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Side-by-side financial comparison of PHOTRONICS INC (PLAB) and Sezzle Inc. (SEZL). Click either name above to swap in a different company.
PHOTRONICS INC is the larger business by last-quarter revenue ($210.4M vs $135.5M, roughly 1.6× Sezzle Inc.). Sezzle Inc. runs the higher net margin — 37.9% vs 10.9%, a 27.0% gap on every dollar of revenue. On growth, Sezzle Inc. posted the faster year-over-year revenue change (29.2% vs -5.5%). Over the past eight quarters, Sezzle Inc.'s revenue compounded faster (111.9% CAGR vs -3.8%).
Photronics, Inc. is an American semiconductor photomask manufacturer. It was the third largest photomask supplier globally as of 2009. Photronics is a member of the eBeam Initiative.
Sezzle is a publicly traded financial technology company headquartered in Minneapolis, U.S, with operations in the United States and Canada. The company provides an alternative payment platform offering interest-free installment plans at selected online stores. As of June 2021, the Sezzle platform had over 10 million user sign-ups and over 48,000 participating merchants.
PLAB vs SEZL — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $135.5M |
| Net Profit | $22.9M | $51.3M |
| Gross Margin | 33.7% | — |
| Operating Margin | 22.9% | 50.9% |
| Net Margin | 10.9% | 37.9% |
| Revenue YoY | -5.5% | 29.2% |
| Net Profit YoY | -32.4% | 41.9% |
| EPS (diluted) | $0.39 | — |
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 | — | $135.5M | ||
| Q4 25 | — | $78.2M | ||
| Q3 25 | $210.4M | $57.5M | ||
| Q2 25 | $211.0M | $52.0M | ||
| Q1 25 | $212.1M | $48.2M | ||
| Q4 24 | $222.6M | $48.4M | ||
| Q3 24 | $211.0M | $35.6M | ||
| Q2 24 | $217.0M | $30.2M |
| Q1 26 | — | $51.3M | ||
| Q4 25 | — | $42.7M | ||
| Q3 25 | $22.9M | $26.7M | ||
| Q2 25 | $8.9M | $27.6M | ||
| Q1 25 | $42.9M | $36.2M | ||
| Q4 24 | $33.9M | $25.4M | ||
| Q3 24 | $34.4M | $15.4M | ||
| Q2 24 | $36.3M | $29.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 33.7% | — | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 35.6% | — | ||
| Q4 24 | 37.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 36.5% | — |
| Q1 26 | — | 50.9% | ||
| Q4 25 | — | 70.6% | ||
| Q3 25 | 22.9% | 61.9% | ||
| Q2 25 | 26.4% | 69.4% | ||
| Q1 25 | 24.6% | — | ||
| Q4 24 | 25.1% | 63.8% | ||
| Q3 24 | 24.7% | 58.6% | ||
| Q2 24 | 25.8% | 55.3% |
| Q1 26 | — | 37.9% | ||
| Q4 25 | — | 54.6% | ||
| Q3 25 | 10.9% | 46.4% | ||
| Q2 25 | 4.2% | 53.1% | ||
| Q1 25 | 20.2% | 75.1% | ||
| Q4 24 | 15.2% | 52.4% | ||
| Q3 24 | 16.3% | 43.4% | ||
| Q2 24 | 16.7% | 98.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.19 | ||
| Q3 25 | $0.39 | $0.75 | ||
| Q2 25 | $0.15 | $0.78 | ||
| Q1 25 | $0.68 | $1.00 | ||
| Q4 24 | $0.54 | $0.71 | ||
| Q3 24 | $0.55 | $0.44 | ||
| Q2 24 | $0.58 | $0.82 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $575.8M | — |
| Total DebtLower is stronger | $16.0K | — |
| Stockholders' EquityBook value | $1.1B | $196.7M |
| Total Assets | $1.8B | $454.3M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $64.1M | ||
| Q3 25 | $575.8M | $104.1M | ||
| Q2 25 | $558.4M | $88.9M | ||
| Q1 25 | $642.2M | $88.9M | ||
| Q4 24 | $640.7M | $73.2M | ||
| Q3 24 | $606.4M | $80.1M | ||
| Q2 24 | $559.9M | $58.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $16.0K | — | ||
| Q2 25 | $19.0K | — | ||
| Q1 25 | $21.0K | — | ||
| Q4 24 | $25.0K | — | ||
| Q3 24 | $28.0K | — | ||
| Q2 24 | $2.5M | — |
| Q1 26 | — | $196.7M | ||
| Q4 25 | — | $169.8M | ||
| Q3 25 | $1.1B | $155.3M | ||
| Q2 25 | $1.1B | $130.4M | ||
| Q1 25 | $1.1B | $125.8M | ||
| Q4 24 | $1.1B | $87.8M | ||
| Q3 24 | $1.1B | $61.1M | ||
| Q2 24 | $1.0B | $50.3M |
| Q1 26 | — | $454.3M | ||
| Q4 25 | — | $400.2M | ||
| Q3 25 | $1.8B | $367.0M | ||
| Q2 25 | $1.7B | $350.6M | ||
| Q1 25 | $1.7B | $298.1M | ||
| Q4 24 | $1.7B | $298.4M | ||
| Q3 24 | $1.6B | $252.9M | ||
| Q2 24 | $1.6B | $212.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $50.1M | — |
| Free Cash FlowOCF − Capex | $25.2M | — |
| FCF MarginFCF / Revenue | 12.0% | — |
| Capex IntensityCapex / Revenue | 11.8% | — |
| Cash ConversionOCF / Net Profit | 2.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $70.6M | ||
| Q3 25 | $50.1M | $63.7M | ||
| Q2 25 | $31.5M | $23.1M | ||
| Q1 25 | $78.5M | $52.5M | ||
| Q4 24 | $68.4M | $57.4M | ||
| Q3 24 | $75.1M | $35.1M | ||
| Q2 24 | $76.5M | $22.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $70.6M | ||
| Q3 25 | $25.2M | $63.6M | ||
| Q2 25 | $-29.1M | $22.7M | ||
| Q1 25 | $43.3M | $52.5M | ||
| Q4 24 | $25.2M | $57.4M | ||
| Q3 24 | $50.7M | $35.1M | ||
| Q2 24 | $56.5M | $22.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 90.2% | ||
| Q3 25 | 12.0% | 110.6% | ||
| Q2 25 | -13.8% | 43.6% | ||
| Q1 25 | 20.4% | 108.9% | ||
| Q4 24 | 11.3% | 118.5% | ||
| Q3 24 | 24.0% | 98.6% | ||
| Q2 24 | 26.0% | 73.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | 11.8% | 0.3% | ||
| Q2 25 | 28.7% | 0.8% | ||
| Q1 25 | 16.6% | 0.1% | ||
| Q4 24 | 19.4% | 0.1% | ||
| Q3 24 | 11.6% | 0.0% | ||
| Q2 24 | 9.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | 2.19× | 2.39× | ||
| Q2 25 | 3.55× | 0.84× | ||
| Q1 25 | 1.83× | 1.45× | ||
| Q4 24 | 2.02× | 2.26× | ||
| Q3 24 | 2.18× | 2.27× | ||
| Q2 24 | 2.11× | 0.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
SEZL
Segment breakdown not available.
