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C3.ai vs PDF Solutions

C3.ai and PDF Solutions are similar in size: $250m and $219m of revenue in their latest fiscal years. PDF Solutions grew faster (22.0% against -35.7%). PDF Solutions kept more of each dollar of sales as profit: a net margin of -0.3% against -187.9%. C3.ai carries less debt relative to equity (0.0% against 25.1%).

Latest fiscal yearC3.aiAI, 2026PDF SolutionsPDFS, 2025
Revenue $250m $219m
Revenue growth -35.7% 22.0%
Net income −$470m −$640,000
Operating margin -199.2% 2.7%
Net margin -187.9% -0.3%
Return on equity -63.0% -0.2%
Free cash flow −$192m −$8.6m
Cash $66.2m $42.2m
Total debt $0 $68.1m
Debt to equity 0.0% 25.1%
Dividend per share — —
Dividend yield — —
Share buybacks — $244,000
Employees 764 600
Market value $1.79bn $1.79bn
Price vs our value range — —
Moat score 13 (Weak) 34 (Weak)
Insider trades, 12 months 2 buys, 44 sales 0 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.