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Side-by-side financial comparison of DIODES INC (DIOD) and Payoneer Global Inc. (PAYO). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $217.0M, roughly 1.8× Payoneer Global Inc.). Payoneer Global Inc. runs the higher net margin — 8.8% vs 2.6%, a 6.2% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 9.5%). Payoneer Global Inc. produced more free cash flow last quarter ($40.3M vs $12.4M). Over the past eight quarters, Payoneer Global Inc.'s revenue compounded faster (16.3% 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.
Payoneer Global Inc. is an American financial services company that provides online money transfer, digital payment services and provides customers with working capital.
DIOD vs PAYO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $217.0M |
| Net Profit | $10.2M | $19.0M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 13.3% |
| Net Margin | 2.6% | 8.8% |
| Revenue YoY | 15.4% | 9.5% |
| Net Profit YoY | 23.8% | 4.5% |
| EPS (diluted) | $0.23 | $0.05 |
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 | $217.0M | ||
| Q3 25 | $392.2M | $209.7M | ||
| Q2 25 | $366.2M | $200.5M | ||
| Q1 25 | $332.1M | $186.3M | ||
| Q4 24 | $339.3M | $198.2M | ||
| Q3 24 | $350.1M | $180.4M | ||
| Q2 24 | $319.8M | $171.2M | ||
| Q1 24 | $302.0M | $160.5M |
| Q4 25 | $10.2M | $19.0M | ||
| Q3 25 | $14.3M | $14.1M | ||
| Q2 25 | $46.1M | $19.5M | ||
| Q1 25 | $-4.4M | $20.6M | ||
| Q4 24 | $8.2M | $18.2M | ||
| Q3 24 | $13.7M | $41.6M | ||
| Q2 24 | $8.0M | $32.4M | ||
| Q1 24 | $14.0M | $29.0M |
| 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 24 | 33.0% | — |
| Q4 25 | 3.4% | 13.3% | ||
| Q3 25 | 3.0% | 17.3% | ||
| Q2 25 | 2.6% | 15.0% | ||
| Q1 25 | 0.4% | 15.7% | ||
| Q4 24 | 3.5% | 14.7% | ||
| Q3 24 | 6.2% | 19.5% | ||
| Q2 24 | 1.2% | 27.0% | ||
| Q1 24 | 4.3% | 23.9% |
| Q4 25 | 2.6% | 8.8% | ||
| Q3 25 | 3.6% | 6.7% | ||
| Q2 25 | 12.6% | 9.7% | ||
| Q1 25 | -1.3% | 11.0% | ||
| Q4 24 | 2.4% | 9.2% | ||
| Q3 24 | 3.9% | 23.1% | ||
| Q2 24 | 2.5% | 18.9% | ||
| Q1 24 | 4.6% | 18.1% |
| Q4 25 | $0.23 | $0.05 | ||
| Q3 25 | $0.31 | $0.04 | ||
| Q2 25 | $0.99 | $0.05 | ||
| Q1 25 | $-0.10 | $0.05 | ||
| Q4 24 | $0.18 | $0.03 | ||
| Q3 24 | $0.30 | $0.11 | ||
| Q2 24 | $0.17 | $0.09 | ||
| Q1 24 | $0.30 | $0.08 |
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 | $415.5M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $704.4M |
| Total Assets | $2.4B | $9.0B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $415.5M | ||
| Q3 25 | $386.4M | $479.4M | ||
| Q2 25 | $327.3M | $497.1M | ||
| Q1 25 | $343.9M | $524.1M | ||
| Q4 24 | $316.1M | $497.5M | ||
| Q3 24 | $319.3M | $534.2M | ||
| Q2 24 | $273.9M | $575.7M | ||
| Q1 24 | $276.0M | $587.2M |
| 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 | $704.4M | ||
| Q3 25 | $1.9B | $750.5M | ||
| Q2 25 | $1.9B | $770.9M | ||
| Q1 25 | $1.8B | $750.7M | ||
| Q4 24 | $1.8B | $724.8M | ||
| Q3 24 | $1.8B | $727.9M | ||
| Q2 24 | $1.8B | $669.4M | ||
| Q1 24 | $1.7B | $661.5M |
| Q4 25 | $2.4B | $9.0B | ||
| Q3 25 | $2.5B | $8.2B | ||
| Q2 25 | $2.5B | $8.1B | ||
| Q1 25 | $2.4B | $7.6B | ||
| Q4 24 | $2.4B | $7.9B | ||
| Q3 24 | $2.4B | $7.1B | ||
| Q2 24 | $2.4B | $6.9B | ||
| Q1 24 | $2.4B | $6.8B |
| 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 | $54.9M |
| Free Cash FlowOCF − Capex | $12.4M | $40.3M |
| FCF MarginFCF / Revenue | 3.2% | 18.6% |
| Capex IntensityCapex / Revenue | 6.6% | 6.7% |
| Cash ConversionOCF / Net Profit | 3.74× | 2.89× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $206.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $54.9M | ||
| Q3 25 | $79.1M | $54.2M | ||
| Q2 25 | $41.5M | $70.7M | ||
| Q1 25 | $56.7M | $53.7M | ||
| Q4 24 | $81.8M | $45.9M | ||
| Q3 24 | $54.4M | $50.1M | ||
| Q2 24 | $14.4M | $41.4M | ||
| Q1 24 | $-31.1M | $39.5M |
| Q4 25 | $12.4M | $40.3M | ||
| Q3 25 | $62.8M | $49.2M | ||
| Q2 25 | $21.1M | $68.1M | ||
| Q1 25 | $40.8M | $49.0M | ||
| Q4 24 | $62.1M | $42.1M | ||
| Q3 24 | $39.4M | $48.5M | ||
| Q2 24 | $-3.5M | $40.2M | ||
| Q1 24 | $-51.5M | $37.9M |
| Q4 25 | 3.2% | 18.6% | ||
| Q3 25 | 16.0% | 23.5% | ||
| Q2 25 | 5.8% | 34.0% | ||
| Q1 25 | 12.3% | 26.3% | ||
| Q4 24 | 18.3% | 21.3% | ||
| Q3 24 | 11.2% | 26.9% | ||
| Q2 24 | -1.1% | 23.5% | ||
| Q1 24 | -17.1% | 23.6% |
| Q4 25 | 6.6% | 6.7% | ||
| Q3 25 | 4.2% | 2.4% | ||
| Q2 25 | 5.6% | 1.3% | ||
| Q1 25 | 4.8% | 2.5% | ||
| Q4 24 | 5.8% | 1.9% | ||
| Q3 24 | 4.3% | 0.9% | ||
| Q2 24 | 5.6% | 0.7% | ||
| Q1 24 | 6.7% | 1.0% |
| Q4 25 | 3.74× | 2.89× | ||
| Q3 25 | 5.54× | 3.84× | ||
| Q2 25 | 0.90× | 3.63× | ||
| Q1 25 | — | 2.61× | ||
| Q4 24 | 9.93× | 2.52× | ||
| Q3 24 | 3.95× | 1.21× | ||
| Q2 24 | 1.80× | 1.28× | ||
| Q1 24 | -2.22× | 1.36× |
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% |
PAYO
Segment breakdown not available.
