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Side-by-side financial comparison of F5, Inc. (FFIV) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($822.5M vs $539.3M, roughly 1.5× Simpson Manufacturing Co., Inc.). F5, Inc. runs the higher net margin — 21.9% vs 10.4%, a 11.5% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (7.3% vs 4.2%). F5, Inc. produced more free cash flow last quarter ($149.5M vs $119.0M). Over the past eight quarters, F5, Inc.'s revenue compounded faster (9.9% CAGR vs 0.8%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
FFIV vs SSD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $539.3M |
| Net Profit | $180.1M | $56.2M |
| Gross Margin | 81.5% | 43.4% |
| Operating Margin | 26.0% | 13.9% |
| Net Margin | 21.9% | 10.4% |
| Revenue YoY | 7.3% | 4.2% |
| Net Profit YoY | 8.2% | 1.4% |
| EPS (diluted) | $3.10 | $1.34 |
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 | $822.5M | $539.3M | ||
| Q3 25 | $810.1M | $623.5M | ||
| Q2 25 | $780.4M | $631.1M | ||
| Q1 25 | $731.1M | $538.9M | ||
| Q4 24 | $766.5M | $517.4M | ||
| Q3 24 | $746.7M | $587.2M | ||
| Q2 24 | $695.5M | $597.0M | ||
| Q1 24 | $681.4M | $530.6M |
| Q4 25 | $180.1M | $56.2M | ||
| Q3 25 | $190.5M | $107.4M | ||
| Q2 25 | $189.9M | $103.5M | ||
| Q1 25 | $145.5M | $77.9M | ||
| Q4 24 | $166.4M | $55.4M | ||
| Q3 24 | $165.3M | $93.5M | ||
| Q2 24 | $144.1M | $97.8M | ||
| Q1 24 | $119.0M | $75.4M |
| Q4 25 | 81.5% | 43.4% | ||
| Q3 25 | 82.2% | 46.4% | ||
| Q2 25 | 81.0% | 46.7% | ||
| Q1 25 | 80.7% | 46.8% | ||
| Q4 24 | 81.7% | 44.0% | ||
| Q3 24 | 80.8% | 46.8% | ||
| Q2 24 | 80.4% | 46.7% | ||
| Q1 24 | 79.3% | 46.1% |
| Q4 25 | 26.0% | 13.9% | ||
| Q3 25 | 25.4% | 22.6% | ||
| Q2 25 | 25.2% | 22.2% | ||
| Q1 25 | 21.7% | 19.0% | ||
| Q4 24 | 26.8% | 14.8% | ||
| Q3 24 | 25.6% | 21.3% | ||
| Q2 24 | 23.4% | 22.1% | ||
| Q1 24 | 20.5% | 18.1% |
| Q4 25 | 21.9% | 10.4% | ||
| Q3 25 | 23.5% | 17.2% | ||
| Q2 25 | 24.3% | 16.4% | ||
| Q1 25 | 19.9% | 14.5% | ||
| Q4 24 | 21.7% | 10.7% | ||
| Q3 24 | 22.1% | 15.9% | ||
| Q2 24 | 20.7% | 16.4% | ||
| Q1 24 | 17.5% | 14.2% |
| Q4 25 | $3.10 | $1.34 | ||
| Q3 25 | $3.25 | $2.58 | ||
| Q2 25 | $3.25 | $2.47 | ||
| Q1 25 | $2.48 | $1.85 | ||
| Q4 24 | $2.82 | $1.31 | ||
| Q3 24 | $2.79 | $2.21 | ||
| Q2 24 | $2.44 | $2.31 | ||
| Q1 24 | $2.00 | $1.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $384.1M |
| Total DebtLower is stronger | — | $300.0M |
| Stockholders' EquityBook value | $3.5B | $2.0B |
| Total Assets | $6.3B | $3.1B |
| Debt / EquityLower = less leverage | — | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $384.1M | ||
| Q3 25 | $1.3B | $297.3M | ||
| Q2 25 | $1.4B | $190.4M | ||
| Q1 25 | $1.3B | $150.3M | ||
| Q4 24 | $1.2B | $239.4M | ||
| Q3 24 | $1.1B | $339.4M | ||
| Q2 24 | $935.6M | $354.9M | ||
| Q1 24 | $903.5M | $369.1M |
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.5B | $1.9B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $2.9B | $1.7B |
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.3B | $3.0B | ||
| Q2 25 | $6.1B | $3.0B | ||
| Q1 25 | $5.9B | $2.8B | ||
| Q4 24 | $5.9B | $2.7B | ||
| Q3 24 | $5.6B | $2.9B | ||
| Q2 24 | $5.4B | $2.8B | ||
| Q1 24 | $5.4B | $2.7B |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $159.2M | $155.7M |
| Free Cash FlowOCF − Capex | $149.5M | $119.0M |
| FCF MarginFCF / Revenue | 18.2% | 22.1% |
| Capex IntensityCapex / Revenue | 1.2% | 6.8% |
| Cash ConversionOCF / Net Profit | 0.88× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $861.2M | $297.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $159.2M | $155.7M | ||
| Q3 25 | $208.1M | $170.2M | ||
| Q2 25 | $282.2M | $125.2M | ||
| Q1 25 | $256.6M | $7.6M | ||
| Q4 24 | $202.8M | $115.8M | ||
| Q3 24 | $246.5M | $103.3M | ||
| Q2 24 | $159.0M | $111.1M | ||
| Q1 24 | $221.6M | $7.9M |
| Q4 25 | $149.5M | $119.0M | ||
| Q3 25 | $191.9M | $133.9M | ||
| Q2 25 | $273.7M | $87.3M | ||
| Q1 25 | $246.1M | $-42.6M | ||
| Q4 24 | $194.7M | $60.3M | ||
| Q3 24 | $240.4M | $58.1M | ||
| Q2 24 | $153.1M | $70.9M | ||
| Q1 24 | $212.2M | $-31.5M |
| Q4 25 | 18.2% | 22.1% | ||
| Q3 25 | 23.7% | 21.5% | ||
| Q2 25 | 35.1% | 13.8% | ||
| Q1 25 | 33.7% | -7.9% | ||
| Q4 24 | 25.4% | 11.7% | ||
| Q3 24 | 32.2% | 9.9% | ||
| Q2 24 | 22.0% | 11.9% | ||
| Q1 24 | 31.1% | -5.9% |
| Q4 25 | 1.2% | 6.8% | ||
| Q3 25 | 2.0% | 5.8% | ||
| Q2 25 | 1.1% | 6.0% | ||
| Q1 25 | 1.4% | 9.3% | ||
| Q4 24 | 1.1% | 10.7% | ||
| Q3 24 | 0.8% | 7.7% | ||
| Q2 24 | 0.8% | 6.7% | ||
| Q1 24 | 1.4% | 7.4% |
| Q4 25 | 0.88× | 2.77× | ||
| Q3 25 | 1.09× | 1.58× | ||
| Q2 25 | 1.49× | 1.21× | ||
| Q1 25 | 1.76× | 0.10× | ||
| Q4 24 | 1.22× | 2.09× | ||
| Q3 24 | 1.49× | 1.10× | ||
| Q2 24 | 1.10× | 1.14× | ||
| Q1 24 | 1.86× | 0.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
