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Side-by-side financial comparison of Lovesac Co (LOVE) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $150.2M, roughly 1.3× Lovesac Co). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 0.2%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $-10.2M). Over the past eight quarters, SIMMONS FIRST NATIONAL CORP's revenue compounded faster (0.6% 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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
LOVE vs SFNC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $197.3M |
| Net Profit | $-10.6M | — |
| Gross Margin | 56.1% | — |
| Operating Margin | -10.5% | — |
| Net Margin | -7.0% | — |
| Revenue YoY | 0.2% | 19.6% |
| Net Profit YoY | -114.0% | — |
| EPS (diluted) | $-0.72 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $160.5M | $186.7M | ||
| Q2 25 | $138.4M | $214.2M | ||
| Q1 25 | $241.5M | $209.6M | ||
| Q4 24 | $149.9M | $208.5M | ||
| Q3 24 | $156.6M | $174.8M | ||
| Q2 24 | $132.6M | $197.2M | ||
| Q1 24 | $250.5M | $195.1M |
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $-562.8M | ||
| Q2 25 | $-10.8M | $54.8M | ||
| Q1 25 | $35.3M | $32.4M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-5.9M | $24.7M | ||
| Q2 24 | $-13.0M | $40.8M | ||
| Q1 24 | $31.0M | $38.9M |
| 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% | — | ||
| Q3 25 | -5.5% | — | ||
| Q2 25 | -10.8% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | -5.2% | — | ||
| Q3 24 | -5.3% | — | ||
| Q2 24 | -13.5% | — | ||
| Q1 24 | 16.1% | — |
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | -301.5% | ||
| Q2 25 | -7.8% | 25.6% | ||
| Q1 25 | 14.6% | 15.5% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -3.7% | 14.1% | ||
| Q2 24 | -9.8% | 20.7% | ||
| Q1 24 | 12.4% | 19.9% |
| Q4 25 | $-0.72 | $0.36 | ||
| Q3 25 | $-0.45 | $-4.00 | ||
| Q2 25 | $-0.73 | $0.43 | ||
| Q1 25 | $2.22 | $0.26 | ||
| Q4 24 | $-0.32 | $0.38 | ||
| Q3 24 | $-0.38 | $0.20 | ||
| Q2 24 | $-0.83 | $0.32 | ||
| Q1 24 | $1.91 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $189.3M | $3.4B |
| Total Assets | $495.5M | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $26.9M | — | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $61.7M | — | ||
| Q3 24 | $72.1M | — | ||
| Q2 24 | $72.4M | — | ||
| Q1 24 | $87.0M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $189.3M | $3.4B | ||
| Q3 25 | $197.5M | $3.4B | ||
| Q2 25 | $201.2M | $3.5B | ||
| Q1 25 | $216.4M | $3.5B | ||
| Q4 24 | $196.5M | $3.5B | ||
| Q3 24 | $202.1M | $3.5B | ||
| Q2 24 | $205.3M | $3.5B | ||
| Q1 24 | $217.5M | $3.4B |
| Q4 25 | $495.5M | $24.5B | ||
| Q3 25 | $493.7M | $24.2B | ||
| Q2 25 | $483.7M | $26.7B | ||
| Q1 25 | $532.3M | $26.8B | ||
| Q4 24 | $499.7M | $26.9B | ||
| Q3 24 | $481.1M | $27.3B | ||
| Q2 24 | $477.2M | $27.4B | ||
| Q1 24 | $482.2M | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $-10.2M | $411.4M |
| FCF MarginFCF / Revenue | -6.8% | 208.5% |
| Capex IntensityCapex / Revenue | 3.5% | 19.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $449.5M | ||
| Q3 25 | $12.2M | $223.4M | ||
| Q2 25 | $-41.4M | $77.6M | ||
| Q1 25 | $44.0M | $32.8M | ||
| Q4 24 | $-4.2M | $425.9M | ||
| Q3 24 | $6.2M | $199.4M | ||
| Q2 24 | $-7.0M | $86.1M | ||
| Q1 24 | $56.3M | $57.6M |
| Q4 25 | $-10.2M | $411.4M | ||
| Q3 25 | $7.8M | $216.7M | ||
| Q2 25 | $-50.0M | $66.3M | ||
| Q1 25 | $38.7M | $22.6M | ||
| Q4 24 | $-6.6M | $380.4M | ||
| Q3 24 | $119.0K | $187.7M | ||
| Q2 24 | $-14.3M | $72.7M | ||
| Q1 24 | $49.5M | $47.7M |
| Q4 25 | -6.8% | 208.5% | ||
| Q3 25 | 4.9% | 116.1% | ||
| Q2 25 | -36.1% | 31.0% | ||
| Q1 25 | 16.0% | 10.8% | ||
| Q4 24 | -4.4% | 182.5% | ||
| Q3 24 | 0.1% | 107.4% | ||
| Q2 24 | -10.8% | 36.9% | ||
| Q1 24 | 19.8% | 24.5% |
| Q4 25 | 3.5% | 19.3% | ||
| Q3 25 | 2.7% | 3.6% | ||
| Q2 25 | 6.2% | 5.3% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 1.6% | 21.8% | ||
| Q3 24 | 3.9% | 6.7% | ||
| Q2 24 | 5.5% | 6.8% | ||
| Q1 24 | 2.7% | 5.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | 1.25× | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | 1.82× | 1.48× |
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% |
SFNC
Segment breakdown not available.
