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Side-by-side financial comparison of AMERISAFE INC (AMSF) and GERON CORP (GERN). Click either name above to swap in a different company.
AMERISAFE INC is the larger business by last-quarter revenue ($80.1M vs $47.2M, roughly 1.7× GERON CORP). AMERISAFE INC runs the higher net margin — 10.2% vs -39.0%, a 49.2% gap on every dollar of revenue. On growth, GERON CORP posted the faster year-over-year revenue change (67.1% vs 10.3%). Over the past eight quarters, GERON CORP's revenue compounded faster (1597.0% 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.
Geron Corporation is a biotechnology company located in Foster City, California which specializes in developing and commercializing therapeutic products for cancer that inhibit telomerase.
AMSF vs GERN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $47.2M |
| Net Profit | $8.1M | $-18.4M |
| Gross Margin | — | — |
| Operating Margin | — | -29.4% |
| Net Margin | 10.2% | -39.0% |
| Revenue YoY | 10.3% | 67.1% |
| Net Profit YoY | -9.0% | 30.3% |
| EPS (diluted) | $0.43 | $-0.03 |
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 | — | ||
| Q3 25 | $82.0M | $47.2M | ||
| Q2 25 | $81.1M | $49.0M | ||
| Q1 25 | $72.6M | $39.6M | ||
| Q4 24 | $74.0M | — | ||
| Q3 24 | $78.7M | $28.3M | ||
| Q2 24 | $75.8M | $882.0K |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | — | ||
| Q3 25 | $13.8M | $-18.4M | ||
| Q2 25 | $14.0M | $-16.4M | ||
| Q1 25 | $8.9M | $-19.8M | ||
| Q4 24 | $13.2M | — | ||
| Q3 24 | $14.3M | $-26.4M | ||
| Q2 24 | $11.0M | $-67.4M |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | — | ||
| Q3 25 | 21.3% | -29.4% | ||
| Q2 25 | 21.5% | -25.4% | ||
| Q1 25 | 15.5% | -42.2% | ||
| Q4 24 | 22.7% | — | ||
| Q3 24 | 22.6% | -99.8% | ||
| Q2 24 | 18.1% | -7860.9% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.9% | -39.0% | ||
| Q2 25 | 17.2% | -33.4% | ||
| Q1 25 | 12.3% | -50.1% | ||
| Q4 24 | 17.8% | — | ||
| Q3 24 | 18.2% | -93.5% | ||
| Q2 24 | 14.5% | -7639.8% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | — | ||
| Q3 25 | $0.72 | $-0.03 | ||
| Q2 25 | $0.73 | $-0.02 | ||
| Q1 25 | $0.47 | $-0.03 | ||
| Q4 24 | $0.69 | — | ||
| Q3 24 | $0.75 | $-0.04 | ||
| Q2 24 | $0.57 | $-0.10 |
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 | $78.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $248.7M |
| Total Assets | — | $567.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | — | ||
| Q3 25 | $54.7M | $78.1M | ||
| Q2 25 | $48.5M | $77.7M | ||
| Q1 25 | $44.8M | $83.7M | ||
| Q4 24 | $44.1M | — | ||
| Q3 24 | $63.7M | $60.3M | ||
| Q2 24 | $30.6M | $116.9M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | — | ||
| Q3 25 | $274.8M | $248.7M | ||
| Q2 25 | $265.6M | $259.5M | ||
| Q1 25 | $260.8M | $268.2M | ||
| Q4 24 | $257.3M | — | ||
| Q3 24 | $314.4M | $292.3M | ||
| Q2 24 | $301.0M | $306.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $567.4M | ||
| Q2 25 | $1.2B | $555.2M | ||
| Q1 25 | $1.2B | $562.5M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.3B | $444.9M | ||
| Q2 24 | $1.2B | $449.4M |
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 | — | $-13.6M |
| 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 | — | ||
| Q3 25 | $10.7M | $-13.6M | ||
| Q2 25 | $-8.4M | $-27.4M | ||
| Q1 25 | $-1.8M | $-48.0M | ||
| Q4 24 | $24.2M | — | ||
| Q3 24 | $8.4M | $-58.9M | ||
| Q2 24 | $-2.6M | $-53.5M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | — | ||
| Q3 25 | $9.8M | — | ||
| Q2 25 | $-9.5M | — | ||
| Q1 25 | $-1.8M | — | ||
| Q4 24 | $23.4M | — | ||
| Q3 24 | $8.4M | — | ||
| Q2 24 | $-2.6M | $-53.7M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | -11.7% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -3.5% | -6086.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.1% | 23.4% |
| 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.
