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Side-by-side financial comparison of STAG Industrial, Inc. (STAG) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $207.0M, roughly 1.1× ONE Group Hospitality, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs -3.1%, a 30.7% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 8.7%).
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
STAG vs STKS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $224.2M | $207.0M |
| Net Profit | $62.0M | $-6.4M |
| Gross Margin | — | — |
| Operating Margin | — | 2.2% |
| Net Margin | 27.6% | -3.1% |
| Revenue YoY | 9.1% | -6.7% |
| Net Profit YoY | — | -531.8% |
| EPS (diluted) | $0.32 | $-0.50 |
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 | $224.2M | — | ||
| Q4 25 | $220.9M | $207.0M | ||
| Q3 25 | $211.1M | $180.2M | ||
| Q2 25 | $207.6M | $207.4M | ||
| Q1 25 | $205.6M | $211.1M | ||
| Q4 24 | $199.3M | $221.9M | ||
| Q3 24 | $190.7M | $194.0M | ||
| Q2 24 | $189.8M | $172.5M |
| Q1 26 | $62.0M | — | ||
| Q4 25 | $83.5M | $-6.4M | ||
| Q3 25 | $48.6M | $-76.7M | ||
| Q2 25 | $50.0M | $-10.1M | ||
| Q1 25 | $91.4M | $975.0K | ||
| Q4 24 | $51.0M | $1.5M | ||
| Q3 24 | $41.9M | $-9.3M | ||
| Q2 24 | $59.8M | $-7.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | 27.6% | — | ||
| Q4 25 | 37.8% | -3.1% | ||
| Q3 25 | 23.0% | -42.6% | ||
| Q2 25 | 24.1% | -4.9% | ||
| Q1 25 | 44.5% | 0.5% | ||
| Q4 24 | 25.6% | 0.7% | ||
| Q3 24 | 21.9% | -4.8% | ||
| Q2 24 | 31.5% | -4.3% |
| Q1 26 | $0.32 | — | ||
| Q4 25 | — | $-0.50 | ||
| Q3 25 | — | $-2.75 | ||
| Q2 25 | — | $-0.59 | ||
| Q1 25 | — | $-0.21 | ||
| Q4 24 | — | $-0.18 | ||
| Q3 24 | — | $-0.53 | ||
| Q2 24 | — | $-0.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $8.9M | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $3.6B | $-75.8M |
| Total Assets | $7.2B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $8.9M | — | ||
| Q4 25 | $14.9M | $4.2M | ||
| Q3 25 | $17.3M | $5.5M | ||
| Q2 25 | $15.4M | $4.7M | ||
| Q1 25 | $9.3M | $21.4M | ||
| Q4 24 | $36.3M | $27.6M | ||
| Q3 24 | $70.0M | $28.2M | ||
| Q2 24 | $33.3M | $32.2M |
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $354.2M | ||
| Q3 25 | $3.1B | $355.0M | ||
| Q2 25 | $3.0B | $347.4M | ||
| Q1 25 | $3.0B | $348.3M | ||
| Q4 24 | $3.0B | $348.3M | ||
| Q3 24 | $2.9B | $349.1M | ||
| Q2 24 | $2.8B | $350.0M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $-75.8M | ||
| Q3 25 | $3.4B | $-61.5M | ||
| Q2 25 | $3.4B | $23.0M | ||
| Q1 25 | $3.5B | $40.5M | ||
| Q4 24 | $3.5B | $45.9M | ||
| Q3 24 | $3.3B | $51.4M | ||
| Q2 24 | $3.3B | $68.1M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $7.2B | $884.2M | ||
| Q3 25 | $6.9B | $879.5M | ||
| Q2 25 | $6.8B | $935.7M | ||
| Q1 25 | $6.8B | $956.0M | ||
| Q4 24 | $6.8B | $960.1M | ||
| Q3 24 | $6.6B | $953.5M | ||
| Q2 24 | $6.4B | $945.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.88× | 15.07× | ||
| Q1 25 | 0.87× | 8.61× | ||
| Q4 24 | 0.88× | 7.59× | ||
| Q3 24 | 0.89× | 6.79× | ||
| Q2 24 | 0.84× | 5.14× |
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 | — | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | 3.9% | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.5M | $13.1M | ||
| Q3 25 | $143.5M | $5.9M | ||
| Q2 25 | $111.9M | $2.8M | ||
| Q1 25 | $103.5M | $8.5M | ||
| Q4 24 | $104.9M | $18.5M | ||
| Q3 24 | $128.0M | $19.1M | ||
| Q2 24 | $122.2M | $-3.8M |
| Q1 26 | — | — | ||
| Q4 25 | $43.8M | $-329.0K | ||
| Q3 25 | $95.5M | $-6.1M | ||
| Q2 25 | $62.3M | $-15.0M | ||
| Q1 25 | $57.2M | $-5.8M | ||
| Q4 24 | $37.6M | $733.0K | ||
| Q3 24 | $86.7M | $287.0K | ||
| Q2 24 | $105.0M | $-23.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | -0.2% | ||
| Q3 25 | 45.2% | -3.4% | ||
| Q2 25 | 30.0% | -7.2% | ||
| Q1 25 | 27.8% | -2.7% | ||
| Q4 24 | 18.8% | 0.3% | ||
| Q3 24 | 45.5% | 0.1% | ||
| Q2 24 | 55.3% | -13.3% |
| Q1 26 | 3.9% | — | ||
| Q4 25 | 27.4% | 6.5% | ||
| Q3 25 | 22.7% | 6.7% | ||
| Q2 25 | 23.9% | 8.6% | ||
| Q1 25 | 22.5% | 6.8% | ||
| Q4 24 | 33.8% | 8.0% | ||
| Q3 24 | 21.6% | 9.7% | ||
| Q2 24 | 9.1% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 2.24× | — | ||
| Q1 25 | 1.13× | 8.76× | ||
| Q4 24 | 2.06× | 12.54× | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | 2.04× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STAG
Segment breakdown not available.
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
