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Side-by-side financial comparison of AMERISAFE INC (AMSF) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
Kennedy-Wilson Holdings, Inc. is the larger business by last-quarter revenue ($120.6M vs $80.1M, roughly 1.5× AMERISAFE INC). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 10.2%, a 37.9% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs -11.0%). Over the past eight quarters, AMERISAFE INC's revenue compounded faster (2.8% CAGR vs -6.0%).
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.
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
AMSF vs KW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $120.6M |
| Net Profit | $8.1M | $58.0M |
| Gross Margin | — | — |
| Operating Margin | — | 57.3% |
| Net Margin | 10.2% | 48.1% |
| Revenue YoY | 10.3% | -11.0% |
| Net Profit YoY | -9.0% | 32.7% |
| EPS (diluted) | $0.43 | $0.22 |
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 | $120.6M | ||
| Q3 25 | $82.0M | $116.4M | ||
| Q2 25 | $81.1M | $135.7M | ||
| Q1 25 | $72.6M | $128.3M | ||
| Q4 24 | $74.0M | $135.5M | ||
| Q3 24 | $78.7M | $127.5M | ||
| Q2 24 | $75.8M | $132.0M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $58.0M | ||
| Q3 25 | $13.8M | $-10.2M | ||
| Q2 25 | $14.0M | $5.6M | ||
| Q1 25 | $8.9M | $-29.6M | ||
| Q4 24 | $13.2M | $43.7M | ||
| Q3 24 | $14.3M | $-66.8M | ||
| Q2 24 | $11.0M | $-48.3M |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 57.3% | ||
| Q3 25 | 21.3% | -6.2% | ||
| Q2 25 | 21.5% | 7.4% | ||
| Q1 25 | 15.5% | -26.9% | ||
| Q4 24 | 22.7% | 36.7% | ||
| Q3 24 | 22.6% | -60.8% | ||
| Q2 24 | 18.1% | -45.5% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | 48.1% | ||
| Q3 25 | 16.9% | -8.8% | ||
| Q2 25 | 17.2% | 4.1% | ||
| Q1 25 | 12.3% | -23.1% | ||
| Q4 24 | 17.8% | 32.3% | ||
| Q3 24 | 18.2% | -52.4% | ||
| Q2 24 | 14.5% | -36.6% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $0.22 | ||
| Q3 25 | $0.72 | $-0.15 | ||
| Q2 25 | $0.73 | $-0.05 | ||
| Q1 25 | $0.47 | $-0.30 | ||
| Q4 24 | $0.69 | $0.24 | ||
| Q3 24 | $0.75 | $-0.56 | ||
| Q2 24 | $0.57 | $-0.43 |
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 | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $1.5B |
| Total Assets | — | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $184.5M | ||
| Q3 25 | $54.7M | $382.6M | ||
| Q2 25 | $48.5M | $309.1M | ||
| Q1 25 | $44.8M | $356.6M | ||
| Q4 24 | $44.1M | $217.5M | ||
| Q3 24 | $63.7M | $367.1M | ||
| Q2 24 | $30.6M | $366.5M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $1.5B | ||
| Q3 25 | $274.8M | $1.5B | ||
| Q2 25 | $265.6M | $1.6B | ||
| Q1 25 | $260.8M | $1.6B | ||
| Q4 24 | $257.3M | $1.6B | ||
| Q3 24 | $314.4M | $1.6B | ||
| Q2 24 | $301.0M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $6.6B | ||
| Q3 25 | $1.2B | $6.7B | ||
| Q2 25 | $1.2B | $6.8B | ||
| Q1 25 | $1.2B | $7.2B | ||
| Q4 24 | $1.2B | $7.0B | ||
| Q3 24 | $1.3B | $7.4B | ||
| Q2 24 | $1.2B | $7.5B |
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 | — | $11.4M |
| Free Cash FlowOCF − Capex | — | $-55.2M |
| FCF MarginFCF / Revenue | — | -45.8% |
| Capex IntensityCapex / Revenue | — | 55.2% |
| Cash ConversionOCF / Net Profit | — | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $11.4M | ||
| Q3 25 | $10.7M | $-7.6M | ||
| Q2 25 | $-8.4M | $42.0M | ||
| Q1 25 | $-1.8M | $-51.9M | ||
| Q4 24 | $24.2M | $55.1M | ||
| Q3 24 | $8.4M | $-5.6M | ||
| Q2 24 | $-2.6M | $36.7M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $-55.2M | ||
| Q3 25 | $9.8M | $-18.0M | ||
| Q2 25 | $-9.5M | $29.4M | ||
| Q1 25 | $-1.8M | $-59.7M | ||
| Q4 24 | $23.4M | $-76.5M | ||
| Q3 24 | $8.4M | $-27.7M | ||
| Q2 24 | $-2.6M | $-500.0K |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | -45.8% | ||
| Q3 25 | 11.9% | -15.5% | ||
| Q2 25 | -11.7% | 21.7% | ||
| Q1 25 | -2.5% | -46.5% | ||
| Q4 24 | 31.5% | -56.5% | ||
| Q3 24 | 10.7% | -21.7% | ||
| Q2 24 | -3.5% | -0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 55.2% | ||
| Q3 25 | 1.1% | 8.9% | ||
| Q2 25 | 1.3% | 9.3% | ||
| Q1 25 | 0.0% | 6.1% | ||
| Q4 24 | 1.1% | 97.1% | ||
| Q3 24 | 0.0% | 17.3% | ||
| Q2 24 | 0.1% | 28.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | 0.20× | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | -0.61× | 7.50× | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | 1.26× | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | -0.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
