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Side-by-side financial comparison of Inspirato Inc (ISPO) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
OPAL Fuels Inc. is the larger business by last-quarter revenue ($88.4M vs $55.5M, roughly 1.6× Inspirato Inc). OPAL Fuels Inc. runs the higher net margin — 18.3% vs -8.1%, a 26.4% gap on every dollar of revenue. On growth, OPAL Fuels Inc. posted the faster year-over-year revenue change (18.7% vs -19.6%). Inspirato Inc produced more free cash flow last quarter ($-3.0M vs $-13.4M). Over the past eight quarters, OPAL Fuels Inc.'s revenue compounded faster (17.6% CAGR vs -11.4%).
Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.
OPAL Fuels Inc. is a North American energy company focused on producing and distributing low-carbon renewable natural gas (RNG). It captures methane from landfills, dairy operations and other organic waste streams to produce RNG, which is mainly supplied to heavy-duty transportation fleets, commercial logistics operators and public transport entities to help reduce their greenhouse gas emissions.
ISPO vs OPAL — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.5M | $88.4M |
| Net Profit | $-4.5M | $16.2M |
| Gross Margin | 31.4% | — |
| Operating Margin | -8.0% | 7.5% |
| Net Margin | -8.1% | 18.3% |
| Revenue YoY | -19.6% | 18.7% |
| Net Profit YoY | -204.4% | 401.5% |
| EPS (diluted) | $-0.36 | $0.08 |
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 | — | $88.4M | ||
| Q3 25 | $55.5M | $77.9M | ||
| Q2 25 | $63.1M | $77.4M | ||
| Q1 25 | $65.9M | $83.0M | ||
| Q4 24 | $63.1M | $74.5M | ||
| Q3 24 | $69.1M | $82.6M | ||
| Q2 24 | $67.4M | $69.8M | ||
| Q1 24 | $80.2M | $64.0M |
| Q4 25 | — | $16.2M | ||
| Q3 25 | $-4.5M | $11.4M | ||
| Q2 25 | $-5.3M | $7.6M | ||
| Q1 25 | $1.6M | $1.3M | ||
| Q4 24 | $-2.3M | $-5.4M | ||
| Q3 24 | $4.3M | $17.1M | ||
| Q2 24 | $-8.7M | $1.9M | ||
| Q1 24 | $1.3M | $677.0K |
| Q4 25 | — | — | ||
| Q3 25 | 31.4% | — | ||
| Q2 25 | 27.5% | — | ||
| Q1 25 | 38.8% | — | ||
| Q4 24 | 34.7% | — | ||
| Q3 24 | 71.5% | — | ||
| Q2 24 | 24.0% | — | ||
| Q1 24 | 39.5% | — |
| Q4 25 | — | 7.5% | ||
| Q3 25 | -8.0% | 4.6% | ||
| Q2 25 | -8.3% | -1.1% | ||
| Q1 25 | 2.5% | -2.3% | ||
| Q4 24 | -3.2% | -0.5% | ||
| Q3 24 | 9.8% | 14.9% | ||
| Q2 24 | -22.8% | 8.1% | ||
| Q1 24 | 3.0% | 5.6% |
| Q4 25 | — | 18.3% | ||
| Q3 25 | -8.1% | 14.6% | ||
| Q2 25 | -8.4% | 9.8% | ||
| Q1 25 | 2.5% | 1.5% | ||
| Q4 24 | -3.6% | -7.2% | ||
| Q3 24 | 6.3% | 20.7% | ||
| Q2 24 | -12.9% | 2.7% | ||
| Q1 24 | 1.6% | 1.1% |
| Q4 25 | — | $0.08 | ||
| Q3 25 | $-0.36 | $0.05 | ||
| Q2 25 | $-0.42 | $0.03 | ||
| Q1 25 | $0.12 | $-0.01 | ||
| Q4 24 | $0.98 | $-0.05 | ||
| Q3 24 | $0.62 | $0.09 | ||
| Q2 24 | $-2.33 | $-0.01 | ||
| Q1 24 | $-0.18 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $13.7M | $24.4M |
