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

Hippo Holdings Inc. is the larger business by last-quarter revenue ($120.4M vs $62.4M, roughly 1.9× PDF SOLUTIONS INC). Hippo Holdings Inc. runs the higher net margin — 5.0% vs -0.1%, a 5.1% gap on every dollar of revenue. On growth, PDF SOLUTIONS INC posted the faster year-over-year revenue change (24.6% vs 18.2%). Hippo Holdings Inc. produced more free cash flow last quarter ($9.1M vs $7.5M). Over the past eight quarters, PDF SOLUTIONS INC's revenue compounded faster (22.9% CAGR vs 18.9%).

Hippo Valley Estate is a sugar estate found near the town of Chiredzi in Chiredzi District of southeastern Zimbabwe, on the Runde River near the border with Mozambique.

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.

HIPO vs PDFS — Head-to-Head

Bigger by revenue
HIPO
HIPO
1.9× larger
HIPO
$120.4M
$62.4M
PDFS
Growing faster (revenue YoY)
PDFS
PDFS
+6.4% gap
PDFS
24.6%
18.2%
HIPO
Higher net margin
HIPO
HIPO
5.1% more per $
HIPO
5.0%
-0.1%
PDFS
More free cash flow
HIPO
HIPO
$1.6M more FCF
HIPO
$9.1M
$7.5M
PDFS
Faster 2-yr revenue CAGR
PDFS
PDFS
Annualised
PDFS
22.9%
18.9%
HIPO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
HIPO
HIPO
PDFS
PDFS
Revenue
$120.4M
$62.4M
Net Profit
$6.0M
$-48.0K
Gross Margin
72.9%
Operating Margin
5.6%
5.5%
Net Margin
5.0%
-0.1%
Revenue YoY
18.2%
24.6%
Net Profit YoY
-86.4%
-108.9%
EPS (diluted)
$0.31
$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
HIPO
HIPO
PDFS
PDFS
Q4 25
$120.4M
$62.4M
Q3 25
$120.6M
$57.1M
Q2 25
$117.3M
$51.7M
Q1 25
$110.3M
$47.8M
Q4 24
$101.9M
$50.1M
Q3 24
$95.5M
$46.4M
Q2 24
$89.6M
$41.7M
Q1 24
$85.1M
$41.3M
Net Profit
HIPO
HIPO
PDFS
PDFS
Q4 25
$6.0M
$-48.0K
Q3 25
$98.1M
$1.3M
Q2 25
$1.3M
$1.1M
Q1 25
$-47.7M
$-3.0M
Q4 24
$44.2M
$539.0K
Q3 24
$-8.5M
$2.2M
Q2 24
$-40.5M
$1.7M
Q1 24
$-35.7M
$-393.0K
Gross Margin
HIPO
HIPO
PDFS
PDFS
Q4 25
72.9%
Q3 25
72.3%
Q2 25
71.2%
Q1 25
72.9%
Q4 24
68.3%
Q3 24
73.1%
Q2 24
70.6%
Q1 24
67.3%
Operating Margin
HIPO
HIPO
PDFS
PDFS
Q4 25
5.6%
5.5%
Q3 25
81.3%
8.5%
Q2 25
3.4%
2.2%
Q1 25
-41.3%
-7.4%
Q4 24
46.3%
1.0%
Q3 24
-5.4%
4.6%
Q2 24
-40.7%
0.6%
Q1 24
-38.7%
-4.7%
Net Margin
HIPO
HIPO
PDFS
PDFS
Q4 25
5.0%
-0.1%
Q3 25
81.3%
2.3%
Q2 25
1.1%
2.2%
Q1 25
-43.2%
-6.3%
Q4 24
43.4%
1.1%
Q3 24
-8.9%
4.8%
Q2 24
-45.2%
4.1%
Q1 24
-42.0%
-1.0%
EPS (diluted)
HIPO
HIPO
PDFS
PDFS
Q4 25
$0.31
$0.00
Q3 25
$3.77
$0.03
Q2 25
$0.05
$0.03
Q1 25
$-1.91
$-0.08
Q4 24
$1.81
$0.01
Q3 24
$-0.34
$0.06
Q2 24
$-1.64
$0.04
Q1 24
$-1.47
$-0.01

