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Side-by-side financial comparison of Orange County Bancorp, Inc. (OBT) 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 $33.0M, roughly 1.9× Orange County Bancorp, Inc.). Orange County Bancorp, Inc. runs the higher net margin — 37.6% vs -0.1%, a 37.7% gap on every dollar of revenue. On growth, PDF SOLUTIONS INC posted the faster year-over-year revenue change (24.6% vs 20.6%). Orange County Bancorp, Inc. produced more free cash flow last quarter ($41.3M vs $7.5M). Over the past eight quarters, PDF SOLUTIONS INC's revenue compounded faster (22.9% CAGR vs 14.3%).

Orange County Bancorp, Inc. is a Delaware-registered bank holding company operating mainly in New York, U.S. It offers a full range of retail and commercial banking services, including deposit accounts, loans and wealth management solutions, serving individual consumers, small and mid-sized corporate clients in its regional footprint.

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.

OBT vs PDFS — Head-to-Head

Bigger by revenue
PDFS
PDFS
1.9× larger
PDFS
$62.4M
$33.0M
OBT
Growing faster (revenue YoY)
PDFS
PDFS
+4.0% gap
PDFS
24.6%
20.6%
OBT
Higher net margin
OBT
OBT
37.7% more per $
OBT
37.6%
-0.1%
PDFS
More free cash flow
OBT
OBT
$33.8M more FCF
OBT
$41.3M
$7.5M
PDFS
Faster 2-yr revenue CAGR
PDFS
PDFS
Annualised
PDFS
22.9%
14.3%
OBT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
OBT
OBT
PDFS
PDFS
Revenue
$33.0M
$62.4M
Net Profit
$12.4M
$-48.0K
Gross Margin
72.9%
Operating Margin
41.4%
5.5%
Net Margin
37.6%
-0.1%
Revenue YoY
20.6%
24.6%
Net Profit YoY
73.5%
-108.9%
EPS (diluted)
$0.94
$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
OBT
OBT
PDFS
PDFS
Q4 25
$33.0M
$62.4M
Q3 25
$33.7M
$57.1M
Q2 25
$32.5M
$51.7M
Q1 25
$28.0M
$47.8M
Q4 24
$27.4M
$50.1M
Q3 24
$27.1M
$46.4M
Q2 24
$27.9M
$41.7M
Q1 24
$25.3M
$41.3M
Net Profit
OBT
OBT
PDFS
PDFS
Q4 25
$12.4M
$-48.0K
Q3 25
$10.0M
$1.3M
Q2 25
$10.5M
$1.1M
Q1 25
$8.7M
$-3.0M
Q4 24
$7.2M
$539.0K
Q3 24
$3.2M
$2.2M
Q2 24
$8.2M
$1.7M
Q1 24
$9.3M
$-393.0K
Gross Margin
OBT
OBT
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
OBT
OBT
PDFS
PDFS
Q4 25
41.4%
5.5%
Q3 25
38.6%
8.5%
Q2 25
41.9%
2.2%
Q1 25
40.3%
-7.4%
Q4 24
32.8%
1.0%
Q3 24
14.8%
4.6%
Q2 24
36.6%
0.6%
Q1 24
45.9%
-4.7%
Net Margin
OBT
OBT
PDFS
PDFS
Q4 25
37.6%
-0.1%
Q3 25
29.7%
2.3%
Q2 25
32.2%
2.2%
Q1 25
31.1%
-6.3%
Q4 24
26.2%
1.1%
Q3 24
11.8%
4.8%
Q2 24
29.4%
4.1%
Q1 24
36.7%
-1.0%
EPS (diluted)
OBT
OBT
PDFS
PDFS
Q4 25
$0.94
$0.00
Q3 25
$0.75
$0.03
Q2 25
$0.87
$0.03
Q1 25
$0.77
$-0.08
Q4 24
$0.64
$0.01
Q3 24
$0.28
$0.06
Q2 24
$0.73
$0.04
Q1 24
$0.82
$-0.01

