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PDF Solutions vs Weave Communications

PDF Solutions and Weave Communications are similar in size: $219m and $239m of revenue in their latest fiscal years. PDF Solutions grew faster (22.0% against 17.0%). PDF Solutions kept more of each dollar of sales as profit: a net margin of -0.3% against -11.7%. Weave Communications carries less debt relative to equity (0.0% against 25.1%).

Latest fiscal yearPDF SolutionsPDFS, 2025Weave CommunicationsWEAV, 2025
Revenue $219m $239m
Revenue growth 22.0% 17.0%
Net income −$640,000 −$28.1m
Operating margin 2.7% -12.8%
Net margin -0.3% -11.7%
Return on equity -0.2% -37.6%
Free cash flow −$8.6m $15.2m
Cash $42.2m $55.0m
Total debt $68.1m $0
Debt to equity 25.1% 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks $244,000 —
Employees 600 904
Market value $1.63bn —
Price vs our value range — —
Moat score 34 (Weak) 32 (Weak)
Insider trades, 12 months 0 buys, 2 sales 0 buys, 3 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.