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Side-by-side financial comparison of PHOTRONICS INC (PLAB) and YELP INC (YELP). Click either name above to swap in a different company.
YELP INC is the larger business by last-quarter revenue ($360.0M vs $210.4M, roughly 1.7× PHOTRONICS INC). PHOTRONICS INC runs the higher net margin — 10.9% vs 10.5%, a 0.4% gap on every dollar of revenue. On growth, YELP INC posted the faster year-over-year revenue change (-0.5% vs -5.5%). YELP INC produced more free cash flow last quarter ($72.3M vs $25.2M). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% 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.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
PLAB vs YELP — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $210.4M | $360.0M |
| Net Profit | $22.9M | $37.8M |
| Gross Margin | 33.7% | — |
| Operating Margin | 22.9% | 13.6% |
| Net Margin | 10.9% | 10.5% |
| Revenue YoY | -5.5% | -0.5% |
| Net Profit YoY | -32.4% | -10.5% |
| EPS (diluted) | $0.39 | $0.60 |
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 | — | $360.0M | ||
| Q3 25 | $210.4M | $376.0M | ||
| Q2 25 | $211.0M | $370.4M | ||
| Q1 25 | $212.1M | $358.5M | ||
| Q4 24 | $222.6M | $362.0M | ||
| Q3 24 | $211.0M | $360.3M | ||
| Q2 24 | $217.0M | $357.0M | ||
| Q1 24 | $216.3M | $332.8M |
| Q4 25 | — | $37.8M | ||
| Q3 25 | $22.9M | $39.3M | ||
| Q2 25 | $8.9M | $44.1M | ||
| Q1 25 | $42.9M | $24.4M | ||
| Q4 24 | $33.9M | $42.2M | ||
| Q3 24 | $34.4M | $38.4M | ||
| Q2 24 | $36.3M | $38.0M | ||
| Q1 24 | $26.2M | $14.2M |
| 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 24 | 36.6% | — |
| Q4 25 | — | 13.6% | ||
| Q3 25 | 22.9% | 14.1% | ||
| Q2 25 | 26.4% | 14.4% | ||
| Q1 25 | 24.6% | 8.2% | ||
| Q4 24 | 25.1% | 14.8% | ||
| Q3 24 | 24.7% | 12.9% | ||
| Q2 24 | 25.8% | 11.1% | ||
| Q1 24 | 26.6% | 3.4% |
| Q4 25 | — | 10.5% | ||
| Q3 25 | 10.9% | 10.5% | ||
| Q2 25 | 4.2% | 11.9% | ||
| Q1 25 | 20.2% | 6.8% | ||
| Q4 24 | 15.2% | 11.7% | ||
| Q3 24 | 16.3% | 10.7% | ||
| Q2 24 | 16.7% | 10.7% | ||
| Q1 24 | 12.1% | 4.3% |
| Q4 25 | — | $0.60 | ||
| Q3 25 | $0.39 | $0.61 | ||
| Q2 25 | $0.15 | $0.67 | ||
| Q1 25 | $0.68 | $0.36 | ||
| Q4 24 | $0.54 | $0.58 | ||
| Q3 24 | $0.55 | $0.56 | ||
| Q2 24 | $0.58 | $0.54 | ||
| Q1 24 | $0.42 | $0.20 |
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 | $319.4M |
| Total DebtLower is stronger | $16.0K | — |
| Stockholders' EquityBook value | $1.1B | $710.9M |
| Total Assets | $1.8B | $958.5M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.4M | ||
| Q3 25 | $575.8M | $333.6M | ||
| Q2 25 | $558.4M | $301.1M | ||
| Q1 25 | $642.2M | $324.4M | ||
| Q4 24 | $640.7M | $317.9M | ||
| Q3 24 | $606.4M | $397.0M | ||
| Q2 24 | $559.9M | $384.8M | ||
| Q1 24 | $521.5M | $420.8M |
| 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 24 | $2.7M | — |
| Q4 25 | — | $710.9M | ||
| Q3 25 | $1.1B | $733.2M | ||
| Q2 25 | $1.1B | $746.4M | ||
| Q1 25 | $1.1B | $728.0M | ||
| Q4 24 | $1.1B | $744.0M | ||
| Q3 24 | $1.1B | $739.5M | ||
| Q2 24 | $1.0B | $735.3M | ||
| Q1 24 | $1.0B | $722.0M |
| Q4 25 | — | $958.5M | ||
| Q3 25 | $1.8B | $989.9M | ||
| Q2 25 | $1.7B | $980.2M | ||
| Q1 25 | $1.7B | $985.2M | ||
| Q4 24 | $1.7B | $983.6M | ||
| Q3 24 | $1.6B | $980.2M | ||
| Q2 24 | $1.6B | $965.0M | ||
| Q1 24 | $1.6B | $993.5M |
| 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× | — | ||
| Q1 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 | $84.5M |
| Free Cash FlowOCF − Capex | $25.2M | $72.3M |
| FCF MarginFCF / Revenue | 12.0% | 20.1% |
| Capex IntensityCapex / Revenue | 11.8% | 3.4% |
| Cash ConversionOCF / Net Profit | 2.19× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $64.5M | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $84.5M | ||
| Q3 25 | $50.1M | $131.5M | ||
| Q2 25 | $31.5M | $58.0M | ||
| Q1 25 | $78.5M | $98.0M | ||
| Q4 24 | $68.4M | $71.0M | ||
| Q3 24 | $75.1M | $102.3M | ||
| Q2 24 | $76.5M | $39.7M | ||
| Q1 24 | $41.5M | $72.9M |
| Q4 25 | — | $72.3M | ||
| Q3 25 | $25.2M | $118.9M | ||
| Q2 25 | $-29.1M | $45.0M | ||
| Q1 25 | $43.3M | $87.5M | ||
| Q4 24 | $25.2M | $60.0M | ||
| Q3 24 | $50.7M | $92.5M | ||
| Q2 24 | $56.5M | $30.1M | ||
| Q1 24 | $-1.8M | $65.9M |
| Q4 25 | — | 20.1% | ||
| Q3 25 | 12.0% | 31.6% | ||
| Q2 25 | -13.8% | 12.2% | ||
| Q1 25 | 20.4% | 24.4% | ||
| Q4 24 | 11.3% | 16.6% | ||
| Q3 24 | 24.0% | 25.7% | ||
| Q2 24 | 26.0% | 8.4% | ||
| Q1 24 | -0.8% | 19.8% |
| Q4 25 | — | 3.4% | ||
| Q3 25 | 11.8% | 3.3% | ||
| Q2 25 | 28.7% | 3.5% | ||
| Q1 25 | 16.6% | 2.9% | ||
| Q4 24 | 19.4% | 3.0% | ||
| Q3 24 | 11.6% | 2.7% | ||
| Q2 24 | 9.2% | 2.7% | ||
| Q1 24 | 20.0% | 2.1% |
| Q4 25 | — | 2.24× | ||
| Q3 25 | 2.19× | 3.34× | ||
| Q2 25 | 3.55× | 1.32× | ||
| Q1 25 | 1.83× | 4.02× | ||
| Q4 24 | 2.02× | 1.68× | ||
| Q3 24 | 2.18× | 2.66× | ||
| Q2 24 | 2.11× | 1.04× | ||
| Q1 24 | 1.59× | 5.15× |
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% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
