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Side-by-side financial comparison of Lightspeed Commerce Inc. (LSPD) and STEWART INFORMATION SERVICES CORP (STC). Click either name above to swap in a different company.
Lightspeed Commerce Inc. is the larger business by last-quarter revenue ($823.4M vs $764.6M, roughly 1.1× STEWART INFORMATION SERVICES CORP). STEWART INFORMATION SERVICES CORP runs the higher net margin — 2.2% vs -11.1%, a 13.3% gap on every dollar of revenue. Over the past eight quarters, Lightspeed Commerce Inc.'s revenue compounded faster (89.1% CAGR vs 12.7%).
Lightspeed Commerce is a point-of-sale and e-commerce software provider based in Montreal, Quebec, Canada. It was founded in 2005 by Dax da Silva, who was its CEO until February 2022. It has offices in Montreal, New York, Ottawa, Toronto, London, Belfast, Amsterdam, Berlin, Geneva, Ghent, Melbourne, Ulyanovsk, Yerevan and Tbilisi. It offers its services to retail, restaurant, and hospitality businesses.
Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.
LSPD vs STC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $823.4M | $764.6M |
| Net Profit | $-91.3M | $17.0M |
| Gross Margin | 41.1% | — |
| Operating Margin | -14.1% | — |
| Net Margin | -11.1% | 2.2% |
| Revenue YoY | — | 27.7% |
| Net Profit YoY | — | 448.4% |
| EPS (diluted) | — | — |
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.
| Q1 26 | — | $764.6M | ||
| Q4 25 | $823.4M | $790.6M | ||
| Q3 25 | $543.3M | $796.9M | ||
| Q2 25 | $266.1M | $722.2M | ||
| Q1 25 | $253.4M | $612.0M | ||
| Q4 24 | $679.1M | $665.9M | ||
| Q3 24 | $439.4M | $667.9M | ||
| Q2 24 | $209.1M | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-91.3M | $36.3M | ||
| Q3 25 | $-64.7M | $44.3M | ||
| Q2 25 | $-35.0M | $31.9M | ||
| Q1 25 | $-575.9M | $3.1M | ||
| Q4 24 | $-131.4M | $22.7M | ||
| Q3 24 | $-91.2M | $30.1M | ||
| Q2 24 | $-48.7M | $17.3M |
| Q1 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.0% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.1% | — | ||
| Q4 24 | 42.1% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 42.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | -14.1% | 6.5% | ||
| Q3 25 | -15.1% | 7.7% | ||
| Q2 25 | -16.6% | 6.5% | ||
| Q1 25 | -228.9% | 1.0% | ||
| Q4 24 | -23.8% | 5.3% | ||
| Q3 24 | -25.1% | 6.4% | ||
| Q2 24 | -27.9% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -11.1% | 4.6% | ||
| Q3 25 | -11.9% | 5.6% | ||
| Q2 25 | -13.2% | 4.4% | ||
| Q1 25 | -227.3% | 0.5% | ||
| Q4 24 | -19.4% | 3.4% | ||
| Q3 24 | -20.8% | 4.5% | ||
| Q2 24 | -23.3% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.26 | ||
| Q3 25 | — | $1.55 | ||
| Q2 25 | — | $1.13 | ||
| Q1 25 | $0.10 | $0.11 | ||
| Q4 24 | — | $0.81 | ||
| Q3 24 | — | $1.07 | ||
| Q2 24 | $-0.01 | $0.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $317.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | — |
| Total Assets | — | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $317.5M | ||
| Q4 25 | — | $369.7M | ||
| Q3 25 | — | $233.2M | ||
| Q2 25 | — | $223.8M | ||
| Q1 25 | — | $194.2M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSPD
Segment breakdown not available.
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |