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Side-by-side financial comparison of Lovesac Co (LOVE) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $121.1M, roughly 1.2× Porch Group, Inc.). Porch Group, Inc. runs the higher net margin — -3.9% vs -7.0%, a 3.1% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 0.2%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
LOVE vs PRCH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $121.1M |
| Net Profit | $-10.6M | $-4.7M |
| Gross Margin | 56.1% | 52.7% |
| Operating Margin | -10.5% | 34.7% |
| Net Margin | -7.0% | -3.9% |
| Revenue YoY | 0.2% | 100.0% |
| Net Profit YoY | -114.0% | 2.0% |
| EPS (diluted) | $-0.72 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $150.2M | $112.3M | ||
| Q3 25 | $160.5M | $115.1M | ||
| Q2 25 | $138.4M | $107.0M | ||
| Q1 25 | $241.5M | $84.5M | ||
| Q4 24 | $149.9M | $75.3M | ||
| Q3 24 | $156.6M | $77.7M | ||
| Q2 24 | $132.6M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-10.6M | $-3.5M | ||
| Q3 25 | $-6.7M | $-10.9M | ||
| Q2 25 | $-10.8M | $2.6M | ||
| Q1 25 | $35.3M | $8.4M | ||
| Q4 24 | $-4.9M | $30.5M | ||
| Q3 24 | $-5.9M | $14.4M | ||
| Q2 24 | $-13.0M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 56.1% | 99.5% | ||
| Q3 25 | 56.4% | 75.6% | ||
| Q2 25 | 53.7% | 70.9% | ||
| Q1 25 | 60.4% | 77.4% | ||
| Q4 24 | 58.5% | — | ||
| Q3 24 | 59.0% | 79.4% | ||
| Q2 24 | 54.3% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | -10.5% | 14.7% | ||
| Q3 25 | -5.5% | 14.2% | ||
| Q2 25 | -10.8% | 4.7% | ||
| Q1 25 | 19.7% | -1.5% | ||
| Q4 24 | -5.2% | 33.3% | ||
| Q3 24 | -5.3% | -3.2% | ||
| Q2 24 | -13.5% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | -7.0% | -3.1% | ||
| Q3 25 | -4.1% | -9.4% | ||
| Q2 25 | -7.8% | 2.4% | ||
| Q1 25 | 14.6% | 9.9% | ||
| Q4 24 | -3.3% | 40.5% | ||
| Q3 24 | -3.7% | 18.5% | ||
| Q2 24 | -9.8% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-0.72 | $0.00 | ||
| Q3 25 | $-0.45 | $-0.10 | ||
| Q2 25 | $-0.73 | $0.00 | ||
| Q1 25 | $2.22 | $0.07 | ||
| Q4 24 | $-0.32 | $0.34 | ||
| Q3 24 | $-0.38 | $0.12 | ||
| Q2 24 | $-0.83 | $-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 | $23.7M | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $189.3M | $26.3M |
| Total Assets | $495.5M | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $23.7M | $57.3M | ||
| Q3 25 | $34.2M | $85.0M | ||
| Q2 25 | $26.9M | $79.8M | ||
| Q1 25 | $83.7M | $70.4M | ||
| Q4 24 | $61.7M | $191.7M | ||
| Q3 24 | $72.1M | $238.6M | ||
| Q2 24 | $72.4M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $189.3M | $-24.6M | ||
| Q3 25 | $197.5M | $-27.9M | ||
| Q2 25 | $201.2M | $-29.3M | ||
| Q1 25 | $216.4M | $-52.4M | ||
| Q4 24 | $196.5M | $-43.2M | ||
| Q3 24 | $202.1M | $-77.0M | ||
| Q2 24 | $205.3M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $495.5M | $797.4M | ||
| Q3 25 | $493.7M | $787.7M | ||
| Q2 25 | $483.7M | $770.7M | ||
| Q1 25 | $532.3M | $802.3M | ||
| Q4 24 | $499.7M | $814.0M | ||
| Q3 24 | $481.1M | $867.3M | ||
| Q2 24 | $477.2M | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $-10.2M | — |
| FCF MarginFCF / Revenue | -6.8% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-4.9M | $1.2M | ||
| Q3 25 | $12.2M | $40.8M | ||
| Q2 25 | $-41.4M | $35.6M | ||
| Q1 25 | $44.0M | $-11.2M | ||
| Q4 24 | $-4.2M | $-26.6M | ||
| Q3 24 | $6.2M | $12.4M | ||
| Q2 24 | $-7.0M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.2M | $1.1M | ||
| Q3 25 | $7.8M | $40.7M | ||
| Q2 25 | $-50.0M | $35.4M | ||
| Q1 25 | $38.7M | $-11.2M | ||
| Q4 24 | $-6.6M | $-26.8M | ||
| Q3 24 | $119.0K | $12.2M | ||
| Q2 24 | $-14.3M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 1.0% | ||
| Q3 25 | 4.9% | 35.4% | ||
| Q2 25 | -36.1% | 33.0% | ||
| Q1 25 | 16.0% | -13.3% | ||
| Q4 24 | -4.4% | -35.6% | ||
| Q3 24 | 0.1% | 15.7% | ||
| Q2 24 | -10.8% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 0.1% | ||
| Q3 25 | 2.7% | 0.1% | ||
| Q2 25 | 6.2% | 0.2% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 3.9% | 0.3% | ||
| Q2 24 | 5.5% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | 1.25× | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
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% |
PRCH
Segment breakdown not available.
