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Side-by-side financial comparison of ADVANCED DRAINAGE SYSTEMS, INC. (WMS) and YELP INC (YELP). Click either name above to swap in a different company.
ADVANCED DRAINAGE SYSTEMS, INC. is the larger business by last-quarter revenue ($693.4M vs $360.0M, roughly 1.9× YELP INC). ADVANCED DRAINAGE SYSTEMS, INC. runs the higher net margin — 13.5% vs 10.5%, a 3.0% gap on every dollar of revenue. On growth, ADVANCED DRAINAGE SYSTEMS, INC. posted the faster year-over-year revenue change (0.4% vs -0.5%). ADVANCED DRAINAGE SYSTEMS, INC. produced more free cash flow last quarter ($183.6M vs $72.3M). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% CAGR vs 3.0%).
Advanced Drainage Systems, Inc. (ADS) is an American company that designs, manufactures and markets polypropylene and polyethylene pipes, plastic leach field chambers and systems, septic tanks and accessories, storm retention/detention and septic chambers, polyvinyl chloride drainage structures, fittings, and water filters and water separators. It is the largest maker of high-density polyethylene pipe in the United States. It is headquartered in Hilliard, Ohio. In 2020, 93% of the company's s...
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.
WMS vs YELP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $693.4M | $360.0M |
| Net Profit | $93.6M | $37.8M |
| Gross Margin | 37.4% | — |
| Operating Margin | 19.7% | 13.6% |
| Net Margin | 13.5% | 10.5% |
| Revenue YoY | 0.4% | -0.5% |
| Net Profit YoY | 15.3% | -10.5% |
| EPS (diluted) | $1.19 | $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 | $693.4M | $360.0M | ||
| Q3 25 | $850.4M | $376.0M | ||
| Q2 25 | $829.9M | $370.4M | ||
| Q1 25 | $615.8M | $358.5M | ||
| Q4 24 | $690.5M | $362.0M | ||
| Q3 24 | $782.6M | $360.3M | ||
| Q2 24 | $815.3M | $357.0M | ||
| Q1 24 | $653.8M | $332.8M |
| Q4 25 | $93.6M | $37.8M | ||
| Q3 25 | $156.0M | $39.3M | ||
| Q2 25 | $143.9M | $44.1M | ||
| Q1 25 | $77.2M | $24.4M | ||
| Q4 24 | $81.2M | $42.2M | ||
| Q3 24 | $130.4M | $38.4M | ||
| Q2 24 | $161.4M | $38.0M | ||
| Q1 24 | $94.8M | $14.2M |
| Q4 25 | 37.4% | — | ||
| Q3 25 | 40.0% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 36.7% | — | ||
| Q4 24 | 35.0% | — | ||
| Q3 24 | 37.6% | — | ||
| Q2 24 | 40.8% | — | ||
| Q1 24 | 38.5% | — |
| Q4 25 | 19.7% | 13.6% | ||
| Q3 25 | 26.3% | 14.1% | ||
| Q2 25 | 24.8% | 14.4% | ||
| Q1 25 | 19.0% | 8.2% | ||
| Q4 24 | 18.4% | 14.8% | ||
| Q3 24 | 23.9% | 12.9% | ||
| Q2 24 | 27.7% | 11.1% | ||
| Q1 24 | 20.7% | 3.4% |
| Q4 25 | 13.5% | 10.5% | ||
| Q3 25 | 18.3% | 10.5% | ||
| Q2 25 | 17.3% | 11.9% | ||
| Q1 25 | 12.5% | 6.8% | ||
| Q4 24 | 11.8% | 11.7% | ||
| Q3 24 | 16.7% | 10.7% | ||
| Q2 24 | 19.8% | 10.7% | ||
| Q1 24 | 14.5% | 4.3% |
| Q4 25 | $1.19 | $0.60 | ||
