vs
Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $120.9M, roughly 1.7× Sprout Social, Inc.). On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 12.9%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $9.9M). Over the past eight quarters, iRhythm Holdings, Inc.'s revenue compounded faster (25.8% CAGR vs 11.8%).
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
IRTC vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $120.9M |
| Net Profit | $5.6M | — |
| Gross Margin | 70.9% | 77.6% |
| Operating Margin | 1.1% | -9.0% |
| Net Margin | 2.7% | — |
| Revenue YoY | 27.1% | 12.9% |
| Net Profit YoY | 518.5% | — |
| EPS (diluted) | $0.18 | $-0.18 |
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 | $208.9M | $120.9M | ||
| Q3 25 | $192.9M | $115.6M | ||
| Q2 25 | $186.7M | $111.8M | ||
| Q1 25 | $158.7M | $109.3M | ||
| Q4 24 | $164.3M | $107.1M | ||
| Q3 24 | $147.5M | $102.6M | ||
| Q2 24 | $148.0M | $99.4M | ||
| Q1 24 | $131.9M | $96.8M |
| Q4 25 | $5.6M | — | ||
| Q3 25 | $-5.2M | $-9.4M | ||
| Q2 25 | $-14.2M | $-12.0M | ||
| Q1 25 | $-30.7M | $-11.2M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-46.2M | $-17.1M | ||
| Q2 24 | $-20.1M | $-16.9M | ||
| Q1 24 | $-45.7M | $-13.6M |
| Q4 25 | 70.9% | 77.6% | ||
| Q3 25 | 71.1% | 77.7% | ||
| Q2 25 | 71.2% | 77.7% | ||
| Q1 25 | 68.8% | 77.3% | ||
| Q4 24 | 70.0% | 78.1% | ||
| Q3 24 | 68.8% | 77.4% | ||
| Q2 24 | 69.9% | 77.5% | ||
| Q1 24 | 66.3% | 76.8% |
| Q4 25 | 1.1% | -9.0% | ||
| Q3 25 | -4.4% | -7.9% | ||
| Q2 25 | -10.0% | -11.0% | ||
| Q1 25 | -20.5% | -10.2% | ||
| Q4 24 | -2.5% | -12.8% | ||
| Q3 24 | -34.1% | -16.4% | ||
| Q2 24 | -15.5% | -16.6% | ||
| Q1 24 | -28.9% | -13.7% |
| Q4 25 | 2.7% | — | ||
| Q3 25 | -2.7% | -8.1% | ||
| Q2 25 | -7.6% | -10.7% | ||
| Q1 25 | -19.3% | -10.3% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -31.3% | -16.6% | ||
| Q2 24 | -13.6% | -17.0% | ||
| Q1 24 | -34.6% | -14.0% |
| Q4 25 | $0.18 | $-0.18 | ||
| Q3 25 | $-0.16 | $-0.16 | ||
| Q2 25 | $-0.44 | $-0.21 | ||
| Q1 25 | $-0.97 | $-0.19 | ||
| Q4 24 | $-0.03 | $-0.25 | ||
| Q3 24 | $-1.48 | $-0.30 | ||
| Q2 24 | $-0.65 | $-0.30 | ||
| Q1 24 | $-1.47 | $-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 | $583.8M | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $152.7M | $203.4M |
| Total Assets | $1.0B | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $95.3M | ||
| Q3 25 | $565.2M | $90.6M | ||
| Q2 25 | $545.5M | $101.5M | ||
| Q1 25 | $520.6M | $100.9M | ||
| Q4 24 | $535.6M | $86.4M | ||
| Q3 24 | $522.0M | $82.9M | ||
| Q2 24 | $561.5M | $80.9M | ||
| Q1 24 | $569.1M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $152.7M | $203.4M | ||
| Q3 25 | $121.9M | $194.1M | ||
| Q2 25 | $103.7M | $184.6M | ||
| Q1 25 | $86.7M | $175.3M | ||
| Q4 24 | $90.9M | $166.6M | ||
| Q3 24 | $71.8M | $158.1M | ||
| Q2 24 | $99.2M | $152.1M | ||
| Q1 24 | $90.3M | $147.3M |
| Q4 25 | $1.0B | $523.1M | ||
| Q3 25 | $995.2M | $481.4M | ||
| Q2 25 | $964.0M | $422.9M | ||
| Q1 25 | $926.1M | $424.7M | ||
| Q4 24 | $931.4M | $428.3M | ||
| Q3 24 | $909.7M | $388.8M | ||
| Q2 24 | $919.2M | $393.6M | ||
| Q1 24 | $909.8M | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $26.2M | $10.9M |
| Free Cash FlowOCF − Capex | $14.5M | $9.9M |
| FCF MarginFCF / Revenue | 6.9% | 8.2% |
| Capex IntensityCapex / Revenue | 5.6% | 0.9% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $10.9M | ||
| Q3 25 | $34.9M | $9.3M | ||
| Q2 25 | $27.7M | $5.1M | ||
| Q1 25 | $-7.9M | $18.1M | ||
| Q4 24 | $19.2M | $4.1M | ||
| Q3 24 | $24.3M | $9.0M | ||
| Q2 24 | $11.8M | $2.1M | ||
| Q1 24 | $-52.0M | $11.2M |
| Q4 25 | $14.5M | $9.9M | ||
| Q3 25 | $20.1M | $8.5M | ||
| Q2 25 | $17.3M | $4.2M | ||
| Q1 25 | $-17.3M | $16.7M | ||
| Q4 24 | $12.4M | $3.3M | ||
| Q3 24 | $15.5M | $8.5M | ||
| Q2 24 | $3.4M | $1.6M | ||
| Q1 24 | $-61.8M | $10.1M |
| Q4 25 | 6.9% | 8.2% | ||
| Q3 25 | 10.4% | 7.4% | ||
| Q2 25 | 9.3% | 3.7% | ||
| Q1 25 | -10.9% | 15.3% | ||
| Q4 24 | 7.5% | 3.0% | ||
| Q3 24 | 10.5% | 8.3% | ||
| Q2 24 | 2.3% | 1.6% | ||
| Q1 24 | -46.8% | 10.4% |
| Q4 25 | 5.6% | 0.9% | ||
| Q3 25 | 7.7% | 0.7% | ||
| Q2 25 | 5.6% | 0.8% | ||
| Q1 25 | 5.9% | 1.2% | ||
| Q4 24 | 4.2% | 0.8% | ||
| Q3 24 | 6.0% | 0.5% | ||
| Q2 24 | 5.7% | 0.5% | ||
| Q1 24 | 7.4% | 1.1% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
SPT
Segment breakdown not available.
