vs
Side-by-side financial comparison of Lovesac Co (LOVE) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $150.2M, roughly 5.9× Lovesac Co). RH runs the higher net margin — 4.1% vs -7.0%, a 11.1% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 0.2%). RH produced more free cash flow last quarter ($83.0M vs $-10.2M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
LOVE vs RH — Head-to-Head
Income Statement — Q3 2026 vs Q4 2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $883.8M |
| Net Profit | $-10.6M | $36.3M |
| Gross Margin | 56.1% | 44.1% |
| Operating Margin | -10.5% | 12.0% |
| Net Margin | -7.0% | 4.1% |
| Revenue YoY | 0.2% | 8.9% |
| Net Profit YoY | -114.0% | 9.3% |
| EPS (diluted) | $-0.72 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $160.5M | $899.2M | ||
| Q2 25 | $138.4M | $814.0M | ||
| Q1 25 | $241.5M | $812.4M | ||
| Q4 24 | $149.9M | $811.7M | ||
| Q3 24 | $156.6M | $829.7M | ||
| Q2 24 | $132.6M | $727.0M | ||
| Q1 24 | $250.5M | $738.3M |
| Q4 25 | $-10.6M | $36.3M | ||
| Q3 25 | $-6.7M | $51.7M | ||
| Q2 25 | $-10.8M | $8.0M | ||
| Q1 25 | $35.3M | $13.9M | ||
| Q4 24 | $-4.9M | $33.2M | ||
| Q3 24 | $-5.9M | $29.0M | ||
| Q2 24 | $-13.0M | $-3.6M | ||
| Q1 24 | $31.0M | $11.4M |
| Q4 25 | 56.1% | 44.1% | ||
| Q3 25 | 56.4% | 45.5% | ||
| Q2 25 | 53.7% | 43.7% | ||
| Q1 25 | 60.4% | 44.7% | ||
| Q4 24 | 58.5% | 44.5% | ||
| Q3 24 | 59.0% | 45.2% | ||
| Q2 24 | 54.3% | 43.5% | ||
| Q1 24 | 59.7% | 43.5% |
| Q4 25 | -10.5% | 12.0% | ||
| Q3 25 | -5.5% | 14.3% | ||
| Q2 25 | -10.8% | 6.9% | ||
| Q1 25 | 19.7% | 8.7% | ||
| Q4 24 | -5.2% | 12.5% | ||
| Q3 24 | -5.3% | 11.6% | ||
| Q2 24 | -13.5% | 7.5% | ||
| Q1 24 | 16.1% | 8.7% |
| Q4 25 | -7.0% | 4.1% | ||
| Q3 25 | -4.1% | 5.8% | ||
| Q2 25 | -7.8% | 1.0% | ||
| Q1 25 | 14.6% | 1.7% | ||
| Q4 24 | -3.3% | 4.1% | ||
| Q3 24 | -3.7% | 3.5% | ||
| Q2 24 | -9.8% | -0.5% | ||
| Q1 24 | 12.4% | 1.5% |
| Q4 25 | $-0.72 | $1.83 | ||
| Q3 25 | $-0.45 | $2.62 | ||
| Q2 25 | $-0.73 | $0.40 | ||
| Q1 25 | $2.22 | $0.71 | ||
| Q4 24 | $-0.32 | $1.66 | ||
| Q3 24 | $-0.38 | $1.45 | ||
| Q2 24 | $-0.83 | $-0.20 | ||
| Q1 24 | $1.91 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $3.3M |
| Total Assets | $495.5M | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $43.1M | ||
| Q3 25 | $34.2M | $34.6M | ||
| Q2 25 | $26.9M | $46.1M | ||
| Q1 25 | $83.7M | $30.4M | ||
| Q4 24 | $61.7M | $87.0M | ||
| Q3 24 | $72.1M | $78.3M | ||
| Q2 24 | $72.4M | $101.8M | ||
| Q1 24 | $87.0M | $123.7M |
| Q4 25 | $189.3M | $3.3M | ||
| Q3 25 | $197.5M | $-40.9M | ||
| Q2 25 | $201.2M | $-110.8M | ||
| Q1 25 | $216.4M | $-163.6M | ||
| Q4 24 | $196.5M | $-183.0M | ||
| Q3 24 | $202.1M | $-234.7M | ||
| Q2 24 | $205.3M | $-289.9M | ||
| Q1 24 | $217.5M | $-297.4M |
| Q4 25 | $495.5M | $4.8B | ||
| Q3 25 | $493.7M | $4.7B | ||
| Q2 25 | $483.7M | $4.7B | ||
| Q1 25 | $532.3M | $4.6B | ||
| Q4 24 | $499.7M | $4.5B | ||
| Q3 24 | $481.1M | $4.4B | ||
| Q2 24 | $477.2M | $4.2B | ||
| Q1 24 | $482.2M | $4.1B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | $-10.2M | $83.0M |
| FCF MarginFCF / Revenue | -6.8% | 9.4% |
| Capex IntensityCapex / Revenue | 3.5% | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $131.9M | ||
| Q3 25 | $12.2M | $137.7M | ||
| Q2 25 | $-41.4M | $86.6M | ||
| Q1 25 | $44.0M | $-18.8M | ||
| Q4 24 | $-4.2M | $-31.4M | ||
| Q3 24 | $6.2M | $11.2M | ||
| Q2 24 | $-7.0M | $56.1M | ||
| Q1 24 | $56.3M | $-114.0M |
| Q4 25 | $-10.2M | $83.0M | ||
| Q3 25 | $7.8M | $80.7M | ||
| Q2 25 | $-50.0M | $34.1M | ||
| Q1 25 | $38.7M | $-69.7M | ||
| Q4 24 | $-6.6M | $-96.0M | ||
| Q3 24 | $119.0K | $-37.9M | ||
| Q2 24 | $-14.3M | $-10.1M | ||
| Q1 24 | $49.5M | $-251.5M |
| Q4 25 | -6.8% | 9.4% | ||
| Q3 25 | 4.9% | 9.0% | ||
| Q2 25 | -36.1% | 4.2% | ||
| Q1 25 | 16.0% | -8.6% | ||
| Q4 24 | -4.4% | -11.8% | ||
| Q3 24 | 0.1% | -4.6% | ||
| Q2 24 | -10.8% | -1.4% | ||
| Q1 24 | 19.8% | -34.1% |
| Q4 25 | 3.5% | 5.5% | ||
| Q3 25 | 2.7% | 6.3% | ||
| Q2 25 | 6.2% | 6.5% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 1.6% | 8.0% | ||
| Q3 24 | 3.9% | 5.9% | ||
| Q2 24 | 5.5% | 9.1% | ||
| Q1 24 | 2.7% | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | — | 10.78× | ||
| Q1 25 | 1.25× | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.82× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
