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Side-by-side financial comparison of GLOBAL INDUSTRIAL Co (GIC) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
GLOBAL INDUSTRIAL Co is the larger business by last-quarter revenue ($345.6M vs $187.0M, roughly 1.8× National Storage Affiliates Trust). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 4.2%, a 8.0% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $19.2M). Over the past eight quarters, GLOBAL INDUSTRIAL Co's revenue compounded faster (3.4% CAGR vs -2.4%).
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
GIC vs NSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $345.6M | $187.0M |
| Net Profit | $14.6M | $22.9M |
| Gross Margin | 34.5% | 72.5% |
| Operating Margin | 5.7% | 20.2% |
| Net Margin | 4.2% | 12.2% |
| Revenue YoY | 14.3% | -1.6% |
| Net Profit YoY | 36.4% | 36.8% |
| EPS (diluted) | $0.37 | $0.23 |
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 | $345.6M | $187.0M | ||
| Q3 25 | $353.6M | $188.7M | ||
| Q2 25 | $358.9M | $188.8M | ||
| Q1 25 | $321.0M | $188.4M | ||
| Q4 24 | $302.3M | $190.1M | ||
| Q3 24 | $342.4M | $193.6M | ||
| Q2 24 | $347.8M | $190.4M | ||
| Q1 24 | $323.4M | $196.1M |
| Q4 25 | $14.6M | $22.9M | ||
| Q3 25 | $18.8M | $18.4M | ||
| Q2 25 | $25.1M | $19.5M | ||
| Q1 25 | $13.6M | $13.0M | ||
| Q4 24 | $10.7M | $16.7M | ||
| Q3 24 | $16.8M | $18.7M | ||
| Q2 24 | $20.3M | $17.1M | ||
| Q1 24 | $13.2M | $59.0M |
| Q4 25 | 34.5% | 72.5% | ||
| Q3 25 | 35.6% | 70.7% | ||
| Q2 25 | 37.1% | 70.5% | ||
| Q1 25 | 34.9% | 70.7% | ||
| Q4 24 | 33.8% | 72.5% | ||
| Q3 24 | 34.0% | 72.8% | ||
| Q2 24 | 35.2% | 72.6% | ||
| Q1 24 | 34.3% | 72.1% |
| Q4 25 | 5.7% | 20.2% | ||
| Q3 25 | 7.4% | 15.8% | ||
| Q2 25 | 9.3% | 16.5% | ||
| Q1 25 | 5.7% | 11.0% | ||
| Q4 24 | 4.8% | 14.5% | ||
| Q3 24 | 6.5% | 15.8% | ||
| Q2 24 | 7.6% | 17.2% | ||
| Q1 24 | 5.4% | 48.9% |
| Q4 25 | 4.2% | 12.2% | ||
| Q3 25 | 5.3% | 9.8% | ||
| Q2 25 | 7.0% | 10.3% | ||
| Q1 25 | 4.2% | 6.9% | ||
| Q4 24 | 3.5% | 8.8% | ||
| Q3 24 | 4.9% | 9.7% | ||
| Q2 24 | 5.8% | 9.0% | ||
| Q1 24 | 4.1% | 30.1% |
| Q4 25 | $0.37 | $0.23 | ||
| Q3 25 | $0.48 | $0.17 | ||
| Q2 25 | $0.65 | $0.19 | ||
| Q1 25 | $0.35 | $0.10 | ||
| Q4 24 | $0.28 | $0.19 | ||
| Q3 24 | $0.44 | $0.18 | ||
| Q2 24 | $0.52 | $0.16 | ||
| Q1 24 | $0.34 | $0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $67.5M | $23.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $313.2M | $946.0M |
| Total Assets | $580.8M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.5M | $23.3M | ||
| Q3 25 | $67.2M | $26.3M | ||
| Q2 25 | $55.1M | $26.1M | ||
| Q1 25 | $39.0M | $19.3M | ||
| Q4 24 | $44.6M | $50.4M | ||
| Q3 24 | $38.9M | $69.9M | ||
| Q2 24 | $38.8M | $59.0M | ||
| Q1 24 | $29.9M | $64.2M |
| Q4 25 | $313.2M | $946.0M | ||
| Q3 25 | $316.0M | $973.1M | ||
| Q2 25 | $305.2M | $1.0B | ||
| Q1 25 | $287.9M | $1.0B | ||
| Q4 24 | $281.1M | $1.1B | ||
| Q3 24 | $279.2M | $986.9M | ||
| Q2 24 | $270.4M | $1.2B | ||
| Q1 24 | $260.2M | $1.3B |
| Q4 25 | $580.8M | $5.1B | ||
| Q3 25 | $602.5M | $5.1B | ||
| Q2 25 | $586.5M | $5.2B | ||
| Q1 25 | $536.7M | $5.3B | ||
| Q4 24 | $520.7M | $5.4B | ||
| Q3 24 | $531.6M | $5.4B | ||
| Q2 24 | $542.5M | $5.3B | ||
| Q1 24 | $517.4M | $5.4B |
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 | $20.0M | $338.5M |
| Free Cash FlowOCF − Capex | $19.2M | $299.8M |
| FCF MarginFCF / Revenue | 5.6% | 160.3% |
| Capex IntensityCapex / Revenue | 0.2% | 20.7% |
| Cash ConversionOCF / Net Profit | 1.37× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $74.7M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $20.0M | $338.5M | ||
| Q3 25 | $22.7M | $100.2M | ||
| Q2 25 | $31.7M | $79.9M | ||
| Q1 25 | $3.4M | $85.6M | ||
| Q4 24 | $15.9M | $363.1M | ||
| Q3 24 | $9.6M | $105.7M | ||
| Q2 24 | $18.8M | $83.2M | ||
| Q1 24 | $6.4M | $94.0M |
| Q4 25 | $19.2M | $299.8M | ||
| Q3 25 | $22.0M | $88.0M | ||
| Q2 25 | $30.3M | $73.8M | ||
| Q1 25 | $3.2M | $79.9M | ||
| Q4 24 | $15.2M | $344.4M | ||
| Q3 24 | $8.7M | $101.8M | ||
| Q2 24 | $17.9M | $79.5M | ||
| Q1 24 | $5.1M | $88.6M |
| Q4 25 | 5.6% | 160.3% | ||
| Q3 25 | 6.2% | 46.6% | ||
| Q2 25 | 8.4% | 39.1% | ||
| Q1 25 | 1.0% | 42.4% | ||
| Q4 24 | 5.0% | 181.2% | ||
| Q3 24 | 2.5% | 52.6% | ||
| Q2 24 | 5.1% | 41.7% | ||
| Q1 24 | 1.6% | 45.2% |
| Q4 25 | 0.2% | 20.7% | ||
| Q3 25 | 0.2% | 6.5% | ||
| Q2 25 | 0.4% | 3.2% | ||
| Q1 25 | 0.1% | 3.0% | ||
| Q4 24 | 0.2% | 9.8% | ||
| Q3 24 | 0.3% | 2.0% | ||
| Q2 24 | 0.3% | 1.9% | ||
| Q1 24 | 0.4% | 2.7% |
| Q4 25 | 1.37× | 14.79× | ||
| Q3 25 | 1.21× | 5.44× | ||
| Q2 25 | 1.26× | 4.10× | ||
| Q1 25 | 0.25× | 6.59× | ||
| Q4 24 | 1.49× | 21.70× | ||
| Q3 24 | 0.57× | 5.65× | ||
| Q2 24 | 0.93× | 4.88× | ||
| Q1 24 | 0.48× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
