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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and YELP INC (YELP). Click either name above to swap in a different company.
YELP INC is the larger business by last-quarter revenue ($360.0M vs $233.0M, roughly 1.5× CSW INDUSTRIALS, INC.). YELP INC runs the higher net margin — 10.5% vs 4.4%, a 6.1% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs -0.5%). YELP INC produced more free cash flow last quarter ($72.3M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs 4.0%).
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
CSW vs YELP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $360.0M |
| Net Profit | $10.3M | $37.8M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 13.6% |
| Net Margin | 4.4% | 10.5% |
| Revenue YoY | 20.3% | -0.5% |
| Net Profit YoY | -61.9% | -10.5% |
| EPS (diluted) | $0.62 | $0.60 |
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 | $233.0M | $360.0M | ||
| Q3 25 | $277.0M | $376.0M | ||
| Q2 25 | $263.6M | $370.4M | ||
| Q1 25 | $230.5M | $358.5M | ||
| Q4 24 | $193.6M | $362.0M | ||
| Q3 24 | $227.9M | $360.3M | ||
| Q2 24 | $226.2M | $357.0M | ||
| Q1 24 | $210.9M | $332.8M |
| Q4 25 | $10.3M | $37.8M | ||
| Q3 25 | $40.7M | $39.3M | ||
| Q2 25 | $40.9M | $44.1M | ||
| Q1 25 | $35.1M | $24.4M | ||
| Q4 24 | $26.9M | $42.2M | ||
| Q3 24 | $36.1M | $38.4M | ||
| Q2 24 | $38.6M | $38.0M | ||
| Q1 24 | $31.8M | $14.2M |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 44.4% | — |
| Q4 25 | 7.4% | 13.6% | ||
| Q3 25 | 20.5% | 14.1% | ||
| Q2 25 | 20.8% | 14.4% | ||
| Q1 25 | 19.5% | 8.2% | ||
| Q4 24 | 15.3% | 14.8% | ||
| Q3 24 | 22.6% | 12.9% | ||
| Q2 24 | 24.3% | 11.1% | ||
| Q1 24 | 21.0% | 3.4% |
| Q4 25 | 4.4% | 10.5% | ||
| Q3 25 | 14.7% | 10.5% | ||
| Q2 25 | 15.5% | 11.9% | ||
| Q1 25 | 15.2% | 6.8% | ||
| Q4 24 | 13.9% | 11.7% | ||
| Q3 24 | 15.8% | 10.7% | ||
| Q2 24 | 17.1% | 10.7% | ||
| Q1 24 | 15.1% | 4.3% |
| Q4 25 | $0.62 | $0.60 | ||
| Q3 25 | $2.41 | $0.61 | ||
| Q2 25 | $2.43 | $0.67 | ||
| Q1 25 | $2.05 | $0.36 | ||
| Q4 24 | $1.60 | $0.58 | ||
| Q3 24 | $2.26 | $0.56 | ||
| Q2 24 | $2.47 | $0.54 | ||
| Q1 24 | $2.03 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $319.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $710.9M |
| Total Assets | $2.3B | $958.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $319.4M | ||
| Q3 25 | $31.5M | $333.6M | ||
| Q2 25 | $38.0M | $301.1M | ||
| Q1 25 | $225.8M | $324.4M | ||
| Q4 24 | $213.8M | $317.9M | ||
| Q3 24 | $273.2M | $397.0M | ||
| Q2 24 | $18.9M | $384.8M | ||
| Q1 24 | $22.2M | $420.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $710.9M | ||
| Q3 25 | $1.1B | $733.2M | ||
| Q2 25 | $1.1B | $746.4M | ||
| Q1 25 | $1.1B | $728.0M | ||
| Q4 24 | $1.0B | $744.0M | ||
| Q3 24 | $1.0B | $739.5M | ||
| Q2 24 | $650.2M | $735.3M | ||
| Q1 24 | $615.7M | $722.0M |
| Q4 25 | $2.3B | $958.5M | ||
| Q3 25 | $1.5B | $989.9M | ||
| Q2 25 | $1.5B | $980.2M | ||
| Q1 25 | $1.4B | $985.2M | ||
| Q4 24 | $1.4B | $983.6M | ||
| Q3 24 | $1.4B | $980.2M | ||
| Q2 24 | $1.1B | $965.0M | ||
| Q1 24 | $1.0B | $993.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $84.5M |
| Free Cash FlowOCF − Capex | $22.7M | $72.3M |
| FCF MarginFCF / Revenue | 9.8% | 20.1% |
| Capex IntensityCapex / Revenue | 2.6% | 3.4% |
| Cash ConversionOCF / Net Profit | 2.81× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $84.5M | ||
| Q3 25 | $61.8M | $131.5M | ||
| Q2 25 | $60.6M | $58.0M | ||
| Q1 25 | $27.3M | $98.0M | ||
| Q4 24 | $11.6M | $71.0M | ||
| Q3 24 | $66.8M | $102.3M | ||
| Q2 24 | $62.7M | $39.7M | ||
| Q1 24 | $22.4M | $72.9M |
| Q4 25 | $22.7M | $72.3M | ||
| Q3 25 | $58.7M | $118.9M | ||
| Q2 25 | $57.7M | $45.0M | ||
| Q1 25 | $22.8M | $87.5M | ||
| Q4 24 | $8.5M | $60.0M | ||
| Q3 24 | $61.3M | $92.5M | ||
| Q2 24 | $59.6M | $30.1M | ||
| Q1 24 | $17.5M | $65.9M |
| Q4 25 | 9.8% | 20.1% | ||
| Q3 25 | 21.2% | 31.6% | ||
| Q2 25 | 21.9% | 12.2% | ||
| Q1 25 | 9.9% | 24.4% | ||
| Q4 24 | 4.4% | 16.6% | ||
| Q3 24 | 26.9% | 25.7% | ||
| Q2 24 | 26.3% | 8.4% | ||
| Q1 24 | 8.3% | 19.8% |
| Q4 25 | 2.6% | 3.4% | ||
| Q3 25 | 1.1% | 3.3% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 2.0% | 2.9% | ||
| Q4 24 | 1.6% | 3.0% | ||
| Q3 24 | 2.4% | 2.7% | ||
| Q2 24 | 1.4% | 2.7% | ||
| Q1 24 | 2.3% | 2.1% |
| Q4 25 | 2.81× | 2.24× | ||
| Q3 25 | 1.52× | 3.34× | ||
| Q2 25 | 1.48× | 1.32× | ||
| Q1 25 | 0.78× | 4.02× | ||
| Q4 24 | 0.43× | 1.68× | ||
| Q3 24 | 1.85× | 2.66× | ||
| Q2 24 | 1.62× | 1.04× | ||
| Q1 24 | 0.71× | 5.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
