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Side-by-side financial comparison of PETMED EXPRESS INC (PETS) and Postal Realty Trust, Inc. (PSTL). Click either name above to swap in a different company.
PETMED EXPRESS INC is the larger business by last-quarter revenue ($40.7M vs $26.0M, roughly 1.6× Postal Realty Trust, Inc.). Postal Realty Trust, Inc. runs the higher net margin — 17.9% vs -26.0%, a 43.8% gap on every dollar of revenue. On growth, Postal Realty Trust, Inc. posted the faster year-over-year revenue change (21.7% vs -23.3%). Postal Realty Trust, Inc. produced more free cash flow last quarter ($37.6M vs $-9.2M). Over the past eight quarters, Postal Realty Trust, Inc.'s revenue compounded faster (22.6% CAGR vs -20.9%).
PetMed Express, Inc., also known as PetMeds, is an online pet pharmacy based in the United States. It is publicly traded and sells prescription and non-prescription pet medication.
Postal Realty Trust, Inc. is a specialized real estate investment trust that acquires, owns, and manages properties primarily leased to the United States Postal Service. Its portfolio includes last-mile postal facilities, sorting centers, and retail post office locations across the U.S., supporting critical mail and package delivery infrastructure.
PETS vs PSTL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $40.7M | $26.0M |
| Net Profit | $-10.6M | $4.6M |
| Gross Margin | 23.3% | — |
| Operating Margin | -25.7% | 39.2% |
| Net Margin | -26.0% | 17.9% |
| Revenue YoY | -23.3% | 21.7% |
| Net Profit YoY | -1392.6% | 3.1% |
| EPS (diluted) | $-0.50 | $0.16 |
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 | $40.7M | $26.0M | ||
| Q3 25 | $44.4M | $24.3M | ||
| Q2 25 | $51.2M | $23.4M | ||
| Q1 25 | $50.8M | $22.1M | ||
| Q4 24 | $52.0M | $21.4M | ||
| Q3 24 | $58.0M | $19.7M | ||
| Q2 24 | $66.2M | $18.1M | ||
| Q1 24 | $65.1M | $17.3M |
| Q4 25 | $-10.6M | $4.6M | ||
| Q3 25 | $-8.5M | $3.8M | ||
| Q2 25 | $-34.2M | $3.6M | ||
| Q1 25 | $-11.6M | $2.1M | ||
| Q4 24 | $-707.0K | $4.5M | ||
| Q3 24 | $2.3M | $1.1M | ||
| Q2 24 | $3.8M | $817.0K | ||
| Q1 24 | $-5.0M | $206.0K |
| Q4 25 | 23.3% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 28.1% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 32.3% | — | ||
| Q2 24 | 28.8% | — | ||
| Q1 24 | 29.3% | — |
| Q4 25 | -25.7% | 39.2% | ||
| Q3 25 | -18.9% | 37.6% | ||
| Q2 25 | -66.7% | 37.3% | ||
| Q1 25 | -11.9% | 28.4% | ||
| Q4 24 | -0.9% | 43.2% | ||
| Q3 24 | 1.0% | 24.3% | ||
| Q2 24 | 6.6% | 22.8% | ||
| Q1 24 | -5.9% | 17.6% |
| Q4 25 | -26.0% | 17.9% | ||
| Q3 25 | -19.2% | 15.7% | ||
| Q2 25 | -66.7% | 15.5% | ||
| Q1 25 | -22.9% | 9.4% | ||
| Q4 24 | -1.4% | 21.1% | ||
| Q3 24 | 4.0% | 5.4% | ||
| Q2 24 | 5.7% | 4.5% | ||
| Q1 24 | -7.7% | 1.2% |
| Q4 25 | $-0.50 | $0.16 | ||
| Q3 25 | $-0.41 | $0.13 | ||
| Q2 25 | $-1.65 | $0.12 | ||
| Q1 25 | $-0.56 | $0.06 | ||
| Q4 24 | $-0.03 | $0.17 | ||
| Q3 24 | $0.11 | $0.03 | ||
| Q2 24 | $0.18 | $0.02 | ||
