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Side-by-side financial comparison of Microchip Technology (MCHP) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.2B vs $654.0M, roughly 1.8× ZILLOW GROUP, INC.). Microchip Technology runs the higher net margin — 5.3% vs 0.5%, a 4.8% gap on every dollar of revenue. On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 15.6%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $44.0M). Over the past eight quarters, ZILLOW GROUP, INC.'s revenue compounded faster (11.2% CAGR vs -5.4%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
MCHP vs ZG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $654.0M |
| Net Profit | $62.7M | $3.0M |
| Gross Margin | 59.6% | 72.8% |
| Operating Margin | 12.8% | -1.7% |
| Net Margin | 5.3% | 0.5% |
| Revenue YoY | 15.6% | 18.1% |
| Net Profit YoY | 217.0% | 105.8% |
| EPS (diluted) | $0.06 | $0.01 |
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 | $1.2B | $654.0M | ||
| Q3 25 | $1.1B | $676.0M | ||
| Q2 25 | $1.1B | $655.0M | ||
| Q1 25 | $970.5M | $598.0M | ||
| Q4 24 | $1.0B | $554.0M | ||
| Q3 24 | $1.2B | $581.0M | ||
| Q2 24 | $1.2B | $572.0M | ||
| Q1 24 | $1.3B | $529.0M |
| Q4 25 | $62.7M | $3.0M | ||
| Q3 25 | $41.7M | $10.0M | ||
| Q2 25 | $-18.6M | $2.0M | ||
| Q1 25 | $-154.6M | $8.0M | ||
| Q4 24 | $-53.6M | $-52.0M | ||
| Q3 24 | $78.4M | $-20.0M | ||
| Q2 24 | $129.3M | $-17.0M | ||
| Q1 24 | $154.7M | $-23.0M |
| Q4 25 | 59.6% | 72.8% | ||
| Q3 25 | 55.9% | 72.6% | ||
| Q2 25 | 53.6% | 74.7% | ||
| Q1 25 | 51.6% | 76.8% | ||
| Q4 24 | 54.7% | 75.8% | ||
| Q3 24 | 57.4% | 75.9% | ||
| Q2 24 | 59.4% | 77.3% | ||
| Q1 24 | 59.6% | 76.7% |
| Q4 25 | 12.8% | -1.7% | ||
| Q3 25 | 7.8% | -0.4% | ||
| Q2 25 | 3.0% | -1.7% | ||
| Q1 25 | -10.3% | -1.5% | ||
| Q4 24 | 3.0% | -12.5% | ||
| Q3 24 | 12.6% | -7.7% | ||
| Q2 24 | 17.7% | -6.6% | ||
| Q1 24 | 19.1% | -8.5% |
| Q4 25 | 5.3% | 0.5% | ||
| Q3 25 | 3.7% | 1.5% | ||
| Q2 25 | -1.7% | 0.3% | ||
| Q1 25 | -15.9% | 1.3% | ||
| Q4 24 | -5.2% | -9.4% | ||
| Q3 24 | 6.7% | -3.4% | ||
| Q2 24 | 10.4% | -3.0% | ||
| Q1 24 | 11.7% | -4.3% |
| Q4 25 | $0.06 | $0.01 | ||
| Q3 25 | $0.03 | $0.04 | ||
| Q2 25 | $-0.09 | $0.01 | ||
| Q1 25 | $-0.29 | $0.03 | ||
| Q4 24 | $-0.10 | $-0.23 | ||
| Q3 24 | $0.14 | $-0.08 | ||
| Q2 24 | $0.24 | $-0.07 | ||
| Q1 24 | $0.29 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $250.7M | $768.0M |
| Total DebtLower is stronger | $5.4B | — |
| Stockholders' EquityBook value | $6.6B | $4.9B |
| Total Assets | $14.3B | $5.7B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.7M | $768.0M | ||
| Q3 25 | $236.8M | $874.0M | ||
| Q2 25 | $566.5M | $587.0M | ||
| Q1 25 | $771.7M | $914.0M | ||
| Q4 24 | $586.0M | $1.1B | ||
| Q3 24 | $286.1M | $1.1B | ||
| Q2 24 | $315.1M | $1.2B | ||
| Q1 24 | $319.7M | $1.4B |
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.5B | — | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.0B | — |
| Q4 25 | $6.6B | $4.9B | ||
| Q3 25 | $6.7B | $5.0B | ||
| Q2 25 | $6.9B | $4.7B | ||
| Q1 25 | $7.1B | $4.8B | ||
| Q4 24 | $6.0B | $4.8B | ||
| Q3 24 | $6.3B | $4.7B | ||
| Q2 24 | $6.4B | $4.5B | ||
| Q1 24 | $6.7B | $4.7B |
| Q4 25 | $14.3B | $5.7B | ||
| Q3 25 | $14.5B | $5.7B | ||
| Q2 25 | $15.0B | $5.4B | ||
| Q1 25 | $15.4B | $5.7B | ||
| Q4 24 | $15.6B | $5.8B | ||
| Q3 24 | $15.6B | $6.2B | ||
| Q2 24 | $15.8B | $6.6B | ||
| Q1 24 | $15.9B | $6.8B |
| Q4 25 | 0.82× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.90× | — |
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 | $341.4M | $72.0M |
| Free Cash FlowOCF − Capex | $318.9M | $44.0M |
| FCF MarginFCF / Revenue | 26.9% | 6.7% |
| Capex IntensityCapex / Revenue | 1.9% | 4.3% |
| Cash ConversionOCF / Net Profit | 5.44× | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $341.4M | $72.0M | ||
| Q3 25 | $88.1M | $105.0M | ||
| Q2 25 | $275.6M | $87.0M | ||
| Q1 25 | $205.9M | $104.0M | ||
| Q4 24 | $271.5M | $122.0M | ||
| Q3 24 | $43.6M | $171.0M | ||
| Q2 24 | $377.1M | $55.0M | ||
| Q1 24 | $430.0M | $80.0M |
| Q4 25 | $318.9M | $44.0M | ||
| Q3 25 | $51.6M | $73.0M | ||
| Q2 25 | $257.7M | $50.0M | ||
| Q1 25 | $191.7M | $68.0M | ||
| Q4 24 | $253.4M | $88.0M | ||
| Q3 24 | $22.8M | $138.0M | ||
| Q2 24 | $304.2M | $18.0M | ||
| Q1 24 | $389.9M | $41.0M |
| Q4 25 | 26.9% | 6.7% | ||
| Q3 25 | 4.5% | 10.8% | ||
| Q2 25 | 24.0% | 7.6% | ||
| Q1 25 | 19.8% | 11.4% | ||
| Q4 24 | 24.7% | 15.9% | ||
| Q3 24 | 2.0% | 23.8% | ||
| Q2 24 | 24.5% | 3.1% | ||
| Q1 24 | 29.4% | 7.8% |
| Q4 25 | 1.9% | 4.3% | ||
| Q3 25 | 3.2% | 4.7% | ||
| Q2 25 | 1.7% | 5.6% | ||
| Q1 25 | 1.5% | 6.0% | ||
| Q4 24 | 1.8% | 6.1% | ||
| Q3 24 | 1.8% | 5.7% | ||
| Q2 24 | 5.9% | 6.5% | ||
| Q1 24 | 3.0% | 7.4% |
| Q4 25 | 5.44× | 24.00× | ||
| Q3 25 | 2.11× | 10.50× | ||
| Q2 25 | — | 43.50× | ||
| Q1 25 | — | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 2.92× | — | ||
| Q1 24 | 2.78× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
