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Side-by-side financial comparison of ONE Group Hospitality, Inc. (STKS) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $103.6M, roughly 2.0× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -3.1%, a 13.3% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -6.7%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-329.0K). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 30.2%).
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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
STKS vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $207.0M | $103.6M |
| Net Profit | $-6.4M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 2.2% | 18.1% |
| Net Margin | -3.1% | 10.3% |
| Revenue YoY | -6.7% | 21.0% |
| Net Profit YoY | -531.8% | 9.4% |
| EPS (diluted) | $-0.50 | $0.45 |
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 | $207.0M | $103.6M | ||
| Q3 25 | $180.2M | $85.8M | ||
| Q2 25 | $207.4M | $78.9M | ||
| Q1 25 | $211.1M | $61.3M | ||
| Q4 24 | $221.9M | $85.6M | ||
| Q3 24 | $194.0M | $73.1M | ||
| Q2 24 | $172.5M | $73.2M | ||
| Q1 24 | $85.0M | $61.1M |
| Q4 25 | $-6.4M | $10.6M | ||
| Q3 25 | $-76.7M | $8.2M | ||
| Q2 25 | $-10.1M | $3.2M | ||
| Q1 25 | $975.0K | $-3.0M | ||
| Q4 24 | $1.5M | $9.7M | ||
| Q3 24 | $-9.3M | $5.2M | ||
| Q2 24 | $-7.3M | $4.3M | ||
| Q1 24 | $-2.1M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 2.2% | 18.1% | ||
| Q3 25 | -4.4% | 12.8% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 5.1% | -7.4% | ||
| Q4 24 | 5.5% | 14.6% | ||
| Q3 24 | -1.9% | 9.3% | ||
| Q2 24 | 0.6% | 8.0% | ||
| Q1 24 | -0.7% | -4.9% |
| Q4 25 | -3.1% | 10.3% | ||
| Q3 25 | -42.6% | 9.6% | ||
| Q2 25 | -4.9% | 4.1% | ||
| Q1 25 | 0.5% | -4.9% | ||
| Q4 24 | 0.7% | 11.4% | ||
| Q3 24 | -4.8% | 7.1% | ||
| Q2 24 | -4.3% | 5.9% | ||
| Q1 24 | -2.4% | -3.6% |
| Q4 25 | $-0.50 | $0.45 | ||
| Q3 25 | $-2.75 | $0.36 | ||
| Q2 25 | $-0.59 | $0.14 | ||
| Q1 25 | $-0.21 | $-0.13 | ||
| Q4 24 | $-0.18 | $0.40 | ||
| Q3 24 | $-0.53 | $0.21 | ||
| Q2 24 | $-0.38 | $0.18 | ||
| Q1 24 | $-0.07 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.2M | $83.4M |
| Total DebtLower is stronger | $354.2M | $0 |
| Stockholders' EquityBook value | $-75.8M | $218.9M |
| Total Assets | $884.2M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.2M | $83.4M | ||
| Q3 25 | $5.5M | $66.0M | ||
| Q2 25 | $4.7M | $81.5M | ||
| Q1 25 | $21.4M | $83.6M | ||
| Q4 24 | $27.6M | $94.4M | ||
| Q3 24 | $28.2M | $82.1M | ||
| Q2 24 | $32.2M | $73.6M | ||
| Q1 24 | $15.4M | $60.7M |
| Q4 25 | $354.2M | $0 | ||
| Q3 25 | $355.0M | $0 | ||
| Q2 25 | $347.4M | — | ||
| Q1 25 | $348.3M | — | ||
| Q4 24 | $348.3M | — | ||
| Q3 24 | $349.1M | $27.0M | ||
| Q2 24 | $350.0M | $27.8M | ||
| Q1 24 | $73.5M | $28.5M |
| Q4 25 | $-75.8M | $218.9M | ||
| Q3 25 | $-61.5M | $204.9M | ||
| Q2 25 | $23.0M | $194.9M | ||
| Q1 25 | $40.5M | $205.6M | ||
| Q4 24 | $45.9M | $216.6M | ||
| Q3 24 | $51.4M | $207.9M | ||
| Q2 24 | $68.1M | $200.7M | ||
| Q1 24 | $68.3M | $193.5M |
| Q4 25 | $884.2M | $273.9M | ||
| Q3 25 | $879.5M | $259.2M | ||
| Q2 25 | $935.7M | $273.0M | ||
| Q1 25 | $956.0M | $280.2M | ||
| Q4 24 | $960.1M | $297.9M | ||
| Q3 24 | $953.5M | $287.7M | ||
| Q2 24 | $945.9M | $278.8M | ||
| Q1 24 | $309.3M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 15.07× | — | ||
| Q1 25 | 8.61× | — | ||
| Q4 24 | 7.59× | — | ||
| Q3 24 | 6.79× | 0.13× | ||
| Q2 24 | 5.14× | 0.14× | ||
| Q1 24 | 1.08× | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $-329.0K | $16.8M |
| FCF MarginFCF / Revenue | -0.2% | 16.2% |
| Capex IntensityCapex / Revenue | 6.5% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-27.3M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.1M | $17.3M | ||
| Q3 25 | $5.9M | $10.3M | ||
| Q2 25 | $2.8M | $14.8M | ||
| Q1 25 | $8.5M | $417.0K | ||
| Q4 24 | $18.5M | $16.3M | ||
| Q3 24 | $19.1M | $10.3M | ||
| Q2 24 | $-3.8M | $13.1M | ||
| Q1 24 | $10.4M | $924.0K |
| Q4 25 | $-329.0K | $16.8M | ||
| Q3 25 | $-6.1M | $9.2M | ||
| Q2 25 | $-15.0M | $14.4M | ||
| Q1 25 | $-5.8M | $38.0K | ||
| Q4 24 | $733.0K | $15.9M | ||
| Q3 24 | $287.0K | $9.3M | ||
| Q2 24 | $-23.0M | $12.6M | ||
| Q1 24 | $-5.4M | $442.0K |
| Q4 25 | -0.2% | 16.2% | ||
| Q3 25 | -3.4% | 10.8% | ||
| Q2 25 | -7.2% | 18.2% | ||
| Q1 25 | -2.7% | 0.1% | ||
| Q4 24 | 0.3% | 18.5% | ||
| Q3 24 | 0.1% | 12.7% | ||
| Q2 24 | -13.3% | 17.3% | ||
| Q1 24 | -6.4% | 0.7% |
| Q4 25 | 6.5% | 0.5% | ||
| Q3 25 | 6.7% | 1.3% | ||
| Q2 25 | 8.6% | 0.5% | ||
| Q1 25 | 6.8% | 0.6% | ||
| Q4 24 | 8.0% | 0.5% | ||
| Q3 24 | 9.7% | 1.3% | ||
| Q2 24 | 11.1% | 0.7% | ||
| Q1 24 | 18.6% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | 8.76× | — | ||
| Q4 24 | 12.54× | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
