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Side-by-side financial comparison of DIODES INC (DIOD) and Paymentus Holdings, Inc. (PAY). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $330.5M, roughly 1.2× Paymentus Holdings, Inc.). Paymentus Holdings, Inc. runs the higher net margin — 6.3% vs 2.6%, a 3.7% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 15.4%). Paymentus Holdings, Inc. produced more free cash flow last quarter ($45.0M vs $12.4M). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs 13.9%).
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.
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
DIOD vs PAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $330.5M |
| Net Profit | $10.2M | $20.7M |
| Gross Margin | 31.1% | 25.4% |
| Operating Margin | 3.4% | 7.3% |
| Net Margin | 2.6% | 6.3% |
| Revenue YoY | 15.4% | 28.1% |
| Net Profit YoY | 23.8% | 57.2% |
| EPS (diluted) | $0.23 | $0.16 |
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 | $391.6M | $330.5M | ||
| Q3 25 | $392.2M | $310.7M | ||
| Q2 25 | $366.2M | $280.1M | ||
| Q1 25 | $332.1M | $275.2M | ||
| Q4 24 | $339.3M | $257.9M | ||
| Q3 24 | $350.1M | $231.6M | ||
| Q2 24 | $319.8M | $197.4M | ||
| Q1 24 | $302.0M | $184.9M |
| Q4 25 | $10.2M | $20.7M | ||
| Q3 25 | $14.3M | $17.7M | ||
| Q2 25 | $46.1M | $14.7M | ||
| Q1 25 | $-4.4M | $13.8M | ||
| Q4 24 | $8.2M | $13.1M | ||
| Q3 24 | $13.7M | $14.4M | ||
| Q2 24 | $8.0M | $9.4M | ||
| Q1 24 | $14.0M | $7.2M |
| Q4 25 | 31.1% | 25.4% | ||
| Q3 25 | 30.7% | 24.1% | ||
| Q2 25 | 31.5% | 25.5% | ||
| Q1 25 | 31.5% | 24.0% | ||
| Q4 24 | 32.7% | 25.6% | ||
| Q3 24 | 33.7% | 26.2% | ||
| Q2 24 | 33.6% | 29.8% | ||
| Q1 24 | 33.0% | 28.5% |
| Q4 25 | 3.4% | 7.3% | ||
| Q3 25 | 3.0% | 6.4% | ||
| Q2 25 | 2.6% | 5.7% | ||
| Q1 25 | 0.4% | 5.7% | ||
| Q4 24 | 3.5% | 5.5% | ||
| Q3 24 | 6.2% | 5.2% | ||
| Q2 24 | 1.2% | 5.2% | ||
| Q1 24 | 4.3% | 4.5% |
| Q4 25 | 2.6% | 6.3% | ||
| Q3 25 | 3.6% | 5.7% | ||
| Q2 25 | 12.6% | 5.3% | ||
| Q1 25 | -1.3% | 5.0% | ||
| Q4 24 | 2.4% | 5.1% | ||
| Q3 24 | 3.9% | 6.2% | ||
| Q2 24 | 2.5% | 4.7% | ||
| Q1 24 | 4.6% | 3.9% |
| Q4 25 | $0.23 | $0.16 | ||
| Q3 25 | $0.31 | $0.14 | ||
| Q2 25 | $0.99 | $0.11 | ||
| Q1 25 | $-0.10 | $0.11 | ||
| Q4 24 | $0.18 | $0.11 | ||
| Q3 24 | $0.30 | $0.11 | ||
| Q2 24 | $0.17 | $0.07 | ||
| Q1 24 | $0.30 | $0.06 |
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 | $320.9M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $560.4M |
| Total Assets | $2.4B | $667.9M |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $320.9M | ||
| Q3 25 | $386.4M | $287.9M | ||
| Q2 25 | $327.3M | $266.4M | ||
| Q1 25 | $343.9M | $245.8M | ||
| Q4 24 | $316.1M | $205.9M | ||
| Q3 24 | $319.3M | $187.5M | ||
| Q2 24 | $273.9M | $188.8M | ||
| Q1 24 | $276.0M | $180.1M |
| 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 24 | $20.9M | — |
| Q4 25 | $1.9B | $560.4M | ||
| Q3 25 | $1.9B | $537.4M | ||
| Q2 25 | $1.9B | $516.7M | ||
| Q1 25 | $1.8B | $500.4M | ||
| Q4 24 | $1.8B | $485.6M | ||
| Q3 24 | $1.8B | $468.8M | ||
| Q2 24 | $1.8B | $451.6M | ||
| Q1 24 | $1.7B | $439.4M |
| Q4 25 | $2.4B | $667.9M | ||
| Q3 25 | $2.5B | $644.4M | ||
| Q2 25 | $2.5B | $609.5M | ||
| Q1 25 | $2.4B | $590.9M | ||
| Q4 24 | $2.4B | $576.2M | ||
| Q3 24 | $2.4B | $552.9M | ||
| Q2 24 | $2.4B | $527.7M | ||
| Q1 24 | $2.4B | $514.0M |
| 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× | — | ||
| Q1 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 | $45.1M |
| Free Cash FlowOCF − Capex | $12.4M | $45.0M |
| FCF MarginFCF / Revenue | 3.2% | 13.6% |
| Capex IntensityCapex / Revenue | 6.6% | 0.0% |
| Cash ConversionOCF / Net Profit | 3.74× | 2.18× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $161.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $45.1M | ||
| Q3 25 | $79.1M | $35.1M | ||
| Q2 25 | $41.5M | $31.5M | ||
| Q1 25 | $56.7M | $50.4M | ||
| Q4 24 | $81.8M | $27.9M | ||
| Q3 24 | $54.4M | $6.7M | ||
| Q2 24 | $14.4M | $18.0M | ||
| Q1 24 | $-31.1M | $11.0M |
| Q4 25 | $12.4M | $45.0M | ||
| Q3 25 | $62.8M | $35.0M | ||
| Q2 25 | $21.1M | $31.4M | ||
| Q1 25 | $40.8M | $50.4M | ||
| Q4 24 | $62.1M | $27.8M | ||
| Q3 24 | $39.4M | $6.7M | ||
| Q2 24 | $-3.5M | $17.8M | ||
| Q1 24 | $-51.5M | $10.8M |
| Q4 25 | 3.2% | 13.6% | ||
| Q3 25 | 16.0% | 11.3% | ||
| Q2 25 | 5.8% | 11.2% | ||
| Q1 25 | 12.3% | 18.3% | ||
| Q4 24 | 18.3% | 10.8% | ||
| Q3 24 | 11.2% | 2.9% | ||
| Q2 24 | -1.1% | 9.0% | ||
| Q1 24 | -17.1% | 5.9% |
| Q4 25 | 6.6% | 0.0% | ||
| Q3 25 | 4.2% | 0.0% | ||
| Q2 25 | 5.6% | 0.0% | ||
| Q1 25 | 4.8% | 0.0% | ||
| Q4 24 | 5.8% | 0.0% | ||
| Q3 24 | 4.3% | 0.0% | ||
| Q2 24 | 5.6% | 0.1% | ||
| Q1 24 | 6.7% | 0.1% |
| Q4 25 | 3.74× | 2.18× | ||
| Q3 25 | 5.54× | 1.98× | ||
| Q2 25 | 0.90× | 2.14× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | 9.93× | 2.12× | ||
| Q3 24 | 3.95× | 0.47× | ||
| Q2 24 | 1.80× | 1.93× | ||
| Q1 24 | -2.22× | 1.52× |
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% |
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
