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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and MAGNACHIP SEMICONDUCTOR Corp (MX). Click either name above to swap in a different company.
ACACIA RESEARCH CORP is the larger business by last-quarter revenue ($50.1M vs $40.6M, roughly 1.2× MAGNACHIP SEMICONDUCTOR Corp). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -19.9%, a 26.7% gap on every dollar of revenue. On growth, ACACIA RESEARCH CORP posted the faster year-over-year revenue change (2.6% vs -20.7%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs -3.4%).
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.
Magnachip Semiconductor Corp is a global semiconductor design and manufacturing firm specializing in high-performance analog and mixed-signal solutions. Its core products include display driver ICs, power management ICs and sensors, serving consumer electronics, automotive, industrial and communications markets worldwide.
ACTG vs MX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $40.6M |
| Net Profit | $3.4M | $-8.1M |
| Gross Margin | 12.8% | 9.3% |
| Operating Margin | -26.1% | -26.1% |
| Net Margin | 6.8% | -19.9% |
| Revenue YoY | 2.6% | -20.7% |
| Net Profit YoY | 125.5% | 50.4% |
| EPS (diluted) | $0.03 | $-0.23 |
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 | $40.6M | ||
| Q3 25 | $59.4M | $45.9M | ||
| Q2 25 | $51.2M | $47.6M | ||
| Q1 25 | $124.4M | $44.7M | ||
| Q4 24 | $48.8M | $51.2M | ||
| Q3 24 | $23.3M | $55.4M | ||
| Q2 24 | $25.8M | $46.4M | ||
| Q1 24 | $24.3M | $43.4M |
| Q4 25 | $3.4M | $-8.1M | ||
| Q3 25 | $-2.7M | $-13.1M | ||
| Q2 25 | $-3.3M | $323.0K | ||
| Q1 25 | $24.3M | $-8.9M | ||
| Q4 24 | $-13.4M | $-16.3M | ||
| Q3 24 | $-14.0M | $-9.6M | ||
| Q2 24 | $-8.4M | $-13.0M | ||
| Q1 24 | $-186.0K | $-15.4M |
| Q4 25 | 12.8% | 9.3% | ||
| Q3 25 | 21.2% | 18.6% | ||
| Q2 25 | 12.8% | 20.4% | ||
| Q1 25 | 47.4% | 20.9% | ||
| Q4 24 | 17.6% | 21.7% | ||
| Q3 24 | 10.1% | 20.8% | ||
| Q2 24 | 26.2% | 21.1% | ||
| Q1 24 | 49.2% | 14.6% |
| Q4 25 | -26.1% | -26.1% | ||
| Q3 25 | -10.8% | -25.1% | ||
| Q2 25 | -24.2% | -15.6% | ||
| Q1 25 | 30.8% | -14.1% | ||
| Q4 24 | -32.4% | -12.5% | ||
| Q3 24 | -44.1% | -8.1% | ||
| Q2 24 | -18.4% | -12.3% | ||
| Q1 24 | -8.6% | -21.6% |
| Q4 25 | 6.8% | -19.9% | ||
| Q3 25 | -4.6% | -28.5% | ||
| Q2 25 | -6.4% | 0.7% | ||
| Q1 25 | 19.5% | -19.9% | ||
| Q4 24 | -27.5% | -31.8% | ||
| Q3 24 | -60.0% | -17.3% | ||
| Q2 24 | -32.7% | -28.0% | ||
| Q1 24 | -0.8% | -35.5% |
| Q4 25 | $0.03 | $-0.23 | ||
| Q3 25 | $-0.03 | $-0.36 | ||
| Q2 25 | $-0.03 | $0.01 | ||
| Q1 25 | $0.25 | $-0.24 | ||
| Q4 24 | $-0.14 | $-0.44 | ||
| Q3 24 | $-0.14 | $-0.26 | ||
| Q2 24 | $-0.08 | $-0.34 | ||
| Q1 24 | $0.00 | $-0.40 |
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 | $103.8M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $248.3M |
| Total Assets | $771.0M | $351.5M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $103.8M | ||
| Q3 25 | $301.8M | $108.0M | ||
| Q2 25 | $316.7M | $113.3M | ||
| Q1 25 | $272.0M | $132.7M | ||
| Q4 24 | $273.9M | $138.6M | ||
| Q3 24 | $410.9M | $151.1M | ||
| Q2 24 | $441.9M | $162.5M | ||
| Q1 24 | $498.4M | $171.6M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $248.3M | ||
| Q3 25 | $537.6M | $255.3M | ||
| Q2 25 | $538.6M | $270.2M | ||
| Q1 25 | $540.2M | $269.2M | ||
| Q4 24 | $514.8M | $276.8M | ||
| Q3 24 | $540.2M | $299.6M | ||
| Q2 24 | $560.7M | $305.8M | ||
| Q1 24 | $568.3M | $321.9M |
| Q4 25 | $771.0M | $351.5M | ||
| Q3 25 | $768.9M | $359.6M | ||
| Q2 25 | $775.5M | $370.5M | ||
| Q1 25 | $801.6M | $373.9M | ||
| Q4 24 | $756.4M | $379.3M | ||
| Q3 24 | $707.6M | $411.4M | ||
| Q2 24 | $753.6M | $412.7M | ||
| Q1 24 | $631.7M | $426.2M |
| 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 | $5.4M |
| Free Cash FlowOCF − Capex | — | $-4.8M |
| FCF MarginFCF / Revenue | — | -11.9% |
| Capex IntensityCapex / Revenue | — | 25.3% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-54.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $5.4M | ||
| Q3 25 | $9.5M | $162.0K | ||
| Q2 25 | $50.1M | $-25.1M | ||
| Q1 25 | $2.4M | $-4.7M | ||
| Q4 24 | $50.1M | $11.9M | ||
| Q3 24 | $-593.0K | $-12.9M | ||
| Q2 24 | $16.1M | $-1.1M | ||
| Q1 24 | $54.8M | $-4.0M |
| Q4 25 | — | $-4.8M | ||
| Q3 25 | — | $-7.5M | ||
| Q2 25 | — | $-37.0M | ||
| Q1 25 | $335.0K | $-4.9M | ||
| Q4 24 | $-98.5M | $4.4M | ||
| Q3 24 | $-2.8M | $-15.5M | ||
| Q2 24 | $-126.7M | $-2.0M | ||
| Q1 24 | $54.6M | $-4.6M |
| Q4 25 | — | -11.9% | ||
| Q3 25 | — | -16.3% | ||
| Q2 25 | — | -77.7% | ||
| Q1 25 | 0.3% | -10.9% | ||
| Q4 24 | -201.8% | 8.7% | ||
| Q3 24 | -12.1% | -28.0% | ||
| Q2 24 | -490.5% | -4.3% | ||
| Q1 24 | 224.4% | -10.7% |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 24.9% | ||
| Q1 25 | 1.7% | 0.5% | ||
| Q4 24 | 304.4% | 14.5% | ||
| Q3 24 | 9.6% | 4.7% | ||
| Q2 24 | 553.0% | 1.9% | ||
| Q1 24 | 1.1% | 1.5% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -77.81× | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
MX
| Power Analog Solutions | $36.8M | 91% |
| Power Ic | $3.8M | 9% |
