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Side-by-side financial comparison of Honest Company, Inc. (HNST) and PLAYSTUDIOS, Inc. (MYPS). Click either name above to swap in a different company.
Honest Company, Inc. is the larger business by last-quarter revenue ($88.0M vs $55.4M, roughly 1.6× PLAYSTUDIOS, Inc.). PLAYSTUDIOS, Inc. runs the higher net margin — -24.7% vs -26.8%, a 2.1% gap on every dollar of revenue. On growth, Honest Company, Inc. posted the faster year-over-year revenue change (-11.8% vs -18.3%). Honest Company, Inc. produced more free cash flow last quarter ($18.1M vs $3.6M). Over the past eight quarters, Honest Company, Inc.'s revenue compounded faster (1.0% CAGR vs -15.6%).
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...
PLAYSTUDIOS, Inc. develops and publishes free-to-play social and casual casino games for mobile, desktop and social platforms. It operates a loyalty rewards program that lets players redeem in-game achievements for real-world benefits including travel, dining and event tickets, serving markets across North America, Europe and Asia Pacific.
HNST vs MYPS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $88.0M | $55.4M |
| Net Profit | $-23.6M | $-13.7M |
| Gross Margin | 15.7% | — |
| Operating Margin | -27.5% | -17.7% |
| Net Margin | -26.8% | -24.7% |
| Revenue YoY | -11.8% | -18.3% |
| Net Profit YoY | -2813.2% | 38.9% |
| EPS (diluted) | $-0.21 | $-0.12 |
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 | $88.0M | $55.4M | ||
| Q3 25 | $92.6M | $57.6M | ||
| Q2 25 | $93.5M | $59.3M | ||
| Q1 25 | $97.3M | $62.7M | ||
| Q4 24 | $99.8M | $67.8M | ||
| Q3 24 | $99.2M | $71.2M | ||
| Q2 24 | $93.0M | $72.6M | ||
| Q1 24 | $86.2M | $77.8M |
| Q4 25 | $-23.6M | $-13.7M | ||
| Q3 25 | $758.0K | $-9.1M | ||
| Q2 25 | $3.9M | $-2.9M | ||
| Q1 25 | $3.3M | $-2.9M | ||
| Q4 24 | $-809.0K | $-22.4M | ||
| Q3 24 | $165.0K | $-3.1M | ||
| Q2 24 | $-4.1M | $-2.6M | ||
| Q1 24 | $-1.4M | $-567.0K |
| Q4 25 | 15.7% | — | ||
| Q3 25 | 37.3% | — | ||
| Q2 25 | 40.4% | — | ||
| Q1 25 | 38.7% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 38.7% | — | ||
| Q2 24 | 38.3% | — | ||
| Q1 24 | 37.0% | — |
| Q4 25 | -27.5% | -17.7% | ||
| Q3 25 | 0.3% | -13.6% | ||
| Q2 25 | 3.1% | -5.9% | ||
| Q1 25 | 2.6% | -4.4% | ||
| Q4 24 | -1.0% | -33.1% | ||
| Q3 24 | 0.1% | -6.7% | ||
| Q2 24 | -4.3% | -5.5% | ||
| Q1 24 | -1.5% | -2.2% |
| Q4 25 | -26.8% | -24.7% | ||
| Q3 25 | 0.8% | -15.8% | ||
| Q2 25 | 4.1% | -5.0% | ||
| Q1 25 | 3.3% | -4.6% | ||
| Q4 24 | -0.8% | -33.1% | ||
| Q3 24 | 0.2% | -4.3% | ||
| Q2 24 | -4.4% | -3.6% | ||
| Q1 24 | -1.6% | -0.7% |
