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Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and OppFi Inc. (OPFI). Click either name above to swap in a different company.
OppFi Inc. is the larger business by last-quarter revenue ($85.6M vs $66.9M, roughly 1.3× Energy Recovery, Inc.). Energy Recovery, Inc. runs the higher net margin — 40.2% vs 19.7%, a 20.6% gap on every dollar of revenue. On growth, OppFi Inc. posted the faster year-over-year revenue change (5.9% vs -0.3%). OppFi Inc. produced more free cash flow last quarter ($382.2M vs $6.4M). Over the past eight quarters, OppFi Inc.'s revenue compounded faster (16.3% CAGR vs 8.1%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
OppFi Inc. is a US-headquartered financial technology firm that provides responsible, accessible financial solutions including installment loans, credit-building tools and related support services to consumers underserved by traditional banking institutions, prioritizing fair terms to help users boost their long-term financial wellness.
ERII vs OPFI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $85.6M |
| Net Profit | $26.9M | $16.8M |
| Gross Margin | 67.2% | — |
| Operating Margin | 46.8% | 36.1% |
| Net Margin | 40.2% | 19.7% |
| Revenue YoY | -0.3% | 5.9% |
| Net Profit YoY | 14.7% | 400.3% |
| EPS (diluted) | $0.49 | $1.48 |
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 | $66.9M | $85.6M | ||
| Q3 25 | $32.0M | $104.6M | ||
| Q2 25 | $28.1M | $100.2M | ||
| Q1 25 | — | $90.8M | ||
| Q4 24 | $67.1M | $80.8M | ||
| Q3 24 | $38.6M | $91.2M | ||
| Q2 24 | $27.2M | $86.3M | ||
| Q1 24 | $12.1M | $63.2M |
| Q4 25 | $26.9M | $16.8M | ||
| Q3 25 | $3.9M | $41.6M | ||
| Q2 25 | $2.1M | $-20.8M | ||
| Q1 25 | — | $-11.4M | ||
| Q4 24 | $23.5M | $-5.6M | ||
| Q3 24 | $8.5M | $4.3M | ||
| Q2 24 | $-642.0K | $3.1M | ||
| Q1 24 | $-8.3M | $5.5M |
| Q4 25 | 67.2% | — | ||
| Q3 25 | 64.2% | — | ||
| Q2 25 | 64.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 70.2% | — | ||
| Q3 24 | 65.1% | — | ||
| Q2 24 | 64.6% | — | ||
| Q1 24 | 59.0% | — |
| Q4 25 | 46.8% | 36.1% | ||
| Q3 25 | 11.4% | 46.3% | ||
| Q2 25 | 5.3% | 44.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | 38.2% | 30.5% | ||
| Q3 24 | 18.3% | 38.5% | ||
| Q2 24 | -7.4% | 34.2% | ||
| Q1 24 | -90.4% | 8.4% |
| Q4 25 | 40.2% | 19.7% | ||
| Q3 25 | 12.1% | 39.8% | ||
| Q2 25 | 7.3% | -20.7% | ||
| Q1 25 | — | -12.5% | ||
| Q4 24 | 35.0% | -6.9% | ||
| Q3 24 | 22.0% | 4.7% | ||
| Q2 24 | -2.4% | 3.6% | ||
| Q1 24 | -68.3% | 8.8% |
| Q4 25 | $0.49 | $1.48 | ||
| Q3 25 | $0.07 | $0.77 | ||
| Q2 25 | $0.04 | $-0.78 | ||
| Q1 25 | — | $-0.48 | ||
| Q4 24 | $0.40 | $-0.11 | ||
| Q3 24 | $0.15 | $0.21 | ||
| Q2 24 | $-0.01 | $0.16 | ||
| Q1 24 | $-0.14 | $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 | $75.2M | $49.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $206.2M | $58.5M |
| Total Assets | $231.5M | $754.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $49.5M | ||
| Q3 25 | $70.4M | $45.5M | ||
| Q2 25 | $79.5M | $45.2M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $78.0M | $61.3M | ||
| Q3 24 | $118.6M | $44.8M | ||
| Q2 24 | $101.0M | $46.6M | ||
| Q1 24 | $117.4M | $47.2M |
| Q4 25 | $206.2M | $58.5M | ||
| Q3 25 | $180.8M | $49.4M | ||
| Q2 25 | $185.2M | $13.4M | ||
| Q1 25 | — | $22.6M | ||
| Q4 24 | $210.0M | $32.8M | ||
| Q3 24 | $233.9M | $34.9M | ||
| Q2 24 | $218.5M | $18.6M | ||
| Q1 24 | $216.0M | $18.2M |
| Q4 25 | $231.5M | $754.1M | ||
| Q3 25 | $209.6M | $720.6M | ||
| Q2 25 | $212.3M | $673.4M | ||
| Q1 25 | — | $640.1M | ||
| Q4 24 | $242.8M | $641.2M | ||
| Q3 24 | $262.7M | $619.3M | ||
| Q2 24 | $249.0M | $573.1M | ||
| Q1 24 | $244.3M | $563.2M |
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 | $7.1M | $401.3M |
| Free Cash FlowOCF − Capex | $6.4M | $382.2M |
| FCF MarginFCF / Revenue | 9.6% | 446.6% |
| Capex IntensityCapex / Revenue | 1.0% | 22.3% |
| Cash ConversionOCF / Net Profit | 0.26× | 23.82× |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | $652.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.1M | $401.3M | ||
| Q3 25 | $-3.1M | $105.1M | ||
| Q2 25 | $4.1M | $95.6M | ||
| Q1 25 | — | $83.7M | ||
| Q4 24 | $9.0M | $323.8M | ||
| Q3 24 | $-3.0M | $77.6M | ||
| Q2 24 | $8.1M | $77.3M | ||
| Q1 24 | $6.5M | $74.4M |
| Q4 25 | $6.4M | $382.2M | ||
| Q3 25 | $-3.5M | $99.9M | ||
| Q2 25 | $4.0M | $91.0M | ||
| Q1 25 | — | $79.3M | ||
| Q4 24 | $8.9M | $310.8M | ||
| Q3 24 | $-3.2M | $73.7M | ||
| Q2 24 | $7.9M | $74.7M | ||
| Q1 24 | $5.7M | $72.3M |
| Q4 25 | 9.6% | 446.6% | ||
| Q3 25 | -10.9% | 95.6% | ||
| Q2 25 | 14.3% | 90.8% | ||
| Q1 25 | — | 87.4% | ||
| Q4 24 | 13.2% | 384.6% | ||
| Q3 24 | -8.2% | 80.8% | ||
| Q2 24 | 28.9% | 86.6% | ||
| Q1 24 | 46.9% | 114.4% |
| Q4 25 | 1.0% | 22.3% | ||
| Q3 25 | 1.1% | 5.0% | ||
| Q2 25 | 0.5% | 4.6% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | 0.2% | 16.1% | ||
| Q3 24 | 0.4% | 4.3% | ||
| Q2 24 | 0.7% | 3.0% | ||
| Q1 24 | 6.8% | 3.4% |
| Q4 25 | 0.26× | 23.82× | ||
| Q3 25 | -0.81× | 2.52× | ||
| Q2 25 | 2.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | -0.35× | 18.19× | ||
| Q2 24 | — | 25.21× | ||
| Q1 24 | — | 13.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
OPFI
Segment breakdown not available.
