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Side-by-side financial comparison of DIODES INC (DIOD) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $297.1M, roughly 1.3× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 2.6%, a 53.0% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -3.0%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs -1.4%).
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
DIOD vs MTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $297.1M |
| Net Profit | $10.2M | $165.3M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 55.6% |
| Revenue YoY | 15.4% | -3.0% |
| Net Profit YoY | 23.8% | -10.9% |
| EPS (diluted) | $0.23 | $0.76 |
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.
| Q1 26 | — | $297.1M | ||
| Q4 25 | $391.6M | $298.7M | ||
| Q3 25 | $392.2M | $304.5M | ||
| Q2 25 | $366.2M | $304.2M | ||
| Q1 25 | $332.1M | $306.2M | ||
| Q4 24 | $339.3M | $301.4M | ||
| Q3 24 | $350.1M | $306.6M | ||
| Q2 24 | $319.8M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $10.2M | $169.3M | ||
| Q3 25 | $14.3M | $191.1M | ||
| Q2 25 | $46.1M | $192.5M | ||
| Q1 25 | $-4.4M | $185.5M | ||
| Q4 24 | $8.2M | $184.7M | ||
| Q3 24 | $13.7M | $200.0M | ||
| Q2 24 | $8.0M | $204.2M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | 31.5% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 33.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 71.2% | ||
| Q3 25 | 3.0% | 77.2% | ||
| Q2 25 | 2.6% | 80.9% | ||
| Q1 25 | 0.4% | 76.6% | ||
| Q4 24 | 3.5% | 77.9% | ||
| Q3 24 | 6.2% | 82.9% | ||
| Q2 24 | 1.2% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 2.6% | 56.7% | ||
| Q3 25 | 3.6% | 62.8% | ||
| Q2 25 | 12.6% | 63.3% | ||
| Q1 25 | -1.3% | 60.6% | ||
| Q4 24 | 2.4% | 61.3% | ||
| Q3 24 | 3.9% | 65.2% | ||
| Q2 24 | 2.5% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.23 | $0.75 | ||
| Q3 25 | $0.31 | $0.83 | ||
| Q2 25 | $0.99 | $0.81 | ||
| Q1 25 | $-0.10 | $0.75 | ||
| Q4 24 | $0.18 | $0.71 | ||
| Q3 24 | $0.30 | $0.77 | ||
| Q2 24 | $0.17 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $377.0M | $235.1M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $5.0B |
| Total Assets | $2.4B | $6.4B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $377.0M | $369.0M | ||
| Q3 25 | $386.4M | $266.9M | ||
| Q2 25 | $327.3M | $294.9M | ||
| Q1 25 | $343.9M | $207.0M | ||
| Q4 24 | $316.1M | $229.5M | ||
| Q3 24 | $319.3M | $288.6M | ||
| Q2 24 | $273.9M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.9B | $5.1B | ||
| Q3 25 | $1.9B | $5.2B | ||
| Q2 25 | $1.9B | $5.2B | ||
| Q1 25 | $1.8B | $5.1B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.8B | $5.3B | ||
| Q2 24 | $1.8B | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $2.4B | $6.6B | ||
| Q3 25 | $2.5B | $6.6B | ||
| Q2 25 | $2.5B | $6.5B | ||
| Q1 25 | $2.4B | $6.5B | ||
| Q4 24 | $2.4B | $6.5B | ||
| Q3 24 | $2.4B | $6.7B | ||
| Q2 24 | $2.4B | $6.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — |
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 | $38.1M | — |
| Free Cash FlowOCF − Capex | $12.4M | — |
| FCF MarginFCF / Revenue | 3.2% | — |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $230.8M | ||
| Q3 25 | $79.1M | $215.4M | ||
| Q2 25 | $41.5M | $183.0M | ||
| Q1 25 | $56.7M | $223.7M | ||
| Q4 24 | $81.8M | $182.4M | ||
| Q3 24 | $54.4M | $182.9M | ||
| Q2 24 | $14.4M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $230.2M | ||
| Q3 25 | $62.8M | $215.1M | ||
| Q2 25 | $21.1M | $183.0M | ||
| Q1 25 | $40.8M | $223.5M | ||
| Q4 24 | $62.1M | $181.9M | ||
| Q3 24 | $39.4M | $182.5M | ||
| Q2 24 | $-3.5M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 77.1% | ||
| Q3 25 | 16.0% | 70.6% | ||
| Q2 25 | 5.8% | 60.1% | ||
| Q1 25 | 12.3% | 73.0% | ||
| Q4 24 | 18.3% | 60.3% | ||
| Q3 24 | 11.2% | 59.5% | ||
| Q2 24 | -1.1% | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 0.2% | ||
| Q3 25 | 4.2% | 0.1% | ||
| Q2 25 | 5.6% | 0.0% | ||
| Q1 25 | 4.8% | 0.0% | ||
| Q4 24 | 5.8% | 0.2% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 5.6% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | 1.36× | ||
| Q3 25 | 5.54× | 1.13× | ||
| Q2 25 | 0.90× | 0.95× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 9.93× | 0.99× | ||
| Q3 24 | 3.95× | 0.91× | ||
| Q2 24 | 1.80× | 0.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
MTG
Segment breakdown not available.
