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Side-by-side financial comparison of Lovesac Co (LOVE) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $111.7M, roughly 1.3× ZIPRECRUITER, INC.). ZIPRECRUITER, INC. runs the higher net margin — -0.7% vs -7.0%, a 6.3% gap on every dollar of revenue. On growth, ZIPRECRUITER, INC. posted the faster year-over-year revenue change (0.6% vs 0.2%). ZIPRECRUITER, INC. produced more free cash flow last quarter ($7.6M vs $-10.2M). Over the past eight quarters, ZIPRECRUITER, INC.'s revenue compounded faster (-4.4% 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.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
LOVE vs ZIP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $111.7M |
| Net Profit | $-10.6M | $-835.0K |
| Gross Margin | 56.1% | 89.1% |
| Operating Margin | -10.5% | 3.6% |
| Net Margin | -7.0% | -0.7% |
| Revenue YoY | 0.2% | 0.6% |
| Net Profit YoY | -114.0% | 92.3% |
| EPS (diluted) | $-0.72 | $-0.03 |
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 | $111.7M | ||
| Q3 25 | $160.5M | $115.0M | ||
| Q2 25 | $138.4M | $112.2M | ||
| Q1 25 | $241.5M | $110.1M | ||
| Q4 24 | $149.9M | $111.0M | ||
| Q3 24 | $156.6M | $117.1M | ||
| Q2 24 | $132.6M | $123.7M | ||
| Q1 24 | $250.5M | $122.2M |
| Q4 25 | $-10.6M | $-835.0K | ||
| Q3 25 | $-6.7M | $-9.8M | ||
| Q2 25 | $-10.8M | $-9.5M | ||
| Q1 25 | $35.3M | $-12.8M | ||
| Q4 24 | $-4.9M | $-10.8M | ||
| Q3 24 | $-5.9M | $-2.6M | ||
| Q2 24 | $-13.0M | $7.0M | ||
| Q1 24 | $31.0M | $-6.5M |
| Q4 25 | 56.1% | 89.1% | ||
| Q3 25 | 56.4% | 89.1% | ||
| Q2 25 | 53.7% | 89.3% | ||
| Q1 25 | 60.4% | 89.4% | ||
| Q4 24 | 58.5% | 89.6% | ||
| Q3 24 | 59.0% | 89.4% | ||
| Q2 24 | 54.3% | 89.5% | ||
| Q1 24 | 59.7% | 89.1% |
| Q4 25 | -10.5% | 3.6% | ||
| Q3 25 | -5.5% | -4.4% | ||
| Q2 25 | -10.8% | -5.9% | ||
| Q1 25 | 19.7% | -10.6% | ||
| Q4 24 | -5.2% | -3.6% | ||
| Q3 24 | -5.3% | -2.8% | ||
| Q2 24 | -13.5% | 7.6% | ||
| Q1 24 | 16.1% | -0.7% |
| Q4 25 | -7.0% | -0.7% | ||
| Q3 25 | -4.1% | -8.5% | ||
| Q2 25 | -7.8% | -8.5% | ||
| Q1 25 | 14.6% | -11.7% | ||
| Q4 24 | -3.3% | -9.7% | ||
| Q3 24 | -3.7% | -2.2% | ||
| Q2 24 | -9.8% | 5.7% | ||
| Q1 24 | 12.4% | -5.3% |
| Q4 25 | $-0.72 | $-0.03 | ||
| Q3 25 | $-0.45 | $-0.11 | ||
| Q2 25 | $-0.73 | $-0.10 | ||
| Q1 25 | $2.22 | $-0.13 | ||
| Q4 24 | $-0.32 | $-0.10 | ||
| Q3 24 | $-0.38 | $-0.03 | ||
| Q2 24 | $-0.83 | $0.07 | ||
| Q1 24 | $1.91 | $-0.07 |
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 | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $-77.2M |
| Total Assets | $495.5M | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $188.0M | ||
| Q3 25 | $34.2M | $211.8M | ||
| Q2 25 | $26.9M | $203.5M | ||
| Q1 25 | $83.7M | $221.1M | ||
| Q4 24 | $61.7M | $218.4M | ||
| Q3 24 | $72.1M | $225.6M | ||
| Q2 24 | $72.4M | $271.7M | ||
| Q1 24 | $87.0M | $282.5M |
| Q4 25 | $189.3M | $-77.2M | ||
| Q3 25 | $197.5M | $-76.1M | ||
| Q2 25 | $201.2M | $-65.9M | ||
| Q1 25 | $216.4M | $-11.3M | ||
| Q4 24 | $196.5M | $13.4M | ||
| Q3 24 | $202.1M | $13.6M | ||
| Q2 24 | $205.3M | $24.4M | ||
| Q1 24 | $217.5M | $12.7M |
| Q4 25 | $495.5M | $569.7M | ||
| Q3 25 | $493.7M | $573.6M | ||
| Q2 25 | $483.7M | $592.4M | ||
| Q1 25 | $532.3M | $629.4M | ||
| Q4 24 | $499.7M | $664.1M | ||
| Q3 24 | $481.1M | $652.0M | ||
| Q2 24 | $477.2M | $665.3M | ||
| Q1 24 | $482.2M | $662.4M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | $-10.2M | $7.6M |
| FCF MarginFCF / Revenue | -6.8% | 6.8% |
| Capex IntensityCapex / Revenue | 3.5% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $7.7M | ||
| Q3 25 | $12.2M | $2.6M | ||
| Q2 25 | $-41.4M | $10.5M | ||
| Q1 25 | $44.0M | $-9.9M | ||
| Q4 24 | $-4.2M | $12.5M | ||
| Q3 24 | $6.2M | $9.3M | ||
| Q2 24 | $-7.0M | $21.9M | ||
| Q1 24 | $56.3M | $2.0M |
| Q4 25 | $-10.2M | $7.6M | ||
| Q3 25 | $7.8M | $2.2M | ||
| Q2 25 | $-50.0M | $10.2M | ||
| Q1 25 | $38.7M | $-10.2M | ||
| Q4 24 | $-6.6M | $12.0M | ||
| Q3 24 | $119.0K | $9.2M | ||
| Q2 24 | $-14.3M | $21.7M | ||
| Q1 24 | $49.5M | $1.9M |
| Q4 25 | -6.8% | 6.8% | ||
| Q3 25 | 4.9% | 1.9% | ||
| Q2 25 | -36.1% | 9.1% | ||
| Q1 25 | 16.0% | -9.3% | ||
| Q4 24 | -4.4% | 10.8% | ||
| Q3 24 | 0.1% | 7.8% | ||
| Q2 24 | -10.8% | 17.6% | ||
| Q1 24 | 19.8% | 1.6% |
| Q4 25 | 3.5% | 0.1% | ||
| Q3 25 | 2.7% | 0.3% | ||
| Q2 25 | 6.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 1.6% | 0.4% | ||
| Q3 24 | 3.9% | 0.2% | ||
| Q2 24 | 5.5% | 0.1% | ||
| Q1 24 | 2.7% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | 1.82× | — |
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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
