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Side-by-side financial comparison of Lovesac Co (LOVE) and Shutterstock, Inc. (SSTK). Click either name above to swap in a different company.
Shutterstock, Inc. is the larger business by last-quarter revenue ($220.2M vs $150.2M, roughly 1.5× Lovesac Co). Lovesac Co runs the higher net margin — -7.0% vs -7.3%, a 0.2% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -12.0%). Shutterstock, Inc. produced more free cash flow last quarter ($25.9M vs $-10.2M). Over the past eight quarters, Shutterstock, Inc.'s revenue compounded faster (1.4% 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.
Shutterstock, Inc. is an American provider of stock photography, stock footage, stock music, and editing tools; it is headquartered in New York. Founded in 2002 by programmer and photographer Jon Oringer, Shutterstock maintains a library of around 200 million royalty-free stock photos, vector graphics, and illustrations, with around 10 million video clips and music tracks available for licensing. Originally a subscription site only, Shutterstock expanded beyond subscriptions into à la carte p...
LOVE vs SSTK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $220.2M |
| Net Profit | $-10.6M | $-16.0M |
| Gross Margin | 56.1% | 55.8% |
| Operating Margin | -10.5% | -1.1% |
| Net Margin | -7.0% | -7.3% |
| Revenue YoY | 0.2% | -12.0% |
| Net Profit YoY | -114.0% | -1021.0% |
| EPS (diluted) | $-0.72 | $-0.47 |
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 | $220.2M | ||
| Q3 25 | $160.5M | $260.1M | ||
| Q2 25 | $138.4M | $267.0M | ||
| Q1 25 | $241.5M | $242.6M | ||
| Q4 24 | $149.9M | $250.3M | ||
| Q3 24 | $156.6M | $250.6M | ||
| Q2 24 | $132.6M | $220.1M | ||
| Q1 24 | $250.5M | $214.3M |
| Q4 25 | $-10.6M | $-16.0M | ||
| Q3 25 | $-6.7M | $13.4M | ||
| Q2 25 | $-10.8M | $29.4M | ||
| Q1 25 | $35.3M | $18.7M | ||
| Q4 24 | $-4.9M | $-1.4M | ||
| Q3 24 | $-5.9M | $17.6M | ||
| Q2 24 | $-13.0M | $3.6M | ||
| Q1 24 | $31.0M | $16.1M |
| Q4 25 | 56.1% | 55.8% | ||
| Q3 25 | 56.4% | 60.6% | ||
| Q2 25 | 53.7% | 60.3% | ||
| Q1 25 | 60.4% | 58.4% | ||
| Q4 24 | 58.5% | 55.1% | ||
| Q3 24 | 59.0% | 58.3% | ||
| Q2 24 | 54.3% | 58.5% | ||
| Q1 24 | 59.7% | 58.8% |
| Q4 25 | -10.5% | -1.1% | ||
| Q3 25 | -5.5% | 12.5% | ||
| Q2 25 | -10.8% | 13.0% | ||
| Q1 25 | 19.7% | 4.2% | ||
| Q4 24 | -5.2% | 5.3% | ||
| Q3 24 | -5.3% | 7.2% | ||
| Q2 24 | -13.5% | 9.4% | ||
| Q1 24 | 16.1% | 7.8% |
| Q4 25 | -7.0% | -7.3% | ||
| Q3 25 | -4.1% | 5.1% | ||
| Q2 25 | -7.8% | 11.0% | ||
| Q1 25 | 14.6% | 7.7% | ||
| Q4 24 | -3.3% | -0.6% | ||
| Q3 24 | -3.7% | 7.0% | ||
| Q2 24 | -9.8% | 1.6% | ||
| Q1 24 | 12.4% | 7.5% |
