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Side-by-side financial comparison of COGNEX CORP (CGNX) and PROVIDENT FINANCIAL SERVICES INC (PFS). Click either name above to swap in a different company.

COGNEX CORP is the larger business by last-quarter revenue ($252.3M vs $225.7M, roughly 1.1× PROVIDENT FINANCIAL SERVICES INC). On growth, COGNEX CORP posted the faster year-over-year revenue change (9.9% vs 9.6%). PROVIDENT FINANCIAL SERVICES INC produced more free cash flow last quarter ($430.7M vs $72.3M). Over the past eight quarters, PROVIDENT FINANCIAL SERVICES INC's revenue compounded faster (40.4% CAGR vs 9.4%).

Cognex Corporation is an American manufacturer of machine vision systems, software and sensors. Cognex is headquartered in Natick, Massachusetts, USA with offices in more than 20 countries.

The PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 27 states and the District of Columbia, with 2,629 branches and 9,523 ATMs. PNC Bank is one of the largest banks in the US by assets and by number of branches, deposits, and ATMs.

CGNX vs PFS — Head-to-Head

Bigger by revenue
CGNX
CGNX
1.1× larger
CGNX
$252.3M
$225.7M
PFS
Growing faster (revenue YoY)
CGNX
CGNX
+0.2% gap
CGNX
9.9%
9.6%
PFS
More free cash flow
PFS
PFS
$358.4M more FCF
PFS
$430.7M
$72.3M
CGNX
Faster 2-yr revenue CAGR
PFS
PFS
Annualised
PFS
40.4%
9.4%
CGNX

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CGNX
CGNX
PFS
PFS
Revenue
$252.3M
$225.7M
Net Profit
$32.7M
Gross Margin
65.7%
Operating Margin
14.0%
49.7%
Net Margin
12.9%
Revenue YoY
9.9%
9.6%
Net Profit YoY
15.2%
EPS (diluted)
$0.20
$0.64

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.

Revenue
CGNX
CGNX
PFS
PFS
Q4 25
$252.3M
$225.7M
Q3 25
$276.9M
$221.8M
Q2 25
$249.1M
$214.2M
Q1 25
$216.0M
$208.8M
Q4 24
$229.7M
$205.9M
Q3 24
$234.7M
$210.6M
Q2 24
$239.3M
$163.8M
Q1 24
$210.8M
$114.5M
Net Profit
CGNX
CGNX
PFS
PFS
Q4 25
$32.7M
Q3 25
$17.7M
$71.7M
Q2 25
$40.5M
$72.0M
Q1 25
$23.6M
$64.0M
Q4 24
$28.3M
Q3 24
$29.6M
$46.4M
Q2 24
$36.2M
$-11.5M
Q1 24
$12.0M
$32.1M
Gross Margin
CGNX
CGNX
PFS
PFS
Q4 25
65.7%
Q3 25
67.6%
Q2 25
67.4%
Q1 25
66.8%
Q4 24
68.7%
Q3 24
67.9%
Q2 24
69.6%
Q1 24
67.3%
Operating Margin
CGNX
CGNX
PFS
PFS
Q4 25
14.0%
49.7%
Q3 25
20.9%
45.8%
Q2 25
17.4%
47.8%
Q1 25
12.1%
44.0%
Q4 24
13.4%
30.5%
Q3 24
13.4%
31.0%
Q2 24
16.1%
-13.0%
Q1 24
6.7%
37.5%
Net Margin
CGNX
CGNX
PFS
PFS
Q4 25
12.9%
Q3 25
6.4%
32.3%
Q2 25
16.3%
33.6%
Q1 25
10.9%
30.7%
Q4 24
12.3%
Q3 24
12.6%
22.0%
Q2 24
15.1%
-7.0%
Q1 24
5.7%
28.0%
EPS (diluted)
CGNX
CGNX
PFS
PFS
Q4 25
$0.20
$0.64
Q3 25
$0.10
$0.55
Q2 25
$0.24
$0.55
Q1 25
$0.14
$0.49
Q4 24
$0.17
$0.37
Q3 24
$0.17
$0.36
Q2 24
$0.21
$-0.11
Q1 24
$0.07
$0.43

