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Side-by-side financial comparison of AMERISAFE INC (AMSF) and Montauk Renewables, Inc. (MNTK). Click either name above to swap in a different company.
AMERISAFE INC is the larger business by last-quarter revenue ($80.1M vs $43.4M, roughly 1.8× Montauk Renewables, Inc.). AMERISAFE INC runs the higher net margin — 10.2% vs 5.7%, a 4.4% gap on every dollar of revenue. On growth, Montauk Renewables, Inc. posted the faster year-over-year revenue change (56.7% vs 10.3%). Over the past eight quarters, Montauk Renewables, Inc.'s revenue compounded faster (5.8% 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.
Montauk Renewables, Inc. is a US-based renewable energy firm specializing in capturing and converting biogenic methane from landfills and agricultural waste into renewable natural gas (RNG) and low-carbon electricity. It serves utility, commercial, and industrial customers across North America, with operations focused on advancing decarbonization and sustainable energy transition goals.
AMSF vs MNTK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $43.4M |
| Net Profit | $8.1M | $2.5M |
| Gross Margin | — | — |
| Operating Margin | — | -3.8% |
| Net Margin | 10.2% | 5.7% |
| Revenue YoY | 10.3% | 56.7% |
| Net Profit YoY | -9.0% | 129.5% |
| 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 | $43.4M | ||
| Q3 25 | $82.0M | $45.3M | ||
| Q2 25 | $81.1M | $45.1M | ||
| Q1 25 | $72.6M | $42.6M | ||
| Q4 24 | $74.0M | $27.7M | ||
| Q3 24 | $78.7M | $65.9M | ||
| Q2 24 | $75.8M | $43.3M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $2.5M | ||
| Q3 25 | $13.8M | $5.2M | ||
| Q2 25 | $14.0M | $-5.5M | ||
| Q1 25 | $8.9M | $-464.0K | ||
| Q4 24 | $13.2M | $-8.5M | ||
| Q3 24 | $14.3M | $17.0M | ||
| Q2 24 | $11.0M | $-712.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 43.8% | ||
| Q2 24 | — | 15.6% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | -3.8% | ||
| Q3 25 | 21.3% | 9.8% | ||
| Q2 25 | 21.5% | -5.2% | ||
| Q1 25 | 15.5% | 1.0% | ||
| Q4 24 | 22.7% | -35.5% | ||
| Q3 24 | 22.6% | 34.4% | ||
| Q2 24 | 18.1% | 2.0% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | 5.7% | ||
| Q3 25 | 16.9% | 11.5% | ||
| Q2 25 | 17.2% | -12.2% | ||
| Q1 25 | 12.3% | -1.1% | ||
| Q4 24 | 17.8% | -30.5% | ||
| Q3 24 | 18.2% | 25.9% | ||
| Q2 24 | 14.5% | -1.6% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $0.01 | ||
| Q3 25 | $0.72 | $0.04 | ||
| Q2 25 | $0.73 | $-0.04 | ||
| Q1 25 | $0.47 | $0.00 | ||
| Q4 24 | $0.69 | $-0.05 | ||
| Q3 24 | $0.75 | $0.12 | ||
| 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 | $23.8M |
| Total DebtLower is stronger | — | $126.0M |
| Stockholders' EquityBook value | $246.6M | $263.1M |
| Total Assets | — | $435.5M |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $23.8M | ||
| Q3 25 | $54.7M | $6.8M | ||
| Q2 25 | $48.5M | $29.1M | ||
| Q1 25 | $44.8M | $40.1M | ||
| Q4 24 | $44.1M | $45.6M | ||
| Q3 24 | $63.7M | $55.0M | ||
| Q2 24 | $30.6M | $42.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $126.0M | ||
| Q3 25 | — | $54.9M | ||
| Q2 25 | — | $57.8M | ||
| Q1 25 | — | $40.8M | ||
| Q4 24 | — | $43.8M | ||
| Q3 24 | — | $46.7M | ||
| Q2 24 | — | $49.7M |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $263.1M | ||
| Q3 25 | $274.8M | $260.7M | ||
| Q2 25 | $265.6M | $254.7M | ||
| Q1 25 | $260.8M | $258.2M | ||
| Q4 24 | $257.3M | $257.4M | ||
| Q3 24 | $314.4M | $275.3M | ||
| Q2 24 | $301.0M | $255.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $435.5M | ||
| Q3 25 | $1.2B | $383.3M | ||
| Q2 25 | $1.2B | $382.5M | ||
| Q1 25 | $1.2B | $354.2M | ||
| Q4 24 | $1.2B | $349.0M | ||
| Q3 24 | $1.3B | $374.1M | ||
| Q2 24 | $1.2B | $362.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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 | — | $337.0K |
| Free Cash FlowOCF − Capex | — | $-41.1M |
| FCF MarginFCF / Revenue | — | -94.7% |
| Capex IntensityCapex / Revenue | — | 95.5% |
| Cash ConversionOCF / Net Profit | — | 0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-86.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $337.0K | ||
| Q3 25 | $10.7M | $12.7M | ||
| Q2 25 | $-8.4M | $8.2M | ||
| Q1 25 | $-1.8M | $9.1M | ||
| Q4 24 | $24.2M | $724.0K | ||
| Q3 24 | $8.4M | $28.6M | ||
| Q2 24 | $-2.6M | $193.0K |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $-41.1M | ||
| Q3 25 | $9.8M | $-17.2M | ||
| Q2 25 | $-9.5M | $-25.5M | ||
| Q1 25 | $-1.8M | $-2.5M | ||
| Q4 24 | $23.4M | $-8.3M | ||
| Q3 24 | $8.4M | $16.0M | ||
| Q2 24 | $-2.6M | $-18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | -94.7% | ||
| Q3 25 | 11.9% | -37.9% | ||
| Q2 25 | -11.7% | -56.4% | ||
| Q1 25 | -2.5% | -5.8% | ||
| Q4 24 | 31.5% | -29.8% | ||
| Q3 24 | 10.7% | 24.3% | ||
| Q2 24 | -3.5% | -42.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 95.5% | ||
| Q3 25 | 1.1% | 65.9% | ||
| Q2 25 | 1.3% | 74.6% | ||
| Q1 25 | 0.0% | 27.3% | ||
| Q4 24 | 1.1% | 32.5% | ||
| Q3 24 | 0.0% | 19.1% | ||
| Q2 24 | 0.1% | 43.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | 0.14× | ||
| Q3 25 | 0.77× | 2.43× | ||
| Q2 25 | -0.61× | — | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 0.59× | 1.68× | ||
| 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.
MNTK
| Natural Gas Environmental Attributes | $28.1M | 65% |
| Natural Gas Commodity | $10.7M | 25% |
| Electric Commodity | $2.7M | 6% |
| Electric Environmental Attributes | $2.0M | 5% |
