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Side-by-side financial comparison of Honest Company, Inc. (HNST) and Strategy Inc (MSTR). Click either name above to swap in a different company.
Strategy Inc is the larger business by last-quarter revenue ($123.0M vs $78.1M, roughly 1.6× Honest Company, Inc.). On growth, Strategy Inc posted the faster year-over-year revenue change (1.9% vs -19.7%). Over the past eight quarters, Strategy Inc's revenue compounded faster (3.3% CAGR vs -8.4%).
The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...
Strategy Inc., formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spahr, the firm develops software to analyze internal and external data in order to make business decisions and to develop mobile apps. It is a public company headquartered in Tysons Corner, Virginia, in the Washington metropolitan area. Its primary business analytics competitors include SAP SE Busin...
HNST vs MSTR — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.1M | $123.0M |
| Net Profit | — | — |
| Gross Margin | 42.6% | 66.1% |
| Operating Margin | 56.6% | — |
| Net Margin | — | — |
| Revenue YoY | -19.7% | 1.9% |
| Net Profit YoY | — | — |
| EPS (diluted) | $0.00 | — |
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 | $78.1M | — | ||
| Q4 25 | $88.0M | $123.0M | ||
| Q3 25 | $92.6M | $128.7M | ||
| Q2 25 | $93.5M | $114.5M | ||
| Q1 25 | $97.3M | $111.1M | ||
| Q4 24 | $99.8M | $120.7M | ||
| Q3 24 | $99.2M | $116.1M | ||
| Q2 24 | $93.0M | $111.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-23.6M | — | ||
| Q3 25 | $758.0K | $2.8B | ||
| Q2 25 | $3.9M | $10.0B | ||
| Q1 25 | $3.3M | $-4.2B | ||
| Q4 24 | $-809.0K | $-670.8M | ||
| Q3 24 | $165.0K | $-340.2M | ||
| Q2 24 | $-4.1M | $-102.6M |
| Q1 26 | 42.6% | — | ||
| Q4 25 | 15.7% | 66.1% | ||
| Q3 25 | 37.3% | 70.5% | ||
| Q2 25 | 40.4% | 68.8% | ||
| Q1 25 | 38.7% | 69.4% | ||
| Q4 24 | 38.8% | 71.7% | ||
| Q3 24 | 38.7% | 70.4% | ||
| Q2 24 | 38.3% | 72.2% |
| Q1 26 | 56.6% | — | ||
| Q4 25 | -27.5% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.6% | -5331.4% | ||
| Q4 24 | -1.0% | -842.1% | ||
| Q3 24 | 0.1% | -372.7% | ||
| Q2 24 | -4.3% | -179.7% |
| Q1 26 | — | — | ||
| Q4 25 | -26.8% | — | ||
| Q3 25 | 0.8% | 2164.1% | ||
| Q2 25 | 4.1% | 8752.7% | ||
| Q1 25 | 3.3% | -3797.2% | ||
| Q4 24 | -0.8% | -555.8% | ||
| Q3 24 | 0.2% | -293.1% | ||
| Q2 24 | -4.4% | -92.0% |
| Q1 26 | $0.00 | — | ||
| Q4 25 | $-0.21 | — | ||
| Q3 25 | $0.01 | $8.42 | ||
| Q2 25 | $0.03 | $32.60 | ||
| Q1 25 | $0.03 | $-16.49 | ||
| Q4 24 | $-0.01 | $4.49 | ||
| Q3 24 | $0.00 | $-1.72 | ||
| Q2 24 | $-0.04 | $-0.57 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $90.4M | $2.3B |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $169.1M | $44.1B |
| Total Assets | $214.9M | $61.6B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $90.4M | — | ||
| Q4 25 | $89.6M | $2.3B | ||
| Q3 25 | $71.5M | $54.3M | ||
| Q2 25 | $72.1M | $50.1M | ||
| Q1 25 | $72.8M | $60.3M | ||
| Q4 24 | $75.4M | $38.1M | ||
| Q3 24 | $53.4M | $46.3M | ||
| Q2 24 | $36.6M | $66.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.8B |
| Q1 26 | $169.1M | — | ||
| Q4 25 | $169.7M | $44.1B | ||
| Q3 25 | $190.2M | $52.3B | ||
| Q2 25 | $187.0M | $47.5B | ||
| Q1 25 | $180.4M | $32.2B | ||
| Q4 24 | $174.3M | $18.2B | ||
| Q3 24 | $133.9M | $3.8B | ||
| Q2 24 | $129.7M | $2.8B |
| Q1 26 | $214.9M | — | ||
| Q4 25 | $225.4M | $61.6B | ||
| Q3 25 | $241.5M | $73.6B | ||
| Q2 25 | $249.0M | $64.8B | ||
| Q1 25 | $265.3M | $43.9B | ||
| Q4 24 | $247.4M | $25.8B | ||
| Q3 24 | $209.2M | $8.3B | ||
| Q2 24 | $200.2M | $7.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.36× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
