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Side-by-side financial comparison of NETSTREIT Corp. (NTST) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
ZIPRECRUITER, INC. is the larger business by last-quarter revenue ($111.7M vs $57.1M, roughly 2.0× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs -0.7%, a 10.8% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 0.6%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs -4.4%).
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
NTST vs ZIP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $57.1M | $111.7M |
| Net Profit | $5.7M | $-835.0K |
| Gross Margin | — | 89.1% |
| Operating Margin | 34.1% | 3.6% |
| Net Margin | 10.0% | -0.7% |
| Revenue YoY | 24.3% | 0.6% |
| Net Profit YoY | 235.9% | 92.3% |
| EPS (diluted) | $0.32 | $-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.
| Q1 26 | $57.1M | — | ||
| Q4 25 | $52.5M | $111.7M | ||
| Q3 25 | $48.3M | $115.0M | ||
| Q2 25 | $48.3M | $112.2M | ||
| Q1 25 | $45.9M | $110.1M | ||
| Q4 24 | $44.1M | $111.0M | ||
| Q3 24 | $41.4M | $117.1M | ||
| Q2 24 | $39.6M | $123.7M |
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | $-835.0K | ||
| Q3 25 | $618.0K | $-9.8M | ||
| Q2 25 | $3.3M | $-9.5M | ||
| Q1 25 | $1.7M | $-12.8M | ||
| Q4 24 | $-5.4M | $-10.8M | ||
| Q3 24 | $-5.3M | $-2.6M | ||
| Q2 24 | $-2.3M | $7.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | — | 89.3% | ||
| Q1 25 | — | 89.4% | ||
| Q4 24 | — | 89.6% | ||
| Q3 24 | — | 89.4% | ||
| Q2 24 | — | 89.5% |
| Q1 26 | 34.1% | — | ||
| Q4 25 | 2.6% | 3.6% | ||
| Q3 25 | 1.3% | -4.4% | ||
| Q2 25 | 6.8% | -5.9% | ||
| Q1 25 | 3.7% | -10.6% | ||
| Q4 24 | -12.3% | -3.6% | ||
| Q3 24 | -12.8% | -2.8% | ||
| Q2 24 | -5.8% | 7.6% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | -0.7% | ||
| Q3 25 | 1.3% | -8.5% | ||
| Q2 25 | 6.8% | -8.5% | ||
| Q1 25 | 3.7% | -11.7% | ||
| Q4 24 | -12.3% | -9.7% | ||
| Q3 24 | -12.8% | -2.2% | ||
| Q2 24 | -5.8% | 5.7% |
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $-0.03 | ||
| Q3 25 | $0.01 | $-0.11 | ||
| Q2 25 | $0.04 | $-0.10 | ||
| Q1 25 | $0.02 | $-0.13 | ||
| Q4 24 | $-0.07 | $-0.10 | ||
| Q3 24 | $-0.07 | $-0.03 | ||
| Q2 24 | $-0.03 | $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 | — | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $-77.2M |
| Total Assets | $2.8B | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $188.0M | ||
| Q3 25 | — | $211.8M | ||
| Q2 25 | — | $203.5M | ||
| Q1 25 | — | $221.1M | ||
| Q4 24 | — | $218.4M | ||
| Q3 24 | — | $225.6M | ||
| Q2 24 | — | $271.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $926.6M | — | ||
| Q1 25 | $913.3M | — | ||
| Q4 24 | $868.3M | — | ||
| Q3 24 | $778.7M | — | ||
| Q2 24 | $726.2M | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $-77.2M | ||
| Q3 25 | $1.3B | $-76.1M | ||
| Q2 25 | $1.3B | $-65.9M | ||
| Q1 25 | $1.3B | $-11.3M | ||
| Q4 24 | $1.3B | $13.4M | ||
| Q3 24 | $1.3B | $13.6M | ||
| Q2 24 | $1.3B | $24.4M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $569.7M | ||
| Q3 25 | $2.5B | $573.6M | ||
| Q2 25 | $2.3B | $592.4M | ||
| Q1 25 | $2.3B | $629.4M | ||
| Q4 24 | $2.3B | $664.1M | ||
| Q3 24 | $2.2B | $652.0M | ||
| Q2 24 | $2.1B | $665.3M |
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.55× | — |
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 | — | $7.7M |
| Free Cash FlowOCF − Capex | — | $7.6M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $109.5M | $7.7M | ||
| Q3 25 | $28.0M | $2.6M | ||
| Q2 25 | $30.6M | $10.5M | ||
| Q1 25 | $22.1M | $-9.9M | ||
| Q4 24 | $90.2M | $12.5M | ||
| Q3 24 | $25.1M | $9.3M | ||
| Q2 24 | $25.4M | $21.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.6M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $-10.2M | ||
| Q4 24 | — | $12.0M | ||
| Q3 24 | — | $9.2M | ||
| Q2 24 | — | $21.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | -9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 17.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 82.46× | — | ||
| Q3 25 | 45.27× | — | ||
| Q2 25 | 9.36× | — | ||
| Q1 25 | 13.06× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
