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Side-by-side financial comparison of DIODES INC (DIOD) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
ZILLOW GROUP, INC. is the larger business by last-quarter revenue ($654.0M vs $391.6M, roughly 1.7× DIODES INC). DIODES INC runs the higher net margin — 2.6% vs 0.5%, a 2.1% gap on every dollar of revenue. On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 15.4%). ZILLOW GROUP, INC. produced more free cash flow last quarter ($44.0M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% CAGR vs 11.2%).
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.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
DIOD vs ZG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $391.6M | $654.0M |
| Net Profit | $10.2M | $3.0M |
| Gross Margin | 31.1% | 72.8% |
| Operating Margin | 3.4% | -1.7% |
| Net Margin | 2.6% | 0.5% |
| Revenue YoY | 15.4% | 18.1% |
| Net Profit YoY | 23.8% | 105.8% |
| EPS (diluted) | $0.23 | $0.01 |
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 | $654.0M | ||
| Q3 25 | $392.2M | $676.0M | ||
| Q2 25 | $366.2M | $655.0M | ||
| Q1 25 | $332.1M | $598.0M | ||
| Q4 24 | $339.3M | $554.0M | ||
| Q3 24 | $350.1M | $581.0M | ||
| Q2 24 | $319.8M | $572.0M | ||
| Q1 24 | $302.0M | $529.0M |
| Q4 25 | $10.2M | $3.0M | ||
| Q3 25 | $14.3M | $10.0M | ||
| Q2 25 | $46.1M | $2.0M | ||
| Q1 25 | $-4.4M | $8.0M | ||
| Q4 24 | $8.2M | $-52.0M | ||
| Q3 24 | $13.7M | $-20.0M | ||
| Q2 24 | $8.0M | $-17.0M | ||
| Q1 24 | $14.0M | $-23.0M |
| Q4 25 | 31.1% | 72.8% | ||
| Q3 25 | 30.7% | 72.6% | ||
| Q2 25 | 31.5% | 74.7% | ||
| Q1 25 | 31.5% | 76.8% | ||
| Q4 24 | 32.7% | 75.8% | ||
| Q3 24 | 33.7% | 75.9% | ||
| Q2 24 | 33.6% | 77.3% | ||
| Q1 24 | 33.0% | 76.7% |
| Q4 25 | 3.4% | -1.7% | ||
| Q3 25 | 3.0% | -0.4% | ||
| Q2 25 | 2.6% | -1.7% | ||
| Q1 25 | 0.4% | -1.5% | ||
| Q4 24 | 3.5% | -12.5% | ||
| Q3 24 | 6.2% | -7.7% | ||
| Q2 24 | 1.2% | -6.6% | ||
| Q1 24 | 4.3% | -8.5% |
| Q4 25 | 2.6% | 0.5% | ||
| Q3 25 | 3.6% | 1.5% | ||
| Q2 25 | 12.6% | 0.3% | ||
| Q1 25 | -1.3% | 1.3% | ||
| Q4 24 | 2.4% | -9.4% | ||
| Q3 24 | 3.9% | -3.4% | ||
| Q2 24 | 2.5% | -3.0% | ||
| Q1 24 | 4.6% | -4.3% |
| Q4 25 | $0.23 | $0.01 | ||
| Q3 25 | $0.31 | $0.04 | ||
| Q2 25 | $0.99 | $0.01 | ||
| Q1 25 | $-0.10 | $0.03 | ||
| Q4 24 | $0.18 | $-0.23 | ||
| Q3 24 | $0.30 | $-0.08 | ||
| Q2 24 | $0.17 | $-0.07 | ||
| Q1 24 | $0.30 | $-0.10 |
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 | $768.0M |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $4.9B |
| Total Assets | $2.4B | $5.7B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.0M | $768.0M | ||
| Q3 25 | $386.4M | $874.0M | ||
| Q2 25 | $327.3M | $587.0M | ||
| Q1 25 | $343.9M | $914.0M | ||
| Q4 24 | $316.1M | $1.1B | ||
| Q3 24 | $319.3M | $1.1B | ||
| Q2 24 | $273.9M | $1.2B | ||
| Q1 24 | $276.0M | $1.4B |
| 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 | $4.9B | ||
| Q3 25 | $1.9B | $5.0B | ||
| Q2 25 | $1.9B | $4.7B | ||
| Q1 25 | $1.8B | $4.8B | ||
| Q4 24 | $1.8B | $4.8B | ||
| Q3 24 | $1.8B | $4.7B | ||
| Q2 24 | $1.8B | $4.5B | ||
| Q1 24 | $1.7B | $4.7B |
| Q4 25 | $2.4B | $5.7B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.4B | $5.7B | ||
| Q4 24 | $2.4B | $5.8B | ||
| Q3 24 | $2.4B | $6.2B | ||
| Q2 24 | $2.4B | $6.6B | ||
| 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 | $72.0M |
| Free Cash FlowOCF − Capex | $12.4M | $44.0M |
| FCF MarginFCF / Revenue | 3.2% | 6.7% |
| Capex IntensityCapex / Revenue | 6.6% | 4.3% |
| Cash ConversionOCF / Net Profit | 3.74× | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $38.1M | $72.0M | ||
| Q3 25 | $79.1M | $105.0M | ||
| Q2 25 | $41.5M | $87.0M | ||
| Q1 25 | $56.7M | $104.0M | ||
| Q4 24 | $81.8M | $122.0M | ||
| Q3 24 | $54.4M | $171.0M | ||
| Q2 24 | $14.4M | $55.0M | ||
| Q1 24 | $-31.1M | $80.0M |
| Q4 25 | $12.4M | $44.0M | ||
| Q3 25 | $62.8M | $73.0M | ||
| Q2 25 | $21.1M | $50.0M | ||
| Q1 25 | $40.8M | $68.0M | ||
| Q4 24 | $62.1M | $88.0M | ||
| Q3 24 | $39.4M | $138.0M | ||
| Q2 24 | $-3.5M | $18.0M | ||
| Q1 24 | $-51.5M | $41.0M |
| Q4 25 | 3.2% | 6.7% | ||
| Q3 25 | 16.0% | 10.8% | ||
| Q2 25 | 5.8% | 7.6% | ||
| Q1 25 | 12.3% | 11.4% | ||
| Q4 24 | 18.3% | 15.9% | ||
| Q3 24 | 11.2% | 23.8% | ||
| Q2 24 | -1.1% | 3.1% | ||
| Q1 24 | -17.1% | 7.8% |
| Q4 25 | 6.6% | 4.3% | ||
| Q3 25 | 4.2% | 4.7% | ||
| Q2 25 | 5.6% | 5.6% | ||
| Q1 25 | 4.8% | 6.0% | ||
| Q4 24 | 5.8% | 6.1% | ||
| Q3 24 | 4.3% | 5.7% | ||
| Q2 24 | 5.6% | 6.5% | ||
| Q1 24 | 6.7% | 7.4% |
| Q4 25 | 3.74× | 24.00× | ||
| Q3 25 | 5.54× | 10.50× | ||
| Q2 25 | 0.90× | 43.50× | ||
| Q1 25 | — | 13.00× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 1.80× | — | ||
| Q1 24 | -2.22× | — |
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% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