Balance Sheet & Financial Strength

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

Metric
OBT
OBT
PDFS
PDFS
Cash + ST InvestmentsLiquidity on hand
$42.2M
Total DebtLower is stronger
$67.0M
Stockholders' EquityBook value
$284.4M
$271.0M
Total Assets
$2.7B
$418.7M
Debt / EquityLower = less leverage
0.25×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
OBT
OBT
PDFS
PDFS
Q4 25
$42.2M
Q3 25
$35.9M
Q2 25
$40.4M
Q1 25
$54.1M
Q4 24
$114.9M
Q3 24
$120.2M
Q2 24
$117.9M
Q1 24
$122.9M
Total Debt
OBT
OBT
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
OBT
OBT
PDFS
PDFS
Q4 25
$284.4M
$271.0M
Q3 25
$270.1M
$264.4M
Q2 25
$252.6M
$257.5M
Q1 25
$201.3M
$249.0M
Q4 24
$185.5M
$246.0M
Q3 24
$193.1M
$240.5M
Q2 24
$177.5M
$232.2M
Q1 24
$168.7M
$225.4M
Total Assets
OBT
OBT
PDFS
PDFS
Q4 25
$2.7B
$418.7M
Q3 25
$2.6B
$406.4M
Q2 25
$2.6B
$391.1M
Q1 25
$2.6B
$390.0M
Q4 24
$2.5B
$315.3M
Q3 24
$2.5B
$307.4M
Q2 24
$2.5B
$298.0M
Q1 24
$2.5B
$286.8M
Debt / Equity
OBT
OBT
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
OBT
OBT
PDFS
PDFS
Operating Cash FlowLast quarter
$43.8M
$17.3M
Free Cash FlowOCF − Capex
$41.3M
$7.5M
FCF MarginFCF / Revenue
125.1%
12.1%
Capex IntensityCapex / Revenue
7.6%
15.7%
Cash ConversionOCF / Net Profit
3.53×
TTM Free Cash FlowTrailing 4 quarters
$69.6M
$-8.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
OBT
OBT
PDFS
PDFS
Q4 25
$43.8M
$17.3M
Q3 25
$30.2M
$3.3M
Q2 25
$-5.0M
$-5.2M
Q1 25
$4.8M
$8.6M
Q4 24
$34.6M
$1.6M
Q3 24
$10.2M
$9.3M
Q2 24
$9.3M
$684.0K
Q1 24
$2.3M
$-1.9M
Free Cash Flow
OBT
OBT
PDFS
PDFS
Q4 25
$41.3M
$7.5M
Q3 25
$29.6M
$-2.9M
Q2 25
$-5.7M
$-13.8M
Q1 25
$4.3M
$535.0K
Q4 24
$32.9M
$-4.0M
Q3 24
$10.0M
$5.1M
Q2 24
$9.2M
$-4.6M
Q1 24
$2.0M
$-3.9M
FCF Margin
OBT
OBT
PDFS
PDFS
Q4 25
125.1%
12.1%
Q3 25
87.8%
-5.1%
Q2 25
-17.5%
-26.6%
Q1 25
15.5%
1.1%
Q4 24
120.0%
-8.0%
Q3 24
36.7%
11.0%
Q2 24
32.8%
-11.1%
Q1 24
7.9%
-9.4%
Capex Intensity
OBT
OBT
PDFS
PDFS
Q4 25
7.6%
15.7%
Q3 25
1.8%
10.8%
Q2 25
2.3%
16.5%
Q1 25
1.8%
17.0%
Q4 24
6.3%
11.3%
Q3 24
1.1%
9.0%
Q2 24
0.4%
12.8%
Q1 24
1.0%
4.9%
Cash Conversion
OBT
OBT
PDFS
PDFS
Q4 25
3.53×
Q3 25
3.01×
2.54×
Q2 25
-0.47×
-4.55×
Q1 25
0.56×
Q4 24
4.83×
2.98×
Q3 24
3.19×
4.20×
Q2 24
1.13×
0.40×
Q1 24
0.24×

Financial Flow Comparison

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

Revenue Breakdown by Segment

OBT
OBT

Segment breakdown not available.

PDFS
PDFS

Volumebased$38.0M61%
Other$24.4M39%

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