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Exzeo Group, Inc. vs Upland Software, Inc. vs PDF Solutions Inc vs i3 Verticals, Inc.

Latest annual figures from SEC filings. Each company is shown for its own most recent fiscal year, so period ends can differ. Select a figure to see its full history.

Latest fiscal yearExzeo Group, Inc.
XZO
Upland Software, Inc.
UPLD
PDF Solutions Inc
PDFS
i3 Verticals, Inc.
IIIV
Year ended2025-12-312025-12-312025-12-312025-09-30
Revenue$216.98M$216.88M$219.02M$213.16M
Revenue growth (YoY)+62.0%-21.1%+22.0%+11.5%
Gross margin60.4%74.8%72.3%n/a
Operating margin48.8%2.0%2.7%1.8%
Net margin38.1%-17.9%-0.3%8.4%
Net income$82.75M-$38.90M-$640.0K$17.87M
EPS (Diluted)$0.99-$1.56-$0.02$0.72
Operating cash flow$100.30M$25.80M$24.05M$5.69M
Free cash flow$97.45M$24.45M-$8.58M$3.75M
Cash & equivalents$305.37M$29.40M$42.22M$66.67M
Total assets$347.73M$413.18M$418.70M$638.41M
Total liabilities$93.58M$332.47M$147.68M$120.69M
Shareholders' equity$254.16M-$48.37M$271.02M$389.58M
Return on year-end equity32.6%n/a-0.2%4.6%
Shares outstanding90.93M29.12M39.54Mn/a

n/a means the company did not report that line under the concept TickerFacts maps, not that it is zero.

Revenue, most recent five fiscal years

Fiscal yearExzeo Group, Inc.Upland Software, Inc.PDF Solutions Inci3 Verticals, Inc.
Latest$216.98M
Ended 2025-12-31
$216.88M
Ended 2025-12-31
$219.02M
Ended 2025-12-31
$213.16M
Ended 2025-09-30
1 year earlier$133.95M
Ended 2024-12-31
$274.79M
Ended 2024-12-31
$179.47M
Ended 2024-12-31
$191.23M
Ended 2024-09-30
2 years earlier$88.33M
Ended 2023-12-31
$297.85M
Ended 2023-12-31
$165.84M
Ended 2023-12-31
$189.68M
Ended 2023-09-30
3 years earliern/a$317.30M
Ended 2022-12-31
$148.55M
Ended 2022-12-31
$187.75M
Ended 2022-09-30
4 years earliern/a$302.02M
Ended 2021-12-31
$111.06M
Ended 2021-12-31
$224.12M
Ended 2021-09-30