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Side-by-side financial comparison of Lovesac Co (LOVE) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $91.6M, roughly 1.6× SHENANDOAH TELECOMMUNICATIONS CO). SHENANDOAH TELECOMMUNICATIONS CO runs the higher net margin — -5.9% vs -7.0%, a 1.2% gap on every dollar of revenue. On growth, SHENANDOAH TELECOMMUNICATIONS CO posted the faster year-over-year revenue change (7.2% vs 0.2%). Lovesac Co produced more free cash flow last quarter ($-10.2M vs $-78.6M). Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% 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.
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
LOVE vs SHEN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $91.6M |
| Net Profit | $-10.6M | $-5.4M |
| Gross Margin | 56.1% | — |
| Operating Margin | -10.5% | -1.0% |
| Net Margin | -7.0% | -5.9% |
| Revenue YoY | 0.2% | 7.2% |
| Net Profit YoY | -114.0% | -95.8% |
| EPS (diluted) | $-0.72 | $-0.13 |
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 | $91.6M | ||
| Q3 25 | $160.5M | $89.8M | ||
| Q2 25 | $138.4M | $88.6M | ||
| Q1 25 | $241.5M | $87.9M | ||
| Q4 24 | $149.9M | $85.4M | ||
| Q3 24 | $156.6M | $87.6M | ||
| Q2 24 | $132.6M | $85.8M | ||
| Q1 24 | $250.5M | $69.2M |
| Q4 25 | $-10.6M | $-5.4M | ||
| Q3 25 | $-6.7M | $-9.4M | ||
| Q2 25 | $-10.8M | $-9.0M | ||
| Q1 25 | $35.3M | $-9.1M | ||
| Q4 24 | $-4.9M | $-2.7M | ||
| Q3 24 | $-5.9M | $-5.3M | ||
| Q2 24 | $-13.0M | $-12.9M | ||
| Q1 24 | $31.0M | $214.7M |
| 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% | -1.0% | ||
| Q3 25 | -5.5% | -8.0% | ||
| Q2 25 | -10.8% | -10.3% | ||
| Q1 25 | 19.7% | -6.9% | ||
| Q4 24 | -5.2% | -6.7% | ||
| Q3 24 | -5.3% | -4.8% | ||
| Q2 24 | -13.5% | -18.5% | ||
| Q1 24 | 16.1% | -4.0% |
| Q4 25 | -7.0% | -5.9% | ||
| Q3 25 | -4.1% | -10.5% | ||
| Q2 25 | -7.8% | -10.2% | ||
| Q1 25 | 14.6% | -10.4% | ||
| Q4 24 | -3.3% | -3.2% | ||
| Q3 24 | -3.7% | -6.0% | ||
| Q2 24 | -9.8% | -15.0% | ||
| Q1 24 | 12.4% | 310.0% |
| Q4 25 | $-0.72 | $-0.13 | ||
| Q3 25 | $-0.45 | $-0.20 | ||
| Q2 25 | $-0.73 | $-0.19 | ||
| Q1 25 | $2.22 | $-0.19 | ||
| Q4 24 | $-0.32 | $-0.34 | ||
| Q3 24 | $-0.38 | $-0.13 | ||
| Q2 24 | $-0.83 | $-0.24 | ||
| Q1 24 | $1.91 | $4.25 |
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 | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $189.3M | $880.8M |
| Total Assets | $495.5M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $27.3M | ||
| Q3 25 | $34.2M | $22.6M | ||
| Q2 25 | $26.9M | $29.1M | ||
| Q1 25 | $83.7M | $87.5M | ||
| Q4 24 | $61.7M | $46.3M | ||
| Q3 24 | $72.1M | $43.1M | ||
| Q2 24 | $72.4M | $43.8M | ||
| Q1 24 | $87.0M | $389.7M |
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M | ||
| Q1 24 | — | $298.7M |
| Q4 25 | $189.3M | $880.8M | ||
| Q3 25 | $197.5M | $892.7M | ||
| Q2 25 | $201.2M | $902.0M | ||
| Q1 25 | $216.4M | $910.5M | ||
| Q4 24 | $196.5M | $918.6M | ||
| Q3 24 | $202.1M | $925.4M | ||
| Q2 24 | $205.3M | $933.1M | ||
| Q1 24 | $217.5M | $871.6M |
| Q4 25 | $495.5M | $1.9B | ||
| Q3 25 | $493.7M | $1.9B | ||
| Q2 25 | $483.7M | $1.8B | ||
| Q1 25 | $532.3M | $1.8B | ||
| Q4 24 | $499.7M | $1.7B | ||
| Q3 24 | $481.1M | $1.7B | ||
| Q2 24 | $477.2M | $1.7B | ||
| Q1 24 | $482.2M | $1.4B |
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.34× |
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 | $28.8M |
| Free Cash FlowOCF − Capex | $-10.2M | $-78.6M |
| FCF MarginFCF / Revenue | -6.8% | -85.8% |
| Capex IntensityCapex / Revenue | 3.5% | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $28.8M | ||
| Q3 25 | $12.2M | $30.7M | ||
| Q2 25 | $-41.4M | $20.9M | ||
| Q1 25 | $44.0M | $20.5M | ||
| Q4 24 | $-4.2M | $20.6M | ||
| Q3 24 | $6.2M | $24.3M | ||
| Q2 24 | $-7.0M | $2.5M | ||
| Q1 24 | $56.3M | $15.2M |
| Q4 25 | $-10.2M | $-78.6M | ||
| Q3 25 | $7.8M | $-51.4M | ||
| Q2 25 | $-50.0M | $-65.3M | ||
| Q1 25 | $38.7M | $-62.7M | ||
| Q4 24 | $-6.6M | $-72.0M | ||
| Q3 24 | $119.0K | $-51.3M | ||
| Q2 24 | $-14.3M | $-78.3M | ||
| Q1 24 | $49.5M | $-54.9M |
| Q4 25 | -6.8% | -85.8% | ||
| Q3 25 | 4.9% | -57.2% | ||
| Q2 25 | -36.1% | -73.7% | ||
| Q1 25 | 16.0% | -71.3% | ||
| Q4 24 | -4.4% | -84.3% | ||
| Q3 24 | 0.1% | -58.5% | ||
| Q2 24 | -10.8% | -91.3% | ||
| Q1 24 | 19.8% | -79.3% |
| Q4 25 | 3.5% | 117.2% | ||
| Q3 25 | 2.7% | 91.4% | ||
| Q2 25 | 6.2% | 97.3% | ||
| Q1 25 | 2.2% | 94.7% | ||
| Q4 24 | 1.6% | 108.4% | ||
| Q3 24 | 3.9% | 86.2% | ||
| Q2 24 | 5.5% | 94.2% | ||
| Q1 24 | 2.7% | 101.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.82× | 0.07× |
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% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