Balance Sheet & Financial Strength

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

Metric
HIPO
HIPO
PDFS
PDFS
Cash + ST InvestmentsLiquidity on hand
$218.3M
$42.2M
Total DebtLower is stronger
$67.0M
Stockholders' EquityBook value
$436.1M
$271.0M
Total Assets
$1.9B
$418.7M
Debt / EquityLower = less leverage
0.25×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
HIPO
HIPO
PDFS
PDFS
Q4 25
$218.3M
$42.2M
Q3 25
$247.7M
$35.9M
Q2 25
$198.9M
$40.4M
Q1 25
$140.9M
$54.1M
Q4 24
$197.6M
$114.9M
Q3 24
$191.2M
$120.2M
Q2 24
$175.9M
$117.9M
Q1 24
$223.4M
$122.9M
Total Debt
HIPO
HIPO
PDFS
PDFS
Q4 25
$67.0M
Q3 25
$67.6M
Q2 25
$68.1M
Q1 25
$68.7M
Q4 24
Q3 24
Q2 24
Q1 24
Stockholders' Equity
HIPO
HIPO
PDFS
PDFS
Q4 25
$436.1M
$271.0M
Q3 25
$421.5M
$264.4M
Q2 25
$332.5M
$257.5M
Q1 25
$322.8M
$249.0M
Q4 24
$362.1M
$246.0M
Q3 24
$326.4M
$240.5M
Q2 24
$322.6M
$232.2M
Q1 24
$351.2M
$225.4M
Total Assets
HIPO
HIPO
PDFS
PDFS
Q4 25
$1.9B
$418.7M
Q3 25
$1.9B
$406.4M
Q2 25
$1.7B
$391.1M
Q1 25
$1.5B
$390.0M
Q4 24
$1.5B
$315.3M
Q3 24
$1.5B
$307.4M
Q2 24
$1.5B
$298.0M
Q1 24
$1.5B
$286.8M
Debt / Equity
HIPO
HIPO
PDFS
PDFS
Q4 25
0.25×
Q3 25
0.26×
Q2 25
0.26×
Q1 25
0.28×
Q4 24
Q3 24
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
HIPO
HIPO
PDFS
PDFS
Operating Cash FlowLast quarter
$9.2M
$17.3M
Free Cash FlowOCF − Capex
$9.1M
$7.5M
FCF MarginFCF / Revenue
7.6%
12.1%
Capex IntensityCapex / Revenue
0.1%
15.7%
Cash ConversionOCF / Net Profit
1.53×
TTM Free Cash FlowTrailing 4 quarters
$14.8M
$-8.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
HIPO
HIPO
PDFS
PDFS
Q4 25
$9.2M
$17.3M
Q3 25
$16.9M
$3.3M
Q2 25
$24.7M
$-5.2M
Q1 25
$-35.6M
$8.6M
Q4 24
$47.5M
$1.6M
Q3 24
$46.8M
$9.3M
Q2 24
$-10.6M
$684.0K
Q1 24
$17.7M
$-1.9M
Free Cash Flow
HIPO
HIPO
PDFS
PDFS
Q4 25
$9.1M
$7.5M
Q3 25
$16.8M
$-2.9M
Q2 25
$24.6M
$-13.8M
Q1 25
$-35.7M
$535.0K
Q4 24
$47.2M
$-4.0M
Q3 24
$5.1M
Q2 24
$-10.7M
$-4.6M
Q1 24
$17.6M
$-3.9M
FCF Margin
HIPO
HIPO
PDFS
PDFS
Q4 25
7.6%
12.1%
Q3 25
13.9%
-5.1%
Q2 25
21.0%
-26.6%
Q1 25
-32.4%
1.1%
Q4 24
46.3%
-8.0%
Q3 24
11.0%
Q2 24
-11.9%
-11.1%
Q1 24
20.7%
-9.4%
Capex Intensity
HIPO
HIPO
PDFS
PDFS
Q4 25
0.1%
15.7%
Q3 25
0.1%
10.8%
Q2 25
0.1%
16.5%
Q1 25
0.1%
17.0%
Q4 24
0.3%
11.3%
Q3 24
0.0%
9.0%
Q2 24
0.1%
12.8%
Q1 24
0.1%
4.9%
Cash Conversion
HIPO
HIPO
PDFS
PDFS
Q4 25
1.53×
Q3 25
0.17×
2.54×
Q2 25
19.00×
-4.55×
Q1 25
Q4 24
1.07×
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

HIPO
HIPO

Segment breakdown not available.

PDFS
PDFS

Volumebased$38.0M61%
Other$24.4M39%

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