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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $270.6M, roughly 1.2× Astera Labs, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 16.6%, a 33.0% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $76.6M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs 2.3%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
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.
ALAB vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.6M | $312.4M |
| Net Profit | $45.0M | $155.0M |
| Gross Margin | 75.6% | — |
| Operating Margin | 24.7% | 59.1% |
| Net Margin | 16.6% | 49.6% |
| Revenue YoY | 91.8% | -0.8% |
| Net Profit YoY | 82.0% | -7.7% |
| EPS (diluted) | $0.25 | $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 | $270.6M | $312.4M | ||
| Q3 25 | $230.6M | $311.8M | ||
| Q2 25 | $191.9M | $319.1M | ||
| Q1 25 | $159.4M | $317.6M | ||
| Q4 24 | $141.1M | $315.0M | ||
| Q3 24 | $113.1M | $316.6M | ||
| Q2 24 | $76.8M | $312.9M | ||
| Q1 24 | $65.3M | $298.4M |
| Q4 25 | $45.0M | $155.0M | ||
| Q3 25 | $91.1M | $164.2M | ||
| Q2 25 | $51.2M | $195.3M | ||
| Q1 25 | $31.8M | $175.4M | ||
| Q4 24 | $24.7M | $167.9M | ||
| Q3 24 | $-7.6M | $176.2M | ||
| Q2 24 | $-7.5M | $203.6M | ||
| Q1 24 | $-93.0M | $181.7M |
| Q4 25 | 75.6% | — | ||
| Q3 25 | 76.2% | — | ||
| Q2 25 | 75.8% | — | ||
| Q1 25 | 74.9% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.9% | — | ||
| Q1 24 | 77.4% | — |
| Q4 25 | 24.7% | 59.1% | ||
| Q3 25 | 24.0% | 63.9% | ||
| Q2 25 | 20.7% | 72.4% | ||
| Q1 25 | 7.1% | 65.2% | ||
| Q4 24 | 0.1% | 61.9% | ||
| Q3 24 | -7.9% | 65.6% | ||
| Q2 24 | -31.7% | 76.4% | ||
| Q1 24 | -127.1% | 71.6% |
| Q4 25 | 16.6% | 49.6% | ||
| Q3 25 | 39.5% | 52.7% | ||
| Q2 25 | 26.7% | 61.2% | ||
| Q1 25 | 20.0% | 55.2% | ||
| Q4 24 | 17.5% | 53.3% | ||
| Q3 24 | -6.7% | 55.6% | ||
| Q2 24 | -9.8% | 65.1% | ||
| Q1 24 | -142.5% | 60.9% |
| Q4 25 | $0.25 | $1.61 | ||
| Q3 25 | $0.50 | $1.67 | ||
| Q2 25 | $0.29 | $1.93 | ||
| Q1 25 | $0.18 | $1.69 | ||
| Q4 24 | $1.23 | $1.59 | ||
| Q3 24 | $-0.05 | $1.65 | ||
| Q2 24 | $-0.05 | $1.91 | ||
| Q1 24 | $-1.77 | $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 | $167.6M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $5.8B |
| Total Assets | $1.5B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.6M | — | ||
| Q3 25 | $140.4M | — | ||
| Q2 25 | $162.3M | — | ||
| Q1 25 | $86.4M | — | ||
| Q4 24 | $79.6M | — | ||
| Q3 24 | $126.1M | — | ||
| Q2 24 | $421.1M | — | ||
| Q1 24 | $696.1M | — |
| Q4 25 | $1.4B | $5.8B | ||
| Q3 25 | $1.3B | $5.7B | ||
| Q2 25 | $1.1B | $5.7B | ||
| Q1 25 | $1.0B | $5.7B | ||
| Q4 24 | $964.8M | $5.6B | ||
| Q3 24 | $889.6M | $5.6B | ||
| Q2 24 | $845.3M | $5.4B | ||
| Q1 24 | $808.8M | $5.2B |
| Q4 25 | $1.5B | $7.4B | ||
| Q3 25 | $1.4B | $7.4B | ||
| Q2 25 | $1.3B | $7.2B | ||
| Q1 25 | $1.1B | $7.2B | ||
| Q4 24 | $1.1B | $7.1B | ||
| Q3 24 | $983.1M | $7.1B | ||
| Q2 24 | $915.5M | $6.7B | ||
| Q1 24 | $864.9M | $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 | $95.3M | $856.1M |
| Free Cash FlowOCF − Capex | $76.6M | $848.7M |
| FCF MarginFCF / Revenue | 28.3% | 271.7% |
| Capex IntensityCapex / Revenue | 6.9% | 2.4% |
| Cash ConversionOCF / Net Profit | 2.12× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $856.1M | ||
| Q3 25 | $78.2M | $215.9M | ||
| Q2 25 | $135.4M | $189.5M | ||
| Q1 25 | $10.5M | $221.6M | ||
| Q4 24 | $39.7M | $861.5M | ||
| Q3 24 | $63.5M | $229.2M | ||
| Q2 24 | $29.8M | $188.7M | ||
| Q1 24 | $3.7M | $216.9M |
| Q4 25 | $76.6M | $848.7M | ||
| Q3 25 | $65.9M | $210.6M | ||
| Q2 25 | $133.3M | $188.8M | ||
| Q1 25 | $6.0M | $221.3M | ||
| Q4 24 | $24.3M | $854.8M | ||
| Q3 24 | $46.8M | $228.7M | ||
| Q2 24 | $28.5M | $187.6M | ||
| Q1 24 | $228.0K | $212.5M |
| Q4 25 | 28.3% | 271.7% | ||
| Q3 25 | 28.6% | 67.5% | ||
| Q2 25 | 69.5% | 59.2% | ||
| Q1 25 | 3.7% | 69.7% | ||
| Q4 24 | 17.2% | 271.3% | ||
| Q3 24 | 41.4% | 72.2% | ||
| Q2 24 | 37.1% | 60.0% | ||
| Q1 24 | 0.3% | 71.2% |
| Q4 25 | 6.9% | 2.4% | ||
| Q3 25 | 5.3% | 1.7% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.8% | 0.1% | ||
| Q4 24 | 10.9% | 2.1% | ||
| Q3 24 | 14.8% | 0.2% | ||
| Q2 24 | 1.7% | 0.3% | ||
| Q1 24 | 5.2% | 1.5% |
| Q4 25 | 2.12× | 5.52× | ||
| Q3 25 | 0.86× | 1.31× | ||
| Q2 25 | 2.64× | 0.97× | ||
| Q1 25 | 0.33× | 1.26× | ||
| Q4 24 | 1.61× | 5.13× | ||
| Q3 24 | — | 1.30× | ||
| Q2 24 | — | 0.93× | ||
| Q1 24 | — | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALAB
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
