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Side-by-side financial comparison of SITIME Corp (SITM) and Texas Pacific Land Corporation (TPL). Click either name above to swap in a different company.

Texas Pacific Land Corporation is the larger business by last-quarter revenue ($211.6M vs $113.3M, roughly 1.9× SITIME Corp). Texas Pacific Land Corporation runs the higher net margin — 58.3% vs 8.1%, a 50.2% gap on every dollar of revenue. On growth, SITIME Corp posted the faster year-over-year revenue change (66.3% vs 13.9%). Over the past eight quarters, SITIME Corp's revenue compounded faster (85.2% CAGR vs 10.2%).

SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.

The Texas Pacific Land Corporation is a publicly traded real estate operating company with its administrative office in Dallas, Texas. Owning over 880,000 acres (3,600 km2) in 20 West Texas counties, TPL is among the largest private landowners in the state of Texas. It was previously organized as a publicly traded trust taxed as a corporation, and operated under the name Texas Pacific Land Trust.

SITM vs TPL — Head-to-Head

Bigger by revenue
TPL
TPL
1.9× larger
TPL
$211.6M
$113.3M
SITM
Growing faster (revenue YoY)
SITM
SITM
+52.4% gap
SITM
66.3%
13.9%
TPL
Higher net margin
TPL
TPL
50.2% more per $
TPL
58.3%
8.1%
SITM
Faster 2-yr revenue CAGR
SITM
SITM
Annualised
SITM
85.2%
10.2%
TPL

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
SITM
SITM
TPL
TPL
Revenue
$113.3M
$211.6M
Net Profit
$9.2M
$123.3M
Gross Margin
56.4%
Operating Margin
1.6%
70.5%
Net Margin
8.1%
58.3%
Revenue YoY
66.3%
13.9%
Net Profit YoY
148.7%
4.2%
EPS (diluted)
$0.44
$-8.59

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.

Revenue
SITM
SITM
TPL
TPL
Q4 25
$113.3M
$211.6M
Q3 25
$83.6M
$203.1M
Q2 25
$69.5M
$187.5M
Q1 25
$60.3M
$196.0M
Q4 24
$68.1M
$185.8M
Q3 24
$57.7M
$173.6M
Q2 24
$43.9M
$172.3M
Q1 24
$33.0M
$174.1M
Net Profit
SITM
SITM
TPL
TPL
Q4 25
$9.2M
$123.3M
Q3 25
$-8.0M
$121.2M
Q2 25
$-20.2M
$116.1M
Q1 25
$-23.9M
$120.7M
Q4 24
$-18.8M
$118.4M
Q3 24
$-19.3M
$106.6M
Q2 24
$-26.8M
$114.6M
Q1 24
$-28.7M
$114.4M
Gross Margin
SITM
SITM
TPL
TPL
Q4 25
56.4%
Q3 25
53.5%
Q2 25
51.9%
Q1 25
50.3%
Q4 24
52.6%
Q3 24
51.1%
Q2 24
49.1%
Q1 24
53.5%
Operating Margin
SITM
SITM
TPL
TPL
Q4 25
1.6%
70.5%
Q3 25
-19.2%
73.4%
Q2 25
-35.4%
76.6%
Q1 25
-46.6%
76.6%
Q4 24
-33.8%
76.7%
Q3 24
-43.1%
73.4%
Q2 24
-73.7%
77.3%
Q1 24
-106.1%
78.1%
Net Margin
SITM
SITM
TPL
TPL
Q4 25
8.1%
58.3%
Q3 25
-9.6%
59.7%
Q2 25
-29.0%
61.9%
Q1 25
-39.6%
61.6%
Q4 24
-27.6%
63.7%
Q3 24
-33.5%
61.4%
Q2 24
-61.0%
66.5%
Q1 24
-86.9%
65.7%
EPS (diluted)
SITM
SITM
TPL
TPL
Q4 25
$0.44
$-8.59
Q3 25
$-0.31
$5.27
Q2 25
$-0.84
$5.05
Q1 25
$-1.01
$5.24
Q4 24
$-0.80
$5.14
Q3 24
$-0.83
$4.63
Q2 24
$-1.16
$4.98
Q1 24
$-1.26
$4.97

