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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Verisign (VRSN). Click either name above to swap in a different company.
Verisign is the larger business by last-quarter revenue ($425.3M vs $218.2M, roughly 1.9× ONTO INNOVATION INC.). Verisign runs the higher net margin — 48.5% vs 12.9%, a 35.5% gap on every dollar of revenue. On growth, Verisign posted the faster year-over-year revenue change (7.6% vs -13.5%). Verisign produced more free cash flow last quarter ($285.1M vs $82.0M). Over the past eight quarters, Verisign's revenue compounded faster (5.2% CAGR vs 2.6%).
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.
Verisign, Inc. is an American company based in Reston, Virginia, that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .net, and .name generic top-level domains and the .cc country-code top-level domains, and the back-end systems for the .jobs and .edu sponsored top-level domains.
ONTO vs VRSN — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $425.3M |
| Net Profit | $28.2M | $206.2M |
| Gross Margin | 50.7% | 88.5% |
| Operating Margin | 10.9% | 67.0% |
| Net Margin | 12.9% | 48.5% |
| Revenue YoY | -13.5% | 7.6% |
| Net Profit YoY | -46.8% | 7.7% |
| EPS (diluted) | $0.57 | — |
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 | — | $425.3M | ||
| Q3 25 | $218.2M | $419.1M | ||
| Q2 25 | $253.6M | $409.9M | ||
| Q1 25 | $266.6M | $402.3M | ||
| Q4 24 | $263.9M | $395.4M | ||
| Q3 24 | $252.2M | $390.6M | ||
| Q2 24 | $242.3M | $387.1M | ||
| Q1 24 | $228.8M | $384.3M |
| Q4 25 | — | $206.2M | ||
| Q3 25 | $28.2M | $212.8M | ||
| Q2 25 | $33.9M | $207.4M | ||
| Q1 25 | $64.1M | $199.3M | ||
| Q4 24 | $48.8M | $191.5M | ||
| Q3 24 | $53.1M | $201.3M | ||
| Q2 24 | $52.9M | $198.8M | ||
| Q1 24 | $46.9M | $194.1M |
| Q4 25 | — | 88.5% | ||
| Q3 25 | 50.7% | 88.4% | ||
| Q2 25 | 48.2% | 88.0% | ||
| Q1 25 | 53.7% | 87.7% | ||
| Q4 24 | 50.2% | 87.8% | ||
| Q3 24 | 54.1% | 88.0% | ||
| Q2 24 | 52.9% | 87.8% | ||
| Q1 24 | 51.7% | 87.2% |
| Q4 25 | — | 67.0% | ||
| Q3 25 | 10.9% | 67.8% | ||
| Q2 25 | 12.7% | 68.5% | ||
| Q1 25 | 23.7% | 67.4% | ||
| Q4 24 | 16.1% | 66.7% | ||
| Q3 24 | 21.0% | 68.9% | ||
| Q2 24 | 20.2% | 68.8% | ||
| Q1 24 | 18.7% | 67.4% |
| Q4 25 | — | 48.5% | ||
| Q3 25 | 12.9% | 50.8% | ||
| Q2 25 | 13.4% | 50.6% | ||
| Q1 25 | 24.0% | 49.5% | ||
| Q4 24 | 18.5% | 48.4% | ||
| Q3 24 | 21.0% | 51.5% | ||
| Q2 24 | 21.9% | 51.4% | ||
| Q1 24 | 20.5% | 50.5% |
| Q4 25 | — | — | ||
| Q3 25 | $0.57 | — | ||
| Q2 25 | $0.69 | — | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.98 | — | ||
| Q3 24 | $1.07 | — | ||
| Q2 24 | $1.07 | — | ||
| Q1 24 | $0.94 | — |
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 | $580.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $-2.2B |
| Total Assets | $2.2B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $580.5M | ||
| Q3 25 | $603.1M | $617.7M | ||
| Q2 25 | $217.5M | $593.8M | ||
| Q1 25 | $203.7M | $648.5M | ||
| Q4 24 | $212.9M | $599.9M | ||
| Q3 24 | $188.7M | $644.9M | ||
| Q2 24 | $172.6M | $689.9M | ||
| Q1 24 | $190.9M | $924.7M |
| Q4 25 | — | $-2.2B | ||
| Q3 25 | $2.0B | $-2.1B | ||
| Q2 25 | $2.0B | $-2.0B | ||
| Q1 25 | $1.9B | $-2.0B | ||
| Q4 24 | $1.9B | $-2.0B | ||
| Q3 24 | $1.9B | $-1.9B | ||
| Q2 24 | $1.8B | $-1.8B | ||
| Q1 24 | $1.8B | $-1.6B |
| Q4 25 | — | $1.3B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.0B | $1.5B | ||
| Q1 24 | $2.0B | $1.7B |
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 | $289.6M |
| Free Cash FlowOCF − Capex | $82.0M | $285.1M |
| FCF MarginFCF / Revenue | 37.6% | 67.0% |
| Capex IntensityCapex / Revenue | 0.6% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.95× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $289.6M | ||
| Q3 25 | $83.4M | $307.7M | ||
| Q2 25 | $57.9M | $202.5M | ||
| Q1 25 | $92.0M | $291.3M | ||
| Q4 24 | $56.0M | $231.5M | ||
| Q3 24 | $67.2M | $253.4M | ||
| Q2 24 | $65.3M | $160.4M | ||
| Q1 24 | $57.1M | $257.3M |
| Q4 25 | — | $285.1M | ||
| Q3 25 | $82.0M | $303.0M | ||
| Q2 25 | $44.2M | $194.7M | ||
| Q1 25 | $83.7M | $285.5M | ||
| Q4 24 | $51.4M | $222.0M | ||
| Q3 24 | $59.2M | $247.8M | ||
| Q2 24 | $53.0M | $151.2M | ||
| Q1 24 | $50.2M | $253.5M |
| Q4 25 | — | 67.0% | ||
| Q3 25 | 37.6% | 72.3% | ||
| Q2 25 | 17.4% | 47.5% | ||
| Q1 25 | 31.4% | 71.0% | ||
| Q4 24 | 19.5% | 56.1% | ||
| Q3 24 | 23.5% | 63.4% | ||
| Q2 24 | 21.9% | 39.1% | ||
| Q1 24 | 21.9% | 66.0% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | 0.6% | 1.1% | ||
| Q2 25 | 5.4% | 1.9% | ||
| Q1 25 | 3.1% | 1.4% | ||
| Q4 24 | 1.8% | 2.4% | ||
| Q3 24 | 3.2% | 1.4% | ||
| Q2 24 | 5.1% | 2.4% | ||
| Q1 24 | 3.0% | 1.0% |
| Q4 25 | — | 1.40× | ||
| Q3 25 | 2.95× | 1.45× | ||
| Q2 25 | 1.71× | 0.98× | ||
| Q1 25 | 1.44× | 1.46× | ||
| Q4 24 | 1.15× | 1.21× | ||
| Q3 24 | 1.27× | 1.26× | ||
| Q2 24 | 1.23× | 0.81× | ||
| Q1 24 | 1.22× | 1.33× |
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% |
VRSN
Segment breakdown not available.
