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Side-by-side financial comparison of AMERISAFE INC (AMSF) and SITIME Corp (SITM). Click either name above to swap in a different company.

SITIME Corp is the larger business by last-quarter revenue ($113.3M vs $80.1M, roughly 1.4× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs 8.1%, a 2.1% gap on every dollar of revenue. On growth, SITIME Corp posted the faster year-over-year revenue change (66.3% vs 10.3%). Over the past eight quarters, SITIME Corp's revenue compounded faster (85.2% 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.

SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.

AMSF vs SITM — Head-to-Head

Bigger by revenue
SITM
SITM
1.4× larger
SITM
$113.3M
$80.1M
AMSF
Growing faster (revenue YoY)
SITM
SITM
+56.0% gap
SITM
66.3%
10.3%
AMSF
Higher net margin
AMSF
AMSF
2.1% more per $
AMSF
10.2%
8.1%
SITM
Faster 2-yr revenue CAGR
SITM
SITM
Annualised
SITM
85.2%
2.8%
AMSF

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
AMSF
AMSF
SITM
SITM
Revenue
$80.1M
$113.3M
Net Profit
$8.1M
$9.2M
Gross Margin
56.4%
Operating Margin
1.6%
Net Margin
10.2%
8.1%
Revenue YoY
10.3%
66.3%
Net Profit YoY
-9.0%
148.7%
EPS (diluted)
$0.43
$0.44

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.

Revenue
AMSF
AMSF
SITM
SITM
Q1 26
$80.1M
Q4 25
$81.6M
$113.3M
Q3 25
$82.0M
$83.6M
Q2 25
$81.1M
$69.5M
Q1 25
$72.6M
$60.3M
Q4 24
$74.0M
$68.1M
Q3 24
$78.7M
$57.7M
Q2 24
$75.8M
$43.9M
Net Profit
AMSF
AMSF
SITM
SITM
Q1 26
$8.1M
Q4 25
$10.4M
$9.2M
Q3 25
$13.8M
$-8.0M
Q2 25
$14.0M
$-20.2M
Q1 25
$8.9M
$-23.9M
Q4 24
$13.2M
$-18.8M
Q3 24
$14.3M
$-19.3M
Q2 24
$11.0M
$-26.8M
Gross Margin
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
56.4%
Q3 25
53.5%
Q2 25
51.9%
Q1 25
50.3%
Q4 24
52.6%
Q3 24
51.1%
Q2 24
49.1%
Operating Margin
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
15.6%
1.6%
Q3 25
21.3%
-19.2%
Q2 25
21.5%
-35.4%
Q1 25
15.5%
-46.6%
Q4 24
22.7%
-33.8%
Q3 24
22.6%
-43.1%
Q2 24
18.1%
-73.7%
Net Margin
AMSF
AMSF
SITM
SITM
Q1 26
10.2%
Q4 25
12.8%
8.1%
Q3 25
16.9%
-9.6%
Q2 25
17.2%
-29.0%
Q1 25
12.3%
-39.6%
Q4 24
17.8%
-27.6%
Q3 24
18.2%
-33.5%
Q2 24
14.5%
-61.0%
EPS (diluted)
AMSF
AMSF
SITM
SITM
Q1 26
$0.43
Q4 25
$0.55
$0.44
Q3 25
$0.72
$-0.31
Q2 25
$0.73
$-0.84
Q1 25
$0.47
$-1.01
Q4 24
$0.69
$-0.80
Q3 24
$0.75
$-0.83
Q2 24
$0.57
$-1.16

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AMSF
AMSF
SITM
SITM
Cash + ST InvestmentsLiquidity on hand
$34.2M
Total DebtLower is stronger
Stockholders' EquityBook value
$246.6M
$1.2B
Total Assets
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AMSF
AMSF
SITM
SITM
Q1 26
$34.2M
Q4 25
$61.9M
Q3 25
$54.7M
Q2 25
$48.5M
Q1 25
$44.8M
Q4 24
$44.1M
Q3 24
$63.7M
Q2 24
$30.6M
Stockholders' Equity
AMSF
AMSF
SITM
SITM
Q1 26
$246.6M
Q4 25
$251.6M
$1.2B
Q3 25
$274.8M
$1.1B
Q2 25
$265.6M
$1.1B
Q1 25
$260.8M
$692.5M
Q4 24
$257.3M
$699.7M
Q3 24
$314.4M
$696.2M
Q2 24
$301.0M
$692.5M
Total Assets
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
$1.1B
$1.3B
Q3 25
$1.2B
$1.3B
Q2 25
$1.2B
$1.3B
Q1 25
$1.2B
$872.1M
Q4 24
$1.2B
$885.0M
Q3 24
$1.3B
$877.9M
Q2 24
$1.2B
$878.6M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AMSF
AMSF
SITM
SITM
Operating Cash FlowLast quarter
$25.4M
Free Cash FlowOCF − Capex
$13.0M
FCF MarginFCF / Revenue
11.5%
Capex IntensityCapex / Revenue
10.9%
Cash ConversionOCF / Net Profit
2.77×
TTM Free Cash FlowTrailing 4 quarters
$35.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
$11.1M
$25.4M
Q3 25
$10.7M
$31.4M
Q2 25
$-8.4M
$15.3M
Q1 25
$-1.8M
$15.0M
Q4 24
$24.2M
$13.5M
Q3 24
$8.4M
$8.2M
Q2 24
$-2.6M
$-181.0K
Free Cash Flow
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
$8.9M
$13.0M
Q3 25
$9.8M
$26.3M
Q2 25
$-9.5M
$-2.9M
Q1 25
$-1.8M
$-1.3M
Q4 24
$23.4M
$-2.4M
Q3 24
$8.4M
$-6.7M
Q2 24
$-2.6M
$-2.7M
FCF Margin
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
10.9%
11.5%
Q3 25
11.9%
31.5%
Q2 25
-11.7%
-4.2%
Q1 25
-2.5%
-2.1%
Q4 24
31.5%
-3.5%
Q3 24
10.7%
-11.6%
Q2 24
-3.5%
-6.3%
Capex Intensity
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
2.6%
10.9%
Q3 25
1.1%
6.1%
Q2 25
1.3%
26.2%
Q1 25
0.0%
27.0%
Q4 24
1.1%
23.3%
Q3 24
0.0%
25.7%
Q2 24
0.1%
5.8%
Cash Conversion
AMSF
AMSF
SITM
SITM
Q1 26
Q4 25
1.06×
2.77×
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.

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