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Side-by-side financial comparison of DIODES INC (DIOD) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $391.6M, roughly 1.8× DIODES INC). On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs -17.3%). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 12.2%).
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.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
DIOD vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $704.9M |
| Net Profit | $10.2M | — |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | 25.9% |
| Net Margin | 2.6% | — |
| Revenue YoY | 15.4% | -17.3% |
| Net Profit YoY | 23.8% | — |
| EPS (diluted) | $0.23 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $392.2M | $811.6M | ||
| Q2 25 | $366.2M | $792.9M | ||
| Q1 25 | $332.1M | $844.5M | ||
| Q4 24 | $339.3M | $852.0M | ||
| Q3 24 | $350.1M | $643.6M | ||
| Q2 24 | $319.8M | $634.6M | ||
| Q1 24 | $302.0M | $559.9M |
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $155.1M | ||
| Q2 25 | $46.1M | $201.7M | ||
| Q1 25 | $-4.4M | $182.3M | ||
| Q4 24 | $8.2M | — | ||
| Q3 24 | $13.7M | $240.5M | ||
| Q2 24 | $8.0M | $210.3M | ||
| Q1 24 | $14.0M | $131.2M |
| 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% | 25.9% | ||
| Q3 25 | 3.0% | 30.4% | ||
| Q2 25 | 2.6% | 37.2% | ||
| Q1 25 | 0.4% | 32.7% | ||
| Q4 24 | 3.5% | 33.7% | ||
| Q3 24 | 6.2% | 51.4% | ||
| Q2 24 | 1.2% | 44.0% | ||
| Q1 24 | 4.3% | 31.9% |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | 19.1% | ||
| Q2 25 | 12.6% | 25.4% | ||
| Q1 25 | -1.3% | 21.6% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 3.9% | 37.4% | ||
| Q2 24 | 2.5% | 33.1% | ||
| Q1 24 | 4.6% | 23.4% |
| Q4 25 | $0.23 | $0.94 | ||
| Q3 25 | $0.31 | $1.35 | ||
| Q2 25 | $0.99 | $1.76 | ||
| Q1 25 | $-0.10 | $1.59 | ||
| Q4 24 | $0.18 | $1.63 | ||
| Q3 24 | $0.30 | $2.09 | ||
| Q2 24 | $0.17 | $1.82 | ||
| Q1 24 | $0.30 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $4.8B |
| Total Assets | $2.4B | $9.3B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $368.0M | ||
| Q3 25 | $386.4M | $162.3M | ||
| Q2 25 | $327.3M | $101.9M | ||
| Q1 25 | $343.9M | $54.0K | ||
| Q4 24 | $316.1M | — | ||
| Q3 24 | $319.3M | $1.7B | ||
| Q2 24 | $273.9M | $487.9M | ||
| Q1 24 | $276.0M | $506.3M |
| 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 | $4.8B | ||
| Q3 25 | $1.9B | $4.7B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $1.8B | $4.4B | ||
| Q4 24 | $1.8B | $4.2B | ||
| Q3 24 | $1.8B | $4.1B | ||
| Q2 24 | $1.8B | $3.8B | ||
| Q1 24 | $1.7B | $3.7B |
| Q4 25 | $2.4B | $9.3B | ||
| Q3 25 | $2.5B | $9.1B | ||
| Q2 25 | $2.5B | $9.0B | ||
| Q1 25 | $2.4B | $8.8B | ||
| Q4 24 | $2.4B | $8.6B | ||
| Q3 24 | $2.4B | $8.0B | ||
| Q2 24 | $2.4B | $6.7B | ||
| Q1 24 | $2.4B | $6.4B |
| 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 | $451.9M |
| 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.
| Q4 25 | $38.1M | $451.9M | ||
| Q3 25 | $79.1M | $505.0M | ||
| Q2 25 | $41.5M | $571.1M | ||
| Q1 25 | $56.7M | $483.0M | ||
| Q4 24 | $81.8M | $578.4M | ||
| Q3 24 | $54.4M | $452.3M | ||
| Q2 24 | $14.4M | $476.4M | ||
| Q1 24 | $-31.1M | $276.0M |
| Q4 25 | $12.4M | — | ||
| Q3 25 | $62.8M | — | ||
| Q2 25 | $21.1M | — | ||
| Q1 25 | $40.8M | — | ||
| Q4 24 | $62.1M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $-51.5M | — |
| Q4 25 | 3.2% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | -17.1% | — |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 5.6% | — | ||
| Q1 24 | 6.7% | — |
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | 3.26× | ||
| Q2 25 | 0.90× | 2.83× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | 1.88× | ||
| Q2 24 | 1.80× | 2.27× | ||
| Q1 24 | -2.22× | 2.10× |
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% |
SM
Segment breakdown not available.
