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Side-by-side financial comparison of El Pollo Loco Holdings, Inc. (LOCO) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
National Storage Affiliates Trust is the larger business by last-quarter revenue ($187.0M vs $123.5M, roughly 1.5× El Pollo Loco Holdings, Inc.). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 5.3%, a 6.9% gap on every dollar of revenue. On growth, El Pollo Loco Holdings, Inc. posted the faster year-over-year revenue change (8.1% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $5.1M). Over the past eight quarters, El Pollo Loco Holdings, Inc.'s revenue compounded faster (3.1% CAGR vs -2.4%).
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
LOCO vs NSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $123.5M | $187.0M |
| Net Profit | $6.5M | $22.9M |
| Gross Margin | — | 72.5% |
| Operating Margin | 8.3% | 20.2% |
| Net Margin | 5.3% | 12.2% |
| Revenue YoY | 8.1% | -1.6% |
| Net Profit YoY | 9.9% | 36.8% |
| EPS (diluted) | $0.22 | $0.23 |
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 | $123.5M | $187.0M | ||
| Q3 25 | $121.5M | $188.7M | ||
| Q2 25 | $125.8M | $188.8M | ||
| Q1 25 | $119.2M | $188.4M | ||
| Q4 24 | $114.3M | $190.1M | ||
| Q3 24 | $120.4M | $193.6M | ||
| Q2 24 | $122.2M | $190.4M | ||
| Q1 24 | $116.2M | $196.1M |
| Q4 25 | $6.5M | $22.9M | ||
| Q3 25 | $7.4M | $18.4M | ||
| Q2 25 | $7.1M | $19.5M | ||
| Q1 25 | $5.5M | $13.0M | ||
| Q4 24 | $6.0M | $16.7M | ||
| Q3 24 | $6.2M | $18.7M | ||
| Q2 24 | $7.6M | $17.1M | ||
| Q1 24 | $5.9M | $59.0M |
| Q4 25 | — | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | — | 70.5% | ||
| Q1 25 | — | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 72.8% | ||
| Q2 24 | — | 72.6% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | 8.3% | 20.2% | ||
| Q3 25 | 9.4% | 15.8% | ||
| Q2 25 | 9.0% | 16.5% | ||
| Q1 25 | 7.5% | 11.0% | ||
| Q4 24 | 7.9% | 14.5% | ||
| Q3 24 | 8.4% | 15.8% | ||
| Q2 24 | 10.1% | 17.2% | ||
| Q1 24 | 8.3% | 48.9% |
| Q4 25 | 5.3% | 12.2% | ||
| Q3 25 | 6.1% | 9.8% | ||
| Q2 25 | 5.6% | 10.3% | ||
| Q1 25 | 4.6% | 6.9% | ||
| Q4 24 | 5.2% | 8.8% | ||
| Q3 24 | 5.1% | 9.7% | ||
| Q2 24 | 6.2% | 9.0% | ||
| Q1 24 | 5.1% | 30.1% |
| Q4 25 | $0.22 | $0.23 | ||
| Q3 25 | $0.25 | $0.17 | ||
| Q2 25 | $0.24 | $0.19 | ||
| Q1 25 | $0.19 | $0.10 | ||
| Q4 24 | $0.21 | $0.19 | ||
| Q3 24 | $0.21 | $0.18 | ||
| Q2 24 | $0.25 | $0.16 | ||
| Q1 24 | $0.19 | $0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $6.2M | $23.3M |
| Total DebtLower is stronger | $51.0M | — |
| Stockholders' EquityBook value | $291.1M | $946.0M |
