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Side-by-side financial comparison of AMERISAFE INC (AMSF) and MACROGENICS INC (MGNX). Click either name above to swap in a different company.
AMERISAFE INC is the larger business by last-quarter revenue ($80.1M vs $41.2M, roughly 1.9× MACROGENICS INC). On growth, MACROGENICS INC posted the faster year-over-year revenue change (113.0% vs 10.3%). Over the past eight quarters, MACROGENICS INC's revenue compounded faster (112.8% 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.
MacroGenics Inc is a clinical-stage biopharmaceutical firm specializing in the research and development of novel immunotherapies for cancer and autoimmune disorders. Its core product pipeline centers on monoclonal antibody-based treatments, with key programs targeting solid tumors and hematological malignancies, supported by partnerships with global pharmaceutical partners.
AMSF vs MGNX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $41.2M |
| Net Profit | $8.1M | — |
| Gross Margin | — | — |
| Operating Margin | — | -29.3% |
| Net Margin | 10.2% | — |
| Revenue YoY | 10.3% | 113.0% |
| Net Profit YoY | -9.0% | — |
| EPS (diluted) | $0.43 | $-0.23 |
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 | $41.2M | ||
| Q3 25 | $82.0M | $72.8M | ||
| Q2 25 | $81.1M | $22.2M | ||
| Q1 25 | $72.6M | $13.2M | ||
| Q4 24 | $74.0M | $19.4M | ||
| Q3 24 | $78.7M | $110.7M | ||
| Q2 24 | $75.8M | $10.8M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | — | ||
| Q3 25 | $13.8M | $16.8M | ||
| Q2 25 | $14.0M | $-36.3M | ||
| Q1 25 | $8.9M | $-41.0M | ||
| Q4 24 | $13.2M | — | ||
| Q3 24 | $14.3M | $56.3M | ||
| Q2 24 | $11.0M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | — | 99.8% | ||
| Q2 24 | — | 98.4% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | -29.3% | ||
| Q3 25 | 21.3% | 25.6% | ||
| Q2 25 | 21.5% | -165.3% | ||
| Q1 25 | 15.5% | -323.1% | ||
| Q4 24 | 22.7% | -273.0% | ||
| Q3 24 | 22.6% | 48.9% | ||
| Q2 24 | 18.1% | -538.9% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.9% | 23.1% | ||
| Q2 25 | 17.2% | -163.0% | ||
| Q1 25 | 12.3% | -311.1% | ||
| Q4 24 | 17.8% | — | ||
| Q3 24 | 18.2% | 50.9% | ||
| Q2 24 | 14.5% | -515.6% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $-0.23 | ||
| Q3 25 | $0.72 | $0.27 | ||
| Q2 25 | $0.73 | $-0.57 | ||
| Q1 25 | $0.47 | $-0.65 | ||
| Q4 24 | $0.69 | $-0.24 | ||
| Q3 24 | $0.75 | $0.90 | ||
| Q2 24 | $0.57 | $-0.89 |
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 | $57.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $55.6M |
| Total Assets | — | $256.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $57.2M | ||
| Q3 25 | $54.7M | $80.1M | ||
| Q2 25 | $48.5M | $130.7M | ||
| Q1 25 | $44.8M | $145.6M | ||
| Q4 24 | $44.1M | $182.8M | ||
| Q3 24 | $63.7M | $179.6M | ||
| Q2 24 | $30.6M | $83.9M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $55.6M | ||
| Q3 25 | $274.8M | $67.0M | ||
| Q2 25 | $265.6M | $46.6M | ||
| Q1 25 | $260.8M | $79.1M | ||
| Q4 24 | $257.3M | $116.1M | ||
| Q3 24 | $314.4M | $120.1M | ||
| Q2 24 | $301.0M | $57.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $256.8M | ||
| Q3 25 | $1.2B | $270.8M | ||
| Q2 25 | $1.2B | $245.4M | ||
| Q1 25 | $1.2B | $224.6M | ||
| Q4 24 | $1.2B | $261.7M | ||
| Q3 24 | $1.3B | $264.5M | ||
| Q2 24 | $1.2B | $201.1M |
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 | — | $43.0M |
| Free Cash FlowOCF − Capex | — | $42.8M |
| FCF MarginFCF / Revenue | — | 103.8% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-83.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $43.0M | ||
| Q3 25 | $10.7M | $-30.2M | ||
| Q2 25 | $-8.4M | $-47.0M | ||
| Q1 25 | $-1.8M | $-46.9M | ||
| Q4 24 | $24.2M | $-38.4M | ||
| Q3 24 | $8.4M | $60.2M | ||
| Q2 24 | $-2.6M | $-44.5M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $42.8M | ||
| Q3 25 | $9.8M | $-30.6M | ||
| Q2 25 | $-9.5M | $-47.7M | ||
| Q1 25 | $-1.8M | $-47.4M | ||
| Q4 24 | $23.4M | $-39.0M | ||
| Q3 24 | $8.4M | $59.6M | ||
| Q2 24 | $-2.6M | $-45.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 103.8% | ||
| Q3 25 | 11.9% | -42.0% | ||
| Q2 25 | -11.7% | -214.5% | ||
| Q1 25 | -2.5% | -359.5% | ||
| Q4 24 | 31.5% | -201.7% | ||
| Q3 24 | 10.7% | 53.8% | ||
| Q2 24 | -3.5% | -421.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.6% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.3% | 3.2% | ||
| Q1 25 | 0.0% | 4.0% | ||
| Q4 24 | 1.1% | 3.2% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.1% | 9.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | — | ||
| Q3 25 | 0.77× | -1.79× | ||
| Q2 25 | -0.61× | — | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 0.59× | 1.07× | ||
| 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.
MGNX
| Revenue From Collaborative Agreements | $20.3M | 49% |
| Contract Manufacturing | $11.3M | 27% |
| Other | $9.7M | 23% |
