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Side-by-side financial comparison of ORTHOPEDIATRICS CORP (KIDS) and NELNET INC (NNI). Click either name above to swap in a different company.

ORTHOPEDIATRICS CORP is the larger business by last-quarter revenue ($61.6M vs $33.5M, roughly 1.8× NELNET INC). NELNET INC runs the higher net margin — 172.3% vs -16.4%, a 188.7% gap on every dollar of revenue. On growth, NELNET INC posted the faster year-over-year revenue change (79.6% vs 17.0%). NELNET INC produced more free cash flow last quarter ($396.7M vs $9.7M). Over the past eight quarters, NELNET INC's revenue compounded faster (62.0% CAGR vs 17.4%).

OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.

Nelnet, Inc. is a United States–based conglomerate that primarily focuses on financial services including student and consumer loan origination and servicing. Additionally, the company operates an investing arm, an internet bank and has a 26% stake in Allo Fiber, a cable and internet provider. The company is headquartered in Lincoln, Nebraska.

KIDS vs NNI — Head-to-Head

Bigger by revenue
KIDS
KIDS
1.8× larger
KIDS
$61.6M
$33.5M
NNI
Growing faster (revenue YoY)
NNI
NNI
+62.6% gap
NNI
79.6%
17.0%
KIDS
Higher net margin
NNI
NNI
188.7% more per $
NNI
172.3%
-16.4%
KIDS
More free cash flow
NNI
NNI
$387.0M more FCF
NNI
$396.7M
$9.7M
KIDS
Faster 2-yr revenue CAGR
NNI
NNI
Annualised
NNI
62.0%
17.4%
KIDS

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
KIDS
KIDS
NNI
NNI
Revenue
$61.6M
$33.5M
Net Profit
$-10.1M
$57.8M
Gross Margin
73.2%
50.5%
Operating Margin
-13.3%
Net Margin
-16.4%
172.3%
Revenue YoY
17.0%
79.6%
Net Profit YoY
37.1%
-8.5%
EPS (diluted)
$-0.43
$1.62

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
KIDS
KIDS
NNI
NNI
Q4 25
$61.6M
$33.5M
Q3 25
$61.3M
$23.2M
Q2 25
$61.1M
$26.1M
Q1 25
$52.4M
$24.7M
Q4 24
$52.7M
$18.7M
Q3 24
$54.6M
$16.6M
Q2 24
$52.8M
$14.9M
Q1 24
$44.7M
$12.8M
Net Profit
KIDS
KIDS
NNI
NNI
Q4 25
$-10.1M
$57.8M
Q3 25
$-11.8M
$106.7M
Q2 25
$-7.1M
$181.5M
Q1 25
$-10.7M
$82.6M
Q4 24
$-16.1M
$63.2M
Q3 24
$-7.9M
$2.4M
Q2 24
$-6.0M
$45.1M
Q1 24
$-7.8M
$73.4M
Gross Margin
KIDS
KIDS
NNI
NNI
Q4 25
73.2%
50.5%
Q3 25
73.9%
29.6%
Q2 25
72.1%
29.8%
Q1 25
73.0%
30.5%
Q4 24
67.5%
13.7%
Q3 24
73.4%
0.1%
Q2 24
77.3%
27.3%
Q1 24
72.0%
15.3%
Operating Margin
KIDS
KIDS
NNI
NNI
Q4 25
-13.3%
Q3 25
-15.4%
Q2 25
-17.4%
Q1 25
-21.0%
Q4 24
-26.7%
97.7%
Q3 24
-10.2%
-13.4%
Q2 24
-10.7%
88.0%
Q1 24
-21.8%
Net Margin
KIDS
KIDS
NNI
NNI
Q4 25
-16.4%
172.3%
Q3 25
-19.2%
460.5%
Q2 25
-11.6%
694.9%
Q1 25
-20.3%
334.4%
Q4 24
-30.5%
338.2%
Q3 24
-14.5%
14.4%
Q2 24
-11.4%
303.6%
Q1 24
-17.5%
574.4%
EPS (diluted)
KIDS
KIDS
NNI
NNI
Q4 25
$-0.43
$1.62
Q3 25
$-0.50
$2.94
Q2 25
$-0.30
$4.97
Q1 25
$-0.46
$2.26
Q4 24
$-0.70
$1.74
Q3 24
$-0.34
$0.07
Q2 24
$-0.26
$1.23
Q1 24
$-0.34
$1.98

