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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Shutterstock, Inc. (SSTK). Click either name above to swap in a different company.
Shutterstock, Inc. is the larger business by last-quarter revenue ($220.2M vs $218.2M, roughly 1.0× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -7.3%, a 20.2% gap on every dollar of revenue. On growth, Shutterstock, Inc. posted the faster year-over-year revenue change (-12.0% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $25.9M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs 1.4%).
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.
Shutterstock, Inc. is an American provider of stock photography, stock footage, stock music, and editing tools; it is headquartered in New York. Founded in 2002 by programmer and photographer Jon Oringer, Shutterstock maintains a library of around 200 million royalty-free stock photos, vector graphics, and illustrations, with around 10 million video clips and music tracks available for licensing. Originally a subscription site only, Shutterstock expanded beyond subscriptions into à la carte p...
ONTO vs SSTK — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $218.2M | $220.2M |
| Net Profit | $28.2M | $-16.0M |
| Gross Margin | 50.7% | 55.8% |
| Operating Margin | 10.9% | -1.1% |
| Net Margin | 12.9% | -7.3% |
| Revenue YoY | -13.5% | -12.0% |
| Net Profit YoY | -46.8% | -1021.0% |
| EPS (diluted) | $0.57 | $-0.47 |
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 | — | $220.2M | ||
| Q3 25 | $218.2M | $260.1M | ||
| Q2 25 | $253.6M | $267.0M | ||
| Q1 25 | $266.6M | $242.6M | ||
| Q4 24 | $263.9M | $250.3M | ||
| Q3 24 | $252.2M | $250.6M | ||
| Q2 24 | $242.3M | $220.1M | ||
| Q1 24 | $228.8M | $214.3M |
| Q4 25 | — | $-16.0M | ||
| Q3 25 | $28.2M | $13.4M | ||
| Q2 25 | $33.9M | $29.4M | ||
| Q1 25 | $64.1M | $18.7M | ||
| Q4 24 | $48.8M | $-1.4M | ||
| Q3 24 | $53.1M | $17.6M | ||
| Q2 24 | $52.9M | $3.6M | ||
| Q1 24 | $46.9M | $16.1M |
| Q4 25 | — | 55.8% | ||
| Q3 25 | 50.7% | 60.6% | ||
| Q2 25 | 48.2% | 60.3% | ||
| Q1 25 | 53.7% | 58.4% | ||
| Q4 24 | 50.2% | 55.1% | ||
| Q3 24 | 54.1% | 58.3% | ||
| Q2 24 | 52.9% | 58.5% | ||
| Q1 24 | 51.7% | 58.8% |
| Q4 25 | — | -1.1% | ||
| Q3 25 | 10.9% | 12.5% | ||
| Q2 25 | 12.7% | 13.0% | ||
| Q1 25 | 23.7% | 4.2% | ||
| Q4 24 | 16.1% | 5.3% | ||
| Q3 24 | 21.0% | 7.2% | ||
| Q2 24 | 20.2% | 9.4% | ||
| Q1 24 | 18.7% | 7.8% |
| Q4 25 | — | -7.3% | ||
| Q3 25 | 12.9% | 5.1% | ||
| Q2 25 | 13.4% | 11.0% | ||
| Q1 25 | 24.0% | 7.7% | ||
| Q4 24 | 18.5% | -0.6% | ||
| Q3 24 | 21.0% | 7.0% | ||
| Q2 24 | 21.9% | 1.6% | ||
| Q1 24 | 20.5% | 7.5% |
| Q4 25 | — | $-0.47 | ||
| Q3 25 | $0.57 | $0.37 | ||
| Q2 25 | $0.69 | $0.82 | ||
| Q1 25 | $1.30 | $0.53 | ||
| Q4 24 | $0.98 | $-0.04 | ||
| Q3 24 | $1.07 | $0.50 | ||
| Q2 24 | $1.07 | $0.10 | ||
| Q1 24 | $0.94 | $0.45 |
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 | $178.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $581.0M |
| Total Assets | $2.2B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $178.2M | ||
| Q3 25 | $603.1M | $165.5M | ||
| Q2 25 | $217.5M | $116.4M | ||
| Q1 25 | $203.7M | $112.2M | ||
| Q4 24 | $212.9M | $111.3M | ||
| Q3 24 | $188.7M | $131.4M | ||
| Q2 24 | $172.6M | $74.9M | ||
| Q1 24 | $190.9M | $71.8M |
| Q4 25 | — | $581.0M | ||
| Q3 25 | $2.0B | $594.4M | ||
| Q2 25 | $2.0B | $586.2M | ||
| Q1 25 | $1.9B | $547.2M | ||
| Q4 24 | $1.9B | $518.4M | ||
| Q3 24 | $1.9B | $522.9M | ||
| Q2 24 | $1.8B | $520.4M | ||
| Q1 24 | $1.8B | $541.3M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.0B | $1.0B | ||
| Q1 24 | $2.0B | $1.0B |
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 | $36.2M |
| Free Cash FlowOCF − Capex | $82.0M | $25.9M |
| FCF MarginFCF / Revenue | 37.6% | 11.8% |
| Capex IntensityCapex / Revenue | 0.6% | 4.7% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $123.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $36.2M | ||
| Q3 25 | $83.4M | $78.4M | ||
| Q2 25 | $57.9M | $26.8M | ||
| Q1 25 | $92.0M | $25.2M | ||
| Q4 24 | $56.0M | $8.0M | ||
| Q3 24 | $67.2M | $-11.6M | ||
| Q2 24 | $65.3M | $28.0M | ||
| Q1 24 | $57.1M | $8.3M |
| Q4 25 | — | $25.9M | ||
| Q3 25 | $82.0M | $68.0M | ||
| Q2 25 | $44.2M | $15.5M | ||
| Q1 25 | $83.7M | $14.4M | ||
| Q4 24 | $51.4M | $-952.0K | ||
| Q3 24 | $59.2M | $-26.3M | ||
| Q2 24 | $53.0M | $18.9M | ||
| Q1 24 | $50.2M | $-6.2M |
| Q4 25 | — | 11.8% | ||
| Q3 25 | 37.6% | 26.1% | ||
| Q2 25 | 17.4% | 5.8% | ||
| Q1 25 | 31.4% | 6.0% | ||
| Q4 24 | 19.5% | -0.4% | ||
| Q3 24 | 23.5% | -10.5% | ||
| Q2 24 | 21.9% | 8.6% | ||
| Q1 24 | 21.9% | -2.9% |
| Q4 25 | — | 4.7% | ||
| Q3 25 | 0.6% | 4.0% | ||
| Q2 25 | 5.4% | 4.2% | ||
| Q1 25 | 3.1% | 4.5% | ||
| Q4 24 | 1.8% | 3.6% | ||
| Q3 24 | 3.2% | 5.9% | ||
| Q2 24 | 5.1% | 4.1% | ||
| Q1 24 | 3.0% | 6.7% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | 5.86× | ||
| Q2 25 | 1.71× | 0.91× | ||
| Q1 25 | 1.44× | 1.35× | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | -0.66× | ||
| Q2 24 | 1.23× | 7.71× | ||
| Q1 24 | 1.22× | 0.51× |
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% |
SSTK
Segment breakdown not available.