Acacia Research vs Weave Communications
Acacia Research is the larger business, with $285m of revenue in fiscal 2025 against $239m for Weave Communications (1.2 times as much). Acacia Research grew faster (133.2% against 17.0%). Acacia Research kept more of each dollar of sales as profit: a net margin of 7.6% against -11.7%. Weave Communications carries less debt relative to equity (0.0% against 16.9%).
| Latest fiscal year | Acacia ResearchACTG, 2025 | Weave CommunicationsWEAV, 2025 |
|---|---|---|
| Revenue | $285m | $239m |
| Revenue growth | 133.2% | 17.0% |
| Net income | $21.7m | −$28.1m |
| Operating margin | 2.2% | -12.8% |
| Net margin | 7.6% | -11.7% |
| Return on equity | 4.1% | -37.6% |
| Free cash flow | $61.1m | $15.2m |
| Cash | $307m | $55.0m |
| Total debt | $91.9m | $0 |
| Debt to equity | 16.9% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | — |
| Employees | — | 904 |
| Market value | $416m | — |
| Price vs our value range | — | — |
| Moat score | 16 (Weak) | 32 (Weak) |
| Insider trades, 12 months | 0 buys, 5 sales | 0 buys, 3 sales |