Balance Sheet & Financial Strength

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

Metric
KIDS
KIDS
NNI
NNI
Cash + ST InvestmentsLiquidity on hand
$60.9M
$296.0M
Total DebtLower is stronger
$106.0M
$7.8B
Stockholders' EquityBook value
$346.6M
$3.7B
Total Assets
$508.6M
$14.1B
Debt / EquityLower = less leverage
0.31×
2.11×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KIDS
KIDS
NNI
NNI
Q4 25
$60.9M
$296.0M
Q3 25
$57.7M
$216.4M
Q2 25
$70.1M
$225.8M
Q1 25
$58.8M
$220.5M
Q4 24
$68.8M
$194.5M
Q3 24
$76.1M
$219.7M
Q2 24
$28.9M
$145.5M
Q1 24
$47.7M
$179.7M
Total Debt
KIDS
KIDS
NNI
NNI
Q4 25
$106.0M
$7.8B
Q3 25
$105.3M
$7.8B
Q2 25
$102.7M
$7.9B
Q1 25
$77.4M
$8.7B
Q4 24
$77.5M
$8.3B
Q3 24
$76.9M
$8.9B
Q2 24
$11.2M
$9.6B
Q1 24
$11.3M
$10.6B
Stockholders' Equity
KIDS
KIDS
NNI
NNI
Q4 25
$346.6M
$3.7B
Q3 25
$349.3M
$3.7B
Q2 25
$355.5M
$3.6B
Q1 25
$347.1M
$3.4B
Q4 24
$354.6M
$3.3B
Q3 24
$370.9M
$3.3B
Q2 24
$371.3M
$3.3B
Q1 24
$370.6M
$3.3B
Total Assets
KIDS
KIDS
NNI
NNI
Q4 25
$508.6M
$14.1B
Q3 25
$493.5M
$13.9B
Q2 25
$503.6M
$13.7B
Q1 25
$470.3M
$14.2B
Q4 24
$473.2M
$13.8B
Q3 24
$489.3M
$14.1B
Q2 24
$430.8M
$14.5B
Q1 24
$437.2M
$15.4B
Debt / Equity
KIDS
KIDS
NNI
NNI
Q4 25
0.31×
2.11×
Q3 25
0.30×
2.14×
Q2 25
0.29×
2.21×
Q1 25
0.22×
2.53×
Q4 24
0.22×
2.48×
Q3 24
0.21×
2.72×
Q2 24
0.03×
2.90×
Q1 24
0.03×
3.20×

Cash Flow & Capital Efficiency

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

Metric
KIDS
KIDS
NNI
NNI
Operating Cash FlowLast quarter
$10.3M
$423.0M
Free Cash FlowOCF − Capex
$9.7M
$396.7M
FCF MarginFCF / Revenue
15.8%
1183.0%
Capex IntensityCapex / Revenue
1.0%
78.2%
Cash ConversionOCF / Net Profit
7.32×
TTM Free Cash FlowTrailing 4 quarters
$-16.0M
$663.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KIDS
KIDS
NNI
NNI
Q4 25
$10.3M
$423.0M
Q3 25
$-581.0K
$112.4M
Q2 25
$-10.5M
$81.8M
Q1 25
$-4.2M
$91.2M
Q4 24
$-4.0M
$662.9M
Q3 24
$-10.3M
$137.0M
Q2 24
$-6.1M
$133.8M
Q1 24
$-6.7M
$211.6M
Free Cash Flow
KIDS
KIDS
NNI
NNI
Q4 25
$9.7M
$396.7M
Q3 25
$-3.4M
$100.8M
Q2 25
$-13.9M
$78.1M
Q1 25
$-8.4M
$87.8M
Q4 24
$-4.2M
$642.0M
Q3 24
$-11.7M
$132.6M
Q2 24
$-12.8M
$123.1M
Q1 24
$-13.2M
$188.3M
FCF Margin
KIDS
KIDS
NNI
NNI
Q4 25
15.8%
1183.0%
Q3 25
-5.6%
435.0%
Q2 25
-22.8%
299.0%
Q1 25
-16.0%
355.6%
Q4 24
-8.1%
3438.0%
Q3 24
-21.4%
797.9%
Q2 24
-24.2%
829.2%
Q1 24
-29.4%
1473.7%
Capex Intensity
KIDS
KIDS
NNI
NNI
Q4 25
1.0%
78.2%
Q3 25
4.6%
50.4%
Q2 25
5.6%
14.2%
Q1 25
8.1%
13.7%
Q4 24
0.5%
111.9%
Q3 24
2.5%
26.7%
Q2 24
12.7%
71.5%
Q1 24
14.5%
181.7%
Cash Conversion
KIDS
KIDS
NNI
NNI
Q4 25
7.32×
Q3 25
1.05×
Q2 25
0.45×
Q1 25
1.10×
Q4 24
10.50×
Q3 24
57.39×
Q2 24
2.97×
Q1 24
2.88×

Financial Flow Comparison

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

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