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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Valens Semiconductor Ltd. (VLN). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $17.3M, roughly 2.0× Valens Semiconductor Ltd.). Clearfield, Inc. runs the higher net margin — -1.8% vs -42.2%, a 40.4% gap on every dollar of revenue. On growth, Valens Semiconductor Ltd. posted the faster year-over-year revenue change (8.1% vs -3.2%). Clearfield, Inc. produced more free cash flow last quarter ($-2.4M vs $-4.9M).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Valens Semiconductor (Valens) is an Israeli fabless manufacturing company providing semiconductors for the automotive and audio-video industries. Valens provides semiconductor products for the distribution of uncompressed ultra-high-definition (UHD) multimedia content and in-vehicle connectivity applications. The company is a member of the MIPI Alliance and developed the first-to-market chipset that is compliant with the MIPI A-PHY standard. Valens invented the technology behind the HDBaseT s...
CLFD vs VLN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $17.3M |
| Net Profit | $-614.0K | $-7.3M |
| Gross Margin | 33.2% | 63.0% |
| Operating Margin | -5.3% | -46.4% |
| Net Margin | -1.8% | -42.2% |
| Revenue YoY | -3.2% | 8.1% |
| Net Profit YoY | 67.8% | 29.3% |
| EPS (diluted) | $-0.04 | $-0.07 |
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 | — | ||
| Q3 25 | $23.4M | $17.3M | ||
| Q2 25 | $49.9M | $17.1M | ||
| Q1 25 | $47.2M | $16.8M | ||
| Q4 24 | $29.7M | — | ||
| Q3 24 | $5.6M | $16.0M | ||
| Q2 24 | $48.8M | $13.6M | ||
| Q1 24 | $36.9M | — |
| Q4 25 | $-614.0K | — | ||
| Q3 25 | $-9.1M | $-7.3M | ||
| Q2 25 | $1.6M | $-7.2M | ||
| Q1 25 | $1.3M | $-8.3M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | — | $-10.4M | ||
| Q2 24 | $-447.0K | $-8.9M | ||
| Q1 24 | $-5.9M | — |
| Q4 25 | 33.2% | — | ||
| Q3 25 | 53.2% | 63.0% | ||
| Q2 25 | 30.5% | 63.5% | ||
| Q1 25 | 30.1% | 62.9% | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | 21.9% | 61.4% | ||
| Q1 24 | 7.7% | — |
| Q4 25 | -5.3% | — | ||
| Q3 25 | 10.3% | -46.4% | ||
| Q2 25 | 3.0% | -43.3% | ||
| Q1 25 | 0.6% | -56.2% | ||
| Q4 24 | -6.9% | — | ||
| Q3 24 | — | -76.3% | ||
| Q2 24 | -4.7% | -69.2% | ||
| Q1 24 | -26.4% | — |
| Q4 25 | -1.8% | — | ||
| Q3 25 | -38.8% | -42.2% | ||
| Q2 25 | 3.2% | -42.1% | ||
| Q1 25 | 2.8% | -49.4% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | — | -64.6% | ||
| Q2 24 | -0.9% | -65.2% | ||
| Q1 24 | -16.0% | — |
| Q4 25 | $-0.04 | — | ||
| Q3 25 | $-0.65 | $-0.07 | ||
| Q2 25 | $0.11 | $-0.07 | ||
| Q1 25 | $0.09 | $-0.08 | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | — | $-0.10 | ||
| Q2 24 | $-0.04 | $-0.08 | ||
| Q1 24 | $-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 | $96.4M | $93.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $108.8M |
| Total Assets | $268.1M | $136.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | — | ||
| Q3 25 | $106.0M | $93.5M | ||
| Q2 25 | $117.2M | $102.7M | ||
| Q1 25 | $112.0M | $112.5M | ||
| Q4 24 | $113.0M | — | ||
| Q3 24 | $129.0M | $133.1M | ||
| Q2 24 | $123.8M | $105.9M | ||
| Q1 24 | $142.9M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | — | ||
| Q3 25 | $256.2M | $108.8M | ||
| Q2 25 | $264.5M | $116.5M | ||
| Q1 25 | $265.9M | $128.6M | ||
| Q4 24 | $267.4M | — | ||
| Q3 24 | $275.8M | $147.0M | ||
| Q2 24 | $274.6M | $153.5M | ||
| Q1 24 | $279.2M | — |
| Q4 25 | $268.1M | — | ||
| Q3 25 | $306.2M | $136.7M | ||
| Q2 25 | $314.7M | $144.8M | ||
| Q1 25 | $310.9M | $154.6M | ||
| Q4 24 | $303.2M | — | ||
| Q3 24 | $315.3M | $171.9M | ||
| Q2 24 | $318.1M | $175.8M | ||
| Q1 24 | $315.4M | — |
| 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 | $-4.7M |
| Free Cash FlowOCF − Capex | $-2.4M | $-4.9M |
| FCF MarginFCF / Revenue | -7.1% | -28.5% |
| Capex IntensityCapex / Revenue | 2.9% | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | — | ||
| Q3 25 | — | $-4.7M | ||
| Q2 25 | $7.9M | $-211.0K | ||
| Q1 25 | $3.0M | $-7.6M | ||
| Q4 24 | $7.2M | — | ||
| Q3 24 | $22.2M | $3.0M | ||
| Q2 24 | $4.0M | $-225.0K | ||
| Q1 24 | $-5.7M | — |
| Q4 25 | $-2.4M | — | ||
| Q3 25 | — | $-4.9M | ||
| Q2 25 | $7.5M | $-330.0K | ||
| Q1 25 | $654.0K | $-8.0M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $18.2M | $2.2M | ||
| Q2 24 | $2.8M | $-460.0K | ||
| Q1 24 | $-7.7M | — |
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | -28.5% | ||
| Q2 25 | 15.1% | -1.9% | ||
| Q1 25 | 1.4% | -47.3% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 323.0% | 14.0% | ||
| Q2 24 | 5.8% | -3.4% | ||
| Q1 24 | -20.8% | — |
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 5.1% | 2.1% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 71.4% | 4.5% | ||
| Q2 24 | 2.5% | 1.7% | ||
| Q1 24 | 5.3% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
