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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and SM Energy Co (SM). Click either name above to swap in a different company.
Grocery Outlet Holding Corp. is the larger business by last-quarter revenue ($1.2B vs $704.9M, roughly 1.7× SM Energy Co). On growth, Grocery Outlet Holding Corp. posted the faster year-over-year revenue change (10.7% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 8.3%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
GO vs SM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $704.9M |
| Net Profit | $-224.9M | — |
| Gross Margin | 29.7% | — |
| Operating Margin | — | 25.9% |
| Net Margin | -18.5% | — |
| Revenue YoY | 10.7% | -17.3% |
| Net Profit YoY | -669.9% | — |
| EPS (diluted) | $-2.22 | $0.94 |
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.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $704.9M | ||
| Q3 25 | $1.2B | $811.6M | ||
| Q2 25 | $1.2B | $792.9M | ||
| Q1 25 | $1.1B | $844.5M | ||
| Q4 24 | $1.1B | $852.0M | ||
| Q3 24 | $1.1B | $643.6M | ||
| Q2 24 | $1.1B | $634.6M |
| Q1 26 | $-224.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $11.6M | $155.1M | ||
| Q2 25 | $5.0M | $201.7M | ||
| Q1 25 | $-23.3M | $182.3M | ||
| Q4 24 | $2.3M | — | ||
| Q3 24 | $24.2M | $240.5M | ||
| Q2 24 | $14.0M | $210.3M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 30.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.9% | ||
| Q3 25 | 2.0% | 30.4% | ||
| Q2 25 | 1.1% | 37.2% | ||
| Q1 25 | -2.0% | 32.7% | ||
| Q4 24 | 1.0% | 33.7% | ||
| Q3 24 | 3.6% | 51.4% | ||
| Q2 24 | 2.3% | 44.0% |
| Q1 26 | -18.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.0% | 19.1% | ||
| Q2 25 | 0.4% | 25.4% | ||
| Q1 25 | -2.1% | 21.6% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 2.2% | 37.4% | ||
| Q2 24 | 1.2% | 33.1% |
| Q1 26 | $-2.22 | — | ||
| Q4 25 | — | $0.94 | ||
| Q3 25 | $0.12 | $1.35 | ||
| Q2 25 | $0.05 | $1.76 | ||
| Q1 25 | $-0.24 | $1.59 | ||
| Q4 24 | $0.03 | $1.63 | ||
| Q3 24 | $0.24 | $2.09 | ||
| Q2 24 | $0.14 | $1.82 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $69.6M | $368.0M |
| Total DebtLower is stronger | $15.0M | — |
| Stockholders' EquityBook value | $983.7M | $4.8B |
| Total Assets | $3.1B | $9.3B |
| Debt / EquityLower = less leverage | 0.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | — | ||
| Q4 25 | — | $368.0M | ||
| Q3 25 | $52.1M | $162.3M | ||
| Q2 25 | $55.2M | $101.9M | ||
| Q1 25 | $50.9M | $54.0K | ||
| Q4 24 | $62.8M | — | ||
| Q3 24 | $68.7M | $1.7B | ||
| Q2 24 | $67.1M | $487.9M |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $500.3M | — | ||
| Q2 25 | $473.9M | — | ||
| Q1 25 | $475.7M | — | ||
| Q4 24 | $477.5M | — | ||
| Q3 24 | $429.3M | — | ||
| Q2 24 | $379.2M | — |
| Q1 26 | $983.7M | — | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | $1.2B | $4.7B | ||
| Q2 25 | $1.2B | $4.6B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.2B | $4.2B | ||
| Q3 24 | $1.2B | $4.1B | ||
| Q2 24 | $1.2B | $3.8B |
| Q1 26 | $3.1B | — | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | $3.4B | $9.1B | ||
| Q2 25 | $3.3B | $9.0B | ||
| Q1 25 | $3.3B | $8.8B | ||
| Q4 24 | $3.2B | $8.6B | ||
| Q3 24 | $3.1B | $8.0B | ||
| Q2 24 | $3.1B | $6.7B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.42× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.31× | — |
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 | $222.1M | $451.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.1M | — | ||
| Q4 25 | — | $451.9M | ||
| Q3 25 | $17.3M | $505.0M | ||
| Q2 25 | $73.6M | $571.1M | ||
| Q1 25 | $58.9M | $483.0M | ||
| Q4 24 | $39.5M | $578.4M | ||
| Q3 24 | $23.0M | $452.3M | ||
| Q2 24 | $41.6M | $476.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-21.6M | — | ||
| Q2 25 | $14.4M | — | ||
| Q1 25 | $-1.5M | — | ||
| Q4 24 | $-19.6M | — | ||
| Q3 24 | $-19.3M | — | ||
| Q2 24 | $2.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -1.8% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | -1.7% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.49× | 3.26× | ||
| Q2 25 | 14.84× | 2.83× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | 17.09× | — | ||
| Q3 24 | 0.95× | 1.88× | ||
| Q2 24 | 2.97× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
