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Side-by-side financial comparison of CS Disco, Inc. (LAW) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
CS Disco, Inc. is the larger business by last-quarter revenue ($41.2M vs $26.6M, roughly 1.6× Owlet, Inc.). CS Disco, Inc. runs the higher net margin — -20.7% vs -34.6%, a 14.0% gap on every dollar of revenue. On growth, Owlet, Inc. posted the faster year-over-year revenue change (29.6% vs 11.3%). CS Disco, Inc. produced more free cash flow last quarter ($255.0K vs $-651.0K). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs 7.6%).
CS Disco, Inc. is a leading legal technology provider that develops cloud-based software solutions for legal practitioners. Its core offerings include e-discovery, document review, case management, and legal workflow automation tools, serving law firms, corporate legal teams, and government legal departments primarily in North America.
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
LAW vs OWLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $41.2M | $26.6M |
| Net Profit | $-8.5M | $-9.2M |
| Gross Margin | 75.1% | 47.6% |
| Operating Margin | -22.4% | -18.4% |
| Net Margin | -20.7% | -34.6% |
| Revenue YoY | 11.3% | 29.6% |
| Net Profit YoY | 66.3% | -1.5% |
| EPS (diluted) | $-0.13 | — |
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 | $41.2M | $26.6M | ||
| Q3 25 | $40.9M | $32.0M | ||
| Q2 25 | $38.1M | $26.1M | ||
| Q1 25 | $36.7M | $21.1M | ||
| Q4 24 | $37.0M | $20.5M | ||
| Q3 24 | $36.3M | $22.1M | ||
| Q2 24 | $36.0M | $20.7M | ||
| Q1 24 | $35.6M | $14.8M |
| Q4 25 | $-8.5M | $-9.2M | ||
| Q3 25 | $-13.7M | $4.1M | ||
| Q2 25 | $-10.8M | $-37.6M | ||
| Q1 25 | $-11.4M | $3.0M | ||
| Q4 24 | $-25.2M | $-9.1M | ||
| Q3 24 | $-9.2M | $-5.6M | ||
| Q2 24 | $-10.8M | $-1.1M | ||
| Q1 24 | $-10.6M | $3.3M |
| Q4 25 | 75.1% | 47.6% | ||
| Q3 25 | 75.5% | 50.6% | ||
| Q2 25 | 74.6% | 51.3% | ||
| Q1 25 | 74.1% | 53.7% | ||
| Q4 24 | 74.2% | 53.5% | ||
| Q3 24 | 73.1% | 52.2% | ||
| Q2 24 | 74.2% | 49.5% | ||
| Q1 24 | 75.1% | 44.4% |
| Q4 25 | -22.4% | -18.4% | ||
| Q3 25 | -35.3% | 3.8% | ||
| Q2 25 | -31.0% | -7.4% | ||
| Q1 25 | -34.4% | -12.7% | ||
| Q4 24 | -70.6% | -36.2% | ||
| Q3 24 | -30.0% | -21.8% | ||
| Q2 24 | -34.4% | -10.8% | ||
| Q1 24 | -34.7% | -39.0% |
| Q4 25 | -20.7% | -34.6% | ||
| Q3 25 | -33.4% | 12.9% | ||
| Q2 25 | -28.4% | -144.4% | ||
| Q1 25 | -31.1% | 14.3% | ||
| Q4 24 | -68.1% | -44.2% | ||
| Q3 24 | -25.3% | -25.4% | ||
| Q2 24 | -30.1% | -5.5% | ||
| Q1 24 | -29.7% | 22.2% |
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.22 | $-0.06 | ||
| Q2 25 | $-0.18 | $-2.37 | ||
| Q1 25 | $-0.19 | $0.11 | ||
| Q4 24 | $-0.43 | $-0.15 | ||
| Q3 24 | $-0.15 | $-0.61 | ||
| Q2 24 | $-0.18 | $-0.30 | ||
| Q1 24 | $-0.17 | $-0.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $114.6M | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $128.1M | $19.0M |
| Total Assets | $173.6M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $114.6M | $35.5M | ||
| Q3 25 | $113.5M | $23.8M | ||
| Q2 25 | $114.5M | $21.8M | ||
| Q1 25 | $118.8M | $16.3M | ||
| Q4 24 | $129.1M | $20.2M | ||
| Q3 24 | $126.8M | $21.6M | ||
| Q2 24 | $130.0M | $15.4M | ||
| Q1 24 | $148.7M | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $128.1M | $19.0M | ||
| Q3 25 | $130.6M | $-54.1M | ||
| Q2 25 | $137.9M | $-59.2M | ||
| Q1 25 | $142.2M | $-25.8M | ||
| Q4 24 | $147.5M | $-29.8M | ||
| Q3 24 | $167.3M | $-21.5M | ||
| Q2 24 | $170.9M | $-33.4M | ||
| Q1 24 | $193.2M | $-32.9M |
| Q4 25 | $173.6M | $85.6M | ||
| Q3 25 | $174.8M | $74.9M | ||
| Q2 25 | $164.9M | $63.5M | ||
| Q1 25 | $168.0M | $51.4M | ||
| Q4 24 | $180.3M | $49.5M | ||
| Q3 24 | $194.4M | $56.1M | ||
| Q2 24 | $198.0M | $45.9M | ||
| Q1 24 | $217.3M | $43.8M |
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 | $762.0K | $-452.0K |
| Free Cash FlowOCF − Capex | $255.0K | $-651.0K |
| FCF MarginFCF / Revenue | 0.6% | -2.5% |
| Capex IntensityCapex / Revenue | 1.2% | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-18.0M | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $762.0K | $-452.0K | ||
| Q3 25 | $-979.0K | $-2.2M | ||
| Q2 25 | $-4.2M | $-2.2M | ||
| Q1 25 | $-10.5M | $-5.9M | ||
| Q4 24 | $2.1M | $3.0M | ||
| Q3 24 | $-2.9M | $-7.5M | ||
| Q2 24 | $-650.0K | $-3.4M | ||
| Q1 24 | $-7.3M | $-3.4M |
| Q4 25 | $255.0K | $-651.0K | ||
| Q3 25 | $-2.0M | $-2.2M | ||
| Q2 25 | $-5.2M | $-2.3M | ||
| Q1 25 | $-11.0M | $-5.9M | ||
| Q4 24 | $1.5M | $3.0M | ||
| Q3 24 | $-3.7M | $-7.5M | ||
| Q2 24 | $-1.3M | $-3.4M | ||
| Q1 24 | $-8.0M | — |
| Q4 25 | 0.6% | -2.5% | ||
| Q3 25 | -5.0% | -6.8% | ||
| Q2 25 | -13.6% | -8.8% | ||
| Q1 25 | -30.1% | -28.1% | ||
| Q4 24 | 4.1% | 14.5% | ||
| Q3 24 | -10.3% | -33.9% | ||
| Q2 24 | -3.6% | -16.3% | ||
| Q1 24 | -22.5% | — |
| Q4 25 | 1.2% | 0.7% | ||
| Q3 25 | 2.6% | 0.0% | ||
| Q2 25 | 2.5% | 0.2% | ||
| Q1 25 | 1.4% | 0.0% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 2.4% | 0.0% | ||
| Q2 24 | 1.8% | 0.0% | ||
| Q1 24 | 1.9% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LAW
| Software | $35.1M | 85% |
| Services | $6.0M | 15% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
