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Side-by-side financial comparison of Lovesac Co (LOVE) and QUALYS, INC. (QLYS). Click either name above to swap in a different company.
QUALYS, INC. is the larger business by last-quarter revenue ($175.3M vs $150.2M, roughly 1.2× Lovesac Co). QUALYS, INC. runs the higher net margin — 30.3% vs -7.0%, a 37.3% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs 0.2%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $-10.2M). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% 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.
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
LOVE vs QLYS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $175.3M |
| Net Profit | $-10.6M | $53.1M |
| Gross Margin | 56.1% | 83.4% |
| Operating Margin | -10.5% | 33.6% |
| Net Margin | -7.0% | 30.3% |
| Revenue YoY | 0.2% | 10.1% |
| Net Profit YoY | -114.0% | 20.9% |
| EPS (diluted) | $-0.72 | $1.47 |
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.
| Q4 25 | $150.2M | $175.3M | ||
| Q3 25 | $160.5M | $169.9M | ||
| Q2 25 | $138.4M | $164.1M | ||
| Q1 25 | $241.5M | $159.9M | ||
| Q4 24 | $149.9M | $159.2M | ||
| Q3 24 | $156.6M | $153.9M | ||
| Q2 24 | $132.6M | $148.7M | ||
| Q1 24 | $250.5M | $145.8M |
| Q4 25 | $-10.6M | $53.1M | ||
| Q3 25 | $-6.7M | $50.3M | ||
| Q2 25 | $-10.8M | $47.3M | ||
| Q1 25 | $35.3M | $47.5M | ||
| Q4 24 | $-4.9M | $44.0M | ||
| Q3 24 | $-5.9M | $46.2M | ||
| Q2 24 | $-13.0M | $43.8M | ||
| Q1 24 | $31.0M | $39.7M |
| Q4 25 | 56.1% | 83.4% | ||
| Q3 25 | 56.4% | 83.6% | ||
| Q2 25 | 53.7% | 82.4% | ||
| Q1 25 | 60.4% | 81.9% | ||
| Q4 24 | 58.5% | 81.8% | ||
| Q3 24 | 59.0% | 81.3% | ||
| Q2 24 | 54.3% | 82.2% | ||
| Q1 24 | 59.7% | 81.3% |
| Q4 25 | -10.5% | 33.6% | ||
| Q3 25 | -5.5% | 35.3% | ||
| Q2 25 | -10.8% | 31.3% | ||
| Q1 25 | 19.7% | 32.4% | ||
| Q4 24 | -5.2% | 31.0% | ||
| Q3 24 | -5.3% | 29.2% | ||
| Q2 24 | -13.5% | 32.3% | ||
| Q1 24 | 16.1% | 30.7% |
| Q4 25 | -7.0% | 30.3% | ||
| Q3 25 | -4.1% | 29.6% | ||
| Q2 25 | -7.8% | 28.8% | ||
| Q1 25 | 14.6% | 29.7% | ||
| Q4 24 | -3.3% | 27.6% | ||
| Q3 24 | -3.7% | 30.0% | ||
| Q2 24 | -9.8% | 29.4% | ||
| Q1 24 | 12.4% | 27.2% |
| Q4 25 | $-0.72 | $1.47 | ||
| Q3 25 | $-0.45 | $1.39 | ||
| Q2 25 | $-0.73 | $1.29 | ||
| Q1 25 | $2.22 | $1.29 | ||
| Q4 24 | $-0.32 | $1.19 | ||
| Q3 24 | $-0.38 | $1.24 | ||
| Q2 24 | $-0.83 | $1.17 | ||
| Q1 24 | $1.91 | $1.05 |
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 | $250.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $561.2M |
| Total Assets | $495.5M | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $250.3M | ||
| Q3 25 | $34.2M | $225.3M | ||
| Q2 25 | $26.9M | $194.0M | ||
| Q1 25 | $83.7M | $290.7M | ||
| Q4 24 | $61.7M | $232.2M | ||
| Q3 24 | $72.1M | $235.4M | ||
| Q2 24 | $72.4M | $281.2M | ||
| Q1 24 | $87.0M | $273.8M |
| Q4 25 | $189.3M | $561.2M | ||
| Q3 25 | $197.5M | $529.4M | ||
| Q2 25 | $201.2M | $508.2M | ||
| Q1 25 | $216.4M | $498.0M | ||
| Q4 24 | $196.5M | $477.1M | ||
| Q3 24 | $202.1M | $449.6M | ||
| Q2 24 | $205.3M | $427.8M | ||
| Q1 24 | $217.5M | $404.2M |
| Q4 25 | $495.5M | $1.1B | ||
| Q3 25 | $493.7M | $1.0B | ||
| Q2 25 | $483.7M | $999.5M | ||
| Q1 25 | $532.3M | $996.5M | ||
| Q4 24 | $499.7M | $973.5M | ||
| Q3 24 | $481.1M | $908.3M | ||
| Q2 24 | $477.2M | $876.6M | ||
| Q1 24 | $482.2M | $861.8M |
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 | $75.7M |
| Free Cash FlowOCF − Capex | $-10.2M | $74.9M |
| FCF MarginFCF / Revenue | -6.8% | 42.8% |
| Capex IntensityCapex / Revenue | 3.5% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $304.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $75.7M | ||
| Q3 25 | $12.2M | $90.4M | ||
| Q2 25 | $-41.4M | $33.8M | ||
| Q1 25 | $44.0M | $109.6M | ||
| Q4 24 | $-4.2M | $47.7M | ||
| Q3 24 | $6.2M | $61.0M | ||
| Q2 24 | $-7.0M | $49.8M | ||
| Q1 24 | $56.3M | $85.5M |
| Q4 25 | $-10.2M | $74.9M | ||
| Q3 25 | $7.8M | $89.5M | ||
| Q2 25 | $-50.0M | $32.4M | ||
| Q1 25 | $38.7M | $107.5M | ||
| Q4 24 | $-6.6M | $41.9M | ||
| Q3 24 | $119.0K | $57.6M | ||
| Q2 24 | $-14.3M | $48.8M | ||
| Q1 24 | $49.5M | $83.5M |
| Q4 25 | -6.8% | 42.8% | ||
| Q3 25 | 4.9% | 52.7% | ||
| Q2 25 | -36.1% | 19.8% | ||
| Q1 25 | 16.0% | 67.3% | ||
| Q4 24 | -4.4% | 26.3% | ||
| Q3 24 | 0.1% | 37.4% | ||
| Q2 24 | -10.8% | 32.8% | ||
| Q1 24 | 19.8% | 57.2% |
| Q4 25 | 3.5% | 0.4% | ||
| Q3 25 | 2.7% | 0.5% | ||
| Q2 25 | 6.2% | 0.8% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 1.6% | 3.7% | ||
| Q3 24 | 3.9% | 2.2% | ||
| Q2 24 | 5.5% | 0.7% | ||
| Q1 24 | 2.7% | 1.4% |
| Q4 25 | — | 1.42× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | 1.25× | 2.31× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | 1.82× | 2.15× |
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% |
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
