Grove Collaborative Holdings vs Yatsen Holding
Yatsen Holding is the larger business, with $598m of revenue in fiscal 2025 against $174m for Grove Collaborative Holdings (3.4 times as much). Yatsen Holding grew faster (26.8% against -14.6%). Yatsen Holding kept more of each dollar of sales as profit: a net margin of -1.9% against -6.7%.
| Latest fiscal year | Grove Collaborative HoldingsGROV, 2025 | Yatsen HoldingYSG, 2025 |
|---|---|---|
| Revenue | $174m | $598m |
| Revenue growth | -14.6% | 26.8% |
| Net income | −$11.7m | −$11.3m |
| Operating margin | -6.5% | — |
| Net margin | -6.7% | -1.9% |
| Return on equity | — | -2.7% |
| Free cash flow | −$8.1m | −$19.0m |
| Cash | $8.5m | $109m |
| Total debt | $7.5m | $0 |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $15.4m |
| Employees | 235 | — |
| Market value | $45.4m | $172m |
| Price vs our value range | — | — |
| Moat score | 29 (Weak) | — |
| Insider trades, 12 months | 8 buys, 0 sales | 0 buys, 0 sales |