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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and ENNIS, INC. (EBF). Click either name above to swap in a different company.
ENNIS, INC. is the larger business by last-quarter revenue ($100.2M vs $50.1M, roughly 2.0× ACACIA RESEARCH CORP). ENNIS, INC. runs the higher net margin — 10.8% vs 6.8%, a 4.0% gap on every dollar of revenue. On growth, ACACIA RESEARCH CORP posted the faster year-over-year revenue change (2.6% vs 0.4%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs 1.4%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
ENNIS, INC. (ticker EBF) is a leading North American provider of printed business products and related services. Its offerings include custom business forms, pressure-sensitive labels, marketing collateral, promotional items, and branded packaging, serving clients across retail, healthcare, financial services, and small business segments.
ACTG vs EBF — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $100.2M |
| Net Profit | $3.4M | $10.8M |
| Gross Margin | 12.8% | 31.9% |
| Operating Margin | -26.1% | 15.0% |
| Net Margin | 6.8% | 10.8% |
| Revenue YoY | 2.6% | 0.4% |
| Net Profit YoY | 125.5% | 6.1% |
| EPS (diluted) | $0.03 | $0.42 |
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 | $50.1M | $100.2M | ||
| Q3 25 | $59.4M | $98.7M | ||
| Q2 25 | $51.2M | $97.2M | ||
| Q1 25 | $124.4M | $92.7M | ||
| Q4 24 | $48.8M | $99.8M | ||
| Q3 24 | $23.3M | $99.0M | ||
| Q2 24 | $25.8M | $103.1M | ||
| Q1 24 | $24.3M | $97.4M |
| Q4 25 | $3.4M | $10.8M | ||
| Q3 25 | $-2.7M | $13.2M | ||
| Q2 25 | $-3.3M | $9.8M | ||
| Q1 25 | $24.3M | $9.0M | ||
| Q4 24 | $-13.4M | $10.2M | ||
| Q3 24 | $-14.0M | $10.3M | ||
| Q2 24 | $-8.4M | $10.7M | ||
| Q1 24 | $-186.0K | $10.1M |
| Q4 25 | 12.8% | 31.9% | ||
| Q3 25 | 21.2% | 30.5% | ||
| Q2 25 | 12.8% | 31.1% | ||
| Q1 25 | 47.4% | 29.5% | ||
| Q4 24 | 17.6% | 29.3% | ||
| Q3 24 | 10.1% | 30.1% | ||
| Q2 24 | 26.2% | 30.0% | ||
| Q1 24 | 49.2% | 28.4% |
| Q4 25 | -26.1% | 15.0% | ||
| Q3 25 | -10.8% | 12.5% | ||
| Q2 25 | -24.2% | 13.7% | ||
| Q1 25 | 30.8% | 13.0% | ||
| Q4 24 | -32.4% | 13.1% | ||
| Q3 24 | -44.1% | 13.3% | ||
| Q2 24 | -18.4% | 13.3% | ||
| Q1 24 | -8.6% | 13.3% |
| Q4 25 | 6.8% | 10.8% | ||
| Q3 25 | -4.6% | 13.3% | ||
| Q2 25 | -6.4% | 10.1% | ||
| Q1 25 | 19.5% | 9.7% | ||
| Q4 24 | -27.5% | 10.2% | ||
| Q3 24 | -60.0% | 10.4% | ||
| Q2 24 | -32.7% | 10.4% | ||
| Q1 24 | -0.8% | 10.4% |
| Q4 25 | $0.03 | $0.42 | ||
| Q3 25 | $-0.03 | $0.51 | ||
| Q2 25 | $-0.03 | $0.38 | ||
| Q1 25 | $0.25 | $0.34 | ||
| Q4 24 | $-0.14 | $0.39 | ||
| Q3 24 | $-0.14 | $0.40 | ||
| Q2 24 | $-0.08 | $0.41 | ||
| Q1 24 | $0.00 | $0.39 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $31.3M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $304.8M |
| Total Assets | $771.0M | $354.3M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $31.3M | ||
| Q3 25 | $301.8M | $31.9M | ||
| Q2 25 | $316.7M | $32.6M | ||
| Q1 25 | $272.0M | $72.5M | ||
| Q4 24 | $273.9M | $68.6M | ||
| Q3 24 | $410.9M | $122.6M | ||
| Q2 24 | $441.9M | $123.7M | ||
| Q1 24 | $498.4M | $110.9M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $304.8M | ||
| Q3 25 | $537.6M | $305.4M | ||
| Q2 25 | $538.6M | $301.2M | ||
| Q1 25 | $540.2M | $302.0M | ||
| Q4 24 | $514.8M | $297.7M | ||
| Q3 24 | $540.2M | $358.4M | ||
| Q2 24 | $560.7M | $354.4M | ||
| Q1 24 | $568.3M | $349.8M |
| Q4 25 | $771.0M | $354.3M | ||
| Q3 25 | $768.9M | $361.8M | ||
| Q2 25 | $775.5M | $361.7M | ||
| Q1 25 | $801.6M | $348.9M | ||
| Q4 24 | $756.4M | $346.1M | ||
| Q3 24 | $707.6M | $406.8M | ||
| Q2 24 | $753.6M | $406.2M | ||
| Q1 24 | $631.7M | $399.2M |
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $75.2M | $16.4M |
| Free Cash FlowOCF − Capex | — | $15.7M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | 22.01× | 1.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $42.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $16.4M | ||
| Q3 25 | $9.5M | $10.5M | ||
| Q2 25 | $50.1M | $8.0M | ||
| Q1 25 | $2.4M | $12.8M | ||
| Q4 24 | $50.1M | $18.2M | ||
| Q3 24 | $-593.0K | $11.8M | ||
| Q2 24 | $16.1M | $23.1M | ||
| Q1 24 | $54.8M | $16.6M |
| Q4 25 | — | $15.7M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $6.6M | ||
| Q1 25 | $335.0K | $11.1M | ||
| Q4 24 | $-98.5M | $17.5M | ||
| Q3 24 | $-2.8M | $10.7M | ||
| Q2 24 | $-126.7M | $20.6M | ||
| Q1 24 | $54.6M | $15.0M |
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | 0.3% | 12.0% | ||
| Q4 24 | -201.8% | 17.6% | ||
| Q3 24 | -12.1% | 10.8% | ||
| Q2 24 | -490.5% | 20.0% | ||
| Q1 24 | 224.4% | 15.3% |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 1.7% | 1.8% | ||
| Q4 24 | 304.4% | 0.6% | ||
| Q3 24 | 9.6% | 1.1% | ||
| Q2 24 | 553.0% | 2.4% | ||
| Q1 24 | 1.1% | 1.7% |
| Q4 25 | 22.01× | 1.52× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | 0.10× | 1.41× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 2.16× | ||
| Q1 24 | — | 1.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
EBF
Segment breakdown not available.
