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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Information Services Group Inc. (III). Click either name above to swap in a different company.
Information Services Group Inc. is the larger business by last-quarter revenue ($61.2M vs $34.3M, roughly 1.8× Clearfield, Inc.). Information Services Group Inc. runs the higher net margin — 4.3% vs -1.8%, a 6.1% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (5.9% vs -3.2%). Information Services Group Inc. produced more free cash flow last quarter ($4.3M vs $-2.4M). Over the past eight quarters, Information Services Group Inc.'s revenue compounded faster (-2.4% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
CLFD vs III — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $61.2M |
| Net Profit | $-614.0K | $2.6M |
| Gross Margin | 33.2% | 44.8% |
| Operating Margin | -5.3% | 8.4% |
| Net Margin | -1.8% | 4.3% |
| Revenue YoY | -3.2% | 5.9% |
| Net Profit YoY | 67.8% | -14.1% |
| EPS (diluted) | $-0.04 | $0.06 |
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 | $34.3M | $61.2M | ||
| Q3 25 | $23.4M | $62.4M | ||
| Q2 25 | $49.9M | $61.6M | ||
| Q1 25 | $47.2M | $59.6M | ||
| Q4 24 | $29.7M | $57.8M | ||
| Q3 24 | $5.6M | $61.3M | ||
| Q2 24 | $48.8M | $64.3M | ||
| Q1 24 | $36.9M | $64.3M |
| Q4 25 | $-614.0K | $2.6M | ||
| Q3 25 | $-9.1M | $3.1M | ||
| Q2 25 | $1.6M | $2.2M | ||
| Q1 25 | $1.3M | $1.5M | ||
| Q4 24 | $-1.9M | $3.0M | ||
| Q3 24 | — | $1.1M | ||
| Q2 24 | $-447.0K | $2.0M | ||
| Q1 24 | $-5.9M | $-3.4M |
| Q4 25 | 33.2% | 44.8% | ||
| Q3 25 | 53.2% | 42.2% | ||
| Q2 25 | 30.5% | 42.2% | ||
| Q1 25 | 30.1% | 43.1% | ||
| Q4 24 | 29.2% | 41.5% | ||
| Q3 24 | — | 40.4% | ||
| Q2 24 | 21.9% | 39.5% | ||
| Q1 24 | 7.7% | 36.1% |
| Q4 25 | -5.3% | 8.4% | ||
| Q3 25 | 10.3% | 7.4% | ||
| Q2 25 | 3.0% | 7.6% | ||
| Q1 25 | 0.6% | 5.7% | ||
| Q4 24 | -6.9% | 0.3% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | -4.7% | 5.7% | ||
| Q1 24 | -26.4% | -3.7% |
| Q4 25 | -1.8% | 4.3% | ||
| Q3 25 | -38.8% | 4.9% | ||
| Q2 25 | 3.2% | 3.5% | ||
| Q1 25 | 2.8% | 2.5% | ||
| Q4 24 | -6.4% | 5.3% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | -0.9% | 3.2% | ||
| Q1 24 | -16.0% | -5.3% |
| Q4 25 | $-0.04 | $0.06 | ||
| Q3 25 | $-0.65 | $0.06 | ||
| Q2 25 | $0.11 | $0.04 | ||
| Q1 25 | $0.09 | $0.03 | ||
| Q4 24 | $-0.13 | $0.07 | ||
| Q3 24 | — | $0.02 | ||
| Q2 24 | $-0.04 | $0.04 | ||
| Q1 24 | $-0.40 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $96.4M | $28.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $94.7M |
| Total Assets | $268.1M | $211.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $28.7M | ||
| Q3 25 | $106.0M | $28.7M | ||
| Q2 25 | $117.2M | $25.2M | ||
| Q1 25 | $112.0M | $20.1M | ||
| Q4 24 | $113.0M | $23.1M | ||
| Q3 24 | $129.0M | $9.7M | ||
| Q2 24 | $123.8M | $11.8M | ||
| Q1 24 | $142.9M | $14.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $94.7M | ||
| Q3 25 | $256.2M | $94.7M | ||
| Q2 25 | $264.5M | $94.1M | ||
| Q1 25 | $265.9M | $95.0M | ||
| Q4 24 | $267.4M | $96.3M | ||
| Q3 24 | $275.8M | $96.6M | ||
| Q2 24 | $274.6M | $95.5M | ||
| Q1 24 | $279.2M | $95.6M |
| Q4 25 | $268.1M | $211.0M | ||
| Q3 25 | $306.2M | $213.3M | ||
| Q2 25 | $314.7M | $200.7M | ||
| Q1 25 | $310.9M | $202.4M | ||
| Q4 24 | $303.2M | $204.5M | ||
| Q3 24 | $315.3M | $227.1M | ||
| Q2 24 | $318.1M | $235.3M | ||
| Q1 24 | $315.4M | $234.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| 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 | $-1.4M | $5.1M |
| Free Cash FlowOCF − Capex | $-2.4M | $4.3M |
| FCF MarginFCF / Revenue | -7.1% | 7.0% |
| Capex IntensityCapex / Revenue | 2.9% | 1.2% |
| Cash ConversionOCF / Net Profit | — | 1.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $5.1M | ||
| Q3 25 | — | $11.1M | ||
| Q2 25 | $7.9M | $11.9M | ||
| Q1 25 | $3.0M | $978.0K | ||
| Q4 24 | $7.2M | $6.6M | ||
| Q3 24 | $22.2M | $8.8M | ||
| Q2 24 | $4.0M | $2.2M | ||
| Q1 24 | $-5.7M | $2.3M |
| Q4 25 | $-2.4M | $4.3M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | $7.5M | $11.1M | ||
| Q1 25 | $654.0K | $141.0K | ||
| Q4 24 | $5.1M | $6.0M | ||
| Q3 24 | $18.2M | $8.4M | ||
| Q2 24 | $2.8M | $1.3M | ||
| Q1 24 | $-7.7M | $1.3M |
| Q4 25 | -7.1% | 7.0% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | 15.1% | 18.0% | ||
| Q1 25 | 1.4% | 0.2% | ||
| Q4 24 | 17.1% | 10.4% | ||
| Q3 24 | 323.0% | 13.7% | ||
| Q2 24 | 5.8% | 2.0% | ||
| Q1 24 | -20.8% | 2.0% |
| Q4 25 | 2.9% | 1.2% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 0.8% | 1.4% | ||
| Q1 25 | 5.1% | 1.4% | ||
| Q4 24 | 7.0% | 0.9% | ||
| Q3 24 | 71.4% | 0.6% | ||
| Q2 24 | 2.5% | 1.4% | ||
| Q1 24 | 5.3% | 1.6% |
| Q4 25 | — | 1.94× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | 4.93× | 5.46× | ||
| Q1 25 | 2.30× | 0.66× | ||
| Q4 24 | — | 2.15× | ||
| Q3 24 | — | 7.66× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
