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Side-by-side financial comparison of DELUXE CORP (DLX) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $535.2M, roughly 1.4× DELUXE CORP). Noble Corp plc runs the higher net margin — 11.3% vs 2.2%, a 9.1% gap on every dollar of revenue. On growth, DELUXE CORP posted the faster year-over-year revenue change (2.8% vs -17.6%). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 0.0%).
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 ...
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
DLX vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $764.4M |
| Net Profit | $12.0M | $86.6M |
| Gross Margin | 52.2% | — |
| Operating Margin | 8.9% | 5.6% |
| Net Margin | 2.2% | 11.3% |
| Revenue YoY | 2.8% | -17.6% |
| Net Profit YoY | -5.0% | -10.4% |
| EPS (diluted) | $0.25 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $540.2M | $798.0M | ||
| Q2 25 | $521.3M | $848.7M | ||
| Q1 25 | $536.5M | $874.5M | ||
| Q4 24 | $520.6M | $927.3M | ||
| Q3 24 | $528.4M | $800.5M | ||
| Q2 24 | $537.8M | $692.8M | ||
| Q1 24 | $535.0M | $637.1M |
| Q4 25 | $12.0M | $86.6M | ||
| Q3 25 | $33.7M | $-21.1M | ||
| Q2 25 | $22.4M | $42.9M | ||
| Q1 25 | $14.0M | $108.3M | ||
| Q4 24 | $12.6M | $96.6M | ||
| Q3 24 | $8.9M | $61.2M | ||
| Q2 24 | $20.5M | $195.0M | ||
| Q1 24 | $10.8M | $95.5M |
| Q4 25 | 52.2% | — | ||
| Q3 25 | 53.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.4% | — | ||
| Q4 24 | 52.3% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 53.7% | — | ||
| Q1 24 | 53.0% | — |
| Q4 25 | 8.9% | 5.6% | ||
| Q3 25 | 14.0% | 6.3% | ||
| Q2 25 | 11.7% | 15.9% | ||
| Q1 25 | 9.0% | 21.4% | ||
| Q4 24 | 9.0% | 18.4% | ||
| Q3 24 | 7.9% | 14.4% | ||
| Q2 24 | 11.0% | 30.3% | ||
| Q1 24 | 8.3% | 16.9% |
| Q4 25 | 2.2% | 11.3% | ||
| Q3 25 | 6.2% | -2.6% | ||
| Q2 25 | 4.3% | 5.1% | ||
| Q1 25 | 2.6% | 12.4% | ||
| Q4 24 | 2.4% | 10.4% | ||
| Q3 24 | 1.7% | 7.6% | ||
| Q2 24 | 3.8% | 28.1% | ||
| Q1 24 | 2.0% | 15.0% |
| Q4 25 | $0.25 | $0.54 | ||
| Q3 25 | $0.74 | $-0.13 | ||
| Q2 25 | $0.50 | $0.27 | ||
| Q1 25 | $0.31 | $0.67 | ||
| Q4 24 | $0.28 | $0.56 | ||
| Q3 24 | $0.20 | $0.40 | ||
| Q2 24 | $0.46 | $1.34 | ||
| Q1 24 | $0.24 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $4.5B |
| Total Assets | $2.9B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.9M | $471.4M | ||
| Q3 25 | $25.8M | $477.9M | ||
| Q2 25 | $26.0M | $338.2M | ||
| Q1 25 | $30.3M | $303.8M | ||
| Q4 24 | $34.4M | $247.3M | ||
| Q3 24 | $41.3M | $391.9M | ||
| Q2 24 | $23.1M | $162.9M | ||
| Q1 24 | $23.5M | $212.5M |
| Q4 25 | $680.7M | $4.5B | ||
| Q3 25 | $664.1M | $4.5B | ||
| Q2 25 | $638.7M | $4.6B | ||
| Q1 25 | $622.5M | $4.7B | ||
| Q4 24 | $620.9M | $4.7B | ||
| Q3 24 | $612.7M | $4.7B | ||
| Q2 24 | $620.5M | $4.0B | ||
| Q1 24 | $608.4M | $3.9B |
| Q4 25 | $2.9B | $7.5B | ||
| Q3 25 | $2.6B | $7.6B | ||
| Q2 25 | $2.5B | $7.7B | ||
| Q1 25 | $2.6B | $7.9B | ||
| Q4 24 | $2.8B | $8.0B | ||
| Q3 24 | $2.6B | $8.0B | ||
| Q2 24 | $2.7B | $5.6B | ||
| Q1 24 | $2.7B | $5.4B |
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 | $187.1M |
| Free Cash FlowOCF − Capex | — | $35.4M |
| FCF MarginFCF / Revenue | — | 4.6% |
| Capex IntensityCapex / Revenue | — | 19.9% |
| Cash ConversionOCF / Net Profit | 8.53× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $102.1M | $187.1M | ||
| Q3 25 | $67.1M | $277.1M | ||
| Q2 25 | $51.1M | $216.4M | ||
| Q1 25 | $50.3M | $271.1M | ||
| Q4 24 | $60.2M | $136.2M | ||
| Q3 24 | $67.9M | $283.8M | ||
| Q2 24 | $39.6M | $106.8M | ||
| Q1 24 | $26.6M | $128.7M |
| Q4 25 | — | $35.4M | ||
| Q3 25 | — | $139.5M | ||
| Q2 25 | $27.8M | $99.8M | ||
| Q1 25 | $24.3M | $157.5M | ||
| Q4 24 | — | $-4.4M | ||
| Q3 24 | $46.7M | $156.8M | ||
| Q2 24 | $11.4M | $-34.3M | ||
| Q1 24 | $6.1M | $-37.9M |
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | 5.3% | 11.8% | ||
| Q1 25 | 4.5% | 18.0% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | 8.8% | 19.6% | ||
| Q2 24 | 2.1% | -4.9% | ||
| Q1 24 | 1.1% | -6.0% |
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | 4.5% | 13.7% | ||
| Q1 25 | 4.8% | 13.0% | ||
| Q4 24 | — | 15.2% | ||
| Q3 24 | 4.0% | 15.9% | ||
| Q2 24 | 5.2% | 20.4% | ||
| Q1 24 | 3.8% | 26.2% |
| Q4 25 | 8.53× | 2.16× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.28× | 5.05× | ||
| Q1 25 | 3.59× | 2.50× | ||
| Q4 24 | 4.77× | 1.41× | ||
| Q3 24 | 7.60× | 4.64× | ||
| Q2 24 | 1.94× | 0.55× | ||
| Q1 24 | 2.46× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
