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Side-by-side financial comparison of Sezzle Inc. (SEZL) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
Sezzle Inc. is the larger business by last-quarter revenue ($135.5M vs $120.9M, roughly 1.1× Sprout Social, Inc.). On growth, Sezzle Inc. posted the faster year-over-year revenue change (29.2% vs 12.9%). Over the past eight quarters, Sezzle Inc.'s revenue compounded faster (111.9% CAGR vs 11.8%).
Sezzle is a publicly traded financial technology company headquartered in Minneapolis, U.S, with operations in the United States and Canada. The company provides an alternative payment platform offering interest-free installment plans at selected online stores. As of June 2021, the Sezzle platform had over 10 million user sign-ups and over 48,000 participating merchants.
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.
SEZL vs SPT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $135.5M | $120.9M |
| Net Profit | $51.3M | — |
| Gross Margin | — | 77.6% |
| Operating Margin | 50.9% | -9.0% |
| Net Margin | 37.9% | — |
| Revenue YoY | 29.2% | 12.9% |
| Net Profit YoY | 41.9% | — |
| EPS (diluted) | — | $-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 | $135.5M | — | ||
| Q4 25 | $78.2M | $120.9M | ||
| Q3 25 | $57.5M | $115.6M | ||
| Q2 25 | $52.0M | $111.8M | ||
| Q1 25 | $48.2M | $109.3M | ||
| Q4 24 | $48.4M | $107.1M | ||
| Q3 24 | $35.6M | $102.6M | ||
| Q2 24 | $30.2M | $99.4M |
| Q1 26 | $51.3M | — | ||
| Q4 25 | $42.7M | — | ||
| Q3 25 | $26.7M | $-9.4M | ||
| Q2 25 | $27.6M | $-12.0M | ||
| Q1 25 | $36.2M | $-11.2M | ||
| Q4 24 | $25.4M | — | ||
| Q3 24 | $15.4M | $-17.1M | ||
| Q2 24 | $29.7M | $-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 | 50.9% | — | ||
| Q4 25 | 70.6% | -9.0% | ||
| Q3 25 | 61.9% | -7.9% | ||
| Q2 25 | 69.4% | -11.0% | ||
| Q1 25 | — | -10.2% | ||
| Q4 24 | 63.8% | -12.8% | ||
| Q3 24 | 58.6% | -16.4% | ||
| Q2 24 | 55.3% | -16.6% |
| Q1 26 | 37.9% | — | ||
| Q4 25 | 54.6% | — | ||
| Q3 25 | 46.4% | -8.1% | ||
| Q2 25 | 53.1% | -10.7% | ||
| Q1 25 | 75.1% | -10.3% | ||
| Q4 24 | 52.4% | — | ||
| Q3 24 | 43.4% | -16.6% | ||
| Q2 24 | 98.4% | -17.0% |
| Q1 26 | — | — | ||
| Q4 25 | $1.19 | $-0.18 | ||
| Q3 25 | $0.75 | $-0.16 | ||
| Q2 25 | $0.78 | $-0.21 | ||
| Q1 25 | $1.00 | $-0.19 | ||
| Q4 24 | $0.71 | $-0.25 | ||
| Q3 24 | $0.44 | $-0.30 | ||
| Q2 24 | $0.82 | $-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 | — | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $196.7M | $203.4M |
| Total Assets | $454.3M | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $64.1M | $95.3M | ||
| Q3 25 | $104.1M | $90.6M | ||
| Q2 25 | $88.9M | $101.5M | ||
| Q1 25 | $88.9M | $100.9M | ||
| Q4 24 | $73.2M | $86.4M | ||
| Q3 24 | $80.1M | $82.9M | ||
| Q2 24 | $58.0M | $80.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $196.7M | — | ||
| Q4 25 | $169.8M | $203.4M | ||
| Q3 25 | $155.3M | $194.1M | ||
| Q2 25 | $130.4M | $184.6M | ||
| Q1 25 | $125.8M | $175.3M | ||
| Q4 24 | $87.8M | $166.6M | ||
| Q3 24 | $61.1M | $158.1M | ||
| Q2 24 | $50.3M | $152.1M |
| Q1 26 | $454.3M | — | ||
| Q4 25 | $400.2M | $523.1M | ||
| Q3 25 | $367.0M | $481.4M | ||
| Q2 25 | $350.6M | $422.9M | ||
| Q1 25 | $298.1M | $424.7M | ||
| Q4 24 | $298.4M | $428.3M | ||
| Q3 24 | $252.9M | $388.8M | ||
| Q2 24 | $212.1M | $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 | $70.6M | $10.9M | ||
| Q3 25 | $63.7M | $9.3M | ||
| Q2 25 | $23.1M | $5.1M | ||
| Q1 25 | $52.5M | $18.1M | ||
| Q4 24 | $57.4M | $4.1M | ||
| Q3 24 | $35.1M | $9.0M | ||
| Q2 24 | $22.2M | $2.1M |
| Q1 26 | — | — | ||
| Q4 25 | $70.6M | $9.9M | ||
| Q3 25 | $63.6M | $8.5M | ||
| Q2 25 | $22.7M | $4.2M | ||
| Q1 25 | $52.5M | $16.7M | ||
| Q4 24 | $57.4M | $3.3M | ||
| Q3 24 | $35.1M | $8.5M | ||
| Q2 24 | $22.2M | $1.6M |
| Q1 26 | — | — | ||
| Q4 25 | 90.2% | 8.2% | ||
| Q3 25 | 110.6% | 7.4% | ||
| Q2 25 | 43.6% | 3.7% | ||
| Q1 25 | 108.9% | 15.3% | ||
| Q4 24 | 118.5% | 3.0% | ||
| Q3 24 | 98.6% | 8.3% | ||
| Q2 24 | 73.4% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.9% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.8% | 0.8% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.1% | 0.8% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.1% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.65× | — | ||
| Q3 25 | 2.39× | — | ||
| Q2 25 | 0.84× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 2.26× | — | ||
| Q3 24 | 2.27× | — | ||
| Q2 24 | 0.75× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
