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Side-by-side financial comparison of AMERISAFE INC (AMSF) and JFrog Ltd (FROG). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $80.1M, roughly 1.8× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs -10.5%, a 20.6% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 10.3%). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 2.8%).
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.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
AMSF vs FROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $145.3M |
| Net Profit | $8.1M | $-15.2M |
| Gross Margin | — | 77.9% |
| Operating Margin | — | -14.7% |
| Net Margin | 10.2% | -10.5% |
| Revenue YoY | 10.3% | 25.2% |
| Net Profit YoY | -9.0% | 34.4% |
| EPS (diluted) | $0.43 | $-0.13 |
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 | $145.3M | ||
| Q3 25 | $82.0M | $136.9M | ||
| Q2 25 | $81.1M | $127.2M | ||
| Q1 25 | $72.6M | $122.4M | ||
| Q4 24 | $74.0M | $116.1M | ||
| Q3 24 | $78.7M | $109.1M | ||
| Q2 24 | $75.8M | $103.0M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $-15.2M | ||
| Q3 25 | $13.8M | $-16.4M | ||
| Q2 25 | $14.0M | $-21.7M | ||
| Q1 25 | $8.9M | $-18.5M | ||
| Q4 24 | $13.2M | $-23.2M | ||
| Q3 24 | $14.3M | $-22.9M | ||
| Q2 24 | $11.0M | $-14.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 77.9% | ||
| Q3 25 | — | 77.4% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 75.3% | ||
| Q4 24 | — | 75.4% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 78.8% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | -14.7% | ||
| Q3 25 | 21.3% | -15.8% | ||
| Q2 25 | 21.5% | -20.4% | ||
| Q1 25 | 15.5% | -18.8% | ||
| Q4 24 | 22.7% | -21.9% | ||
| Q3 24 | 22.6% | -27.4% | ||
| Q2 24 | 18.1% | -18.6% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | -10.5% | ||
| Q3 25 | 16.9% | -12.0% | ||
| Q2 25 | 17.2% | -17.0% | ||
| Q1 25 | 12.3% | -15.1% | ||
| Q4 24 | 17.8% | -20.0% | ||
| Q3 24 | 18.2% | -21.0% | ||
| Q2 24 | 14.5% | -13.9% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $-0.13 | ||
| Q3 25 | $0.72 | $-0.14 | ||
| Q2 25 | $0.73 | $-0.19 | ||
| Q1 25 | $0.47 | $-0.16 | ||
| Q4 24 | $0.69 | $-0.21 | ||
| Q3 24 | $0.75 | $-0.21 | ||
| Q2 24 | $0.57 | $-0.13 |
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 | $704.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $887.4M |
| Total Assets | — | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $704.4M | ||
| Q3 25 | $54.7M | $651.1M | ||
| Q2 25 | $48.5M | $611.7M | ||
| Q1 25 | $44.8M | $563.5M | ||
| Q4 24 | $44.1M | $522.0M | ||
| Q3 24 | $63.7M | $467.8M | ||
| Q2 24 | $30.6M | $591.3M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $887.4M | ||
| Q3 25 | $274.8M | $859.4M | ||
| Q2 25 | $265.6M | $826.5M | ||
| Q1 25 | $260.8M | $800.0M | ||
| Q4 24 | $257.3M | $773.5M | ||
| Q3 24 | $314.4M | $756.2M | ||
| Q2 24 | $301.0M | $721.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.2B | $1.0B |
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 | — | $50.7M |
| Free Cash FlowOCF − Capex | — | $49.9M |
| FCF MarginFCF / Revenue | — | 34.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $50.7M | ||
| Q3 25 | $10.7M | $30.2M | ||
| Q2 25 | $-8.4M | $36.1M | ||
| Q1 25 | $-1.8M | $28.8M | ||
| Q4 24 | $24.2M | $49.1M | ||
| Q3 24 | $8.4M | $27.6M | ||
| Q2 24 | $-2.6M | $16.7M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $49.9M | ||
| Q3 25 | $9.8M | $28.8M | ||
| Q2 25 | $-9.5M | $35.5M | ||
| Q1 25 | $-1.8M | $28.1M | ||
| Q4 24 | $23.4M | $48.5M | ||
| Q3 24 | $8.4M | $26.7M | ||
| Q2 24 | $-2.6M | $16.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 34.3% | ||
| Q3 25 | 11.9% | 21.0% | ||
| Q2 25 | -11.7% | 27.9% | ||
| Q1 25 | -2.5% | 23.0% | ||
| Q4 24 | 31.5% | 41.8% | ||
| Q3 24 | 10.7% | 24.5% | ||
| Q2 24 | -3.5% | 15.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.6% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.3% | 0.5% | ||
| Q1 25 | 0.0% | 0.5% | ||
| Q4 24 | 1.1% | 0.5% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | -0.61× | — | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | -0.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
