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Side-by-side financial comparison of NNN REIT, INC. (NNN) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $120.9M, roughly 2.0× Sprout Social, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs 4.1%). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% 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.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
NNN vs SPT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.4M | $120.9M |
| Net Profit | $94.0M | — |
| Gross Margin | — | 77.6% |
| Operating Margin | 61.0% | -9.0% |
| Net Margin | 39.1% | — |
| Revenue YoY | 4.1% | 12.9% |
| Net Profit YoY | -2.6% | — |
| EPS (diluted) | $0.50 | $-0.18 |
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 | — | ||
| Q4 25 | $238.4M | $120.9M | ||
| Q3 25 | $230.2M | $115.6M | ||
| Q2 25 | $226.8M | $111.8M | ||
| Q1 25 | $230.9M | $109.3M | ||
| Q4 24 | $218.5M | $107.1M | ||
| Q3 24 | $218.6M | $102.6M | ||
| Q2 24 | $216.8M | $99.4M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $96.0M | — | ||
| Q3 25 | $96.8M | $-9.4M | ||
| Q2 25 | $100.5M | $-12.0M | ||
| Q1 25 | $96.5M | $-11.2M | ||
| Q4 24 | $97.9M | — | ||
| Q3 24 | $97.9M | $-17.1M | ||
| Q2 24 | $106.7M | $-16.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 77.6% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 77.7% | ||
| Q1 25 | — | 77.3% | ||
| Q4 24 | — | 78.1% | ||
| Q3 24 | — | 77.4% | ||
| Q2 24 | — | 77.5% |
| Q1 26 | 61.0% | — | ||
| Q4 25 | 62.3% | -9.0% | ||
| Q3 25 | 64.0% | -7.9% | ||
| Q2 25 | 66.0% | -11.0% | ||
| Q1 25 | 62.3% | -10.2% | ||
| Q4 24 | 65.8% | -12.8% | ||
| Q3 24 | 65.7% | -16.4% | ||
| Q2 24 | 70.2% | -16.6% |
| Q1 26 | 39.1% | — | ||
| Q4 25 | 40.2% | — | ||
| Q3 25 | 42.1% | -8.1% | ||
| Q2 25 | 44.3% | -10.7% | ||
| Q1 25 | 41.8% | -10.3% | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.8% | -16.6% | ||
| Q2 24 | 49.2% | -17.0% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.51 | $-0.18 | ||
| Q3 25 | $0.51 | $-0.16 | ||
| Q2 25 | $0.54 | $-0.21 | ||
| Q1 25 | $0.51 | $-0.19 | ||
| Q4 24 | $0.52 | $-0.25 | ||
| Q3 24 | $0.53 | $-0.30 | ||
| Q2 24 | $0.58 | $-0.30 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $4.4B | $203.4M |
| Total Assets | $9.4B | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6M | — | ||
| Q4 25 | $5.0M | $95.3M | ||
| Q3 25 | $157.9M | $90.6M | ||
| Q2 25 | $6.0M | $101.5M | ||
| Q1 25 | $5.1M | $100.9M | ||
| Q4 24 | $8.7M | $86.4M | ||
| Q3 24 | $173.5M | $82.9M | ||
| Q2 24 | $2.1M | $80.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.4B | $203.4M | ||
| Q3 25 | $4.4B | $194.1M | ||
| Q2 25 | $4.4B | $184.6M | ||
| Q1 25 | $4.4B | $175.3M | ||
| Q4 24 | $4.4B | $166.6M | ||
| Q3 24 | $4.4B | $158.1M | ||
| Q2 24 | $4.2B | $152.1M |
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.4B | $523.1M | ||
| Q3 25 | $9.5B | $481.4M | ||
| Q2 25 | $9.1B | $422.9M | ||
| Q1 25 | $9.0B | $424.7M | ||
| Q4 24 | $8.9B | $428.3M | ||
| Q3 24 | $8.9B | $388.8M | ||
| Q2 24 | $8.7B | $393.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $10.9M |
| Free Cash FlowOCF − Capex | — | $9.9M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $667.1M | $10.9M | ||
| Q3 25 | $218.3M | $9.3M | ||
| Q2 25 | $119.4M | $5.1M | ||
| Q1 25 | $203.3M | $18.1M | ||
| Q4 24 | $635.5M | $4.1M | ||
| Q3 24 | $206.6M | $9.0M | ||
| Q2 24 | $120.5M | $2.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $9.9M | ||
| Q3 25 | — | $8.5M | ||
| Q2 25 | — | $4.2M | ||
| Q1 25 | — | $16.7M | ||
| Q4 24 | — | $3.3M | ||
| Q3 24 | — | $8.5M | ||
| Q2 24 | — | $1.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 6.95× | — | ||
| Q3 25 | 2.25× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 2.11× | — | ||
| Q4 24 | 6.49× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 1.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
