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Side-by-side financial comparison of Life360, Inc. (LIF) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $146.0M, roughly 1.4× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs -3.1%, a 91.9% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs -6.7%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $-329.0K). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 36.6%).
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
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.
LIF vs STKS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $146.0M | $207.0M |
| Net Profit | $129.7M | $-6.4M |
| Gross Margin | 75.1% | — |
| Operating Margin | 6.1% | 2.2% |
| Net Margin | 88.8% | -3.1% |
| Revenue YoY | 26.4% | -6.7% |
| Net Profit YoY | 1425.9% | -531.8% |
| EPS (diluted) | $1.53 | $-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 | $146.0M | $207.0M | ||
| Q3 25 | $124.5M | $180.2M | ||
| Q2 25 | $115.4M | $207.4M | ||
| Q1 25 | $103.6M | $211.1M | ||
| Q4 24 | $115.5M | $221.9M | ||
| Q3 24 | $92.9M | $194.0M | ||
| Q2 24 | $84.9M | $172.5M | ||
| Q1 24 | $78.2M | $85.0M |
| Q4 25 | $129.7M | $-6.4M | ||
| Q3 25 | $9.8M | $-76.7M | ||
| Q2 25 | $7.0M | $-10.1M | ||
| Q1 25 | $4.4M | $975.0K | ||
| Q4 24 | $8.5M | $1.5M | ||
| Q3 24 | $7.7M | $-9.3M | ||
| Q2 24 | $-11.0M | $-7.3M | ||
| Q1 24 | $-9.8M | $-2.1M |
| Q4 25 | 75.1% | — | ||
| Q3 25 | 78.0% | — | ||
| Q2 25 | 78.4% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.0% | — | ||
| Q1 24 | 76.7% | — |
| Q4 25 | 6.1% | 2.2% | ||
| Q3 25 | 4.6% | -4.4% | ||
| Q2 25 | 1.7% | 0.3% | ||
| Q1 25 | 2.1% | 5.1% | ||
| Q4 24 | 4.9% | 5.5% | ||
| Q3 24 | -5.3% | -1.9% | ||
| Q2 24 | -2.8% | 0.6% | ||
| Q1 24 | -8.2% | -0.7% |
| Q4 25 | 88.8% | -3.1% | ||
| Q3 25 | 7.9% | -42.6% | ||
| Q2 25 | 6.1% | -4.9% | ||
| Q1 25 | 4.2% | 0.5% | ||
| Q4 24 | 7.4% | 0.7% | ||
| Q3 24 | 8.3% | -4.8% | ||
| Q2 24 | -12.9% | -4.3% | ||
| Q1 24 | -12.5% | -2.4% |
| Q4 25 | $1.53 | $-0.50 | ||
| Q3 25 | $0.11 | $-2.75 | ||
| Q2 25 | $0.08 | $-0.59 | ||
| Q1 25 | $0.05 | $-0.21 | ||
| Q4 24 | $0.14 | $-0.18 | ||
| Q3 24 | $0.09 | $-0.53 | ||
| Q2 24 | $-0.15 | $-0.38 | ||
| Q1 24 | $-0.14 | $-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 | $494.3M | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $548.2M | $-75.8M |
| Total Assets | $959.7M | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $494.3M | $4.2M | ||
| Q3 25 | $455.7M | $5.5M | ||
| Q2 25 | $432.7M | $4.7M | ||
| Q1 25 | $168.9M | $21.4M | ||
| Q4 24 | $159.2M | $27.6M | ||
| Q3 24 | $159.0M | $28.2M | ||
| Q2 24 | $160.8M | $32.2M | ||
| Q1 24 | $73.4M | $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 | $5.2M | $73.5M |
| Q4 25 | $548.2M | $-75.8M | ||
| Q3 25 | $391.4M | $-61.5M | ||
| Q2 25 | $366.7M | $23.0M | ||
| Q1 25 | $376.3M | $40.5M | ||
| Q4 24 | $358.5M | $45.9M | ||
| Q3 24 | $339.7M | $51.4M | ||
| Q2 24 | $326.7M | $68.1M | ||
| Q1 24 | $239.8M | $68.3M |
| Q4 25 | $959.7M | $884.2M | ||
| Q3 25 | $787.5M | $879.5M | ||
| Q2 25 | $753.6M | $935.7M | ||
| Q1 25 | $455.4M | $956.0M | ||
| Q4 24 | $441.6M | $960.1M | ||
| Q3 24 | $427.4M | $953.5M | ||
| Q2 24 | $405.9M | $945.9M | ||
| Q1 24 | $318.8M | $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 | 0.02× | 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 | $36.8M | $13.1M |
| Free Cash FlowOCF − Capex | $36.6M | $-329.0K |
| FCF MarginFCF / Revenue | 25.1% | -0.2% |
| Capex IntensityCapex / Revenue | 0.2% | 6.5% |
| Cash ConversionOCF / Net Profit | 0.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.8M | $13.1M | ||
| Q3 25 | $26.4M | $5.9M | ||
| Q2 25 | $13.3M | $2.8M | ||
| Q1 25 | $12.1M | $8.5M | ||
| Q4 24 | $12.3M | $18.5M | ||
| Q3 24 | $6.3M | $19.1M | ||
| Q2 24 | $3.3M | $-3.8M | ||
| Q1 24 | $10.7M | $10.4M |
| Q4 25 | $36.6M | $-329.0K | ||
| Q3 25 | $25.6M | $-6.1M | ||
| Q2 25 | $12.7M | $-15.0M | ||
| Q1 25 | $11.9M | $-5.8M | ||
| Q4 24 | $11.2M | $733.0K | ||
| Q3 24 | $6.3M | $287.0K | ||
| Q2 24 | $3.2M | $-23.0M | ||
| Q1 24 | — | $-5.4M |
| Q4 25 | 25.1% | -0.2% | ||
| Q3 25 | 20.6% | -3.4% | ||
| Q2 25 | 11.0% | -7.2% | ||
| Q1 25 | 11.5% | -2.7% | ||
| Q4 24 | 9.7% | 0.3% | ||
| Q3 24 | 6.8% | 0.1% | ||
| Q2 24 | 3.8% | -13.3% | ||
| Q1 24 | — | -6.4% |
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 0.6% | 8.6% | ||
| Q1 25 | 0.1% | 6.8% | ||
| Q4 24 | 1.0% | 8.0% | ||
| Q3 24 | 0.0% | 9.7% | ||
| Q2 24 | 0.1% | 11.1% | ||
| Q1 24 | 0.0% | 18.6% |
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 2.75× | 8.76× | ||
| Q4 24 | 1.45× | 12.54× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LIF
Segment breakdown not available.
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
