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Side-by-side financial comparison of AMERISAFE INC (AMSF) and VAALCO ENERGY INC (EGY). Click either name above to swap in a different company.
VAALCO ENERGY INC is the larger business by last-quarter revenue ($91.0M vs $80.1M, roughly 1.1× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs -64.4%, a 74.5% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs -25.2%). Over the past eight quarters, AMERISAFE INC's revenue compounded faster (2.8% CAGR vs -4.7%).
AMERISAFE Inc. is a specialty insurance provider that focuses exclusively on workers' compensation coverage for small and mid-sized businesses in high-hazard industries including construction, logging, trucking, and manufacturing. It operates across 49 U.S. states, offering tailored insurance policies paired with targeted risk management support for clients.
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
AMSF vs EGY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $91.0M |
| Net Profit | $8.1M | $-58.6M |
| Gross Margin | — | — |
| Operating Margin | — | -71.3% |
| Net Margin | 10.2% | -64.4% |
| Revenue YoY | 10.3% | -25.2% |
| Net Profit YoY | -9.0% | -602.5% |
| EPS (diluted) | $0.43 | $-0.56 |
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.
| Q1 26 | $80.1M | — | ||
| Q4 25 | $81.6M | $91.0M | ||
| Q3 25 | $82.0M | $61.0M | ||
| Q2 25 | $81.1M | $96.9M | ||
| Q1 25 | $72.6M | $110.3M | ||
| Q4 24 | $74.0M | $121.7M | ||
| Q3 24 | $78.7M | $140.3M | ||
| Q2 24 | $75.8M | $116.8M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $-58.6M | ||
| Q3 25 | $13.8M | $1.1M | ||
| Q2 25 | $14.0M | $8.4M | ||
| Q1 25 | $8.9M | $7.7M | ||
| Q4 24 | $13.2M | $11.7M | ||
| Q3 24 | $14.3M | $11.0M | ||
| Q2 24 | $11.0M | $28.2M |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | -71.3% | ||
| Q3 25 | 21.3% | 1.5% | ||
| Q2 25 | 21.5% | 17.7% | ||
| Q1 25 | 15.5% | 23.7% | ||
| Q4 24 | 22.7% | 32.7% | ||
| Q3 24 | 22.6% | 31.4% | ||
| Q2 24 | 18.1% | 17.5% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | -64.4% | ||
| Q3 25 | 16.9% | 1.8% | ||
| Q2 25 | 17.2% | 8.6% | ||
| Q1 25 | 12.3% | 7.0% | ||
| Q4 24 | 17.8% | 9.6% | ||
| Q3 24 | 18.2% | 7.8% | ||
| Q2 24 | 14.5% | 24.1% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $-0.56 | ||
| Q3 25 | $0.72 | $0.01 | ||
| Q2 25 | $0.73 | $0.08 | ||
| Q1 25 | $0.47 | $0.07 | ||
| Q4 24 | $0.69 | $0.12 | ||
| Q3 24 | $0.75 | $0.10 | ||
| Q2 24 | $0.57 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.2M | $58.9M |
| Total DebtLower is stronger | — | $60.0M |
| Stockholders' EquityBook value | $246.6M | $443.5M |
| Total Assets | — | $913.4M |
| Debt / EquityLower = less leverage | — | 0.14× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $58.9M | ||
| Q3 25 | $54.7M | $24.0M | ||
| Q2 25 | $48.5M | $67.9M | ||
| Q1 25 | $44.8M | $40.9M | ||
| Q4 24 | $44.1M | $82.7M | ||
| Q3 24 | $63.7M | $89.1M | ||
| Q2 24 | $30.6M | $62.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $60.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $443.5M | ||
| Q3 25 | $274.8M | $505.9M | ||
| Q2 25 | $265.6M | $511.6M | ||
| Q1 25 | $260.8M | $504.1M | ||
| Q4 24 | $257.3M | $501.6M | ||
| Q3 24 | $314.4M | $501.0M | ||
| Q2 24 | $301.0M | $493.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $913.4M | ||
| Q3 25 | $1.2B | $950.4M | ||
| Q2 25 | $1.2B | $964.9M | ||
| Q1 25 | $1.2B | $927.1M | ||
| Q4 24 | $1.2B | $955.0M | ||
| Q3 24 | $1.3B | $937.9M | ||
| Q2 24 | $1.2B | $917.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $145.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $145.2M | ||
| Q3 25 | $10.7M | $16.4M | ||
| Q2 25 | $-8.4M | $18.3M | ||
| Q1 25 | $-1.8M | $32.7M | ||
| Q4 24 | $24.2M | $44.5M | ||
| Q3 24 | $8.4M | $47.8M | ||
| Q2 24 | $-2.6M | $-438.0K |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | — | ||
| Q3 25 | $9.8M | — | ||
| Q2 25 | $-9.5M | — | ||
| Q1 25 | $-1.8M | $29.7M | ||
| Q4 24 | $23.4M | — | ||
| Q3 24 | $8.4M | — | ||
| Q2 24 | $-2.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | -11.7% | — | ||
| Q1 25 | -2.5% | 26.9% | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -3.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 0.0% | 2.7% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | — | ||
| Q3 25 | 0.77× | 14.94× | ||
| Q2 25 | -0.61× | 2.19× | ||
| Q1 25 | -0.20× | 4.23× | ||
| Q4 24 | 1.83× | 3.82× | ||
| Q3 24 | 0.59× | 4.35× | ||
| Q2 24 | -0.24× | -0.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
