vs
Side-by-side financial comparison of Lovesac Co (LOVE) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $88.4M, roughly 1.7× OPAL Fuels Inc.). OPAL Fuels Inc. runs the higher net margin — 18.3% vs -7.0%, a 25.3% gap on every dollar of revenue. On growth, OPAL Fuels Inc. posted the faster year-over-year revenue change (18.7% vs 0.2%). Lovesac Co produced more free cash flow last quarter ($-10.2M vs $-13.4M). Over the past eight quarters, OPAL Fuels Inc.'s revenue compounded faster (17.6% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
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.
LOVE vs OPAL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $88.4M |
| Net Profit | $-10.6M | $16.2M |
| Gross Margin | 56.1% | — |
| Operating Margin | -10.5% | 7.5% |
| Net Margin | -7.0% | 18.3% |
| Revenue YoY | 0.2% | 18.7% |
| Net Profit YoY | -114.0% | 401.5% |
| EPS (diluted) | $-0.72 | $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 | $150.2M | $88.4M | ||
| Q3 25 | $160.5M | $77.9M | ||
| Q2 25 | $138.4M | $77.4M | ||
| Q1 25 | $241.5M | $83.0M | ||
| Q4 24 | $149.9M | $74.5M | ||
| Q3 24 | $156.6M | $82.6M | ||
| Q2 24 | $132.6M | $69.8M | ||
| Q1 24 | $250.5M | $64.0M |
| Q4 25 | $-10.6M | $16.2M | ||
| Q3 25 | $-6.7M | $11.4M | ||
| Q2 25 | $-10.8M | $7.6M | ||
| Q1 25 | $35.3M | $1.3M | ||
| Q4 24 | $-4.9M | $-5.4M | ||
| Q3 24 | $-5.9M | $17.1M | ||
| Q2 24 | $-13.0M | $1.9M | ||
| Q1 24 | $31.0M | $677.0K |
| Q4 25 | 56.1% | — | ||
| Q3 25 | 56.4% | — | ||
| Q2 25 | 53.7% | — | ||
| Q1 25 | 60.4% | — | ||
| Q4 24 | 58.5% | — | ||
| Q3 24 | 59.0% | — | ||
| Q2 24 | 54.3% | — | ||
| Q1 24 | 59.7% | — |
| Q4 25 | -10.5% | 7.5% | ||
| Q3 25 | -5.5% | 4.6% | ||
| Q2 25 | -10.8% | -1.1% | ||
| Q1 25 | 19.7% | -2.3% | ||
| Q4 24 | -5.2% | -0.5% | ||
| Q3 24 | -5.3% | 14.9% | ||
| Q2 24 | -13.5% | 8.1% | ||
| Q1 24 | 16.1% | 5.6% |
| Q4 25 | -7.0% | 18.3% | ||
| Q3 25 | -4.1% | 14.6% | ||
| Q2 25 | -7.8% | 9.8% | ||
| Q1 25 | 14.6% | 1.5% | ||
| Q4 24 | -3.3% | -7.2% | ||
| Q3 24 | -3.7% | 20.7% | ||
| Q2 24 | -9.8% | 2.7% | ||
| Q1 24 | 12.4% | 1.1% |
| Q4 25 | $-0.72 | $0.08 | ||
| Q3 25 | $-0.45 | $0.05 | ||
| Q2 25 | $-0.73 | $0.03 | ||
| Q1 25 | $2.22 | $-0.01 | ||
| Q4 24 | $-0.32 | $-0.05 | ||
| Q3 24 | $-0.38 | $0.09 | ||
| Q2 24 | $-0.83 | $-0.01 | ||
| Q1 24 | $1.91 | $-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 | $23.7M | $24.4M |
| Total DebtLower is stronger | — | $361.3M |
| Stockholders' EquityBook value | $189.3M | $-12.9M |
| Total Assets | $495.5M | $959.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $24.4M | ||
| Q3 25 | $34.2M | $29.9M | ||
| Q2 25 | $26.9M | $29.3M | ||
| Q1 25 | $83.7M | $40.1M | ||
| Q4 24 | $61.7M | $24.3M | ||
| Q3 24 | $72.1M | $31.0M | ||
| Q2 24 | $72.4M | $27.6M | ||
| Q1 24 | $87.0M | $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 | $189.3M | $-12.9M | ||
| Q3 25 | $197.5M | $7.5M | ||
| Q2 25 | $201.2M | $-25.0M | ||
| Q1 25 | $216.4M | $57.1M | ||
| Q4 24 | $196.5M | $-148.4M | ||
| Q3 24 | $202.1M | $-180.1M | ||
| Q2 24 | $205.3M | $-273.0M | ||
| Q1 24 | $217.5M | $-382.4M |
| Q4 25 | $495.5M | $959.5M | ||
| Q3 25 | $493.7M | $916.7M | ||
| Q2 25 | $483.7M | $905.5M | ||
| Q1 25 | $532.3M | $884.9M | ||
| Q4 24 | $499.7M | $881.1M | ||
| Q3 24 | $481.1M | $831.1M | ||
| Q2 24 | $477.2M | $782.3M | ||
| Q1 24 | $482.2M | $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 | $-4.9M | $-3.5M |
| Free Cash FlowOCF − Capex | $-10.2M | $-13.4M |
| FCF MarginFCF / Revenue | -6.8% | -15.1% |
| Capex IntensityCapex / Revenue | 3.5% | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $-3.5M | ||
| Q3 25 | $12.2M | $18.2M | ||
| Q2 25 | $-41.4M | $-7.9M | ||
| Q1 25 | $44.0M | $29.7M | ||
| Q4 24 | $-4.2M | $-532.0K | ||
| Q3 24 | $6.2M | $17.7M | ||
| Q2 24 | $-7.0M | $533.0K | ||
| Q1 24 | $56.3M | $13.7M |
| Q4 25 | $-10.2M | $-13.4M | ||
| Q3 25 | $7.8M | $-9.3M | ||
| Q2 25 | $-50.0M | $-29.7M | ||
| Q1 25 | $38.7M | $18.1M | ||
| Q4 24 | $-6.6M | $-55.0M | ||
| Q3 24 | $119.0K | $-5.4M | ||
| Q2 24 | $-14.3M | $-22.5M | ||
| Q1 24 | $49.5M | $-13.0M |
| Q4 25 | -6.8% | -15.1% | ||
| Q3 25 | 4.9% | -11.9% | ||
| Q2 25 | -36.1% | -38.4% | ||
| Q1 25 | 16.0% | 21.8% | ||
| Q4 24 | -4.4% | -73.8% | ||
| Q3 24 | 0.1% | -6.5% | ||
| Q2 24 | -10.8% | -32.2% | ||
| Q1 24 | 19.8% | -20.4% |
| Q4 25 | 3.5% | 11.1% | ||
| Q3 25 | 2.7% | 35.3% | ||
| Q2 25 | 6.2% | 28.2% | ||
| Q1 25 | 2.2% | 13.9% | ||
| Q4 24 | 1.6% | 73.1% | ||
| Q3 24 | 3.9% | 27.9% | ||
| Q2 24 | 5.5% | 32.9% | ||
| Q1 24 | 2.7% | 41.8% |
| Q4 25 | — | -0.22× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | -1.04× | ||
| Q1 25 | 1.25× | 23.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | 1.82× | 20.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
