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Side-by-side financial comparison of Grove Collaborative Holdings, Inc. (GROV) and PDF SOLUTIONS INC (PDFS). Click either name above to swap in a different company.

PDF SOLUTIONS INC is the larger business by last-quarter revenue ($62.4M vs $42.4M, roughly 1.5× Grove Collaborative Holdings, Inc.). PDF SOLUTIONS INC runs the higher net margin — -0.1% vs -3.7%, a 3.7% gap on every dollar of revenue. On growth, PDF SOLUTIONS INC posted the faster year-over-year revenue change (24.6% vs -14.3%). PDF SOLUTIONS INC produced more free cash flow last quarter ($7.5M vs $-62.0K). Over the past eight quarters, PDF SOLUTIONS INC's revenue compounded faster (22.9% CAGR vs -11.0%).

Grove Collaborative is a benefit corporation headquartered in San Francisco, with an additional office in Portland, Maine. The company makes and sells its own environmentally friendly home and personal care products under its Grove Co. brand, as well as products from other companies.

PDF Solutions, Inc. is an American multinational software and engineering services company based in Santa Clara, California. The company is listed in the Nasdaq stock exchange under the ticker symbol PDFS.

GROV vs PDFS — Head-to-Head

Bigger by revenue
PDFS
PDFS
1.5× larger
PDFS
$62.4M
$42.4M
GROV
Growing faster (revenue YoY)
PDFS
PDFS
+38.9% gap
PDFS
24.6%
-14.3%
GROV
Higher net margin
PDFS
PDFS
3.7% more per $
PDFS
-0.1%
-3.7%
GROV
More free cash flow
PDFS
PDFS
$7.6M more FCF
PDFS
$7.5M
$-62.0K
GROV
Faster 2-yr revenue CAGR
PDFS
PDFS
Annualised
PDFS
22.9%
-11.0%
GROV

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
GROV
GROV
PDFS
PDFS
Revenue
$42.4M
$62.4M
Net Profit
$-1.6M
$-48.0K
Gross Margin
53.0%
72.9%
Operating Margin
-3.7%
5.5%
Net Margin
-3.7%
-0.1%
Revenue YoY
-14.3%
24.6%
Net Profit YoY
87.5%
-108.9%
EPS (diluted)
$-0.06
$0.00

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.

Revenue
GROV
GROV
PDFS
PDFS
Q4 25
$42.4M
$62.4M
Q3 25
$43.7M
$57.1M
Q2 25
$44.0M
$51.7M
Q1 25
$43.5M
$47.8M
Q4 24
$49.5M
$50.1M
Q3 24
$48.3M
$46.4M
Q2 24
$52.1M
$41.7M
Q1 24
$53.5M
$41.3M
Net Profit
GROV
GROV
PDFS
PDFS
Q4 25
$-1.6M
$-48.0K
Q3 25
$-3.0M
$1.3M
Q2 25
$-3.6M
$1.1M
Q1 25
$-3.5M
$-3.0M
Q4 24
$-12.6M
$539.0K
Q3 24
$-1.3M
$2.2M
Q2 24
$-10.1M
$1.7M
Q1 24
$-3.4M
$-393.0K
Gross Margin
GROV
GROV
PDFS
PDFS
Q4 25
53.0%
72.9%
Q3 25
53.3%
72.3%
Q2 25
55.4%
71.2%
Q1 25
53.0%
72.9%
Q4 24
52.4%
68.3%
Q3 24
53.0%
73.1%
Q2 24
53.9%
70.6%
Q1 24
55.5%
67.3%
Operating Margin
GROV
GROV
PDFS
PDFS
Q4 25
-3.7%
5.5%
Q3 25
-6.2%
8.5%
Q2 25
-7.9%
2.2%
Q1 25
-8.1%
-7.4%
Q4 24
-16.8%
1.0%
Q3 24
-14.0%
4.6%
Q2 24
-13.3%
0.6%
Q1 24
-1.0%
-4.7%
Net Margin
GROV
GROV
PDFS
PDFS
Q4 25
-3.7%
-0.1%
Q3 25
-6.8%
2.3%
Q2 25
-8.2%
2.2%
Q1 25
-8.1%
-6.3%
Q4 24
-25.5%
1.1%
Q3 24
-2.8%
4.8%
Q2 24
-19.3%
4.1%
Q1 24
-6.3%
-1.0%
EPS (diluted)
GROV
GROV
PDFS
PDFS
Q4 25
$-0.06
$0.00
Q3 25
$-0.08
$0.03
Q2 25
$-0.10
$0.03
Q1 25
$-0.10
$-0.08
Q4 24
$-0.34
$0.01
Q3 24
$-0.04
$0.06
Q2 24
$-0.28
$0.04
Q1 24
$-0.10
$-0.01

