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Side-by-side financial comparison of AMERISAFE INC (AMSF) and IRONWOOD PHARMACEUTICALS INC (IRWD). Click either name above to swap in a different company.
AMERISAFE INC is the larger business by last-quarter revenue ($80.1M vs $47.7M, roughly 1.7× IRONWOOD PHARMACEUTICALS INC). AMERISAFE INC runs the higher net margin — 10.2% vs -4.8%, a 14.9% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs -47.3%). Over the past eight quarters, AMERISAFE INC's revenue compounded faster (2.8% CAGR vs -20.2%).
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.
Ironwood Pharmaceuticals, Inc. is a publicly traded pharmaceutical company. It was originally called Microbia, Inc.
AMSF vs IRWD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $47.7M |
| Net Profit | $8.1M | $-2.3M |
| Gross Margin | — | — |
| Operating Margin | — | 14.3% |
| Net Margin | 10.2% | -4.8% |
| Revenue YoY | 10.3% | -47.3% |
| Net Profit YoY | -9.0% | -200.9% |
| EPS (diluted) | $0.43 | $0.01 |
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 | $47.7M | ||
| Q3 25 | $82.0M | $122.1M | ||
| Q2 25 | $81.1M | $85.2M | ||
| Q1 25 | $72.6M | $41.1M | ||
| Q4 24 | $74.0M | $90.5M | ||
| Q3 24 | $78.7M | $91.6M | ||
| Q2 24 | $75.8M | $94.4M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $-2.3M | ||
| Q3 25 | $13.8M | $40.1M | ||
| Q2 25 | $14.0M | $23.6M | ||
| Q1 25 | $8.9M | $-37.4M | ||
| Q4 24 | $13.2M | $2.3M | ||
| Q3 24 | $14.3M | $3.6M | ||
| Q2 24 | $11.0M | $-860.0K |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 14.3% | ||
| Q3 25 | 21.3% | 61.8% | ||
| Q2 25 | 21.5% | 53.2% | ||
| Q1 25 | 15.5% | -70.7% | ||
| Q4 24 | 22.7% | 34.8% | ||
| Q3 24 | 22.6% | 28.0% | ||
| Q2 24 | 18.1% | 26.5% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | -4.8% | ||
| Q3 25 | 16.9% | 32.8% | ||
| Q2 25 | 17.2% | 27.7% | ||
| Q1 25 | 12.3% | -90.9% | ||
| Q4 24 | 17.8% | 2.5% | ||
| Q3 24 | 18.2% | 4.0% | ||
| Q2 24 | 14.5% | -0.9% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $0.01 | ||
| Q3 25 | $0.72 | $0.23 | ||
| Q2 25 | $0.73 | $0.14 | ||
| Q1 25 | $0.47 | $-0.23 | ||
| Q4 24 | $0.69 | $0.03 | ||
| Q3 24 | $0.75 | $0.02 | ||
| Q2 24 | $0.57 | $-0.01 |
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 | $215.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $-261.8M |
| Total Assets | — | $396.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $215.5M | ||
| Q3 25 | $54.7M | $140.4M | ||
| Q2 25 | $48.5M | $92.9M | ||
| Q1 25 | $44.8M | $108.5M | ||
| Q4 24 | $44.1M | $88.6M | ||
| Q3 24 | $63.7M | $88.2M | ||
| Q2 24 | $30.6M | $105.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $199.5M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | — | $199.2M | ||
| Q4 24 | — | $199.0M | ||
| Q3 24 | — | $198.8M | ||
| Q2 24 | — | $198.6M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $-261.8M | ||
| Q3 25 | $274.8M | $-264.2M | ||
| Q2 25 | $265.6M | $-308.2M | ||
| Q1 25 | $260.8M | $-334.1M | ||
| Q4 24 | $257.3M | $-301.3M | ||
| Q3 24 | $314.4M | $-311.3M | ||
| Q2 24 | $301.0M | $-321.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $396.9M | ||
| Q3 25 | $1.2B | $396.1M | ||
| Q2 25 | $1.2B | $342.9M | ||
| Q1 25 | $1.2B | $327.2M | ||
| Q4 24 | $1.2B | $350.9M | ||
| Q3 24 | $1.3B | $389.5M | ||
| Q2 24 | $1.2B | $395.6M |
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 | — | $74.6M |
| Free Cash FlowOCF − Capex | — | $74.6M |
| FCF MarginFCF / Revenue | — | 156.3% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $127.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $74.6M | ||
| Q3 25 | $10.7M | $47.6M | ||
| Q2 25 | $-8.4M | $-15.1M | ||
| Q1 25 | $-1.8M | $20.0M | ||
| Q4 24 | $24.2M | $15.2M | ||
| Q3 24 | $8.4M | $9.9M | ||
| Q2 24 | $-2.6M | $33.5M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $74.6M | ||
| Q3 25 | $9.8M | $47.6M | ||
| Q2 25 | $-9.5M | $-15.1M | ||
| Q1 25 | $-1.8M | $19.9M | ||
| Q4 24 | $23.4M | — | ||
| Q3 24 | $8.4M | $9.9M | ||
| Q2 24 | $-2.6M | $33.4M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 156.3% | ||
| Q3 25 | 11.9% | 39.0% | ||
| Q2 25 | -11.7% | -17.7% | ||
| Q1 25 | -2.5% | 48.4% | ||
| Q4 24 | 31.5% | — | ||
| Q3 24 | 10.7% | 10.8% | ||
| Q2 24 | -3.5% | 35.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.0% | ||
| Q3 25 | 1.1% | 0.0% | ||
| Q2 25 | 1.3% | 0.0% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 1.1% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.1% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | — | ||
| Q3 25 | 0.77× | 1.19× | ||
| Q2 25 | -0.61× | -0.64× | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | 6.74× | ||
| Q3 24 | 0.59× | 2.71× | ||
| Q2 24 | -0.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