| Q3 25 | $1.99 | $0.61 | ||
| Q2 25 | $1.84 | $0.67 | ||
| Q1 25 | $0.99 | $0.36 | ||
| Q4 24 | $1.04 | $0.58 | ||
| Q3 24 | $1.67 | $0.56 | ||
| Q2 24 | $2.06 | $0.54 | ||
| Q1 24 | $1.22 | $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 | $1.0B | $319.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $710.9M |
| Total Assets | $4.1B | $958.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $319.4M | ||
| Q3 25 | $812.9M | $333.6M | ||
| Q2 25 | $638.3M | $301.1M | ||
| Q1 25 | $463.3M | $324.4M | ||
| Q4 24 | $488.9M | $317.9M | ||
| Q3 24 | $613.0M | $397.0M | ||
| Q2 24 | $541.6M | $384.8M | ||
| Q1 24 | $490.2M | $420.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | $1.9B | $710.9M | ||
| Q3 25 | $1.8B | $733.2M | ||
| Q2 25 | $1.7B | $746.4M | ||
| Q1 25 | $1.5B | $728.0M | ||
| Q4 24 | $1.5B | $744.0M | ||
| Q3 24 | $1.4B | $739.5M | ||
| Q2 24 | $1.3B | $735.3M | ||
| Q1 24 | $1.2B | $722.0M |
| Q4 25 | $4.1B | $958.5M | ||
| Q3 25 | $4.1B | $989.9M | ||
| Q2 25 | $3.9B | $980.2M | ||
| Q1 25 | $3.7B | $985.2M | ||
| Q4 24 | $3.6B | $983.6M | ||
| Q3 24 | $3.5B | $980.2M | ||
| Q2 24 | $3.4B | $965.0M | ||
| Q1 24 | $3.3B | $993.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.11× | — |
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 | $269.3M | $84.5M |
| Free Cash FlowOCF − Capex | $183.6M | $72.3M |
| FCF MarginFCF / Revenue | 26.5% | 20.1% |
| Capex IntensityCapex / Revenue | 12.4% | 3.4% |
| Cash ConversionOCF / Net Profit | 2.88× | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $577.1M | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $269.3M | $84.5M | ||
| Q3 25 | $234.9M | $131.5M | ||
| Q2 25 | $275.0M | $58.0M | ||
| Q1 25 | $41.2M | $98.0M | ||
| Q4 24 | $189.9M | $71.0M | ||
| Q3 24 | $166.9M | $102.3M | ||
| Q2 24 | $183.4M | $39.7M | ||
| Q1 24 | $17.7M | $72.9M |
| Q4 25 | $183.6M | $72.3M | ||
| Q3 25 | $176.4M | $118.9M | ||
| Q2 25 | $222.4M | $45.0M | ||
| Q1 25 | $-5.3M | $87.5M | ||
| Q4 24 | $135.7M | $60.0M | ||
| Q3 24 | $112.4M | $92.5M | ||
| Q2 24 | $125.7M | $30.1M | ||
| Q1 24 | $-29.8M | $65.9M |
| Q4 25 | 26.5% | 20.1% | ||
| Q3 25 | 20.7% | 31.6% | ||
| Q2 25 | 26.8% | 12.2% | ||
| Q1 25 | -0.9% | 24.4% | ||
| Q4 24 | 19.7% | 16.6% | ||
| Q3 24 | 14.4% | 25.7% | ||
| Q2 24 | 15.4% | 8.4% | ||
| Q1 24 | -4.6% | 19.8% |
| Q4 25 | 12.4% | 3.4% | ||
| Q3 25 | 6.9% | 3.3% | ||
| Q2 25 | 6.3% | 3.5% | ||
| Q1 25 | 7.6% | 2.9% | ||
| Q4 24 | 7.9% | 3.0% | ||
| Q3 24 | 7.0% | 2.7% | ||
| Q2 24 | 7.1% | 2.7% | ||
| Q1 24 | 7.3% | 2.1% |
| Q4 25 | 2.88× | 2.24× | ||
| Q3 25 | 1.51× | 3.34× | ||
| Q2 25 | 1.91× | 1.32× | ||
| Q1 25 | 0.53× | 4.02× | ||
| Q4 24 | 2.34× | 1.68× | ||
| Q3 24 | 1.28× | 2.66× | ||
| Q2 24 | 1.14× | 1.04× | ||
| Q1 24 | 0.19× | 5.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