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CGNX
CGNX
PFS
PFS
Cash + ST InvestmentsLiquidity on hand
$262.9M
$209.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.5B
$2.8B
Total Assets
$2.0B
$25.0B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CGNX
CGNX
PFS
PFS
Q4 25
$262.9M
$209.1M
Q3 25
$245.9M
$299.2M
Q2 25
$179.3M
$258.0M
Q1 25
$143.7M
$234.1M
Q4 24
$186.1M
$205.9M
Q3 24
$197.1M
$244.0M
Q2 24
$176.6M
$290.5M
Q1 24
$138.9M
$158.3M
Stockholders' Equity
CGNX
CGNX
PFS
PFS
Q4 25
$1.5B
$2.8B
Q3 25
$1.5B
$2.8B
Q2 25
$1.5B
$2.7B
Q1 25
$1.4B
$2.7B
Q4 24
$1.5B
$2.6B
Q3 24
$1.6B
$2.6B
Q2 24
$1.5B
$2.6B
Q1 24
$1.5B
$1.7B
Total Assets
CGNX
CGNX
PFS
PFS
Q4 25
$2.0B
$25.0B
Q3 25
$2.0B
$24.8B
Q2 25
$2.0B
$24.5B
Q1 25
$1.9B
$24.2B
Q4 24
$2.0B
$24.1B
Q3 24
$2.1B
$24.0B
Q2 24
$2.0B
$24.1B
Q1 24
$2.0B
$14.1B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CGNX
CGNX
PFS
PFS
Operating Cash FlowLast quarter
$74.9M
$442.3M
Free Cash FlowOCF − Capex
$72.3M
$430.7M
FCF MarginFCF / Revenue
28.7%
190.8%
Capex IntensityCapex / Revenue
1.0%
5.1%
Cash ConversionOCF / Net Profit
2.29×
TTM Free Cash FlowTrailing 4 quarters
$236.8M
$797.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CGNX
CGNX
PFS
PFS
Q4 25
$74.9M
$442.3M
Q3 25
$87.5M
$98.0M
Q2 25
$42.6M
$186.8M
Q1 25
$40.5M
$88.5M
Q4 24
$51.4M
$426.4M
Q3 24
$56.3M
$69.2M
Q2 24
$27.8M
$76.5M
Q1 24
$13.6M
$41.4M
Free Cash Flow
CGNX
CGNX
PFS
PFS
Q4 25
$72.3M
$430.7M
Q3 25
$86.0M
$96.7M
Q2 25
$40.4M
$182.6M
Q1 25
$38.0M
$87.4M
Q4 24
$49.3M
$425.1M
Q3 24
$51.9M
$67.9M
Q2 24
$23.3M
$75.5M
Q1 24
$9.6M
$40.9M
FCF Margin
CGNX
CGNX
PFS
PFS
Q4 25
28.7%
190.8%
Q3 25
31.1%
43.6%
Q2 25
16.2%
85.2%
Q1 25
17.6%
41.9%
Q4 24
21.5%
206.4%
Q3 24
22.1%
32.2%
Q2 24
9.7%
46.1%
Q1 24
4.5%
35.7%
Capex Intensity
CGNX
CGNX
PFS
PFS
Q4 25
1.0%
5.1%
Q3 25
0.5%
0.6%
Q2 25
0.9%
2.0%
Q1 25
1.2%
0.5%
Q4 24
0.9%
0.6%
Q3 24
1.9%
0.6%
Q2 24
1.9%
0.6%
Q1 24
1.9%
0.5%
Cash Conversion
CGNX
CGNX
PFS
PFS
Q4 25
2.29×
Q3 25
4.95×
1.37×
Q2 25
1.05×
2.59×
Q1 25
1.72×
1.38×
Q4 24
1.81×
Q3 24
1.90×
1.49×
Q2 24
0.77×
Q1 24
1.13×
1.29×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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