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Side-by-side financial comparison of Perion Network Ltd. (PERI) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $253.4M, roughly 1.5× Palomar Holdings, Inc.). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $-2.9M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 16.4%).
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
PERI vs PLMR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $368.7M | $253.4M |
| Net Profit | $7.7M | — |
| Gross Margin | — | — |
| Operating Margin | 2.0% | 28.7% |
| Net Margin | 2.1% | — |
| Revenue YoY | — | 62.7% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $2.05 |
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 | — | $253.4M | ||
| Q3 25 | $368.7M | $244.7M | ||
| Q2 25 | $266.5M | $203.3M | ||
| Q1 25 | $157.8M | $174.6M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | $508.9M | $148.5M | ||
| Q2 24 | $323.6M | $131.1M | ||
| Q1 24 | $145.2M | $118.5M |
| Q4 25 | — | — | ||
| Q3 25 | $7.7M | $51.5M | ||
| Q2 25 | $5.6M | $46.5M | ||
| Q1 25 | $11.8M | $42.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | $78.0M | $30.5M | ||
| Q2 24 | $45.2M | $25.7M | ||
| Q1 24 | $23.8M | $26.4M |
| Q4 25 | — | 28.7% | ||
| Q3 25 | 2.0% | 27.4% | ||
| Q2 25 | -1.7% | 29.5% | ||
| Q1 25 | 5.4% | 30.8% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | 15.1% | 25.9% | ||
| Q2 24 | 13.7% | 25.5% | ||
| Q1 24 | 16.9% | 29.0% |
| Q4 25 | — | — | ||
| Q3 25 | 2.1% | 21.0% | ||
| Q2 25 | 2.1% | 22.9% | ||
| Q1 25 | 7.5% | 24.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | 15.3% | 20.5% | ||
| Q2 24 | 14.0% | 19.6% | ||
| Q1 24 | 16.4% | 22.3% |
| Q4 25 | — | $2.05 | ||
| Q3 25 | — | $1.87 | ||
| Q2 25 | — | $1.68 | ||
| Q1 25 | — | $1.57 | ||
| Q4 24 | — | $1.29 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | — | $1.00 | ||
| Q1 24 | — | $1.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $156.2M | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $722.9M | $942.7M |
| Total Assets | $915.5M | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $106.9M | ||
| Q3 25 | $156.2M | $111.7M | ||
| Q2 25 | $156.2M | $81.3M | ||
| Q1 25 | $156.2M | $119.3M | ||
| Q4 24 | — | $80.4M | ||
| Q3 24 | $187.6M | $86.5M | ||
| Q2 24 | $187.6M | $47.8M | ||
| Q1 24 | $187.6M | $61.4M |
| Q4 25 | — | $942.7M | ||
| Q3 25 | $722.9M | $878.1M | ||
| Q2 25 | $722.9M | $847.2M | ||
| Q1 25 | $722.9M | $790.4M | ||
| Q4 24 | — | $729.0M | ||
| Q3 24 | $718.1M | $703.3M | ||
| Q2 24 | $718.1M | $532.6M | ||
| Q1 24 | $718.1M | $501.7M |
| Q4 25 | — | $3.1B | ||
| Q3 25 | $915.5M | $2.9B | ||
| Q2 25 | $915.5M | $2.8B | ||
| Q1 25 | $915.5M | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $1.9B |
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 | $2.6M | $409.1M |
| Free Cash FlowOCF − Capex | $-2.9M | $409.0M |
| FCF MarginFCF / Revenue | -0.8% | 161.4% |
| Capex IntensityCapex / Revenue | 1.5% | 0.1% |
| Cash ConversionOCF / Net Profit | 0.34× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $409.1M | ||
| Q3 25 | $2.6M | $83.6M | ||
| Q2 25 | — | $120.9M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $261.2M | ||
| Q3 24 | $105.2M | $100.3M | ||
| Q2 24 | — | $55.1M | ||
| Q1 24 | $17.8M | $33.1M |
| Q4 25 | — | $409.0M | ||
| Q3 25 | $-2.9M | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | $104.7M | $100.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | $17.6M | — |
| Q4 25 | — | 161.4% | ||
| Q3 25 | -0.8% | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | 20.6% | 67.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | 12.2% | — |
| Q4 25 | — | 0.1% | ||
| Q3 25 | 1.5% | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 0.1% | 0.1% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | 0.1% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | 0.34× | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.35× | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | 0.75× | 1.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
PLMR
Segment breakdown not available.
