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Side-by-side financial comparison of Information Services Group Inc. (III) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
Information Services Group Inc. is the larger business by last-quarter revenue ($61.2M vs $57.1M, roughly 1.1× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs 4.3%, a 5.7% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 5.9%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs -2.4%).
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
III vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $57.1M |
| Net Profit | $2.6M | $5.7M |
| Gross Margin | 44.8% | — |
| Operating Margin | 8.4% | 34.1% |
| Net Margin | 4.3% | 10.0% |
| Revenue YoY | 5.9% | 24.3% |
| Net Profit YoY | -14.1% | 235.9% |
| EPS (diluted) | $0.06 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $61.2M | $52.5M | ||
| Q3 25 | $62.4M | $48.3M | ||
| Q2 25 | $61.6M | $48.3M | ||
| Q1 25 | $59.6M | $45.9M | ||
| Q4 24 | $57.8M | $44.1M | ||
| Q3 24 | $61.3M | $41.4M | ||
| Q2 24 | $64.3M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | $2.6M | $1.3M | ||
| Q3 25 | $3.1M | $618.0K | ||
| Q2 25 | $2.2M | $3.3M | ||
| Q1 25 | $1.5M | $1.7M | ||
| Q4 24 | $3.0M | $-5.4M | ||
| Q3 24 | $1.1M | $-5.3M | ||
| Q2 24 | $2.0M | $-2.3M |
| Q1 26 | — | — | ||
| Q4 25 | 44.8% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 42.2% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 41.5% | — | ||
| Q3 24 | 40.4% | — | ||
| Q2 24 | 39.5% | — |
| Q1 26 | — | 34.1% | ||
| Q4 25 | 8.4% | 2.6% | ||
| Q3 25 | 7.4% | 1.3% | ||
| Q2 25 | 7.6% | 6.8% | ||
| Q1 25 | 5.7% | 3.7% | ||
| Q4 24 | 0.3% | -12.3% | ||
| Q3 24 | 7.0% | -12.8% | ||
| Q2 24 | 5.7% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | 4.3% | 2.5% | ||
| Q3 25 | 4.9% | 1.3% | ||
| Q2 25 | 3.5% | 6.8% | ||
| Q1 25 | 2.5% | 3.7% | ||
| Q4 24 | 5.3% | -12.3% | ||
| Q3 24 | 1.9% | -12.8% | ||
| Q2 24 | 3.2% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.06 | $0.01 | ||
| Q3 25 | $0.06 | $0.01 | ||
| Q2 25 | $0.04 | $0.04 | ||
| Q1 25 | $0.03 | $0.02 | ||
| Q4 24 | $0.07 | $-0.07 | ||
| Q3 24 | $0.02 | $-0.07 | ||
| Q2 24 | $0.04 | $-0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $28.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $94.7M | $1.5B |
| Total Assets | $211.0M | $2.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.7M | — | ||
| Q3 25 | $28.7M | — | ||
| Q2 25 | $25.2M | — | ||
| Q1 25 | $20.1M | — | ||
| Q4 24 | $23.1M | — | ||
| Q3 24 | $9.7M | — | ||
| Q2 24 | $11.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | — | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | — | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $94.7M | $1.4B | ||
| Q3 25 | $94.7M | $1.3B | ||
| Q2 25 | $94.1M | $1.3B | ||
| Q1 25 | $95.0M | $1.3B | ||
| Q4 24 | $96.3M | $1.3B | ||
| Q3 24 | $96.6M | $1.3B | ||
| Q2 24 | $95.5M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $211.0M | $2.6B | ||
| Q3 25 | $213.3M | $2.5B | ||
| Q2 25 | $200.7M | $2.3B | ||
| Q1 25 | $202.4M | $2.3B | ||
| Q4 24 | $204.5M | $2.3B | ||
| Q3 24 | $227.1M | $2.2B | ||
| Q2 24 | $235.3M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $5.1M | — |
| Free Cash FlowOCF − Capex | $4.3M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | — |
| Cash ConversionOCF / Net Profit | 1.94× | — |
| TTM Free Cash FlowTrailing 4 quarters | $25.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.1M | $109.5M | ||
| Q3 25 | $11.1M | $28.0M | ||
| Q2 25 | $11.9M | $30.6M | ||
| Q1 25 | $978.0K | $22.1M | ||
| Q4 24 | $6.6M | $90.2M | ||
| Q3 24 | $8.8M | $25.1M | ||
| Q2 24 | $2.2M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | — | ||
| Q3 25 | $9.5M | — | ||
| Q2 25 | $11.1M | — | ||
| Q1 25 | $141.0K | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $8.4M | — | ||
| Q2 24 | $1.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 13.7% | — | ||
| Q2 24 | 2.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 1.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.94× | 82.46× | ||
| Q3 25 | 3.62× | 45.27× | ||
| Q2 25 | 5.46× | 9.36× | ||
| Q1 25 | 0.66× | 13.06× | ||
| Q4 24 | 2.15× | — | ||
| Q3 24 | 7.66× | — | ||
| Q2 24 | 1.07× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
III
Segment breakdown not available.
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