| Total DebtLower is stronger | — | $361.3M |
| Stockholders' EquityBook value | $-134.0M | $-12.9M |
| Total Assets | $228.3M | $959.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $24.4M | ||
| Q3 25 | $13.7M | $29.9M | ||
| Q2 25 | $16.7M | $29.3M | ||
| Q1 25 | $16.4M | $40.1M | ||
| Q4 24 | $21.8M | $24.3M | ||
| Q3 24 | $13.5M | $31.0M | ||
| Q2 24 | $18.8M | $27.6M | ||
| Q1 24 | $22.6M | $34.2M |
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M | ||
| Q1 24 | — | $208.7M |
| Q4 25 | — | $-12.9M | ||
| Q3 25 | $-134.0M | $7.5M | ||
| Q2 25 | $-129.7M | $-25.0M | ||
| Q1 25 | $-125.2M | $57.1M | ||
| Q4 24 | $-129.9M | $-148.4M | ||
| Q3 24 | $-134.6M | $-180.1M | ||
| Q2 24 | $-35.2M | $-273.0M | ||
| Q1 24 | $-27.5M | $-382.4M |
| Q4 25 | — | $959.5M | ||
| Q3 25 | $228.3M | $916.7M | ||
| Q2 25 | $252.6M | $905.5M | ||
| Q1 25 | $270.1M | $884.9M | ||
| Q4 24 | $273.9M | $881.1M | ||
| Q3 24 | $273.3M | $831.1M | ||
| Q2 24 | $301.7M | $782.3M | ||
| Q1 24 | $313.0M | $750.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| 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 | $-2.2M | $-3.5M |
| Free Cash FlowOCF − Capex | $-3.0M | $-13.4M |
| FCF MarginFCF / Revenue | -5.4% | -15.1% |
| Capex IntensityCapex / Revenue | 1.4% | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $-31.2M | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-3.5M | ||
| Q3 25 | $-2.2M | $18.2M | ||
| Q2 25 | $1.1M | $-7.9M | ||
| Q1 25 | $-6.6M | $29.7M | ||
| Q4 24 | $-15.8M | $-532.0K | ||
| Q3 24 | $-13.7M | $17.7M | ||
| Q2 24 | $-1.8M | $533.0K | ||
| Q1 24 | $-7.2M | $13.7M |
| Q4 25 | — | $-13.4M | ||
| Q3 25 | $-3.0M | $-9.3M | ||
| Q2 25 | $468.0K | $-29.7M | ||
| Q1 25 | $-7.5M | $18.1M | ||
| Q4 24 | $-21.2M | $-55.0M | ||
| Q3 24 | $-14.8M | $-5.4M | ||
| Q2 24 | $-3.7M | $-22.5M | ||
| Q1 24 | $-8.5M | $-13.0M |
| Q4 25 | — | -15.1% | ||
| Q3 25 | -5.4% | -11.9% | ||
| Q2 25 | 0.7% | -38.4% | ||
| Q1 25 | -11.4% | 21.8% | ||
| Q4 24 | -33.7% | -73.8% | ||
| Q3 24 | -21.5% | -6.5% | ||
| Q2 24 | -5.5% | -32.2% | ||
| Q1 24 | -10.6% | -20.4% |
| Q4 25 | — | 11.1% | ||
| Q3 25 | 1.4% | 35.3% | ||
| Q2 25 | 1.0% | 28.2% | ||
| Q1 25 | 1.3% | 13.9% | ||
| Q4 24 | 8.7% | 73.1% | ||
| Q3 24 | 1.6% | 27.9% | ||
| Q2 24 | 2.8% | 32.9% | ||
| Q1 24 | 1.6% | 41.8% |
| Q4 25 | — | -0.22× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | -1.04× | ||
| Q1 25 | -4.09× | 23.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | -3.16× | 1.03× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | -5.70× | 20.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISPO
| Residence And Hotel Travel | $25.9M | 47% |
| Subscription | $19.4M | 35% |
| Experiences And Bespoke Travel | $8.0M | 14% |
| Rewards And Other Revenue | $2.3M | 4% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
