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Side-by-side financial comparison of Alexander & Baldwin, Inc. (ALEX) and PDF SOLUTIONS INC (PDFS). Click either name above to swap in a different company.
PDF SOLUTIONS INC is the larger business by last-quarter revenue ($62.4M vs $51.0M, roughly 1.2× Alexander & Baldwin, Inc.). Alexander & Baldwin, Inc. runs the higher net margin — 7.4% vs -0.1%, a 7.5% gap on every dollar of revenue. On growth, PDF SOLUTIONS INC posted the faster year-over-year revenue change (24.6% vs -18.4%). Alexander & Baldwin, Inc. produced more free cash flow last quarter ($27.3M vs $7.5M). Over the past eight quarters, PDF SOLUTIONS INC's revenue compounded faster (22.9% CAGR vs -8.7%).
Alexander & Baldwin, Inc. is an American company that was once part of the Big Five companies in territorial Hawaii. The company currently operates businesses in real estate, land operations, and materials and construction. It was also the last "Big Five" company to cultivate sugarcane. As of 2020, it remains one of the State of Hawaii's largest private landowners, owning over 28,000 acres (11,000 ha) and operating 36 income properties in the state.
PDF Solutions, Inc. is an American multinational software and engineering services company based in Santa Clara, California. The company is listed in the Nasdaq stock exchange under the ticker symbol PDFS.
ALEX vs PDFS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $51.0M | $62.4M |
| Net Profit | $3.8M | $-48.0K |
| Gross Margin | — | 72.9% |
| Operating Margin | 17.1% | 5.5% |
| Net Margin | 7.4% | -0.1% |
| Revenue YoY | -18.4% | 24.6% |
| Net Profit YoY | -69.7% | -108.9% |
| EPS (diluted) | $0.05 | $0.00 |
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 | $51.0M | $62.4M | ||
| Q3 25 | $50.2M | $57.1M | ||
| Q2 25 | $51.7M | $51.7M | ||
| Q1 25 | $53.7M | $47.8M | ||
| Q4 24 | $62.4M | $50.1M | ||
| Q3 24 | $61.9M | $46.4M | ||
| Q2 24 | $51.0M | $41.7M | ||
| Q1 24 | $61.2M | $41.3M |
| Q4 25 | $3.8M | $-48.0K | ||
| Q3 25 | $14.3M | $1.3M | ||
| Q2 25 | $25.1M | $1.1M | ||
| Q1 25 | $21.4M | $-3.0M | ||
| Q4 24 | $12.4M | $539.0K | ||
| Q3 24 | $19.0M | $2.2M | ||
| Q2 24 | $9.1M | $1.7M | ||
| Q1 24 | $20.0M | $-393.0K |
| Q4 25 | — | 72.9% | ||
| Q3 25 | — | 72.3% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.9% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.1% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 67.3% |
| Q4 25 | 17.1% | 5.5% | ||
| Q3 25 | 38.2% | 8.5% | ||
| Q2 25 | 54.4% | 2.2% | ||
| Q1 25 | 44.6% | -7.4% | ||
| Q4 24 | 28.3% | 1.0% | ||
| Q3 24 | 35.6% | 4.6% | ||
| Q2 24 | 31.8% | 0.6% | ||
| Q1 24 | 38.9% | -4.7% |
| Q4 25 | 7.4% | -0.1% | ||
| Q3 25 | 28.5% | 2.3% | ||
| Q2 25 | 48.6% | 2.2% | ||
| Q1 25 | 39.9% | -6.3% | ||
| Q4 24 | 19.9% | 1.1% | ||
| Q3 24 | 30.7% | 4.8% | ||
| Q2 24 | 17.8% | 4.1% | ||
| Q1 24 | 32.6% | -1.0% |
| Q4 25 | $0.05 | $0.00 | ||
| Q3 25 | $0.20 | $0.03 | ||
| Q2 25 | $0.35 | $0.03 | ||
| Q1 25 | $0.29 | $-0.08 | ||
| Q4 24 | $0.16 | $0.01 | ||
