vs
Side-by-side financial comparison of Payoneer Global Inc. (PAYO) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Payoneer Global Inc. is the larger business by last-quarter revenue ($217.0M vs $200.5M, roughly 1.1× ROGERS CORP). Payoneer Global Inc. runs the higher net margin — 8.8% vs 2.2%, a 6.5% gap on every dollar of revenue. On growth, Payoneer Global Inc. posted the faster year-over-year revenue change (9.5% vs 5.2%). Payoneer Global Inc. produced more free cash flow last quarter ($40.3M vs $1.1M). Over the past eight quarters, Payoneer Global Inc.'s revenue compounded faster (16.3% CAGR vs -3.3%).
Payoneer Global Inc. is an American financial services company that provides online money transfer, digital payment services and provides customers with working capital.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
PAYO vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $217.0M | $200.5M |
| Net Profit | $19.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 13.3% | — |
| Net Margin | 8.8% | 2.2% |
| Revenue YoY | 9.5% | 5.2% |
| Net Profit YoY | 4.5% | 421.4% |
| EPS (diluted) | $0.05 | $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 | $217.0M | $201.5M | ||
| Q3 25 | $209.7M | $216.0M | ||
| Q2 25 | $200.5M | $202.8M | ||
| Q1 25 | $186.3M | $190.5M | ||
| Q4 24 | $198.2M | $192.2M | ||
| Q3 24 | $180.4M | $210.3M | ||
| Q2 24 | $171.2M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $19.0M | $4.6M | ||
| Q3 25 | $14.1M | $8.6M | ||
| Q2 25 | $19.5M | $-73.6M | ||
| Q1 25 | $20.6M | $-1.4M | ||
| Q4 24 | $18.2M | $-500.0K | ||
| Q3 24 | $41.6M | $10.7M | ||
| Q2 24 | $32.4M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 13.3% | 3.5% | ||
| Q3 25 | 17.3% | 7.3% | ||
| Q2 25 | 15.0% | -33.3% | ||
| Q1 25 | 15.7% | -0.2% | ||
| Q4 24 | 14.7% | -6.6% | ||
| Q3 24 | 19.5% | 6.9% | ||
| Q2 24 | 27.0% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 8.8% | 2.3% | ||
| Q3 25 | 6.7% | 4.0% | ||
| Q2 25 | 9.7% | -36.3% | ||
| Q1 25 | 11.0% | -0.7% | ||
| Q4 24 | 9.2% | -0.3% | ||
| Q3 24 | 23.1% | 5.1% | ||
| Q2 24 | 18.9% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.05 | $0.20 | ||
| Q3 25 | $0.04 | $0.48 | ||
| Q2 25 | $0.05 | $-4.00 | ||
| Q1 25 | $0.05 | $-0.08 | ||
| Q4 24 | $0.03 | $-0.04 | ||
| Q3 24 | $0.11 | $0.58 | ||
| Q2 24 | $0.09 | $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 | $415.5M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $704.4M | $1.2B |
| Total Assets | $9.0B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $415.5M | $197.0M | ||
| Q3 25 | $479.4M | $167.8M | ||
| Q2 25 | $497.1M | $157.2M | ||
| Q1 25 | $524.1M | $175.6M | ||
| Q4 24 | $497.5M | $159.8M | ||
| Q3 24 | $534.2M | $146.4M | ||
| Q2 24 | $575.7M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $704.4M | $1.2B | ||
| Q3 25 | $750.5M | $1.2B | ||
| Q2 25 | $770.9M | $1.2B | ||
| Q1 25 | $750.7M | $1.3B | ||
| Q4 24 | $724.8M | $1.3B | ||
| Q3 24 | $727.9M | $1.3B | ||
| Q2 24 | $669.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $9.0B | $1.4B | ||
| Q3 25 | $8.2B | $1.4B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $7.6B | $1.5B | ||
| Q4 24 | $7.9B | $1.5B | ||
| Q3 24 | $7.1B | $1.5B | ||
| Q2 24 | $6.9B | $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 | $54.9M | $5.8M |
| Free Cash FlowOCF − Capex | $40.3M | $1.1M |
| FCF MarginFCF / Revenue | 18.6% | 0.5% |
| Capex IntensityCapex / Revenue | 6.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.89× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $206.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $54.9M | $46.9M | ||
| Q3 25 | $54.2M | $28.9M | ||
| Q2 25 | $70.7M | $13.7M | ||
| Q1 25 | $53.7M | $11.7M | ||
| Q4 24 | $45.9M | $33.7M | ||
| Q3 24 | $50.1M | $42.4M | ||
| Q2 24 | $41.4M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $40.3M | $42.2M | ||
| Q3 25 | $49.2M | $21.2M | ||
| Q2 25 | $68.1M | $5.6M | ||
| Q1 25 | $49.0M | $2.1M | ||
| Q4 24 | $42.1M | $18.3M | ||
| Q3 24 | $48.5M | $25.2M | ||
| Q2 24 | $40.2M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 18.6% | 20.9% | ||
| Q3 25 | 23.5% | 9.8% | ||
| Q2 25 | 34.0% | 2.8% | ||
| Q1 25 | 26.3% | 1.1% | ||
| Q4 24 | 21.3% | 9.5% | ||
| Q3 24 | 26.9% | 12.0% | ||
| Q2 24 | 23.5% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 6.7% | 2.3% | ||
| Q3 25 | 2.4% | 3.6% | ||
| Q2 25 | 1.3% | 4.0% | ||
| Q1 25 | 2.5% | 5.0% | ||
| Q4 24 | 1.9% | 8.0% | ||
| Q3 24 | 0.9% | 8.2% | ||
| Q2 24 | 0.7% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.89× | 10.20× | ||
| Q3 25 | 3.84× | 3.36× | ||
| Q2 25 | 3.63× | — | ||
| Q1 25 | 2.61× | — | ||
| Q4 24 | 2.52× | — | ||
| Q3 24 | 1.21× | 3.96× | ||
| Q2 24 | 1.28× | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