| Q4 25 | $-0.72 | $-0.47 | ||
| Q3 25 | $-0.45 | $0.37 | ||
| Q2 25 | $-0.73 | $0.82 | ||
| Q1 25 | $2.22 | $0.53 | ||
| Q4 24 | $-0.32 | $-0.04 | ||
| Q3 24 | $-0.38 | $0.50 | ||
| Q2 24 | $-0.83 | $0.10 | ||
| Q1 24 | $1.91 | $0.45 |
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 | $178.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $581.0M |
| Total Assets | $495.5M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $178.2M | ||
| Q3 25 | $34.2M | $165.5M | ||
| Q2 25 | $26.9M | $116.4M | ||
| Q1 25 | $83.7M | $112.2M | ||
| Q4 24 | $61.7M | $111.3M | ||
| Q3 24 | $72.1M | $131.4M | ||
| Q2 24 | $72.4M | $74.9M | ||
| Q1 24 | $87.0M | $71.8M |
| Q4 25 | $189.3M | $581.0M | ||
| Q3 25 | $197.5M | $594.4M | ||
| Q2 25 | $201.2M | $586.2M | ||
| Q1 25 | $216.4M | $547.2M | ||
| Q4 24 | $196.5M | $518.4M | ||
| Q3 24 | $202.1M | $522.9M | ||
| Q2 24 | $205.3M | $520.4M | ||
| Q1 24 | $217.5M | $541.3M |
| Q4 25 | $495.5M | $1.4B | ||
| Q3 25 | $493.7M | $1.4B | ||
| Q2 25 | $483.7M | $1.4B | ||
| Q1 25 | $532.3M | $1.3B | ||
| Q4 24 | $499.7M | $1.3B | ||
| Q3 24 | $481.1M | $1.3B | ||
| Q2 24 | $477.2M | $1.0B | ||
| Q1 24 | $482.2M | $1.0B |
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 | $36.2M |
| Free Cash FlowOCF − Capex | $-10.2M | $25.9M |
| FCF MarginFCF / Revenue | -6.8% | 11.8% |
| Capex IntensityCapex / Revenue | 3.5% | 4.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $123.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $36.2M | ||
| Q3 25 | $12.2M | $78.4M | ||
| Q2 25 | $-41.4M | $26.8M | ||
| Q1 25 | $44.0M | $25.2M | ||
| Q4 24 | $-4.2M | $8.0M | ||
| Q3 24 | $6.2M | $-11.6M | ||
| Q2 24 | $-7.0M | $28.0M | ||
| Q1 24 | $56.3M | $8.3M |
| Q4 25 | $-10.2M | $25.9M | ||
| Q3 25 | $7.8M | $68.0M | ||
| Q2 25 | $-50.0M | $15.5M | ||
| Q1 25 | $38.7M | $14.4M | ||
| Q4 24 | $-6.6M | $-952.0K | ||
| Q3 24 | $119.0K | $-26.3M | ||
| Q2 24 | $-14.3M | $18.9M | ||
| Q1 24 | $49.5M | $-6.2M |
| Q4 25 | -6.8% | 11.8% | ||
| Q3 25 | 4.9% | 26.1% | ||
| Q2 25 | -36.1% | 5.8% | ||
| Q1 25 | 16.0% | 6.0% | ||
| Q4 24 | -4.4% | -0.4% | ||
| Q3 24 | 0.1% | -10.5% | ||
| Q2 24 | -10.8% | 8.6% | ||
| Q1 24 | 19.8% | -2.9% |
| Q4 25 | 3.5% | 4.7% | ||
| Q3 25 | 2.7% | 4.0% | ||
| Q2 25 | 6.2% | 4.2% | ||
| Q1 25 | 2.2% | 4.5% | ||
| Q4 24 | 1.6% | 3.6% | ||
| Q3 24 | 3.9% | 5.9% | ||
| Q2 24 | 5.5% | 4.1% | ||
| Q1 24 | 2.7% | 6.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.86× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | 1.25× | 1.35× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | — | 7.71× | ||
| Q1 24 | 1.82× | 0.51× |
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% |
SSTK
Segment breakdown not available.