| Q3 24 | $0.26 | $0.06 | ||
| Q2 24 | $0.13 | $0.04 | ||
| Q1 24 | $0.28 | $-0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.3M | $42.2M |
| Total DebtLower is stronger | $491.6M | $67.0M |
| Stockholders' EquityBook value | $987.2M | $271.0M |
| Total Assets | $1.7B | $418.7M |
| Debt / EquityLower = less leverage | 0.50× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.3M | $42.2M | ||
| Q3 25 | $17.3M | $35.9M | ||
| Q2 25 | $8.6M | $40.4M | ||
| Q1 25 | $16.9M | $54.1M | ||
| Q4 24 | $33.4M | $114.9M | ||
| Q3 24 | $17.9M | $120.2M | ||
| Q2 24 | $29.5M | $117.9M | ||
| Q1 24 | $15.7M | $122.9M |
| Q4 25 | $491.6M | $67.0M | ||
| Q3 25 | — | $67.6M | ||
| Q2 25 | — | $68.1M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | $474.8M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $987.2M | $271.0M | ||
| Q3 25 | $1.0B | $264.4M | ||
| Q2 25 | $1.0B | $257.5M | ||
| Q1 25 | $1.0B | $249.0M | ||
| Q4 24 | $1.0B | $246.0M | ||
| Q3 24 | $998.2M | $240.5M | ||
| Q2 24 | $1.0B | $232.2M | ||
| Q1 24 | $1.0B | $225.4M |
| Q4 25 | $1.7B | $418.7M | ||
| Q3 25 | $1.7B | $406.4M | ||
| Q2 25 | $1.6B | $391.1M | ||
| Q1 25 | $1.6B | $390.0M | ||
| Q4 24 | $1.7B | $315.3M | ||
| Q3 24 | $1.7B | $307.4M | ||
| Q2 24 | $1.6B | $298.0M | ||
| Q1 24 | $1.6B | $286.8M |
| Q4 25 | 0.50× | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | 0.47× | — | ||
| 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 | $79.5M | $17.3M |
| Free Cash FlowOCF − Capex | $27.3M | $7.5M |
| FCF MarginFCF / Revenue | 53.5% | 12.1% |
| Capex IntensityCapex / Revenue | 102.4% | 15.7% |
| Cash ConversionOCF / Net Profit | 21.06× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.2M | $-8.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $79.5M | $17.3M | ||
| Q3 25 | $24.5M | $3.3M | ||
| Q2 25 | $16.5M | $-5.2M | ||
| Q1 25 | $26.0M | $8.6M | ||
| Q4 24 | $98.0M | $1.6M | ||
| Q3 24 | $35.3M | $9.3M | ||
| Q2 24 | $22.3M | $684.0K | ||
| Q1 24 | $16.1M | $-1.9M |
| Q4 25 | $27.3M | $7.5M | ||
| Q3 25 | $-3.7M | $-2.9M | ||
| Q2 25 | $11.8M | $-13.8M | ||
| Q1 25 | $21.8M | $535.0K | ||
| Q4 24 | $77.0M | $-4.0M | ||
| Q3 24 | $31.4M | $5.1M | ||
| Q2 24 | $18.0M | $-4.6M | ||
| Q1 24 | $12.3M | $-3.9M |
| Q4 25 | 53.5% | 12.1% | ||
| Q3 25 | -7.4% | -5.1% | ||
| Q2 25 | 22.8% | -26.6% | ||
| Q1 25 | 40.6% | 1.1% | ||
| Q4 24 | 123.4% | -8.0% | ||
| Q3 24 | 50.8% | 11.0% | ||
| Q2 24 | 35.3% | -11.1% | ||
| Q1 24 | 20.1% | -9.4% |
| Q4 25 | 102.4% | 15.7% | ||
| Q3 25 | 56.1% | 10.8% | ||
| Q2 25 | 9.1% | 16.5% | ||
| Q1 25 | 7.8% | 17.0% | ||
| Q4 24 | 33.5% | 11.3% | ||
| Q3 24 | 6.2% | 9.0% | ||
| Q2 24 | 8.4% | 12.8% | ||
| Q1 24 | 6.1% | 4.9% |
| Q4 25 | 21.06× | — | ||
| Q3 25 | 1.71× | 2.54× | ||
| Q2 25 | 0.66× | -4.55× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 7.88× | 2.98× | ||
| Q3 24 | 1.86× | 4.20× | ||
| Q2 24 | 2.45× | 0.40× | ||
| Q1 24 | 0.80× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALEX
Segment breakdown not available.
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |