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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $111.7M, roughly 2.0× ZIPRECRUITER, INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -0.7%, a 13.7% gap on every dollar of revenue. On growth, ZIPRECRUITER, INC. posted the faster year-over-year revenue change (0.6% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $7.6M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs -4.4%).
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.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
ONTO vs ZIP — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $111.7M |
| Net Profit | $28.2M | $-835.0K |
| Gross Margin | 50.7% | 89.1% |
| Operating Margin | 10.9% | 3.6% |
| Net Margin | 12.9% | -0.7% |
| Revenue YoY | -13.5% | 0.6% |
| Net Profit YoY | -46.8% | 92.3% |
| EPS (diluted) | $0.57 | $-0.03 |
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 | — | $111.7M | ||
| Q3 25 | $218.2M | $115.0M | ||
| Q2 25 | $253.6M | $112.2M | ||
| Q1 25 | $266.6M | $110.1M | ||
| Q4 24 | $263.9M | $111.0M | ||
| Q3 24 | $252.2M | $117.1M | ||
| Q2 24 | $242.3M | $123.7M | ||
| Q1 24 | $228.8M | $122.2M |
| Q4 25 | — | $-835.0K | ||
| Q3 25 | $28.2M | $-9.8M | ||
| Q2 25 | $33.9M | $-9.5M | ||
| Q1 25 | $64.1M | $-12.8M | ||
| Q4 24 | $48.8M | $-10.8M | ||
| Q3 24 | $53.1M | $-2.6M | ||
| Q2 24 | $52.9M | $7.0M | ||
| Q1 24 | $46.9M | $-6.5M |
| Q4 25 | — | 89.1% | ||
| Q3 25 | 50.7% | 89.1% | ||
| Q2 25 | 48.2% | 89.3% | ||
| Q1 25 | 53.7% | 89.4% | ||
| Q4 24 | 50.2% | 89.6% | ||
| Q3 24 | 54.1% | 89.4% | ||
| Q2 24 | 52.9% | 89.5% | ||
| Q1 24 | 51.7% | 89.1% |
| Q4 25 | — | 3.6% | ||
| Q3 25 | 10.9% | -4.4% | ||
| Q2 25 | 12.7% | -5.9% | ||
| Q1 25 | 23.7% | -10.6% | ||
| Q4 24 | 16.1% | -3.6% | ||
| Q3 24 | 21.0% | -2.8% | ||
| Q2 24 | 20.2% | 7.6% | ||
| Q1 24 | 18.7% | -0.7% |
| Q4 25 | — | -0.7% | ||
| Q3 25 | 12.9% | -8.5% | ||
| Q2 25 | 13.4% | -8.5% | ||
| Q1 25 | 24.0% | -11.7% | ||
| Q4 24 | 18.5% | -9.7% | ||
| Q3 24 | 21.0% | -2.2% | ||
| Q2 24 | 21.9% | 5.7% | ||
| Q1 24 | 20.5% | -5.3% |
| Q4 25 | — | $-0.03 | ||
| Q3 25 | $0.57 | $-0.11 | ||
| Q2 25 | $0.69 | $-0.10 | ||
| Q1 25 | $1.30 | $-0.13 | ||
| Q4 24 | $0.98 | $-0.10 | ||
| Q3 24 | $1.07 | $-0.03 | ||
| Q2 24 | $1.07 | $0.07 | ||
| Q1 24 | $0.94 | $-0.07 |
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 | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $-77.2M |
| Total Assets | $2.2B | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $188.0M | ||
| Q3 25 | $603.1M | $211.8M | ||
| Q2 25 | $217.5M | $203.5M | ||
| Q1 25 | $203.7M | $221.1M | ||
| Q4 24 | $212.9M | $218.4M | ||
| Q3 24 | $188.7M | $225.6M | ||
| Q2 24 | $172.6M | $271.7M | ||
| Q1 24 | $190.9M | $282.5M |
| Q4 25 | — | $-77.2M | ||
| Q3 25 | $2.0B | $-76.1M | ||
| Q2 25 | $2.0B | $-65.9M | ||
| Q1 25 | $1.9B | $-11.3M | ||
| Q4 24 | $1.9B | $13.4M | ||
| Q3 24 | $1.9B | $13.6M | ||
| Q2 24 | $1.8B | $24.4M | ||
| Q1 24 | $1.8B | $12.7M |
| Q4 25 | — | $569.7M | ||
| Q3 25 | $2.2B | $573.6M | ||
| Q2 25 | $2.1B | $592.4M | ||
| Q1 25 | $2.1B | $629.4M | ||
| Q4 24 | $2.1B | $664.1M | ||
| Q3 24 | $2.1B | $652.0M | ||
| Q2 24 | $2.0B | $665.3M | ||
| Q1 24 | $2.0B | $662.4M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | $82.0M | $7.6M |
| FCF MarginFCF / Revenue | 37.6% | 6.8% |
| Capex IntensityCapex / Revenue | 0.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.7M | ||
| Q3 25 | $83.4M | $2.6M | ||
| Q2 25 | $57.9M | $10.5M | ||
| Q1 25 | $92.0M | $-9.9M | ||
| Q4 24 | $56.0M | $12.5M | ||
| Q3 24 | $67.2M | $9.3M | ||
| Q2 24 | $65.3M | $21.9M | ||
| Q1 24 | $57.1M | $2.0M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | $82.0M | $2.2M | ||
| Q2 25 | $44.2M | $10.2M | ||
| Q1 25 | $83.7M | $-10.2M | ||
| Q4 24 | $51.4M | $12.0M | ||
| Q3 24 | $59.2M | $9.2M | ||
| Q2 24 | $53.0M | $21.7M | ||
| Q1 24 | $50.2M | $1.9M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | 37.6% | 1.9% | ||
| Q2 25 | 17.4% | 9.1% | ||
| Q1 25 | 31.4% | -9.3% | ||
| Q4 24 | 19.5% | 10.8% | ||
| Q3 24 | 23.5% | 7.8% | ||
| Q2 24 | 21.9% | 17.6% | ||
| Q1 24 | 21.9% | 1.6% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 5.4% | 0.3% | ||
| Q1 25 | 3.1% | 0.3% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 3.2% | 0.2% | ||
| Q2 24 | 5.1% | 0.1% | ||
| Q1 24 | 3.0% | 0.1% |
| 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× | 3.12× | ||
| 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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
