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Side-by-side financial comparison of Information Services Group Inc. (III) and System1, Inc. (SST). 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 $51.9M, roughly 1.2× System1, 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 -31.3%). Over the past eight quarters, Information Services Group Inc.'s revenue compounded faster (-2.4% CAGR vs -21.8%).
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...
System1 is an American Internet advertising company. Formerly known as OpenMail, it was founded in 2013. It describes itself as operating a "Responsive Acquisition Marketing Platform", and cites privacy as one of its principal foci, although it has been criticized for its influence on privacy-focused properties, including search engine Startpage.com. It is headquartered in Marina del Rey, California.
III vs SST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $51.9M |
| Net Profit | $2.6M | $-13.5M |
| Gross Margin | 44.8% | 41.0% |
| Operating Margin | 8.4% | -33.6% |
| Net Margin | 4.3% | -26.0% |
| Revenue YoY | 5.9% | -31.3% |
| Net Profit YoY | -14.1% | 4.8% |
| EPS (diluted) | $0.06 | $-3.58 |
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 | $51.9M | ||
| Q3 25 | $62.4M | $61.6M | ||
| Q2 25 | $61.6M | $78.1M | ||
| Q1 25 | $59.6M | $74.5M | ||
| Q4 24 | $57.8M | $75.6M | ||
| Q3 24 | $61.3M | $88.8M | ||
| Q2 24 | $64.3M | $94.6M | ||
| Q1 24 | $64.3M | $84.9M |
| Q4 25 | $2.6M | $-13.5M | ||
| Q3 25 | $3.1M | $-18.5M | ||
| Q2 25 | $2.2M | $-17.5M | ||
| Q1 25 | $1.5M | $-15.9M | ||
| Q4 24 | $3.0M | $-14.2M | ||
| Q3 24 | $1.1M | $-23.6M | ||
| Q2 24 | $2.0M | $-26.4M | ||
| Q1 24 | $-3.4M | $-10.5M |
| Q4 25 | 44.8% | 41.0% | ||
| Q3 25 | 42.2% | 36.9% | ||
| Q2 25 | 42.2% | 35.7% | ||
| Q1 25 | 43.1% | 38.2% | ||
| Q4 24 | 41.5% | 42.1% | ||
| Q3 24 | 40.4% | 28.0% | ||
| Q2 24 | 39.5% | 27.6% | ||
| Q1 24 | 36.1% | 21.9% |
| Q4 25 | 8.4% | -33.6% | ||
| Q3 25 | 7.4% | -25.3% | ||
| Q2 25 | 7.6% | -20.4% | ||
| Q1 25 | 5.7% | -17.6% | ||
| Q4 24 | 0.3% | -15.7% | ||
| Q3 24 | 7.0% | -24.6% | ||
| Q2 24 | 5.7% | -30.8% | ||
| Q1 24 | -3.7% | -30.4% |
| Q4 25 | 4.3% | -26.0% | ||
| Q3 25 | 4.9% | -30.1% | ||
| Q2 25 | 3.5% | -22.4% | ||
| Q1 25 | 2.5% | -21.3% | ||
| Q4 24 | 5.3% | -18.7% | ||
| Q3 24 | 1.9% | -26.6% | ||
| Q2 24 | 3.2% | -27.9% | ||
| Q1 24 | -5.3% | -12.4% |
| Q4 25 | $0.06 | $-3.58 | ||
| Q3 25 | $0.06 | $-2.30 | ||
| Q2 25 | $0.04 | $-2.23 | ||
| Q1 25 | $0.03 | $-0.21 | ||
| Q4 24 | $0.07 | $-3.41 | ||
| Q3 24 | $0.02 | $-3.37 | ||
| Q2 24 | $0.04 | $-3.80 | ||
| Q1 24 | $-0.07 | $-0.16 |
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 | $86.9M |
| Total DebtLower is stronger | — | $305.1M |
| Stockholders' EquityBook value | $94.7M | $30.5M |
| Total Assets | $211.0M | $405.0M |
| Debt / EquityLower = less leverage | — | 10.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.7M | $86.9M | ||
| Q3 25 | $28.7M | $54.6M | ||
| Q2 25 | $25.2M | $63.6M | ||
| Q1 25 | $20.1M | $43.9M | ||
| Q4 24 | $23.1M | $63.6M | ||
| Q3 24 | $9.7M | $69.1M | ||
| Q2 24 | $11.8M | $75.7M | ||
| Q1 24 | $14.0M | $69.9M |
| Q4 25 | — | $305.1M | ||
| Q3 25 | — | $259.2M | ||
| Q2 25 | — | $263.3M | ||
| Q1 25 | — | $267.4M | ||
| Q4 24 | — | $255.1M | ||
| Q3 24 | — | $259.2M | ||
| Q2 24 | — | $263.3M | ||
| Q1 24 | — | $268.6M |
| Q4 25 | $94.7M | $30.5M | ||
| Q3 25 | $94.7M | $42.7M | ||
| Q2 25 | $94.1M | $58.2M | ||
| Q1 25 | $95.0M | $67.2M | ||
| Q4 24 | $96.3M | $80.3M | ||
| Q3 24 | $96.6M | $90.3M | ||
| Q2 24 | $95.5M | $109.4M | ||
| Q1 24 | $95.6M | $131.7M |
| Q4 25 | $211.0M | $405.0M | ||
| Q3 25 | $213.3M | $385.2M | ||
| Q2 25 | $200.7M | $429.2M | ||
| Q1 25 | $202.4M | $419.2M | ||
| Q4 24 | $204.5M | $459.1M | ||
| Q3 24 | $227.1M | $479.3M | ||
| Q2 24 | $235.3M | $511.3M | ||
| Q1 24 | $234.2M | $521.1M |
| Q4 25 | — | 10.01× | ||
| Q3 25 | — | 6.07× | ||
| Q2 25 | — | 4.53× | ||
| Q1 25 | — | 3.98× | ||
| Q4 24 | — | 3.18× | ||
| Q3 24 | — | 2.87× | ||
| Q2 24 | — | 2.41× | ||
| Q1 24 | — | 2.04× |
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 | $-10.6M |
| Free Cash FlowOCF − Capex | $4.3M | — |
| FCF MarginFCF / Revenue | 7.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.94× | — |
| TTM Free Cash FlowTrailing 4 quarters | $25.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.1M | $-10.6M | ||
| Q3 25 | $11.1M | $-2.1M | ||
| Q2 25 | $11.9M | $24.5M | ||
| Q1 25 | $978.0K | $-15.9M | ||
| Q4 24 | $6.6M | $772.0K | ||
| Q3 24 | $8.8M | $-5.0K | ||
| Q2 24 | $2.2M | $10.0M | ||
| Q1 24 | $2.3M | $-16.0M |
| Q4 25 | $4.3M | — | ||
| Q3 25 | $9.5M | — | ||
| Q2 25 | $11.1M | — | ||
| Q1 25 | $141.0K | $-16.0M | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $8.4M | $-36.0K | ||
| Q2 24 | $1.3M | — | ||
| Q1 24 | $1.3M | — |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 0.2% | -21.5% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 13.7% | -0.0% | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | — |
| Q4 25 | 1.2% | 0.0% | ||
| Q3 25 | 2.5% | 0.0% | ||
| Q2 25 | 1.4% | 0.0% | ||
| Q1 25 | 1.4% | 0.1% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 0.6% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 1.6% | 0.0% |
| Q4 25 | 1.94× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 5.46× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 2.15× | — | ||
| Q3 24 | 7.66× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
