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Side-by-side financial comparison of DELUXE CORP (DLX) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Global-E Online Ltd. is the larger business by last-quarter revenue ($625.5M vs $535.2M, roughly 1.2× DELUXE CORP). DELUXE CORP runs the higher net margin — 2.2% vs 0.9%, a 1.3% gap on every dollar of revenue.
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
DLX vs GLBE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $625.5M |
| Net Profit | $12.0M | $5.8M |
| Gross Margin | 52.2% | 45.0% |
| Operating Margin | 8.9% | 1.3% |
| Net Margin | 2.2% | 0.9% |
| Revenue YoY | 2.8% | — |
| Net Profit YoY | -5.0% | — |
| EPS (diluted) | $0.25 | — |
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 | $535.2M | — | ||
| Q3 25 | $540.2M | $625.5M | ||
| Q2 25 | $521.3M | $404.8M | ||
| Q1 25 | $536.5M | $189.9M | ||
| Q4 24 | $520.6M | — | ||
| Q3 24 | $528.4M | $489.9M | ||
| Q2 24 | $537.8M | $313.9M | ||
| Q1 24 | $535.0M | $145.9M |
| Q4 25 | $12.0M | — | ||
| Q3 25 | $33.7M | $5.8M | ||
| Q2 25 | $22.4M | $-7.4M | ||
| Q1 25 | $14.0M | — | ||
| Q4 24 | $12.6M | — | ||
| Q3 24 | $8.9M | $-77.1M | ||
| Q2 24 | $20.5M | $-54.5M | ||
| Q1 24 | $10.8M | — |
| Q4 25 | 52.2% | — | ||
| Q3 25 | 53.9% | 45.0% | ||
| Q2 25 | 53.6% | 44.9% | ||
| Q1 25 | 52.4% | 44.3% | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 53.3% | 45.1% | ||
| Q2 24 | 53.7% | 44.8% | ||
| Q1 24 | 53.0% | 43.4% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 14.0% | 1.3% | ||
| Q2 25 | 11.7% | -2.1% | ||
| Q1 25 | 9.0% | -10.1% | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 7.9% | -14.9% | ||
| Q2 24 | 11.0% | -16.6% | ||
| Q1 24 | 8.3% | -20.1% |
| Q4 25 | 2.2% | — | ||
| Q3 25 | 6.2% | 0.9% | ||
| Q2 25 | 4.3% | -1.8% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 1.7% | -15.7% | ||
| Q2 24 | 3.8% | -17.4% | ||
| Q1 24 | 2.0% | — |
| Q4 25 | $0.25 | — | ||
| Q3 25 | $0.74 | — | ||
| Q2 25 | $0.50 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.28 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.46 | — | ||
| Q1 24 | $0.24 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.9M | $251.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $933.0M |
| Total Assets | $2.9B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | — | ||
| Q3 25 | $25.8M | $251.4M | ||
| Q2 25 | $26.0M | $205.2M | ||
| Q1 25 | $30.3M | $207.7M | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $41.3M | $207.3M | ||
| Q2 24 | $23.1M | $229.8M | ||
| Q1 24 | $23.5M | $181.9M |
| Q4 25 | $680.7M | — | ||
| Q3 25 | $664.1M | $933.0M | ||
| Q2 25 | $638.7M | $909.1M | ||
| Q1 25 | $622.5M | $884.3M | ||
| Q4 24 | $620.9M | — | ||
| Q3 24 | $612.7M | $869.4M | ||
| Q2 24 | $620.5M | $878.7M | ||
| Q1 24 | $608.4M | $886.9M |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $2.5B | $1.2B | ||
| Q1 25 | $2.6B | $1.2B | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.7B | $1.1B | ||
| Q1 24 | $2.7B | $1.1B |
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 | $102.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 8.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | — | ||
| Q3 25 | $67.1M | — | ||
| Q2 25 | $51.1M | — | ||
| Q1 25 | $50.3M | — | ||
| Q4 24 | $60.2M | — | ||
| Q3 24 | $67.9M | — | ||
| Q2 24 | $39.6M | — | ||
| Q1 24 | $26.6M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $27.8M | — | ||
| Q1 25 | $24.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $46.7M | — | ||
| Q2 24 | $11.4M | — | ||
| Q1 24 | $6.1M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 3.8% | — |
| Q4 25 | 8.53× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 3.59× | — | ||
| Q4 24 | 4.77× | — | ||
| Q3 24 | 7.60× | — | ||
| Q2 24 | 1.94× | — | ||
| Q1 24 | 2.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
GLBE
Segment breakdown not available.