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SITM
SITM
TPL
TPL
Cash + ST InvestmentsLiquidity on hand
$144.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.2B
$1.5B
Total Assets
$1.3B
$1.6B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SITM
SITM
TPL
TPL
Q4 25
$144.8M
Q3 25
$531.8M
Q2 25
$543.9M
Q1 25
$460.4M
Q4 24
$369.8M
Q3 24
$533.9M
Q2 24
$894.7M
Q1 24
$837.1M
Stockholders' Equity
SITM
SITM
TPL
TPL
Q4 25
$1.2B
$1.5B
Q3 25
$1.1B
$1.4B
Q2 25
$1.1B
$1.3B
Q1 25
$692.5M
$1.2B
Q4 24
$699.7M
$1.1B
Q3 24
$696.2M
$1.1B
Q2 24
$692.5M
$1.2B
Q1 24
$696.2M
$1.1B
Total Assets
SITM
SITM
TPL
TPL
Q4 25
$1.3B
$1.6B
Q3 25
$1.3B
$1.5B
Q2 25
$1.3B
$1.4B
Q1 25
$872.1M
$1.4B
Q4 24
$885.0M
$1.2B
Q3 24
$877.9M
$1.2B
Q2 24
$878.6M
$1.3B
Q1 24
$942.6M
$1.3B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
SITM
SITM
TPL
TPL
Operating Cash FlowLast quarter
$25.4M
$113.7M
Free Cash FlowOCF − Capex
$13.0M
FCF MarginFCF / Revenue
11.5%
Capex IntensityCapex / Revenue
10.9%
Cash ConversionOCF / Net Profit
2.77×
0.92×
TTM Free Cash FlowTrailing 4 quarters
$35.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SITM
SITM
TPL
TPL
Q4 25
$25.4M
$113.7M
Q3 25
$31.4M
$154.6M
Q2 25
$15.3M
$120.9M
Q1 25
$15.0M
$156.7M
Q4 24
$13.5M
$126.6M
Q3 24
$8.2M
$118.6M
Q2 24
$-181.0K
$98.3M
Q1 24
$1.7M
$147.2M
Free Cash Flow
SITM
SITM
TPL
TPL
Q4 25
$13.0M
Q3 25
$26.3M
Q2 25
$-2.9M
Q1 25
$-1.3M
Q4 24
$-2.4M
Q3 24
$-6.7M
Q2 24
$-2.7M
Q1 24
$-1.2M
FCF Margin
SITM
SITM
TPL
TPL
Q4 25
11.5%
Q3 25
31.5%
Q2 25
-4.2%
Q1 25
-2.1%
Q4 24
-3.5%
Q3 24
-11.6%
Q2 24
-6.3%
Q1 24
-3.6%
Capex Intensity
SITM
SITM
TPL
TPL
Q4 25
10.9%
Q3 25
6.1%
Q2 25
26.2%
Q1 25
27.0%
Q4 24
23.3%
Q3 24
25.7%
Q2 24
5.8%
Q1 24
8.8%
Cash Conversion
SITM
SITM
TPL
TPL
Q4 25
2.77×
0.92×
Q3 25
1.28×
Q2 25
1.04×
Q1 25
1.30×
Q4 24
1.07×
Q3 24
1.11×
Q2 24
0.86×
Q1 24
1.29×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

SITM
SITM

Segment breakdown not available.

TPL
TPL

Water Serviceand Operations Segment$98.2M46%
Water Sales And Royalties$60.7M29%
Produced Water Royalties$33.5M16%
Easementand Sundry$20.6M10%

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