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Side-by-side financial comparison of ALLIANCE ENTERTAINMENT HOLDING CORP (AENT) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
ALLIANCE ENTERTAINMENT HOLDING CORP is the larger business by last-quarter revenue ($368.7M vs $312.4M, roughly 1.2× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 2.5%, a 47.1% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -6.3%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-16.9M). Over the past eight quarters, ALLIANCE ENTERTAINMENT HOLDING CORP's revenue compounded faster (32.1% CAGR vs 2.3%).
Alliance Atlantis Communications Inc. was a media company that operated primarily as a specialty service provider in Canada. Primarily based in Toronto, Alliance Atlantis also had offices in Halifax, Los Angeles, London, Dublin, Madrid, Barcelona, Shannon, and Sydney.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
AENT vs ESNT — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $368.7M | $312.4M |
| Net Profit | $9.4M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 4.7% | 59.1% |
| Net Margin | 2.5% | 49.6% |
| Revenue YoY | -6.3% | -0.8% |
| Net Profit YoY | 32.8% | -7.7% |
| EPS (diluted) | $0.18 | $1.61 |
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 | $368.7M | $312.4M | ||
| Q3 25 | $254.0M | $311.8M | ||
| Q2 25 | $227.8M | $319.1M | ||
| Q1 25 | $213.0M | $317.6M | ||
| Q4 24 | $393.7M | $315.0M | ||
| Q3 24 | $229.0M | $316.6M | ||
| Q2 24 | $236.9M | $312.9M | ||
| Q1 24 | $211.2M | $298.4M |
| Q4 25 | $9.4M | $155.0M | ||
| Q3 25 | $4.9M | $164.2M | ||
| Q2 25 | $5.8M | $195.3M | ||
| Q1 25 | $1.9M | $175.4M | ||
| Q4 24 | $7.1M | $167.9M | ||
| Q3 24 | $397.0K | $176.2M | ||
| Q2 24 | $2.5M | $203.6M | ||
| Q1 24 | $-3.4M | $181.7M |
| Q4 25 | 4.7% | 59.1% | ||
| Q3 25 | 4.2% | 63.9% | ||
| Q2 25 | 4.3% | 72.4% | ||
| Q1 25 | 1.7% | 65.2% | ||
| Q4 24 | 3.8% | 61.9% | ||
| Q3 24 | 0.9% | 65.6% | ||
| Q2 24 | 0.2% | 76.4% | ||
| Q1 24 | -0.3% | 71.6% |
| Q4 25 | 2.5% | 49.6% | ||
| Q3 25 | 1.9% | 52.7% | ||
| Q2 25 | 2.5% | 61.2% | ||
| Q1 25 | 0.9% | 55.2% | ||
| Q4 24 | 1.8% | 53.3% | ||
| Q3 24 | 0.2% | 55.6% | ||
| Q2 24 | 1.1% | 65.1% | ||
| Q1 24 | -1.6% | 60.9% |
| Q4 25 | $0.18 | $1.61 | ||
| Q3 25 | $0.10 | $1.67 | ||
| Q2 25 | $0.11 | $1.93 | ||
| Q1 25 | $0.04 | $1.69 | ||
| Q4 24 | $0.14 | $1.59 | ||
| Q3 24 | $0.01 | $1.65 | ||
| Q2 24 | $0.05 | $1.91 | ||
| Q1 24 | $-0.07 | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $117.6M | $5.8B |
| Total Assets | $434.1M | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $4.3M | — | ||
| Q2 24 | $1.1M | — | ||
| Q1 24 | $1.6M | — |
| Q4 25 | $117.6M | $5.8B | ||
| Q3 25 | $108.1M | $5.7B | ||
| Q2 25 | $103.2M | $5.7B | ||
| Q1 25 | $97.4M | $5.7B | ||
| Q4 24 | $95.6M | $5.6B | ||
| Q3 24 | $88.0M | $5.6B | ||
| Q2 24 | $87.6M | $5.4B | ||
| Q1 24 | $85.1M | $5.2B |
| Q4 25 | $434.1M | $7.4B | ||
| Q3 25 | $383.0M | $7.4B | ||
| Q2 25 | $361.2M | $7.2B | ||
| Q1 25 | $349.4M | $7.2B | ||
| Q4 24 | $401.7M | $7.1B | ||
| Q3 24 | $395.7M | $7.1B | ||
| Q2 24 | $340.8M | $6.7B | ||
| Q1 24 | $324.0M | $6.6B |
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 | $-16.5M | $856.1M |
| Free Cash FlowOCF − Capex | $-16.9M | $848.7M |
| FCF MarginFCF / Revenue | -4.6% | 271.7% |
| Capex IntensityCapex / Revenue | 0.1% | 2.4% |
| Cash ConversionOCF / Net Profit | -1.76× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.4M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-16.5M | $856.1M | ||
| Q3 25 | $2.7M | $215.9M | ||
| Q2 25 | $10.7M | $189.5M | ||
| Q1 25 | $2.5M | $221.6M | ||
| Q4 24 | $25.3M | $861.5M | ||
| Q3 24 | $-11.6M | $229.2M | ||
| Q2 24 | $9.7M | $188.7M | ||
| Q1 24 | $20.0M | $216.9M |
| Q4 25 | $-16.9M | $848.7M | ||
| Q3 25 | $2.4M | $210.6M | ||
| Q2 25 | $10.7M | $188.8M | ||
| Q1 25 | $2.4M | $221.3M | ||
| Q4 24 | — | $854.8M | ||
| Q3 24 | $-11.6M | $228.7M | ||
| Q2 24 | — | $187.6M | ||
| Q1 24 | $20.0M | $212.5M |
| Q4 25 | -4.6% | 271.7% | ||
| Q3 25 | 0.9% | 67.5% | ||
| Q2 25 | 4.7% | 59.2% | ||
| Q1 25 | 1.1% | 69.7% | ||
| Q4 24 | — | 271.3% | ||
| Q3 24 | -5.1% | 72.2% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | 9.4% | 71.2% |
| Q4 25 | 0.1% | 2.4% | ||
| Q3 25 | 0.1% | 1.7% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | 0.0% | 1.5% |
| Q4 25 | -1.76× | 5.52× | ||
| Q3 25 | 0.56× | 1.31× | ||
| Q2 25 | 1.86× | 0.97× | ||
| Q1 25 | 1.33× | 1.26× | ||
| Q4 24 | 3.57× | 5.13× | ||
| Q3 24 | -29.31× | 1.30× | ||
| Q2 24 | 3.85× | 0.93× | ||
| Q1 24 | — | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AENT
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
