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Side-by-side financial comparison of Information Services Group Inc. (III) and PETMED EXPRESS INC (PETS). 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 $40.7M, roughly 1.5× PETMED EXPRESS INC). Information Services Group Inc. runs the higher net margin — 4.3% vs -26.0%, a 30.2% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (5.9% vs -23.3%). Information Services Group Inc. produced more free cash flow last quarter ($4.3M vs $-9.2M). Over the past eight quarters, Information Services Group Inc.'s revenue compounded faster (-2.4% CAGR vs -20.9%).
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...
PetMed Express, Inc., also known as PetMeds, is an online pet pharmacy based in the United States. It is publicly traded and sells prescription and non-prescription pet medication.
III vs PETS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $40.7M |
| Net Profit | $2.6M | $-10.6M |
| Gross Margin | 44.8% | 23.3% |
| Operating Margin | 8.4% | -25.7% |
| Net Margin | 4.3% | -26.0% |
| Revenue YoY | 5.9% | -23.3% |
| Net Profit YoY | -14.1% | -1392.6% |
| EPS (diluted) | $0.06 | $-0.50 |
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 | $61.2M | $40.7M | ||
| Q3 25 | $62.4M | $44.4M | ||
| Q2 25 | $61.6M | $51.2M | ||
| Q1 25 | $59.6M | $50.8M | ||
| Q4 24 | $57.8M | $52.0M | ||
| Q3 24 | $61.3M | $58.0M | ||
| Q2 24 | $64.3M | $66.2M | ||
| Q1 24 | $64.3M | $65.1M |
| Q4 25 | $2.6M | $-10.6M | ||
| Q3 25 | $3.1M | $-8.5M | ||
| Q2 25 | $2.2M | $-34.2M | ||
| Q1 25 | $1.5M | $-11.6M | ||
| Q4 24 | $3.0M | $-707.0K | ||
| Q3 24 | $1.1M | $2.3M | ||
| Q2 24 | $2.0M | $3.8M | ||
| Q1 24 | $-3.4M | $-5.0M |
| Q4 25 | 44.8% | 23.3% | ||
| Q3 25 | 42.2% | 28.0% | ||
| Q2 25 | 42.2% | 28.1% | ||
| Q1 25 | 43.1% | 29.9% | ||
| Q4 24 | 41.5% | 31.0% | ||
| Q3 24 | 40.4% | 32.3% | ||
| Q2 24 | 39.5% | 28.8% | ||
| Q1 24 | 36.1% | 29.3% |
| Q4 25 | 8.4% | -25.7% | ||
| Q3 25 | 7.4% | -18.9% | ||
| Q2 25 | 7.6% | -66.7% | ||
| Q1 25 | 5.7% | -11.9% | ||
| Q4 24 | 0.3% | -0.9% | ||
| Q3 24 | 7.0% | 1.0% | ||
| Q2 24 | 5.7% | 6.6% | ||
| Q1 24 | -3.7% | -5.9% |
| Q4 25 | 4.3% | -26.0% | ||
| Q3 25 | 4.9% | -19.2% | ||
| Q2 25 | 3.5% | -66.7% | ||
| Q1 25 | 2.5% | -22.9% | ||
| Q4 24 | 5.3% | -1.4% | ||
| Q3 24 | 1.9% | 4.0% | ||
| Q2 24 | 3.2% | 5.7% | ||
| Q1 24 | -5.3% | -7.7% |
| Q4 25 | $0.06 | $-0.50 | ||
| Q3 25 | $0.06 | $-0.41 | ||
| Q2 25 | $0.04 | $-1.65 | ||
| Q1 25 | $0.03 | $-0.56 | ||
| Q4 24 | $0.07 | $-0.03 | ||
| Q3 24 | $0.02 | $0.11 | ||
| Q2 24 | $0.04 | $0.18 | ||
| Q1 24 | $-0.07 | $-0.24 |
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 | $26.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $94.7M | $32.8M |
| Total Assets | $211.0M | $88.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.7M | $26.9M | ||
| Q3 25 | $28.7M | $36.1M | ||
| Q2 25 | $25.2M | $41.1M | ||
| Q1 25 | $20.1M | $54.7M | ||
| Q4 24 | $23.1M | $50.1M | ||
| Q3 24 | $9.7M | $52.0M | ||
| Q2 24 | $11.8M | $46.0M | ||
| Q1 24 | $14.0M | $55.3M |
| Q4 25 | $94.7M | $32.8M | ||
| Q3 25 | $94.7M | $43.1M | ||
| Q2 25 | $94.1M | $51.5M | ||
| Q1 25 | $95.0M | $85.1M | ||
| Q4 24 | $96.3M | $96.2M | ||
| Q3 24 | $96.6M | $96.4M | ||
| Q2 24 | $95.5M | $93.5M | ||
| Q1 24 | $95.6M | $96.7M |
| Q4 25 | $211.0M | $88.0M | ||
| Q3 25 | $213.3M | $100.3M | ||
| Q2 25 | $200.7M | $109.8M | ||
| Q1 25 | $202.4M | $148.7M | ||
| Q4 24 | $204.5M | $144.8M | ||
| Q3 24 | $227.1M | $146.0M | ||
| Q2 24 | $235.3M | $152.7M | ||
| Q1 24 | $234.2M | $169.9M |
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 | $-9.2M |
| Free Cash FlowOCF − Capex | $4.3M | $-9.2M |
| FCF MarginFCF / Revenue | 7.0% | -22.7% |
| Capex IntensityCapex / Revenue | 1.2% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.94× | — |
| TTM Free Cash FlowTrailing 4 quarters | $25.0M | $-23.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.1M | $-9.2M | ||
| Q3 25 | $11.1M | $-2.2M | ||
| Q2 25 | $11.9M | $-12.3M | ||
| Q1 25 | $978.0K | $7.0M | ||
| Q4 24 | $6.6M | $-1.2M | ||
| Q3 24 | $8.8M | $7.4M | ||
| Q2 24 | $2.2M | $-8.5M | ||
| Q1 24 | $2.3M | $7.1M |
| Q4 25 | $4.3M | $-9.2M | ||
| Q3 25 | $9.5M | $-4.8M | ||
| Q2 25 | $11.1M | $-13.6M | ||
| Q1 25 | $141.0K | $4.6M | ||
| Q4 24 | $6.0M | $-1.9M | ||
| Q3 24 | $8.4M | $6.1M | ||
| Q2 24 | $1.3M | $-9.2M | ||
| Q1 24 | $1.3M | $5.9M |
| Q4 25 | 7.0% | -22.7% | ||
| Q3 25 | 15.2% | -10.8% | ||
| Q2 25 | 18.0% | -26.5% | ||
| Q1 25 | 0.2% | 9.1% | ||
| Q4 24 | 10.4% | -3.7% | ||
| Q3 24 | 13.7% | 10.6% | ||
| Q2 24 | 2.0% | -13.9% | ||
| Q1 24 | 2.0% | 9.0% |
| Q4 25 | 1.2% | 0.1% | ||
| Q3 25 | 2.5% | 5.9% | ||
| Q2 25 | 1.4% | 2.5% | ||
| Q1 25 | 1.4% | 4.7% | ||
| Q4 24 | 0.9% | 1.5% | ||
| Q3 24 | 0.6% | 2.2% | ||
| Q2 24 | 1.4% | 1.0% | ||
| Q1 24 | 1.6% | 1.9% |
| Q4 25 | 1.94× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 5.46× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 2.15× | — | ||
| Q3 24 | 7.66× | 3.18× | ||
| Q2 24 | 1.07× | -2.27× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
III
Segment breakdown not available.
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
