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Side-by-side financial comparison of Leslie's, Inc. (LESL) and Shutterstock, Inc. (SSTK). Click either name above to swap in a different company.
Shutterstock, Inc. is the larger business by last-quarter revenue ($220.2M vs $147.1M, roughly 1.5× Leslie's, Inc.). Shutterstock, Inc. runs the higher net margin — -7.3% vs -56.4%, a 49.1% gap on every dollar of revenue. On growth, Shutterstock, Inc. posted the faster year-over-year revenue change (-12.0% vs -16.0%). Shutterstock, Inc. produced more free cash flow last quarter ($25.9M vs $-85.5M). Over the past eight quarters, Shutterstock, Inc.'s revenue compounded faster (1.4% CAGR vs -11.7%).
Leslie's, Inc., operating as Leslie's Swimming Pool Supplies, is the largest retailer of swimming pool supplies and related products. The company is headquartered in Phoenix, Arizona, and has a particularly strong retail presence in Arizona, California, Florida, Georgia and Texas.
Shutterstock, Inc. is an American provider of stock photography, stock footage, stock music, and editing tools; it is headquartered in New York. Founded in 2002 by programmer and photographer Jon Oringer, Shutterstock maintains a library of around 200 million royalty-free stock photos, vector graphics, and illustrations, with around 10 million video clips and music tracks available for licensing. Originally a subscription site only, Shutterstock expanded beyond subscriptions into à la carte p...
LESL vs SSTK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $220.2M |
| Net Profit | $-83.0M | $-16.0M |
| Gross Margin | 18.4% | 55.8% |
| Operating Margin | -46.7% | -1.1% |
| Net Margin | -56.4% | -7.3% |
| Revenue YoY | -16.0% | -12.0% |
| Net Profit YoY | -86.2% | -1021.0% |
| EPS (diluted) | $-8.92 | $-0.47 |
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.
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $220.2M | ||
| Q3 25 | — | $260.1M | ||
| Q2 25 | $500.3M | $267.0M | ||
| Q1 25 | $177.1M | $242.6M | ||
| Q4 24 | $175.2M | $250.3M | ||
| Q3 24 | $397.9M | $250.6M | ||
| Q2 24 | $569.6M | $220.1M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $-16.0M | ||
| Q3 25 | — | $13.4M | ||
| Q2 25 | $21.7M | $29.4M | ||
| Q1 25 | $-51.3M | $18.7M | ||
| Q4 24 | $-44.6M | $-1.4M | ||
| Q3 24 | $-9.9M | $17.6M | ||
| Q2 24 | $60.6M | $3.6M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 55.8% | ||
| Q3 25 | — | 60.6% | ||
| Q2 25 | 39.6% | 60.3% | ||
| Q1 25 | 24.8% | 58.4% | ||
| Q4 24 | 27.2% | 55.1% | ||
| Q3 24 | 36.0% | 58.3% | ||
| Q2 24 | 40.2% | 58.5% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | -1.1% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | 13.7% | 13.0% | ||
| Q1 25 | -27.3% | 4.2% | ||
| Q4 24 | -22.7% | 5.3% | ||
| Q3 24 | 6.6% | 7.2% | ||
| Q2 24 | 17.2% | 9.4% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | -7.3% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | 4.3% | 11.0% | ||
| Q1 25 | -29.0% | 7.7% | ||
| Q4 24 | -25.4% | -0.6% | ||
| Q3 24 | -2.5% | 7.0% | ||
| Q2 24 | 10.6% | 1.6% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $-0.47 | ||
| Q3 25 | — | $0.37 | ||
| Q2 25 | $0.12 | $0.82 | ||
| Q1 25 | $-0.28 | $0.53 | ||
| Q4 24 | $-4.82 | $-0.04 | ||
| Q3 24 | $-2.46 | $0.50 | ||
| Q2 24 | $0.33 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6M | $178.2M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $581.0M |
| Total Assets | $649.4M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $178.2M | ||
| Q3 25 | — | $165.5M | ||
| Q2 25 | $42.7M | $116.4M | ||
| Q1 25 | $17.3M | $112.2M | ||
| Q4 24 | $11.6M | $111.3M | ||
| Q3 24 | $108.5M | $131.4M | ||
| Q2 24 | $74.4M | $74.9M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $581.0M | ||
| Q3 25 | — | $594.4M | ||
| Q2 25 | $-246.2M | $586.2M | ||
| Q1 25 | $-269.5M | $547.2M | ||
| Q4 24 | $-220.0M | $518.4M | ||
| Q3 24 | $-177.1M | $522.9M | ||
| Q2 24 | $-168.2M | $520.4M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $989.5M | $1.4B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $967.0M | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.0B |
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 | $-81.1M | $36.2M |
| Free Cash FlowOCF − Capex | $-85.5M | $25.9M |
| FCF MarginFCF / Revenue | -58.1% | 11.8% |
| Capex IntensityCapex / Revenue | 2.9% | 4.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $123.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $36.2M | ||
| Q3 25 | — | $78.4M | ||
| Q2 25 | $114.9M | $26.8M | ||
| Q1 25 | $-49.2M | $25.2M | ||
| Q4 24 | $-105.1M | $8.0M | ||
| Q3 24 | $47.1M | $-11.6M | ||
| Q2 24 | $175.5M | $28.0M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $25.9M | ||
| Q3 25 | — | $68.0M | ||
| Q2 25 | $107.1M | $15.5M | ||
| Q1 25 | $-55.8M | $14.4M | ||
| Q4 24 | $-109.8M | $-952.0K | ||
| Q3 24 | $34.1M | $-26.3M | ||
| Q2 24 | $165.2M | $18.9M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 11.8% | ||
| Q3 25 | — | 26.1% | ||
| Q2 25 | 21.4% | 5.8% | ||
| Q1 25 | -31.5% | 6.0% | ||
| Q4 24 | -62.6% | -0.4% | ||
| Q3 24 | 8.6% | -10.5% | ||
| Q2 24 | 29.0% | 8.6% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 4.7% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | 1.6% | 4.2% | ||
| Q1 25 | 3.7% | 4.5% | ||
| Q4 24 | 2.7% | 3.6% | ||
| Q3 24 | 3.2% | 5.9% | ||
| Q2 24 | 1.8% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 5.86× | ||
| Q2 25 | 5.29× | 0.91× | ||
| Q1 25 | — | 1.35× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | 2.89× | 7.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