| Total Assets | $606.6M | $5.1B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $6.2M | $23.3M | ||
| Q3 25 | $10.9M | $26.3M | ||
| Q2 25 | $9.0M | $26.1M | ||
| Q1 25 | $4.3M | $19.3M | ||
| Q4 24 | $2.5M | $50.4M | ||
| Q3 24 | $7.9M | $69.9M | ||
| Q2 24 | $10.5M | $59.0M | ||
| Q1 24 | $9.1M | $64.2M |
| Q4 25 | $51.0M | — | ||
| Q3 25 | $61.0M | — | ||
| Q2 25 | $69.0M | — | ||
| Q1 25 | $73.0M | — | ||
| Q4 24 | $71.0M | — | ||
| Q3 24 | $76.0M | — | ||
| Q2 24 | $87.0M | — | ||
| Q1 24 | $80.0M | — |
| Q4 25 | $291.1M | $946.0M | ||
| Q3 25 | $282.9M | $973.1M | ||
| Q2 25 | $274.2M | $1.0B | ||
| Q1 25 | $265.7M | $1.0B | ||
| Q4 24 | $260.7M | $1.1B | ||
| Q3 24 | $255.2M | $986.9M | ||
| Q2 24 | $248.6M | $1.2B | ||
| Q1 24 | $256.3M | $1.3B |
| Q4 25 | $606.6M | $5.1B | ||
| Q3 25 | $602.7M | $5.1B | ||
| Q2 25 | $596.8M | $5.2B | ||
| Q1 25 | $590.5M | $5.3B | ||
| Q4 24 | $592.0M | $5.4B | ||
| Q3 24 | $590.0M | $5.4B | ||
| Q2 24 | $593.8M | $5.3B | ||
| Q1 24 | $598.0M | $5.4B |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.31× | — |
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 | $13.9M | $338.5M |
| Free Cash FlowOCF − Capex | $5.1M | $299.8M |
| FCF MarginFCF / Revenue | 4.1% | 160.3% |
| Capex IntensityCapex / Revenue | 7.1% | 20.7% |
| Cash ConversionOCF / Net Profit | 2.13× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.9M | $338.5M | ||
| Q3 25 | $15.3M | $100.2M | ||
| Q2 25 | $14.1M | $79.9M | ||
| Q1 25 | $4.7M | $85.6M | ||
| Q4 24 | $5.6M | $363.1M | ||
| Q3 24 | $13.0M | $105.7M | ||
| Q2 24 | $17.0M | $83.2M | ||
| Q1 24 | $11.2M | $94.0M |
| Q4 25 | $5.1M | $299.8M | ||
| Q3 25 | $9.9M | $88.0M | ||
| Q2 25 | $9.1M | $73.8M | ||
| Q1 25 | $1.3M | $79.9M | ||
| Q4 24 | $1.1M | $344.4M | ||
| Q3 24 | $9.1M | $101.8M | ||
| Q2 24 | $10.4M | $79.5M | ||
| Q1 24 | $7.0M | $88.6M |
| Q4 25 | 4.1% | 160.3% | ||
| Q3 25 | 8.2% | 46.6% | ||
| Q2 25 | 7.2% | 39.1% | ||
| Q1 25 | 1.1% | 42.4% | ||
| Q4 24 | 1.0% | 181.2% | ||
| Q3 24 | 7.6% | 52.6% | ||
| Q2 24 | 8.5% | 41.7% | ||
| Q1 24 | 6.0% | 45.2% |
| Q4 25 | 7.1% | 20.7% | ||
| Q3 25 | 4.4% | 6.5% | ||
| Q2 25 | 4.0% | 3.2% | ||
| Q1 25 | 2.8% | 3.0% | ||
| Q4 24 | 3.9% | 9.8% | ||
| Q3 24 | 3.2% | 2.0% | ||
| Q2 24 | 5.3% | 1.9% | ||
| Q1 24 | 3.6% | 2.7% |
| Q4 25 | 2.13× | 14.79× | ||
| Q3 25 | 2.08× | 5.44× | ||
| Q2 25 | 1.99× | 4.10× | ||
| Q1 25 | 0.86× | 6.59× | ||
| Q4 24 | 0.95× | 21.70× | ||
| Q3 24 | 2.11× | 5.65× | ||
| Q2 24 | 2.22× | 4.88× | ||
| Q1 24 | 1.89× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
NSA
Segment breakdown not available.