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Side-by-side financial comparison of iRhythm Holdings, Inc. (IRTC) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $207.0M, roughly 1.0× ONE Group Hospitality, Inc.). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -3.1%, a 5.8% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs -6.7%). iRhythm Holdings, Inc. produced more free cash flow last quarter ($14.5M vs $-329.0K). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 25.8%).
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.
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.
IRTC vs STKS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.9M | $207.0M |
| Net Profit | $5.6M | $-6.4M |
| Gross Margin | 70.9% | — |
| Operating Margin | 1.1% | 2.2% |
| Net Margin | 2.7% | -3.1% |
| Revenue YoY | 27.1% | -6.7% |
| Net Profit YoY | 518.5% | -531.8% |
| EPS (diluted) | $0.18 | $-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 | $208.9M | $207.0M | ||
| Q3 25 | $192.9M | $180.2M | ||
| Q2 25 | $186.7M | $207.4M | ||
| Q1 25 | $158.7M | $211.1M | ||
| Q4 24 | $164.3M | $221.9M | ||
| Q3 24 | $147.5M | $194.0M | ||
| Q2 24 | $148.0M | $172.5M | ||
| Q1 24 | $131.9M | $85.0M |
| Q4 25 | $5.6M | $-6.4M | ||
| Q3 25 | $-5.2M | $-76.7M | ||
| Q2 25 | $-14.2M | $-10.1M | ||
| Q1 25 | $-30.7M | $975.0K | ||
| Q4 24 | $-1.3M | $1.5M | ||
| Q3 24 | $-46.2M | $-9.3M | ||
| Q2 24 | $-20.1M | $-7.3M | ||
| Q1 24 | $-45.7M | $-2.1M |
| Q4 25 | 70.9% | — | ||
| Q3 25 | 71.1% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 68.8% | — | ||
| Q2 24 | 69.9% | — | ||
| Q1 24 | 66.3% | — |
| Q4 25 | 1.1% | 2.2% | ||
| Q3 25 | -4.4% | -4.4% | ||
| Q2 25 | -10.0% | 0.3% | ||
| Q1 25 | -20.5% | 5.1% | ||
| Q4 24 | -2.5% | 5.5% | ||
| Q3 24 | -34.1% | -1.9% | ||
| Q2 24 | -15.5% | 0.6% | ||
| Q1 24 | -28.9% | -0.7% |
| Q4 25 | 2.7% | -3.1% | ||
| Q3 25 | -2.7% | -42.6% | ||
| Q2 25 | -7.6% | -4.9% | ||
| Q1 25 | -19.3% | 0.5% | ||
| Q4 24 | -0.8% | 0.7% | ||
| Q3 24 | -31.3% | -4.8% | ||
| Q2 24 | -13.6% | -4.3% | ||
| Q1 24 | -34.6% | -2.4% |
| Q4 25 | $0.18 | $-0.50 | ||
| Q3 25 | $-0.16 | $-2.75 | ||
| Q2 25 | $-0.44 | $-0.59 | ||
| Q1 25 | $-0.97 | $-0.21 | ||
| Q4 24 | $-0.03 | $-0.18 | ||
| Q3 24 | $-1.48 | $-0.53 | ||
| Q2 24 | $-0.65 | $-0.38 | ||
| Q1 24 | $-1.47 | $-0.07 |
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 | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $152.7M | $-75.8M |
| Total Assets | $1.0B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $583.8M | $4.2M | ||
| Q3 25 | $565.2M | $5.5M | ||
| Q2 25 | $545.5M | $4.7M | ||
| Q1 25 | $520.6M | $21.4M | ||
| Q4 24 | $535.6M | $27.6M | ||
| Q3 24 | $522.0M | $28.2M | ||
| Q2 24 | $561.5M | $32.2M | ||
| Q1 24 | $569.1M | $15.4M |
| Q4 25 | — | $354.2M | ||
| Q3 25 | — | $355.0M | ||
| Q2 25 | — | $347.4M | ||
| Q1 25 | — | $348.3M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M | ||
| Q1 24 | — | $73.5M |
| Q4 25 | $152.7M | $-75.8M | ||
| Q3 25 | $121.9M | $-61.5M | ||
| Q2 25 | $103.7M | $23.0M | ||
| Q1 25 | $86.7M | $40.5M | ||
| Q4 24 | $90.9M | $45.9M | ||
| Q3 24 | $71.8M | $51.4M | ||
| Q2 24 | $99.2M | $68.1M | ||
| Q1 24 | $90.3M | $68.3M |
| Q4 25 | $1.0B | $884.2M | ||
| Q3 25 | $995.2M | $879.5M | ||
| Q2 25 | $964.0M | $935.7M | ||
| Q1 25 | $926.1M | $956.0M | ||
| Q4 24 | $931.4M | $960.1M | ||
| Q3 24 | $909.7M | $953.5M | ||
| Q2 24 | $919.2M | $945.9M | ||
| Q1 24 | $909.8M | $309.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.07× | ||
| Q1 25 | — | 8.61× | ||
| Q4 24 | — | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× | ||
| Q1 24 | — | 1.08× |
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 | $13.1M |
| Free Cash FlowOCF − Capex | $14.5M | $-329.0K |
| FCF MarginFCF / Revenue | 6.9% | -0.2% |
| Capex IntensityCapex / Revenue | 5.6% | 6.5% |
| Cash ConversionOCF / Net Profit | 4.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | $34.5M | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.2M | $13.1M | ||
| Q3 25 | $34.9M | $5.9M | ||
| Q2 25 | $27.7M | $2.8M | ||
| Q1 25 | $-7.9M | $8.5M | ||
| Q4 24 | $19.2M | $18.5M | ||
| Q3 24 | $24.3M | $19.1M | ||
| Q2 24 | $11.8M | $-3.8M | ||
| Q1 24 | $-52.0M | $10.4M |
| Q4 25 | $14.5M | $-329.0K | ||
| Q3 25 | $20.1M | $-6.1M | ||
| Q2 25 | $17.3M | $-15.0M | ||
| Q1 25 | $-17.3M | $-5.8M | ||
| Q4 24 | $12.4M | $733.0K | ||
| Q3 24 | $15.5M | $287.0K | ||
| Q2 24 | $3.4M | $-23.0M | ||
| Q1 24 | $-61.8M | $-5.4M |
| Q4 25 | 6.9% | -0.2% | ||
| Q3 25 | 10.4% | -3.4% | ||
| Q2 25 | 9.3% | -7.2% | ||
| Q1 25 | -10.9% | -2.7% | ||
| Q4 24 | 7.5% | 0.3% | ||
| Q3 24 | 10.5% | 0.1% | ||
| Q2 24 | 2.3% | -13.3% | ||
| Q1 24 | -46.8% | -6.4% |
| Q4 25 | 5.6% | 6.5% | ||
| Q3 25 | 7.7% | 6.7% | ||
| Q2 25 | 5.6% | 8.6% | ||
| Q1 25 | 5.9% | 6.8% | ||
| Q4 24 | 4.2% | 8.0% | ||
| Q3 24 | 6.0% | 9.7% | ||
| Q2 24 | 5.7% | 11.1% | ||
| Q1 24 | 7.4% | 18.6% |
| Q4 25 | 4.70× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 8.76× | ||
| Q4 24 | — | 12.54× | ||
| 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% |
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