| Q1 24 | $-0.24 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $26.9M | $1.5M |
| Total DebtLower is stronger | — | $361.1M |
| Stockholders' EquityBook value | $32.8M | $285.2M |
| Total Assets | $88.0M | $759.1M |
| Debt / EquityLower = less leverage | — | 1.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.9M | $1.5M | ||
| Q3 25 | $36.1M | $1.9M | ||
| Q2 25 | $41.1M | $1.1M | ||
| Q1 25 | $54.7M | $639.0K | ||
| Q4 24 | $50.1M | $1.8M | ||
| Q3 24 | $52.0M | $970.0K | ||
| Q2 24 | $46.0M | $1.7M | ||
| Q1 24 | $55.3M | $1.9M |
| Q4 25 | — | $361.1M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $328.8M | ||
| Q1 25 | — | $306.7M | ||
| Q4 24 | — | $296.7M | ||
| Q3 24 | — | $277.0M | ||
| Q2 24 | — | $273.7M | ||
| Q1 24 | — | $247.6M |
| Q4 25 | $32.8M | $285.2M | ||
| Q3 25 | $43.1M | $273.9M | ||
| Q2 25 | $51.5M | $250.8M | ||
| Q1 25 | $85.1M | $245.5M | ||
| Q4 24 | $96.2M | $251.3M | ||
| Q3 24 | $96.4M | $245.6M | ||
| Q2 24 | $93.5M | $245.5M | ||
| Q1 24 | $96.7M | $248.1M |
| Q4 25 | $88.0M | $759.1M | ||
| Q3 25 | $100.3M | $735.2M | ||
| Q2 25 | $109.8M | $689.8M | ||
| Q1 25 | $148.7M | $654.0M | ||
| Q4 24 | $144.8M | $646.8M | ||
| Q3 24 | $146.0M | $615.1M | ||
| Q2 24 | $152.7M | $608.2M | ||
| Q1 24 | $169.9M | $584.1M |
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | 1.27× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 1.11× | ||
| Q1 24 | — | 1.00× |
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 | $-9.2M | $44.5M |
| Free Cash FlowOCF − Capex | $-9.2M | $37.6M |
| FCF MarginFCF / Revenue | -22.7% | 144.5% |
| Capex IntensityCapex / Revenue | 0.1% | 26.7% |
| Cash ConversionOCF / Net Profit | — | 9.59× |
| TTM Free Cash FlowTrailing 4 quarters | $-23.0M | $65.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-9.2M | $44.5M | ||
| Q3 25 | $-2.2M | $10.9M | ||
| Q2 25 | $-12.3M | $11.4M | ||
| Q1 25 | $7.0M | $10.8M | ||
| Q4 24 | $-1.2M | $33.5M | ||
| Q3 24 | $7.4M | $8.0M | ||
| Q2 24 | $-8.5M | $9.9M | ||
| Q1 24 | $7.1M | $6.4M |
| Q4 25 | $-9.2M | $37.6M | ||
| Q3 25 | $-4.8M | $8.8M | ||
| Q2 25 | $-13.6M | $9.1M | ||
| Q1 25 | $4.6M | $10.2M | ||
| Q4 24 | $-1.9M | $30.7M | ||
| Q3 24 | $6.1M | $7.4M | ||
| Q2 24 | $-9.2M | $8.9M | ||
| Q1 24 | $5.9M | $5.8M |
| Q4 25 | -22.7% | 144.5% | ||
| Q3 25 | -10.8% | 36.1% | ||
| Q2 25 | -26.5% | 38.8% | ||
| Q1 25 | 9.1% | 45.9% | ||
| Q4 24 | -3.7% | 143.8% | ||
| Q3 24 | 10.6% | 37.6% | ||
| Q2 24 | -13.9% | 49.4% | ||
| Q1 24 | 9.0% | 33.6% |
| Q4 25 | 0.1% | 26.7% | ||
| Q3 25 | 5.9% | 8.9% | ||
| Q2 25 | 2.5% | 10.1% | ||
| Q1 25 | 4.7% | 3.0% | ||
| Q4 24 | 1.5% | 13.0% | ||
| Q3 24 | 2.2% | 3.2% | ||
| Q2 24 | 1.0% | 5.4% | ||
| Q1 24 | 1.9% | 3.5% |
| Q4 25 | — | 9.59× | ||
| Q3 25 | — | 2.87× | ||
| Q2 25 | — | 3.16× | ||
| Q1 25 | — | 5.20× | ||
| Q4 24 | — | 7.44× | ||
| Q3 24 | 3.18× | 7.48× | ||
| Q2 24 | -2.27× | 12.10× | ||
| Q1 24 | — | 31.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
PSTL
Segment breakdown not available.