| Q4 25 | $-0.21 | $-0.12 | ||
| Q3 25 | $0.01 | $-0.07 | ||
| Q2 25 | $0.03 | $-0.02 | ||
| Q1 25 | $0.03 | $-0.02 | ||
| Q4 24 | $-0.01 | $-0.18 | ||
| Q3 24 | $0.00 | $-0.02 | ||
| Q2 24 | $-0.04 | $-0.02 | ||
| Q1 24 | $-0.01 | $0.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $89.6M | $104.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $169.7M | $227.9M |
| Total Assets | $225.4M | $290.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $89.6M | $104.9M | ||
| Q3 25 | $71.5M | $106.3M | ||
| Q2 25 | $72.1M | $112.9M | ||
| Q1 25 | $72.8M | $107.1M | ||
| Q4 24 | $75.4M | $109.2M | ||
| Q3 24 | $53.4M | $105.2M | ||
| Q2 24 | $36.6M | $106.3M | ||
| Q1 24 | $33.6M | $127.0M |
| Q4 25 | $169.7M | $227.9M | ||
| Q3 25 | $190.2M | $238.9M | ||
| Q2 25 | $187.0M | $245.3M | ||
| Q1 25 | $180.4M | $244.1M | ||
| Q4 24 | $174.3M | $244.7M | ||
| Q3 24 | $133.9M | $265.2M | ||
| Q2 24 | $129.7M | $263.6M | ||
| Q1 24 | $124.8M | $288.4M |
| Q4 25 | $225.4M | $290.6M | ||
| Q3 25 | $241.5M | $299.2M | ||
| Q2 25 | $249.0M | $316.2M | ||
| Q1 25 | $265.3M | $313.8M | ||
| Q4 24 | $247.4M | $323.0M | ||
| Q3 24 | $209.2M | $330.6M | ||
| Q2 24 | $200.2M | $333.4M | ||
| Q1 24 | $198.1M | $357.5M |
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 | $19.3M | $3.7M |
| Free Cash FlowOCF − Capex | $18.1M | $3.6M |
| FCF MarginFCF / Revenue | 20.5% | 6.5% |
| Capex IntensityCapex / Revenue | 1.4% | 0.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $13.6M | $25.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.3M | $3.7M | ||
| Q3 25 | $-504.0K | $5.7M | ||
| Q2 25 | $-745.0K | $13.6M | ||
| Q1 25 | $-2.9M | $3.3M | ||
| Q4 24 | $-16.8M | $11.6M | ||
| Q3 24 | $15.1M | $14.6M | ||
| Q2 24 | $2.9M | $14.5M | ||
| Q1 24 | $336.0K | $5.0M |
| Q4 25 | $18.1M | $3.6M | ||
| Q3 25 | $-624.0K | $5.4M | ||
| Q2 25 | $-826.0K | $13.2M | ||
| Q1 25 | $-3.0M | $3.2M | ||
| Q4 24 | $-17.2M | $11.5M | ||
| Q3 24 | $15.0M | $13.9M | ||
| Q2 24 | $2.9M | $12.8M | ||
| Q1 24 | $260.0K | $3.6M |
| Q4 25 | 20.5% | 6.5% | ||
| Q3 25 | -0.7% | 9.3% | ||
| Q2 25 | -0.9% | 22.3% | ||
| Q1 25 | -3.1% | 5.1% | ||
| Q4 24 | -17.2% | 16.9% | ||
| Q3 24 | 15.1% | 19.6% | ||
| Q2 24 | 3.1% | 17.6% | ||
| Q1 24 | 0.3% | 4.6% |
| Q4 25 | 1.4% | 0.2% | ||
| Q3 25 | 0.1% | 0.5% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.3% | 0.2% | ||
| Q3 24 | 0.1% | 0.9% | ||
| Q2 24 | 0.0% | 2.4% | ||
| Q1 24 | 0.1% | 1.9% |
| Q4 25 | — | — | ||
| Q3 25 | -0.66× | — | ||
| Q2 25 | -0.19× | — | ||
| Q1 25 | -0.90× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 91.42× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
