×
Q3 24
0.19×
0.13×
Q2 24
0.07×
0.14×
Q1 24
0.07×
0.15×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
FTHM
FTHM
TCMD
TCMD
Operating Cash FlowLast quarter
$-20.5M
$17.3M
Free Cash FlowOCF − Capex
$-20.7M
$16.8M
FCF MarginFCF / Revenue
-22.8%
16.2%
Capex IntensityCapex / Revenue
0.1%
0.5%
Cash ConversionOCF / Net Profit
1.63×
TTM Free Cash FlowTrailing 4 quarters
$-29.4M
$40.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FTHM
FTHM
TCMD
TCMD
Q4 25
$-20.5M
$17.3M
Q3 25
$3.0M
$10.3M
Q2 25
$-5.9M
$14.8M
Q1 25
$-5.7M
$417.0K
Q4 24
$-4.7M
$16.3M
Q3 24
$-330.0K
$10.3M
Q2 24
$-3.1M
$13.1M
Q1 24
$-947.0K
$924.0K
Free Cash Flow
FTHM
FTHM
TCMD
TCMD
Q4 25
$-20.7M
$16.8M
Q3 25
$3.0M
$9.2M
Q2 25
$-6.0M
$14.4M
Q1 25
$-5.8M
$38.0K
Q4 24
$-4.7M
$15.9M
Q3 24
$-364.0K
$9.3M
Q2 24
$-3.1M
$12.6M
Q1 24
$-948.0K
$442.0K
FCF Margin
FTHM
FTHM
TCMD
TCMD
Q4 25
-22.8%
16.2%
Q3 25
2.6%
10.8%
Q2 25
-4.9%
18.2%
Q1 25
-6.2%
0.1%
Q4 24
-5.2%
18.5%
Q3 24
-0.4%
12.7%
Q2 24
-3.5%
17.3%
Q1 24
-1.3%
0.7%
Capex Intensity
FTHM
FTHM
TCMD
TCMD
Q4 25
0.1%
0.5%
Q3 25
0.0%
1.3%
Q2 25
0.0%
0.5%
Q1 25
0.0%
0.6%
Q4 24
0.1%
0.5%
Q3 24
0.0%
1.3%
Q2 24
0.0%
0.7%
Q1 24
0.0%
0.8%
Cash Conversion
FTHM
FTHM
TCMD
TCMD
Q4 25
1.63×
Q3 25
1.26×
Q2 25
4.59×
Q1 25
Q4 24
1.68×
Q3 24
1.99×
Q2 24
3.06×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FTHM
FTHM

Real Estate Brokerage$84.9M94%
Mortgage Segment$3.4M4%
Other$2.3M3%

TCMD
TCMD

Private Insurers$57.6M56%
Medicare$24.6M24%
Durable Medical Equipment Distributors$14.1M14%
Veterans Administration$7.3M7%

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