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Side-by-side financial comparison of NNN REIT, INC. (NNN) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $121.1M, roughly 2.0× Porch Group, Inc.). NNN REIT, INC. runs the higher net margin — 39.1% vs -3.9%, a 43.0% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 4.1%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs 5.3%).
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
NNN vs PRCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.4M | $121.1M |
| Net Profit | $94.0M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | 61.0% | 34.7% |
| Net Margin | 39.1% | -3.9% |
| Revenue YoY | 4.1% | 100.0% |
| Net Profit YoY | -2.6% | 2.0% |
| EPS (diluted) | $0.50 | $-0.04 |
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 | $240.4M | $121.1M | ||
| Q4 25 | $238.4M | $112.3M | ||
| Q3 25 | $230.2M | $115.1M | ||
| Q2 25 | $226.8M | $107.0M | ||
| Q1 25 | $230.9M | $84.5M | ||
| Q4 24 | $218.5M | $75.3M | ||
| Q3 24 | $218.6M | $77.7M | ||
| Q2 24 | $216.8M | $75.9M |
| Q1 26 | $94.0M | $-4.7M | ||
| Q4 25 | $96.0M | $-3.5M | ||
| Q3 25 | $96.8M | $-10.9M | ||
| Q2 25 | $100.5M | $2.6M | ||
| Q1 25 | $96.5M | $8.4M | ||
| Q4 24 | $97.9M | $30.5M | ||
| Q3 24 | $97.9M | $14.4M | ||
| Q2 24 | $106.7M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | 61.0% | 34.7% | ||
| Q4 25 | 62.3% | 14.7% | ||
| Q3 25 | 64.0% | 14.2% | ||
| Q2 25 | 66.0% | 4.7% | ||
| Q1 25 | 62.3% | -1.5% | ||
| Q4 24 | 65.8% | 33.3% | ||
| Q3 24 | 65.7% | -3.2% | ||
| Q2 24 | 70.2% | -69.2% |
| Q1 26 | 39.1% | -3.9% | ||
| Q4 25 | 40.2% | -3.1% | ||
| Q3 25 | 42.1% | -9.4% | ||
| Q2 25 | 44.3% | 2.4% | ||
| Q1 25 | 41.8% | 9.9% | ||
| Q4 24 | 44.8% | 40.5% | ||
| Q3 24 | 44.8% | 18.5% | ||
| Q2 24 | 49.2% | -84.8% |
| Q1 26 | $0.50 | $-0.04 | ||
| Q4 25 | $0.51 | $0.00 | ||
| Q3 25 | $0.51 | $-0.10 | ||
| Q2 25 | $0.54 | $0.00 | ||
| Q1 25 | $0.51 | $0.07 | ||
| Q4 24 | $0.52 | $0.34 | ||
| Q3 24 | $0.53 | $0.12 | ||
| Q2 24 | $0.58 | $-0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6M | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $4.4B | $26.3M |
| Total Assets | $9.4B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6M | $68.4M | ||
| Q4 25 | $5.0M | $57.3M | ||
| Q3 25 | $157.9M | $85.0M | ||
| Q2 25 | $6.0M | $79.8M | ||
| Q1 25 | $5.1M | $70.4M | ||
| Q4 24 | $8.7M | $191.7M | ||
| Q3 24 | $173.5M | $238.6M | ||
| Q2 24 | $2.1M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | $4.4B | $26.3M | ||
| Q4 25 | $4.4B | $-24.6M | ||
| Q3 25 | $4.4B | $-27.9M | ||
| Q2 25 | $4.4B | $-29.3M | ||
| Q1 25 | $4.4B | $-52.4M | ||
| Q4 24 | $4.4B | $-43.2M | ||
| Q3 24 | $4.4B | $-77.0M | ||
| Q2 24 | $4.2B | $-101.9M |
| Q1 26 | $9.4B | $806.6M | ||
| Q4 25 | $9.4B | $797.4M | ||
| Q3 25 | $9.5B | $787.7M | ||
| Q2 25 | $9.1B | $770.7M | ||
| Q1 25 | $9.0B | $802.3M | ||
| Q4 24 | $8.9B | $814.0M | ||
| Q3 24 | $8.9B | $867.3M | ||
| Q2 24 | $8.7B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
