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Side-by-side financial comparison of DOMO, INC. (DOMO) and Energy Recovery, Inc. (ERII). Click either name above to swap in a different company.
DOMO, INC. is the larger business by last-quarter revenue ($79.4M vs $66.9M, roughly 1.2× Energy Recovery, Inc.). Energy Recovery, Inc. runs the higher net margin — 40.2% vs -13.1%, a 53.3% gap on every dollar of revenue. On growth, Energy Recovery, Inc. posted the faster year-over-year revenue change (-0.3% vs -0.5%). Energy Recovery, Inc. produced more free cash flow last quarter ($6.4M vs $1.1M). Over the past eight quarters, Energy Recovery, Inc.'s revenue compounded faster (8.1% CAGR vs -0.5%).
Domo, Inc. is an American cloud software company based in American Fork, Utah, United States. It specializes in artificial intelligence, business intelligence, and data visualization and is designed to provide real-time access to business data for decision makers across the company with minimal IT involvement. It is a Software-as-a-Service (SaaS) venture.
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
DOMO vs ERII — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $79.4M | $66.9M |
| Net Profit | $-10.4M | $26.9M |
| Gross Margin | 74.2% | 67.2% |
| Operating Margin | -8.7% | 46.8% |
| Net Margin | -13.1% | 40.2% |
| Revenue YoY | -0.5% | -0.3% |
| Net Profit YoY | 44.6% | 14.7% |
| EPS (diluted) | $-0.25 | $0.49 |
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 | $79.4M | $66.9M | ||
| Q3 25 | $79.7M | $32.0M | ||
| Q2 25 | $80.1M | $28.1M | ||
| Q1 25 | $78.8M | — | ||
| Q4 24 | $79.8M | $67.1M | ||
| Q3 24 | $78.4M | $38.6M | ||
| Q2 24 | $80.1M | $27.2M | ||
| Q1 24 | $80.2M | $12.1M |
| Q4 25 | $-10.4M | $26.9M | ||
| Q3 25 | $-22.9M | $3.9M | ||
| Q2 25 | $-18.1M | $2.1M | ||
| Q1 25 | $-17.7M | — | ||
| Q4 24 | $-18.8M | $23.5M | ||
| Q3 24 | $-19.5M | $8.5M | ||
| Q2 24 | $-26.0M | $-642.0K | ||
| Q1 24 | $-18.7M | $-8.3M |
| Q4 25 | 74.2% | 67.2% | ||
| Q3 25 | 74.8% | 64.2% | ||
| Q2 25 | 74.2% | 64.0% | ||
| Q1 25 | 74.4% | — | ||
| Q4 24 | 75.0% | 70.2% | ||
| Q3 24 | 74.3% | 65.1% | ||
| Q2 24 | 74.1% | 64.6% | ||
| Q1 24 | 76.3% | 59.0% |
| Q4 25 | -8.7% | 46.8% | ||
| Q3 25 | -9.1% | 11.4% | ||
| Q2 25 | -17.9% | 5.3% | ||
| Q1 25 | -15.6% | — | ||
| Q4 24 | -13.9% | 38.2% | ||
| Q3 24 | -18.5% | 18.3% | ||
| Q2 24 | -26.8% | -7.4% | ||
| Q1 24 | -16.6% | -90.4% |
| Q4 25 | -13.1% | 40.2% | ||
| Q3 25 | -28.8% | 12.1% | ||
| Q2 25 | -22.5% | 7.3% | ||
| Q1 25 | -22.4% | — | ||
| Q4 24 | -23.5% | 35.0% | ||
| Q3 24 | -24.9% | 22.0% | ||
| Q2 24 | -32.5% | -2.4% | ||
| Q1 24 | -23.3% | -68.3% |
| Q4 25 | $-0.25 | $0.49 | ||
| Q3 25 | $-0.56 | $0.07 | ||
| Q2 25 | $-0.45 | $0.04 | ||
| Q1 25 | $-0.45 | — | ||
