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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Stitch Fix, Inc. (SFIX). Click either name above to swap in a different company.
Stitch Fix, Inc. is the larger business by last-quarter revenue ($342.1M vs $218.2M, roughly 1.6× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -1.9%, a 14.8% gap on every dollar of revenue. On growth, Stitch Fix, Inc. posted the faster year-over-year revenue change (7.3% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $5.6M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs 1.8%).
Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing industries.
Stitch Fix, Inc. is an online personal styling service in the United States. It uses recommendation algorithms and data science to personalize clothing items based on size, budget and style. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. Stitch Fix generated $1.6 billion in net revenue in its fiscal year 2023, a decrease of 21% year-over-year and reported 3,297,000 active clients in September 2023. It is headquartered in San Franci...
ONTO vs SFIX — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $342.1M |
| Net Profit | $28.2M | $-6.4M |
| Gross Margin | 50.7% | 43.6% |
| Operating Margin | 10.9% | -2.5% |
| Net Margin | 12.9% | -1.9% |
| Revenue YoY | -13.5% | 7.3% |
| Net Profit YoY | -46.8% | -1.7% |
| EPS (diluted) | $0.57 | $-0.05 |
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 | — | $342.1M | ||
| Q3 25 | $218.2M | $311.2M | ||
| Q2 25 | $253.6M | $325.0M | ||
| Q1 25 | $266.6M | $312.1M | ||
| Q4 24 | $263.9M | $318.8M | ||
| Q3 24 | $252.2M | $319.6M | ||
| Q2 24 | $242.3M | $322.7M | ||
| Q1 24 | $228.8M | $330.4M |
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $28.2M | $-8.6M | ||
| Q2 25 | $33.9M | $-7.4M | ||
| Q1 25 | $64.1M | $-6.5M | ||
| Q4 24 | $48.8M | $-6.3M | ||
| Q3 24 | $53.1M | $-36.5M | ||
| Q2 24 | $52.9M | $-21.3M | ||
| Q1 24 | $46.9M | $-35.5M |
| Q4 25 | — | 43.6% | ||
| Q3 25 | 50.7% | 43.6% | ||
| Q2 25 | 48.2% | 44.2% | ||
| Q1 25 | 53.7% | 44.5% | ||
| Q4 24 | 50.2% | 45.4% | ||
| Q3 24 | 54.1% | 44.6% | ||
| Q2 24 | 52.9% | 45.5% | ||
| Q1 24 | 51.7% | 43.4% |
| Q4 25 | — | -2.5% | ||
| Q3 25 | 10.9% | -3.6% | ||
| Q2 25 | 12.7% | -3.0% | ||
| Q1 25 | 23.7% | -2.9% | ||
| Q4 24 | 16.1% | -2.8% | ||
| Q3 24 | 21.0% | -13.1% | ||
| Q2 24 | 20.2% | -7.7% | ||
| Q1 24 | 18.7% | -11.5% |
| Q4 25 | — | -1.9% | ||
| Q3 25 | 12.9% | -2.8% | ||
| Q2 25 | 13.4% | -2.3% | ||
| Q1 25 | 24.0% | -2.1% | ||
| Q4 24 | 18.5% | -2.0% | ||
| Q3 24 | 21.0% | -11.4% | ||
| Q2 24 | 21.9% | -6.6% | ||
| Q1 24 | 20.5% | -10.8% |
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.57 | $-0.06 | ||
| Q2 25 | $0.69 | $-0.06 | ||
| Q1 25 | $1.30 | $-0.05 | ||
| Q4 24 | $0.98 | $-0.05 | ||
| Q3 24 | $1.07 | $-0.29 | ||
| Q2 24 | $1.07 | $-0.18 | ||
| Q1 24 | $0.94 | $-0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $603.1M | $244.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $204.1M |
| Total Assets | $2.2B | $530.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $244.2M | ||
| Q3 25 | $603.1M | $234.9M | ||
| Q2 25 | $217.5M | $234.2M | ||
| Q1 25 | $203.7M | $219.1M | ||
| Q4 24 | $212.9M | $253.3M | ||
| Q3 24 | $188.7M | $247.0M | ||
| Q2 24 | $172.6M | $244.5M | ||
| Q1 24 | $190.9M | $229.8M |
| Q4 25 | — | $204.1M | ||
| Q3 25 | $2.0B | $203.0M | ||
| Q2 25 | $2.0B | $200.4M | ||
| Q1 25 | $1.9B | $197.8M | ||
| Q4 24 | $1.9B | $190.5M | ||
| Q3 24 | $1.9B | $187.0M | ||
| Q2 24 | $1.8B | $208.9M | ||
| Q1 24 | $1.8B | $213.3M |
| Q4 25 | — | $530.7M | ||
| Q3 25 | $2.2B | $480.6M | ||
| Q2 25 | $2.1B | $484.7M | ||
| Q1 25 | $2.1B | $472.6M | ||
| Q4 24 | $2.1B | $507.1M | ||
| Q3 24 | $2.1B | $486.9M | ||
| Q2 24 | $2.0B | $537.0M | ||
| Q1 24 | $2.0B | $538.3M |
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 | $83.4M | $10.9M |
| Free Cash FlowOCF − Capex | $82.0M | $5.6M |
| FCF MarginFCF / Revenue | 37.6% | 1.6% |
| Capex IntensityCapex / Revenue | 0.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $4.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $10.9M | ||
| Q3 25 | $83.4M | $7.0M | ||
| Q2 25 | $57.9M | $20.5M | ||
| Q1 25 | $92.0M | $-16.2M | ||
| Q4 24 | $56.0M | $14.3M | ||
| Q3 24 | $67.2M | $8.2M | ||
| Q2 24 | $65.3M | $21.7M | ||
| Q1 24 | $57.1M | $-22.3M |
| Q4 25 | — | $5.6M | ||
| Q3 25 | $82.0M | $2.8M | ||
| Q2 25 | $44.2M | $16.0M | ||
| Q1 25 | $83.7M | $-19.4M | ||
| Q4 24 | $51.4M | $9.9M | ||
| Q3 24 | $59.2M | $4.5M | ||
| Q2 24 | $53.0M | $18.9M | ||
| Q1 24 | $50.2M | $-26.1M |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 37.6% | 0.9% | ||
| Q2 25 | 17.4% | 4.9% | ||
| Q1 25 | 31.4% | -6.2% | ||
| Q4 24 | 19.5% | 3.1% | ||
| Q3 24 | 23.5% | 1.4% | ||
| Q2 24 | 21.9% | 5.9% | ||
| Q1 24 | 21.9% | -7.9% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 5.4% | 1.4% | ||
| Q1 25 | 3.1% | 1.0% | ||
| Q4 24 | 1.8% | 1.4% | ||
| Q3 24 | 3.2% | 1.2% | ||
| Q2 24 | 5.1% | 0.9% | ||
| Q1 24 | 3.0% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.23× | — | ||
| Q1 24 | 1.22× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
SFIX
Segment breakdown not available.