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
GROV
GROV
PDFS
PDFS
Cash + ST InvestmentsLiquidity on hand
$8.5M
$42.2M
Total DebtLower is stronger
$67.0M
Stockholders' EquityBook value
$-17.0M
$271.0M
Total Assets
$53.1M
$418.7M
Debt / EquityLower = less leverage
0.25×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GROV
GROV
PDFS
PDFS
Q4 25
$8.5M
$42.2M
Q3 25
$8.9M
$35.9M
Q2 25
$10.0M
$40.4M
Q1 25
$9.6M
$54.1M
Q4 24
$19.6M
$114.9M
Q3 24
$50.8M
$120.2M
Q2 24
$78.8M
$117.9M
Q1 24
$77.8M
$122.9M
Total Debt
GROV
GROV
PDFS
PDFS
Q4 25
$67.0M
Q3 25
$67.6M
Q2 25
$68.1M
Q1 25
$68.7M
Q4 24
Q3 24
$32.2M
Q2 24
Q1 24
Stockholders' Equity
GROV
GROV
PDFS
PDFS
Q4 25
$-17.0M
$271.0M
Q3 25
$-16.1M
$264.4M
Q2 25
$-14.0M
$257.5M
Q1 25
$-11.6M
$249.0M
Q4 24
$-8.5M
$246.0M
Q3 24
$1.5M
$240.5M
Q2 24
$686.0K
$232.2M
Q1 24
$7.5M
$225.4M
Total Assets
GROV
GROV
PDFS
PDFS
Q4 25
$53.1M
$418.7M
Q3 25
$54.6M
$406.4M
Q2 25
$57.8M
$391.1M
Q1 25
$59.8M
$390.0M
Q4 24
$65.0M
$315.3M
Q3 24
$105.2M
$307.4M
Q2 24
$131.8M
$298.0M
Q1 24
$137.9M
$286.8M
Debt / Equity
GROV
GROV
PDFS
PDFS
Q4 25
0.25×
Q3 25
0.26×
Q2 25
0.26×
Q1 25
0.28×
Q4 24
Q3 24
21.16×
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
GROV
GROV
PDFS
PDFS
Operating Cash FlowLast quarter
$-29.0K
$17.3M
Free Cash FlowOCF − Capex
$-62.0K
$7.5M
FCF MarginFCF / Revenue
-0.1%
12.1%
Capex IntensityCapex / Revenue
0.1%
15.7%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-8.1M
$-8.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GROV
GROV
PDFS
PDFS
Q4 25
$-29.0K
$17.3M
Q3 25
$-1.0M
$3.3M
Q2 25
$987.0K
$-5.2M
Q1 25
$-6.9M
$8.6M
Q4 24
$270.0K
$1.6M
Q3 24
$750.0K
$9.3M
Q2 24
$1.6M
$684.0K
Q1 24
$-12.4M
$-1.9M
Free Cash Flow
GROV
GROV
PDFS
PDFS
Q4 25
$-62.0K
$7.5M
Q3 25
$-1.2M
$-2.9M
Q2 25
$556.0K
$-13.8M
Q1 25
$-7.4M
$535.0K
Q4 24
$-95.0K
$-4.0M
Q3 24
$264.0K
$5.1M
Q2 24
$1.2M
$-4.6M
Q1 24
$-12.9M
$-3.9M
FCF Margin
GROV
GROV
PDFS
PDFS
Q4 25
-0.1%
12.1%
Q3 25
-2.7%
-5.1%
Q2 25
1.3%
-26.6%
Q1 25
-17.0%
1.1%
Q4 24
-0.2%
-8.0%
Q3 24
0.5%
11.0%
Q2 24
2.3%
-11.1%
Q1 24
-24.1%
-9.4%
Capex Intensity
GROV
GROV
PDFS
PDFS
Q4 25
0.1%
15.7%
Q3 25
0.4%
10.8%
Q2 25
1.0%
16.5%
Q1 25
1.2%
17.0%
Q4 24
0.7%
11.3%
Q3 24
1.0%
9.0%
Q2 24
0.7%
12.8%
Q1 24
1.0%
4.9%
Cash Conversion
GROV
GROV
PDFS
PDFS
Q4 25
Q3 25
2.54×
Q2 25
-4.55×
Q1 25
Q4 24
2.98×
Q3 24
4.20×
Q2 24
0.40×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

GROV
GROV

Third Party Products$23.4M55%
Grove Brands$19.0M45%

PDFS
PDFS

Volumebased$38.0M61%
Other$24.4M39%

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