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Side-by-side financial comparison of Information Services Group Inc. (III) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
Target Hospitality Corp. is the larger business by last-quarter revenue ($73.5M vs $61.2M, roughly 1.2× Information Services Group Inc.). Information Services Group Inc. runs the higher net margin — 4.3% vs -20.3%, a 24.6% gap on every dollar of revenue. On growth, Target Hospitality Corp. posted the faster year-over-year revenue change (22.0% vs 5.9%). Over the past eight quarters, Target Hospitality Corp.'s revenue compounded faster (0.7% 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...
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
III vs TH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $61.2M | $73.5M |
| Net Profit | $2.6M | $-14.9M |
| Gross Margin | 44.8% | 9.6% |
| Operating Margin | 8.4% | -22.9% |
| Net Margin | 4.3% | -20.3% |
| Revenue YoY | 5.9% | 22.0% |
| Net Profit YoY | -14.1% | -219.1% |
| EPS (diluted) | $0.06 | $-0.14 |
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 | $73.5M | ||
| Q3 25 | $62.4M | $91.6M | ||
| Q2 25 | $61.6M | $54.9M | ||
| Q1 25 | $59.6M | $54.9M | ||
| Q4 24 | $57.8M | $60.2M | ||
| Q3 24 | $61.3M | $65.8M | ||
| Q2 24 | $64.3M | $67.5M | ||
| Q1 24 | $64.3M | $72.4M |
| Q4 25 | $2.6M | $-14.9M | ||
| Q3 25 | $3.1M | $-795.0K | ||
| Q2 25 | $2.2M | $-14.9M | ||
| Q1 25 | $1.5M | $-6.5M | ||
| Q4 24 | $3.0M | $12.5M | ||
| Q3 24 | $1.1M | $20.0M | ||
| Q2 24 | $2.0M | $18.4M | ||
| Q1 24 | $-3.4M | $20.4M |
| Q4 25 | 44.8% | 9.6% | ||
| Q3 25 | 42.2% | 19.6% | ||
| Q2 25 | 42.2% | -0.6% | ||
| Q1 25 | 43.1% | 32.7% | ||
| Q4 24 | 41.5% | 61.5% | ||
| Q3 24 | 40.4% | 68.7% | ||
| Q2 24 | 39.5% | 69.4% | ||
| Q1 24 | 36.1% | 67.8% |
| Q4 25 | 8.4% | -22.9% | ||
| Q3 25 | 7.4% | 0.1% | ||
| Q2 25 | 7.6% | -30.8% | ||
| Q1 25 | 5.7% | -2.0% | ||
| Q4 24 | 0.3% | 34.5% | ||
| Q3 24 | 7.0% | 42.5% | ||
| Q2 24 | 5.7% | 43.8% | ||
| Q1 24 | -3.7% | 42.0% |
| Q4 25 | 4.3% | -20.3% | ||
| Q3 25 | 4.9% | -0.9% | ||
| Q2 25 | 3.5% | -27.2% | ||
| Q1 25 | 2.5% | -11.8% | ||
| Q4 24 | 5.3% | 20.8% | ||
| Q3 24 | 1.9% | 30.4% | ||
| Q2 24 | 3.2% | 27.2% | ||
| Q1 24 | -5.3% | 28.2% |
| Q4 25 | $0.06 | $-0.14 | ||
| Q3 25 | $0.06 | $-0.01 | ||
| Q2 25 | $0.04 | $-0.15 | ||
| Q1 25 | $0.03 | $-0.07 | ||
| Q4 24 | $0.07 | $0.12 | ||
| Q3 24 | $0.02 | $0.20 | ||
| Q2 24 | $0.04 | $0.18 | ||
| Q1 24 | $-0.07 | $0.20 |
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 | $8.3M |
| Total DebtLower is stronger | — | $1.7M |
| Stockholders' EquityBook value | $94.7M | $389.3M |
| Total Assets | $211.0M | $530.2M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.7M | $8.3M | ||
| Q3 25 | $28.7M | $30.4M | ||
| Q2 25 | $25.2M | $19.2M | ||
| Q1 25 | $20.1M | $34.5M | ||
| Q4 24 | $23.1M | $190.7M | ||
| Q3 24 | $9.7M | $177.7M | ||
| Q2 24 | $11.8M | $154.3M | ||
| Q1 24 | $14.0M | $124.3M |
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M | ||
| Q1 24 | — | $179.9M |
| Q4 25 | $94.7M | $389.3M | ||
| Q3 25 | $94.7M | $402.4M | ||
| Q2 25 | $94.1M | $401.3M | ||
| Q1 25 | $95.0M | $415.3M | ||
| Q4 24 | $96.3M | $421.1M | ||
| Q3 24 | $96.6M | $417.6M | ||
| Q2 24 | $95.5M | $397.2M | ||
| Q1 24 | $95.6M | $375.5M |
| Q4 25 | $211.0M | $530.2M | ||
| Q3 25 | $213.3M | $541.2M | ||
| Q2 25 | $200.7M | $533.7M | ||
| Q1 25 | $202.4M | $562.5M | ||
| Q4 24 | $204.5M | $725.8M | ||
| Q3 24 | $227.1M | $709.8M | ||
| Q2 24 | $235.3M | $697.0M | ||
| Q1 24 | $234.2M | $687.2M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.48× |
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 | $5.7M |
| 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.
| Q4 25 | $5.1M | $5.7M | ||
| Q3 25 | $11.1M | $53.4M | ||
| Q2 25 | $11.9M | $11.1M | ||
| Q1 25 | $978.0K | $3.9M | ||
| Q4 24 | $6.6M | $30.6M | ||
| Q3 24 | $8.8M | $31.4M | ||
| Q2 24 | $2.2M | $39.1M | ||
| Q1 24 | $2.3M | $50.6M |
| Q4 25 | $4.3M | — | ||
| Q3 25 | $9.5M | — | ||
| Q2 25 | $11.1M | — | ||
| Q1 25 | $141.0K | $-11.6M | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $8.4M | — | ||
| Q2 24 | $1.3M | — | ||
| Q1 24 | $1.3M | — |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 0.2% | -21.1% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 13.7% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | — |
| Q4 25 | 1.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.4% | 28.2% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 1.6% | — |
| Q4 25 | 1.94× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 5.46× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 2.15× | 2.44× | ||
| Q3 24 | 7.66× | 1.57× | ||
| Q2 24 | 1.07× | 2.13× | ||
| Q1 24 | — | 2.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
III
Segment breakdown not available.
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
