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Side-by-side financial comparison of Paymentus Holdings, Inc. (PAY) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Paymentus Holdings, Inc. is the larger business by last-quarter revenue ($330.5M vs $200.5M, roughly 1.6× ROGERS CORP). Paymentus Holdings, Inc. runs the higher net margin — 6.3% vs 2.2%, a 4.0% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 5.2%). Paymentus Holdings, Inc. produced more free cash flow last quarter ($45.0M vs $1.1M). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs -3.3%).
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PAY vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $330.5M | $200.5M |
| Net Profit | $20.7M | $4.5M |
| Gross Margin | 25.4% | 32.2% |
| Operating Margin | 7.3% | — |
| Net Margin | 6.3% | 2.2% |
| Revenue YoY | 28.1% | 5.2% |
| Net Profit YoY | 57.2% | 421.4% |
| EPS (diluted) | $0.16 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $330.5M | $201.5M | ||
| Q3 25 | $310.7M | $216.0M | ||
| Q2 25 | $280.1M | $202.8M | ||
| Q1 25 | $275.2M | $190.5M | ||
| Q4 24 | $257.9M | $192.2M | ||
| Q3 24 | $231.6M | $210.3M | ||
| Q2 24 | $197.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $20.7M | $4.6M | ||
| Q3 25 | $17.7M | $8.6M | ||
| Q2 25 | $14.7M | $-73.6M | ||
| Q1 25 | $13.8M | $-1.4M | ||
| Q4 24 | $13.1M | $-500.0K | ||
| Q3 24 | $14.4M | $10.7M | ||
| Q2 24 | $9.4M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 25.4% | 31.5% | ||
| Q3 25 | 24.1% | 33.5% | ||
| Q2 25 | 25.5% | 31.6% | ||
| Q1 25 | 24.0% | 29.9% | ||
| Q4 24 | 25.6% | 32.1% | ||
| Q3 24 | 26.2% | 35.2% | ||
| Q2 24 | 29.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 3.5% | ||
| Q3 25 | 6.4% | 7.3% | ||
| Q2 25 | 5.7% | -33.3% | ||
| Q1 25 | 5.7% | -0.2% | ||
| Q4 24 | 5.5% | -6.6% | ||
| Q3 24 | 5.2% | 6.9% | ||
| Q2 24 | 5.2% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.3% | 2.3% | ||
| Q3 25 | 5.7% | 4.0% | ||
| Q2 25 | 5.3% | -36.3% | ||
| Q1 25 | 5.0% | -0.7% | ||
| Q4 24 | 5.1% | -0.3% | ||
| Q3 24 | 6.2% | 5.1% | ||
| Q2 24 | 4.7% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.16 | $0.20 | ||
| Q3 25 | $0.14 | $0.48 | ||
| Q2 25 | $0.11 | $-4.00 | ||
| Q1 25 | $0.11 | $-0.08 | ||
| Q4 24 | $0.11 | $-0.04 | ||
| Q3 24 | $0.11 | $0.58 | ||
| Q2 24 | $0.07 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $320.9M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $560.4M | $1.2B |
| Total Assets | $667.9M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $320.9M | $197.0M | ||
| Q3 25 | $287.9M | $167.8M | ||
| Q2 25 | $266.4M | $157.2M | ||
| Q1 25 | $245.8M | $175.6M | ||
| Q4 24 | $205.9M | $159.8M | ||
| Q3 24 | $187.5M | $146.4M | ||
| Q2 24 | $188.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $560.4M | $1.2B | ||
| Q3 25 | $537.4M | $1.2B | ||
| Q2 25 | $516.7M | $1.2B | ||
| Q1 25 | $500.4M | $1.3B | ||
| Q4 24 | $485.6M | $1.3B | ||
| Q3 24 | $468.8M | $1.3B | ||
| Q2 24 | $451.6M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $667.9M | $1.4B | ||
| Q3 25 | $644.4M | $1.4B | ||
| Q2 25 | $609.5M | $1.5B | ||
| Q1 25 | $590.9M | $1.5B | ||
| Q4 24 | $576.2M | $1.5B | ||
| Q3 24 | $552.9M | $1.5B | ||
| Q2 24 | $527.7M | $1.5B |
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 | $45.1M | $5.8M |
| Free Cash FlowOCF − Capex | $45.0M | $1.1M |
| FCF MarginFCF / Revenue | 13.6% | 0.5% |
| Capex IntensityCapex / Revenue | 0.0% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.18× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $161.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $45.1M | $46.9M | ||
| Q3 25 | $35.1M | $28.9M | ||
| Q2 25 | $31.5M | $13.7M | ||
| Q1 25 | $50.4M | $11.7M | ||
| Q4 24 | $27.9M | $33.7M | ||
| Q3 24 | $6.7M | $42.4M | ||
| Q2 24 | $18.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $45.0M | $42.2M | ||
| Q3 25 | $35.0M | $21.2M | ||
| Q2 25 | $31.4M | $5.6M | ||
| Q1 25 | $50.4M | $2.1M | ||
| Q4 24 | $27.8M | $18.3M | ||
| Q3 24 | $6.7M | $25.2M | ||
| Q2 24 | $17.8M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 13.6% | 20.9% | ||
| Q3 25 | 11.3% | 9.8% | ||
| Q2 25 | 11.2% | 2.8% | ||
| Q1 25 | 18.3% | 1.1% | ||
| Q4 24 | 10.8% | 9.5% | ||
| Q3 24 | 2.9% | 12.0% | ||
| Q2 24 | 9.0% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 4.0% | ||
| Q1 25 | 0.0% | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.18× | 10.20× | ||
| Q3 25 | 1.98× | 3.36× | ||
| Q2 25 | 2.14× | — | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | 2.12× | — | ||
| Q3 24 | 0.47× | 3.96× | ||
| Q2 24 | 1.93× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
ROG
Segment breakdown not available.
