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Side-by-side financial comparison of Lovesac Co (LOVE) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.

VIRTUS INVESTMENT PARTNERS, INC. is the larger business by last-quarter revenue ($208.0M vs $150.2M, roughly 1.4× Lovesac Co). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 16.3% vs -7.0%, a 23.3% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -10.9%). Lovesac Co produced more free cash flow last quarter ($-10.2M vs $-74.1M). Over the past eight quarters, VIRTUS INVESTMENT PARTNERS, INC.'s revenue compounded faster (-3.2% 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.

Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.

LOVE vs VRTS — Head-to-Head

Bigger by revenue
VRTS
VRTS
1.4× larger
VRTS
$208.0M
$150.2M
LOVE
Growing faster (revenue YoY)
LOVE
LOVE
+11.1% gap
LOVE
0.2%
-10.9%
VRTS
Higher net margin
VRTS
VRTS
23.3% more per $
VRTS
16.3%
-7.0%
LOVE
More free cash flow
LOVE
LOVE
$63.9M more FCF
LOVE
$-10.2M
$-74.1M
VRTS
Faster 2-yr revenue CAGR
VRTS
VRTS
Annualised
VRTS
-3.2%
-22.6%
LOVE

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
LOVE
LOVE
VRTS
VRTS
Revenue
$150.2M
$208.0M
Net Profit
$-10.6M
$33.9M
Gross Margin
56.1%
Operating Margin
-10.5%
19.1%
Net Margin
-7.0%
16.3%
Revenue YoY
0.2%
-10.9%
Net Profit YoY
-114.0%
-14.2%
EPS (diluted)
$-0.72
$5.15

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.

