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Side-by-side financial comparison of Information Services Group Inc. (III) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $61.2M, roughly 1.7× Information Services Group Inc.). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs 4.3%, a 6.0% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 5.9%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $4.3M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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...
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
III vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $103.6M |
| Net Profit | $2.6M | $10.6M |
| Gross Margin | 44.8% | 78.2% |
| Operating Margin | 8.4% | 18.1% |
| Net Margin | 4.3% | 10.3% |
| Revenue YoY | 5.9% | 21.0% |
| Net Profit YoY | -14.1% | 9.4% |
| EPS (diluted) | $0.06 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $62.4M | $85.8M | ||
| Q2 25 | $61.6M | $78.9M | ||
| Q1 25 | $59.6M | $61.3M | ||
| Q4 24 | $57.8M | $85.6M | ||
| Q3 24 | $61.3M | $73.1M | ||
| Q2 24 | $64.3M | $73.2M | ||
| Q1 24 | $64.3M | $61.1M |
| Q4 25 | $2.6M | $10.6M | ||
| Q3 25 | $3.1M | $8.2M | ||
| Q2 25 | $2.2M | $3.2M | ||
| Q1 25 | $1.5M | $-3.0M | ||
| Q4 24 | $3.0M | $9.7M | ||
| Q3 24 | $1.1M | $5.2M | ||
| Q2 24 | $2.0M | $4.3M | ||
| Q1 24 | $-3.4M | $-2.2M |
| Q4 25 | 44.8% | 78.2% | ||
| Q3 25 | 42.2% | 75.8% | ||
| Q2 25 | 42.2% | 74.5% | ||
| Q1 25 | 43.1% | 74.0% | ||
| Q4 24 | 41.5% | 75.2% | ||
| Q3 24 | 40.4% | 75.0% | ||
| Q2 24 | 39.5% | 73.9% | ||
| Q1 24 | 36.1% | 71.1% |
| Q4 25 | 8.4% | 18.1% | ||
| Q3 25 | 7.4% | 12.8% | ||
| Q2 25 | 7.6% | 5.2% | ||
| Q1 25 | 5.7% | -7.4% | ||
| Q4 24 | 0.3% | 14.6% | ||
| Q3 24 | 7.0% | 9.3% | ||
| Q2 24 | 5.7% | 8.0% | ||
| Q1 24 | -3.7% | -4.9% |
| Q4 25 | 4.3% | 10.3% | ||
| Q3 25 | 4.9% | 9.6% | ||
| Q2 25 | 3.5% | 4.1% | ||
| Q1 25 | 2.5% | -4.9% | ||
| Q4 24 | 5.3% | 11.4% | ||
| Q3 24 | 1.9% | 7.1% | ||
| Q2 24 | 3.2% | 5.9% | ||
| Q1 24 | -5.3% | -3.6% |
| Q4 25 | $0.06 | $0.45 | ||
| Q3 25 | $0.06 | $0.36 | ||
| Q2 25 | $0.04 | $0.14 | ||
| Q1 25 | $0.03 | $-0.13 | ||
| Q4 24 | $0.07 | $0.40 | ||
| Q3 24 | $0.02 | $0.21 | ||
| Q2 24 | $0.04 | $0.18 | ||
| Q1 24 | $-0.07 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $94.7M | $218.9M |
| Total Assets | $211.0M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.7M | $83.4M | ||
| Q3 25 | $28.7M | $66.0M | ||
| Q2 25 | $25.2M | $81.5M | ||
| Q1 25 | $20.1M | $83.6M | ||
| Q4 24 | $23.1M | $94.4M | ||
| Q3 24 | $9.7M | $82.1M | ||
| Q2 24 | $11.8M | $73.6M | ||
| Q1 24 | $14.0M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $94.7M | $218.9M | ||
| Q3 25 | $94.7M | $204.9M | ||
| Q2 25 | $94.1M | $194.9M | ||
| Q1 25 | $95.0M | $205.6M | ||
| Q4 24 | $96.3M | $216.6M | ||
| Q3 24 | $96.6M | $207.9M | ||
| Q2 24 | $95.5M | $200.7M | ||
| Q1 24 | $95.6M | $193.5M |
| Q4 25 | $211.0M | $273.9M | ||
| Q3 25 | $213.3M | $259.2M | ||
| Q2 25 | $200.7M | $273.0M | ||
| Q1 25 | $202.4M | $280.2M | ||
| Q4 24 | $204.5M | $297.9M | ||
| Q3 24 | $227.1M | $287.7M | ||
| Q2 24 | $235.3M | $278.8M | ||
| Q1 24 | $234.2M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $4.3M | $16.8M |
| FCF MarginFCF / Revenue | 7.0% | 16.2% |
| Capex IntensityCapex / Revenue | 1.2% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.94× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $25.0M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.1M | $17.3M | ||
| Q3 25 | $11.1M | $10.3M | ||
| Q2 25 | $11.9M | $14.8M | ||
| Q1 25 | $978.0K | $417.0K | ||
| Q4 24 | $6.6M | $16.3M | ||
| Q3 24 | $8.8M | $10.3M | ||
| Q2 24 | $2.2M | $13.1M | ||
| Q1 24 | $2.3M | $924.0K |
| Q4 25 | $4.3M | $16.8M | ||
| Q3 25 | $9.5M | $9.2M | ||
| Q2 25 | $11.1M | $14.4M | ||
| Q1 25 | $141.0K | $38.0K | ||
| Q4 24 | $6.0M | $15.9M | ||
| Q3 24 | $8.4M | $9.3M | ||
| Q2 24 | $1.3M | $12.6M | ||
| Q1 24 | $1.3M | $442.0K |
| Q4 25 | 7.0% | 16.2% | ||
| Q3 25 | 15.2% | 10.8% | ||
| Q2 25 | 18.0% | 18.2% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | 10.4% | 18.5% | ||
| Q3 24 | 13.7% | 12.7% | ||
| Q2 24 | 2.0% | 17.3% | ||
| Q1 24 | 2.0% | 0.7% |
| Q4 25 | 1.2% | 0.5% | ||
| Q3 25 | 2.5% | 1.3% | ||
| Q2 25 | 1.4% | 0.5% | ||
| Q1 25 | 1.4% | 0.6% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.6% | 1.3% | ||
| Q2 24 | 1.4% | 0.7% | ||
| Q1 24 | 1.6% | 0.8% |
| Q4 25 | 1.94× | 1.63× | ||
| Q3 25 | 3.62× | 1.26× | ||
| Q2 25 | 5.46× | 4.59× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 2.15× | 1.68× | ||
| Q3 24 | 7.66× | 1.99× | ||
| Q2 24 | 1.07× | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
III
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
