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Side-by-side financial comparison of AMERICAN FINANCIAL GROUP INC (AFG) and Microchip Technology (MCHP). Click either name above to swap in a different company.
AMERICAN FINANCIAL GROUP INC is the larger business by last-quarter revenue ($2.1B vs $1.2B, roughly 1.7× Microchip Technology). AMERICAN FINANCIAL GROUP INC runs the higher net margin — 14.5% vs 5.3%, a 9.2% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs -4.0%). Over the past eight quarters, AMERICAN FINANCIAL GROUP INC's revenue compounded faster (4.0% CAGR vs -5.4%).
The Western Union Company is an American multinational financial services corporation headquartered in Denver, Colorado.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
AFG vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $1.2B |
| Net Profit | $299.0M | $62.7M |
| Gross Margin | — | 59.6% |
| Operating Margin | 18.4% | 12.8% |
| Net Margin | 14.5% | 5.3% |
| Revenue YoY | -4.0% | 15.6% |
| Net Profit YoY | 17.3% | 217.0% |
| EPS (diluted) | $3.59 | $0.06 |
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 | $2.1B | $1.2B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.9B | $970.5M | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.9B | $1.3B |
| Q4 25 | $299.0M | $62.7M | ||
| Q3 25 | $215.0M | $41.7M | ||
| Q2 25 | $174.0M | $-18.6M | ||
| Q1 25 | $154.0M | $-154.6M | ||
| Q4 24 | $255.0M | $-53.6M | ||
| Q3 24 | $181.0M | $78.4M | ||
| Q2 24 | $209.0M | $129.3M | ||
| Q1 24 | $242.0M | $154.7M |
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 51.6% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 59.4% | ||
| Q1 24 | — | 59.6% |
| Q4 25 | 18.4% | 12.8% | ||
| Q3 25 | 11.5% | 7.8% | ||
| Q2 25 | 11.9% | 3.0% | ||
| Q1 25 | 10.6% | -10.3% | ||
| Q4 24 | 14.9% | 3.0% | ||
| Q3 24 | 9.7% | 12.6% | ||
| Q2 24 | 14.3% | 17.7% | ||
| Q1 24 | 15.9% | 19.1% |
| Q4 25 | 14.5% | 5.3% | ||
| Q3 25 | 9.2% | 3.7% | ||
| Q2 25 | 9.0% | -1.7% | ||
| Q1 25 | 8.3% | -15.9% | ||
| Q4 24 | 11.9% | -5.2% | ||
| Q3 24 | 7.6% | 6.7% | ||
| Q2 24 | 11.0% | 10.4% | ||
| Q1 24 | 12.7% | 11.7% |
| Q4 25 | $3.59 | $0.06 | ||
| Q3 25 | $2.58 | $0.03 | ||
| Q2 25 | $2.07 | $-0.09 | ||
| Q1 25 | $1.84 | $-0.29 | ||
| Q4 24 | $3.03 | $-0.10 | ||
| Q3 24 | $2.16 | $0.14 | ||
| Q2 24 | $2.49 | $0.24 | ||
| Q1 24 | $2.89 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.7B | $250.7M |
| Total DebtLower is stronger | $1.8B | $5.4B |
| Stockholders' EquityBook value | $4.8B | $6.6B |
| Total Assets | $32.6B | $14.3B |
| Debt / EquityLower = less leverage | 0.38× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $250.7M | ||
| Q3 25 | $1.8B | $236.8M | ||
| Q2 25 | $1.3B | $566.5M | ||
| Q1 25 | $1.3B | $771.7M | ||
| Q4 24 | $1.4B | $586.0M | ||
| Q3 24 | $1.3B | $286.1M | ||
| Q2 24 | $1.1B | $315.1M | ||
| Q1 24 | $1.1B | $319.7M |
| Q4 25 | $1.8B | $5.4B | ||
| Q3 25 | $1.8B | $5.4B | ||
| Q2 25 | $1.5B | $5.5B | ||
| Q1 25 | $1.5B | $5.6B | ||
| Q4 24 | $1.5B | $6.7B | ||
| Q3 24 | $1.5B | $6.4B | ||
| Q2 24 | $1.5B | $6.2B | ||
| Q1 24 | $1.5B | $6.0B |
| Q4 25 | $4.8B | $6.6B | ||
| Q3 25 | $4.7B | $6.7B | ||
| Q2 25 | $4.5B | $6.9B | ||
| Q1 25 | $4.4B | $7.1B | ||
| Q4 24 | $4.5B | $6.0B | ||
| Q3 24 | $4.7B | $6.3B | ||
| Q2 24 | $4.4B | $6.4B | ||
| Q1 24 | $4.2B | $6.7B |
| Q4 25 | $32.6B | $14.3B | ||
| Q3 25 | $33.8B | $14.5B | ||
| Q2 25 | $30.7B | $15.0B | ||
| Q1 25 | $30.3B | $15.4B | ||
| Q4 24 | $30.8B | $15.6B | ||
| Q3 24 | $32.6B | $15.6B | ||
| Q2 24 | $29.9B | $15.8B | ||
| Q1 24 | $30.0B | $15.9B |
| Q4 25 | 0.38× | 0.82× | ||
| Q3 25 | 0.38× | 0.80× | ||
| Q2 25 | 0.33× | 0.80× | ||
| Q1 25 | 0.34× | 0.80× | ||
| Q4 24 | 0.33× | 1.12× | ||
| Q3 24 | 0.31× | 1.02× | ||
| Q2 24 | 0.34× | 0.96× | ||
| Q1 24 | 0.35× | 0.90× |
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 | $784.0M | $341.4M |
| Free Cash FlowOCF − Capex | — | $318.9M |
| FCF MarginFCF / Revenue | — | 26.9% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 2.62× | 5.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $819.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $784.0M | $341.4M | ||
| Q3 25 | $216.0M | $88.1M | ||
| Q2 25 | $191.0M | $275.6M | ||
| Q1 25 | $342.0M | $205.9M | ||
| Q4 24 | $674.0M | $271.5M | ||
| Q3 24 | $459.0M | $43.6M | ||
| Q2 24 | $-88.0M | $377.1M | ||
| Q1 24 | $107.0M | $430.0M |
| Q4 25 | — | $318.9M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | — | $191.7M | ||
| Q4 24 | — | $253.4M | ||
| Q3 24 | — | $22.8M | ||
| Q2 24 | — | $304.2M | ||
| Q1 24 | — | $389.9M |
| Q4 25 | — | 26.9% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 24.0% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 24.5% | ||
| Q1 24 | — | 29.4% |
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 3.0% |
| Q4 25 | 2.62× | 5.44× | ||
| Q3 25 | 1.00× | 2.11× | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.64× | — | ||
| Q3 24 | 2.54× | 0.56× | ||
| Q2 24 | -0.42× | 2.92× | ||
| Q1 24 | 0.44× | 2.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AFG
| Property And Casualty Insurance | $2.0B | 96% |
| Other | $83.0M | 4% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