Revenue
LOVE
LOVE
VRTS
VRTS
Q4 25
$150.2M
$208.0M
Q3 25
$160.5M
$216.4M
Q2 25
$138.4M
$210.5M
Q1 25
$241.5M
$217.9M
Q4 24
$149.9M
$233.5M
Q3 24
$156.6M
$227.0M
Q2 24
$132.6M
$224.4M
Q1 24
$250.5M
$222.0M
Net Profit
LOVE
LOVE
VRTS
VRTS
Q4 25
$-10.6M
$33.9M
Q3 25
$-6.7M
$31.3M
Q2 25
$-10.8M
$42.7M
Q1 25
$35.3M
$28.1M
Q4 24
$-4.9M
$39.5M
Q3 24
$-5.9M
$49.1M
Q2 24
$-13.0M
$26.0M
Q1 24
$31.0M
$37.9M
Gross Margin
LOVE
LOVE
VRTS
VRTS
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%
Operating Margin
LOVE
LOVE
VRTS
VRTS
Q4 25
-10.5%
19.1%
Q3 25
-5.5%
21.7%
Q2 25
-10.8%
21.5%
Q1 25
19.7%
16.8%
Q4 24
-5.2%
21.7%
Q3 24
-5.3%
24.3%
Q2 24
-13.5%
19.7%
Q1 24
16.1%
14.5%
Net Margin
LOVE
LOVE
VRTS
VRTS
Q4 25
-7.0%
16.3%
Q3 25
-4.1%
14.5%
Q2 25
-7.8%
20.3%
Q1 25
14.6%
12.9%
Q4 24
-3.3%
16.9%
Q3 24
-3.7%
21.6%
Q2 24
-9.8%
11.6%
Q1 24
12.4%
17.1%
EPS (diluted)
LOVE
LOVE
VRTS
VRTS
Q4 25
$-0.72
$5.15
Q3 25
$-0.45
$4.65
Q2 25
$-0.73
$6.12
Q1 25
$2.22
$4.05
Q4 24
$-0.32
$4.65
Q3 24
$-0.38
$5.71
Q2 24
$-0.83
$2.43
Q1 24
$1.91
$4.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LOVE
LOVE
VRTS
VRTS
Cash + ST InvestmentsLiquidity on hand
$23.7M
Total DebtLower is stronger
$390.0M
Stockholders' EquityBook value
$189.3M
$934.0M
Total Assets
$495.5M
$4.3B
Debt / EquityLower = less leverage
0.42×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LOVE
LOVE
VRTS
VRTS
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
Total Debt
LOVE
LOVE
VRTS
VRTS
Q4 25
$390.0M
Q3 25
$390.6M
Q2 25
$231.3M
Q1 25
$231.7M
Q4 24
$232.1M
Q3 24
$237.5M
Q2 24
$247.6M
Q1 24
$253.0M
Stockholders' Equity
LOVE
LOVE
VRTS
VRTS
Q4 25
$189.3M
$934.0M
Q3 25
$197.5M
$918.7M
Q2 25
$201.2M
$896.4M
Q1 25
$216.4M
$893.7M
Q4 24
$196.5M
$897.5M
Q3 24
$202.1M
$889.0M
Q2 24
$205.3M
$868.7M
Q1 24
$217.5M
$871.7M
Total Assets
LOVE
LOVE
VRTS
VRTS
Q4 25
$495.5M
$4.3B
Q3 25
$493.7M
$3.9B
Q2 25
$483.7M
$3.7B
Q1 25
$532.3M
$3.7B
Q4 24
$499.7M
$4.0B
Q3 24
$481.1M
$3.6B
Q2 24
$477.2M
$3.6B
Q1 24
$482.2M
$3.5B
Debt / Equity
LOVE
LOVE
VRTS
VRTS
Q4 25
0.42×
Q3 25
0.43×
Q2 25
0.26×
Q1 25
0.26×
Q4 24
0.26×
Q3 24
0.27×
Q2 24
0.29×
Q1 24
0.29×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
LOVE
LOVE
VRTS
VRTS
Operating Cash FlowLast quarter
$-4.9M
$-67.2M
Free Cash FlowOCF − Capex
$-10.2M
$-74.1M
FCF MarginFCF / Revenue
-6.8%
-35.6%
Capex IntensityCapex / Revenue
3.5%
3.3%
Cash ConversionOCF / Net Profit
-1.99×
TTM Free Cash FlowTrailing 4 quarters
$-13.6M
$100.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LOVE
LOVE
VRTS
VRTS
Q4 25
$-4.9M
$-67.2M
Q3 25
$12.2M
$108.3M
Q2 25
$-41.4M
$75.8M
Q1 25
$44.0M
$-3.8M
Q4 24
$-4.2M
$1.8M
Q3 24
$6.2M
$69.1M
Q2 24
$-7.0M
$70.0M
Q1 24
$56.3M
$-34.5M
Free Cash Flow
LOVE
LOVE
VRTS
VRTS
Q4 25
$-10.2M
$-74.1M
Q3 25
$7.8M
$106.9M
Q2 25
$-50.0M
$74.2M
Q1 25
$38.7M
$-6.8M
Q4 24
$-6.6M
$-3.8M
Q3 24
$119.0K
$68.7M
Q2 24
$-14.3M
$68.6M
Q1 24
$49.5M
$-36.5M
FCF Margin
LOVE
LOVE
VRTS
VRTS
Q4 25
-6.8%
-35.6%
Q3 25
4.9%
49.4%
Q2 25
-36.1%
35.2%
Q1 25
16.0%
-3.1%
Q4 24
-4.4%
-1.6%
Q3 24
0.1%
30.3%
Q2 24
-10.8%
30.6%
Q1 24
19.8%
-16.4%
Capex Intensity
LOVE
LOVE
VRTS
VRTS
Q4 25
3.5%
3.3%
Q3 25
2.7%
0.7%
Q2 25
6.2%
0.7%
Q1 25
2.2%
1.4%
Q4 24
1.6%
2.4%
Q3 24
3.9%
0.2%
Q2 24
5.5%
0.6%
Q1 24
2.7%
0.9%
Cash Conversion
LOVE
LOVE
VRTS
VRTS
Q4 25
-1.99×
Q3 25
3.45×
Q2 25
1.77×
Q1 25
1.25×
-0.13×
Q4 24
0.04×
Q3 24
1.41×
Q2 24
2.69×
Q1 24
1.82×
-0.91×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

LOVE
LOVE

Showrooms$102.7M68%
Internet$37.3M25%
Other$10.2M7%

VRTS
VRTS

Open End Funds$68.9M33%
Retail Separate Accounts$51.3M25%
Institutional Accounts$39.6M19%
Administration And Shareholder Service Fees$18.4M9%
Closed End Funds$15.9M8%
Distribution And Service Fees$12.3M6%

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