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Side-by-side financial comparison of Honest Company, Inc. (HNST) and CPI Card Group Inc. (PMTS). Click either name above to swap in a different company.
CPI Card Group Inc. is the larger business by last-quarter revenue ($153.1M vs $78.1M, roughly 2.0× Honest Company, Inc.). On growth, CPI Card Group Inc. posted the faster year-over-year revenue change (22.3% vs -19.7%). Over the past eight quarters, CPI Card Group Inc.'s revenue compounded faster (16.9% 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...
CPI Card Group Inc. is a leading provider of payment card production and associated solutions, including contactless and contact credit/debit cards, prepaid cards, and card personalization services. It primarily serves financial institutions, fintech firms, and retail brands across its core North American market.
HNST vs PMTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $78.1M | $153.1M |
| Net Profit | — | $7.3M |
| Gross Margin | 42.6% | 31.5% |
| Operating Margin | 56.6% | 12.0% |
| Net Margin | — | 4.8% |
| Revenue YoY | -19.7% | 22.3% |
| Net Profit YoY | — | 8.5% |
| EPS (diluted) | $0.00 | $0.62 |
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 | $153.1M | ||
| Q3 25 | $92.6M | $138.0M | ||
| Q2 25 | $93.5M | $129.8M | ||
| Q1 25 | $97.3M | $122.8M | ||
| Q4 24 | $99.8M | $125.1M | ||
| Q3 24 | $99.2M | $124.8M | ||
| Q2 24 | $93.0M | $118.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-23.6M | $7.3M | ||
| Q3 25 | $758.0K | $2.3M | ||
| Q2 25 | $3.9M | $518.0K | ||
| Q1 25 | $3.3M | $4.8M | ||
| Q4 24 | $-809.0K | $6.8M | ||
| Q3 24 | $165.0K | $1.3M | ||
| Q2 24 | $-4.1M | $6.0M |
| Q1 26 | 42.6% | — | ||
| Q4 25 | 15.7% | 31.5% | ||
| Q3 25 | 37.3% | 29.7% | ||
| Q2 25 | 40.4% | 30.9% | ||
| Q1 25 | 38.7% | 33.2% | ||
| Q4 24 | 38.8% | 34.1% | ||
| Q3 24 | 38.7% | 35.8% | ||
| Q2 24 | 38.3% | 35.7% |
| Q1 26 | 56.6% | — | ||
| Q4 25 | -27.5% | 12.0% | ||
| Q3 25 | 0.3% | 9.4% | ||
| Q2 25 | 3.1% | 7.3% | ||
| Q1 25 | 2.6% | 11.5% | ||
| Q4 24 | -1.0% | 12.7% | ||
| Q3 24 | 0.1% | 14.3% | ||
| Q2 24 | -4.3% | 12.5% |
| Q1 26 | — | — | ||
| Q4 25 | -26.8% | 4.8% | ||
| Q3 25 | 0.8% | 1.7% | ||
| Q2 25 | 4.1% | 0.4% | ||
| Q1 25 | 3.3% | 3.9% | ||
| Q4 24 | -0.8% | 5.4% | ||
| Q3 24 | 0.2% | 1.0% | ||
| Q2 24 | -4.4% | 5.1% |
| Q1 26 | $0.00 | — | ||
| Q4 25 | $-0.21 | $0.62 | ||
| Q3 25 | $0.01 | $0.19 | ||
| Q2 25 | $0.03 | $0.04 | ||
| Q1 25 | $0.03 | $0.40 | ||
| Q4 24 | $-0.01 | $0.56 | ||
| Q3 24 | $0.00 | $0.11 | ||
| Q2 24 | $-0.04 | $0.51 |
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 | $21.7M |
| Total DebtLower is stronger | — | $286.7M |
| Stockholders' EquityBook value | $169.1M | $-17.3M |
| Total Assets | $214.9M | $403.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $90.4M | — | ||
| Q4 25 | $89.6M | $21.7M | ||
| Q3 25 | $71.5M | $16.0M | ||
| Q2 25 | $72.1M | $17.1M | ||
| Q1 25 | $72.8M | $31.5M | ||
| Q4 24 | $75.4M | $33.5M | ||
| Q3 24 | $53.4M | $14.7M | ||
| Q2 24 | $36.6M | $7.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $286.7M | ||
| Q3 25 | — | $308.4M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $280.7M | ||
| Q4 24 | — | $280.4M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | — | $269.7M |
| Q1 26 | $169.1M | — | ||
| Q4 25 | $169.7M | $-17.3M | ||
| Q3 25 | $190.2M | $-25.7M | ||
| Q2 25 | $187.0M | $-29.0M | ||
| Q1 25 | $180.4M | $-29.7M | ||
| Q4 24 | $174.3M | $-35.6M | ||
| Q3 24 | $133.9M | $-42.8M | ||
| Q2 24 | $129.7M | $-44.6M |
| Q1 26 | $214.9M | — | ||
| Q4 25 | $225.4M | $403.2M | ||
| Q3 25 | $241.5M | $407.1M | ||
| Q2 25 | $249.0M | $399.8M | ||
| Q1 25 | $265.3M | $351.9M | ||
| Q4 24 | $247.4M | $349.7M | ||
| Q3 24 | $209.2M | $342.3M | ||
| Q2 24 | $200.2M | $321.4M |
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 | — | $39.6M |
| Free Cash FlowOCF − Capex | — | $35.2M |
| FCF MarginFCF / Revenue | — | 23.0% |
| Capex IntensityCapex / Revenue | 0.6% | 2.9% |
| Cash ConversionOCF / Net Profit | — | 5.39× |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.3M | $39.6M | ||
| Q3 25 | $-504.0K | $10.0M | ||
| Q2 25 | $-745.0K | $4.3M | ||
| Q1 25 | $-2.9M | $5.6M | ||
| Q4 24 | $-16.8M | $26.7M | ||
| Q3 24 | $15.1M | $12.5M | ||
| Q2 24 | $2.9M | $-4.8M |
| Q1 26 | — | — | ||
| Q4 25 | $18.1M | $35.2M | ||
| Q3 25 | $-624.0K | $5.3M | ||
| Q2 25 | $-826.0K | $533.0K | ||
| Q1 25 | $-3.0M | $292.0K | ||
| Q4 24 | $-17.2M | $21.6M | ||
| Q3 24 | $15.0M | $11.1M | ||
| Q2 24 | $2.9M | $-6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 20.5% | 23.0% | ||
| Q3 25 | -0.7% | 3.8% | ||
| Q2 25 | -0.9% | 0.4% | ||
| Q1 25 | -3.1% | 0.2% | ||
| Q4 24 | -17.2% | 17.3% | ||
| Q3 24 | 15.1% | 8.9% | ||
| Q2 24 | 3.1% | -5.0% |
| Q1 26 | 0.6% | — | ||
| Q4 25 | 1.4% | 2.9% | ||
| Q3 25 | 0.1% | 3.4% | ||
| Q2 25 | 0.1% | 2.9% | ||
| Q1 25 | 0.1% | 4.3% | ||
| Q4 24 | 0.3% | 4.0% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.0% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.39× | ||
| Q3 25 | -0.66× | 4.32× | ||
| Q2 25 | -0.19× | 8.39× | ||
| Q1 25 | -0.90× | 1.17× | ||
| Q4 24 | — | 3.94× | ||
| Q3 24 | 91.42× | 9.70× | ||
| Q2 24 | — | -0.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HNST
Segment breakdown not available.
PMTS
| US Debit And Credit | $128.9M | 84% |
| US Prepaid Debit | $24.4M | 16% |