| Q4 24 | $-0.48 | $0.40 | ||
| Q3 24 | $-0.51 | $0.15 | ||
| Q2 24 | $-0.69 | $-0.01 | ||
| Q1 24 | $-0.51 | $-0.14 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $75.2M |
| Total DebtLower is stronger | $124.2M | — |
| Stockholders' EquityBook value | $-191.9M | $206.2M |
| Total Assets | $201.6M | $231.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $75.2M | ||
| Q3 25 | — | $70.4M | ||
| Q2 25 | $47.2M | $79.5M | ||
| Q1 25 | $45.3M | — | ||
| Q4 24 | — | $78.0M | ||
| Q3 24 | — | $118.6M | ||
| Q2 24 | $61.2M | $101.0M | ||
| Q1 24 | $60.9M | $117.4M |
| Q4 25 | $124.2M | — | ||
| Q3 25 | $121.9M | — | ||
| Q2 25 | $119.7M | — | ||
| Q1 25 | $117.7M | — | ||
| Q4 24 | $115.6M | — | ||
| Q3 24 | $115.2M | — | ||
| Q2 24 | $114.1M | — | ||
| Q1 24 | $113.5M | — |
| Q4 25 | $-191.9M | $206.2M | ||
| Q3 25 | $-191.5M | $180.8M | ||
| Q2 25 | $-178.7M | $185.2M | ||
| Q1 25 | $-177.2M | — | ||
| Q4 24 | $-171.2M | $210.0M | ||
| Q3 24 | $-166.4M | $233.9M | ||
| Q2 24 | $-163.5M | $218.5M | ||
| Q1 24 | $-153.5M | $216.0M |
| Q4 25 | $201.6M | $231.5M | ||
| Q3 25 | $195.7M | $209.6M | ||
| Q2 25 | $189.7M | $212.3M | ||
| Q1 25 | $214.3M | — | ||
| Q4 24 | $190.2M | $242.8M | ||
| Q3 24 | $197.8M | $262.7M | ||
| Q2 24 | $204.4M | $249.0M | ||
| Q1 24 | $225.7M | $244.3M |
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 | $3.4M | $7.1M |
| Free Cash FlowOCF − Capex | $1.1M | $6.4M |
| FCF MarginFCF / Revenue | 1.4% | 9.6% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | — | 0.26× |
| TTM Free Cash FlowTrailing 4 quarters | $9.9M | $15.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.4M | $7.1M | ||
| Q3 25 | $3.4M | $-3.1M | ||
| Q2 25 | $4.0M | $4.1M | ||
| Q1 25 | $8.9M | — | ||
| Q4 24 | $-13.7M | $9.0M | ||
| Q3 24 | $-6.2M | $-3.0M | ||
| Q2 24 | $1.9M | $8.1M | ||
| Q1 24 | $5.4M | $6.5M |
| Q4 25 | $1.1M | $6.4M | ||
| Q3 25 | $1.0M | $-3.5M | ||
| Q2 25 | $1.0M | $4.0M | ||
| Q1 25 | $6.7M | — | ||
| Q4 24 | $-16.2M | $8.9M | ||
| Q3 24 | $-8.4M | $-3.2M | ||
| Q2 24 | $-625.0K | $7.9M | ||
| Q1 24 | $2.9M | $5.7M |
| Q4 25 | 1.4% | 9.6% | ||
| Q3 25 | 1.3% | -10.9% | ||
| Q2 25 | 1.3% | 14.3% | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | -20.3% | 13.2% | ||
| Q3 24 | -10.7% | -8.2% | ||
| Q2 24 | -0.8% | 28.9% | ||
| Q1 24 | 3.6% | 46.9% |
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 2.9% | 1.1% | ||
| Q2 25 | 3.7% | 0.5% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.2% | 0.2% | ||
| Q3 24 | 2.8% | 0.4% | ||
| Q2 24 | 3.2% | 0.7% | ||
| Q1 24 | 3.1% | 6.8% |
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | -0.81× | ||
| Q2 25 | — | 2.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | -0.35× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
