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Side-by-side financial comparison of Hilltop Holdings Inc. (HTH) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $300.5M, roughly 1.2× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 2.1%, a 10.9% gap on every dollar of revenue. Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% CAGR vs 0.6%).
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
HTH vs PERI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $368.7M |
| Net Profit | $39.0M | $7.7M |
| Gross Margin | — | — |
| Operating Margin | — | 2.0% |
| Net Margin | 13.0% | 2.1% |
| Revenue YoY | — | — |
| Net Profit YoY | -12.4% | — |
| EPS (diluted) | $0.64 | — |
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.
| Q1 26 | $300.5M | — | ||
| Q4 25 | $329.9M | — | ||
| Q3 25 | $330.2M | $368.7M | ||
| Q2 25 | $303.3M | $266.5M | ||
| Q1 25 | $318.5M | $157.8M | ||
| Q4 24 | $301.1M | — | ||
| Q3 24 | $305.5M | $508.9M | ||
| Q2 24 | $297.0M | $323.6M |
| Q1 26 | $39.0M | — | ||
| Q4 25 | $41.6M | — | ||
| Q3 25 | $45.8M | $7.7M | ||
| Q2 25 | $36.1M | $5.6M | ||
| Q1 25 | $42.1M | $11.8M | ||
| Q4 24 | $35.5M | — | ||
| Q3 24 | $29.7M | $78.0M | ||
| Q2 24 | $20.3M | $45.2M |
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 18.4% | 2.0% | ||
| Q2 25 | 16.3% | -1.7% | ||
| Q1 25 | 18.1% | 5.4% | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 13.9% | 15.1% | ||
| Q2 24 | 10.0% | 13.7% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 13.9% | 2.1% | ||
| Q2 25 | 11.9% | 2.1% | ||
| Q1 25 | 13.2% | 7.5% | ||
| Q4 24 | 11.8% | — | ||
| Q3 24 | 9.7% | 15.3% | ||
| Q2 24 | 6.8% | 14.0% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.68 | — | ||
| Q3 25 | $0.74 | — | ||
| Q2 25 | $0.57 | — | ||
| Q1 25 | $0.65 | — | ||
| Q4 24 | $0.55 | — | ||
| Q3 24 | $0.46 | — | ||
| Q2 24 | $0.31 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $156.2M |
| Total DebtLower is stronger | $990.8M | — |
| Stockholders' EquityBook value | $2.2B | $722.9M |
| Total Assets | $15.7B | $915.5M |
| Debt / EquityLower = less leverage | 0.46× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $156.2M | ||
| Q2 25 | — | $156.2M | ||
| Q1 25 | — | $156.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $187.6M | ||
| Q2 24 | — | $187.6M |
| Q1 26 | $990.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $722.9M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.2B | $722.9M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | $718.1M | ||
| Q2 24 | $2.1B | $718.1M |
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.8B | — | ||
| Q3 25 | $15.6B | $915.5M | ||
| Q2 25 | $15.4B | $915.5M | ||
| Q1 25 | $15.8B | $915.5M | ||
| Q4 24 | $16.3B | — | ||
| Q3 24 | $15.9B | $1.1B | ||
| Q2 24 | $15.6B | $1.1B |
| Q1 26 | 0.46× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $2.6M |
| Free Cash FlowOCF − Capex | — | $-2.9M |
| FCF MarginFCF / Revenue | — | -0.8% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-38.7M | — | ||
| Q3 25 | $273.0M | $2.6M | ||
| Q2 25 | $-234.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $273.9M | — | ||
| Q3 24 | $515.6M | $105.2M | ||
| Q2 24 | $-435.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $-55.5M | — | ||
| Q3 25 | $271.0M | $-2.9M | ||
| Q2 25 | $-234.6M | — | ||
| Q1 25 | $5.0M | — | ||
| Q4 24 | $266.8M | — | ||
| Q3 24 | $513.8M | $104.7M | ||
| Q2 24 | $-437.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | -16.8% | — | ||
| Q3 25 | 82.1% | -0.8% | ||
| Q2 25 | -77.4% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 88.6% | — | ||
| Q3 24 | 168.2% | 20.6% | ||
| Q2 24 | -147.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 0.6% | 0.1% | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | -0.93× | — | ||
| Q3 25 | 5.96× | 0.34× | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 7.71× | — | ||
| Q3 24 | 17.36× | 1.35× | ||
| Q2 24 | -21.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
