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Side-by-side financial comparison of AMERISAFE INC (AMSF) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $80.1M, roughly 1.7× AMERISAFE INC). Urban Edge Properties runs the higher net margin — 17.1% vs 10.2%, a 6.9% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 10.3%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
AMSF vs UE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $80.1M | $132.6M |
| Net Profit | $8.1M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 10.2% | 17.1% |
| Revenue YoY | 10.3% | 12.2% |
| Net Profit YoY | -9.0% | -6.7% |
| EPS (diluted) | $0.43 | $0.18 |
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 | $132.6M | ||
| Q4 25 | $81.6M | $119.6M | ||
| Q3 25 | $82.0M | $120.1M | ||
| Q2 25 | $81.1M | $114.1M | ||
| Q1 25 | $72.6M | $118.2M | ||
| Q4 24 | $74.0M | $116.4M | ||
| Q3 24 | $78.7M | $112.4M | ||
| Q2 24 | $75.8M | $106.5M |
| Q1 26 | $8.1M | $22.6M | ||
| Q4 25 | $10.4M | $12.4M | ||
| Q3 25 | $13.8M | $14.9M | ||
| Q2 25 | $14.0M | $58.0M | ||
| Q1 25 | $8.9M | $8.2M | ||
| Q4 24 | $13.2M | $30.1M | ||
| Q3 24 | $14.3M | $9.1M | ||
| Q2 24 | $11.0M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 11.3% | ||
| Q3 25 | 21.3% | 13.4% | ||
| Q2 25 | 21.5% | 53.9% | ||
| Q1 25 | 15.5% | 7.6% | ||
| Q4 24 | 22.7% | 27.6% | ||
| Q3 24 | 22.6% | 8.9% | ||
| Q2 24 | 18.1% | 30.6% |
| Q1 26 | 10.2% | 17.1% | ||
| Q4 25 | 12.8% | 10.4% | ||
| Q3 25 | 16.9% | 12.4% | ||
| Q2 25 | 17.2% | 50.8% | ||
| Q1 25 | 12.3% | 6.9% | ||
| Q4 24 | 17.8% | 25.9% | ||
| Q3 24 | 18.2% | 8.1% | ||
| Q2 24 | 14.5% | 28.9% |
| Q1 26 | $0.43 | $0.18 | ||
| Q4 25 | $0.55 | $0.09 | ||
| Q3 25 | $0.72 | $0.12 | ||
| Q2 25 | $0.73 | $0.46 | ||
| Q1 25 | $0.47 | $0.07 | ||
| Q4 24 | $0.69 | $0.25 | ||
| Q3 24 | $0.75 | $0.07 | ||
| Q2 24 | $0.57 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $1.4B |
| Total Assets | — | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | $50.0M | ||
| Q4 25 | $61.9M | $48.9M | ||
| Q3 25 | $54.7M | $77.8M | ||
| Q2 25 | $48.5M | $53.0M | ||
| Q1 25 | $44.8M | $48.0M | ||
| Q4 24 | $44.1M | $41.4M | ||
| Q3 24 | $63.7M | $67.9M | ||
| Q2 24 | $30.6M | $78.6M |
| Q1 26 | $246.6M | $1.4B | ||
| Q4 25 | $251.6M | $1.4B | ||
| Q3 25 | $274.8M | $1.4B | ||
| Q2 25 | $265.6M | $1.4B | ||
| Q1 25 | $260.8M | $1.4B | ||
| Q4 24 | $257.3M | $1.4B | ||
| Q3 24 | $314.4M | $1.3B | ||
| Q2 24 | $301.0M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.2B | $3.3B | ||
| Q2 25 | $1.2B | $3.3B | ||
| Q1 25 | $1.2B | $3.3B | ||
| Q4 24 | $1.2B | $3.3B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.2B | $3.2B |
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 | — | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $11.1M | $182.7M | ||
| Q3 25 | $10.7M | $55.7M | ||
| Q2 25 | $-8.4M | $43.5M | ||
| Q1 25 | $-1.8M | $32.6M | ||
| Q4 24 | $24.2M | $153.2M | ||
| Q3 24 | $8.4M | $36.6M | ||
| Q2 24 | $-2.6M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $81.8M | ||
| Q3 25 | $9.8M | $26.1M | ||
| Q2 25 | $-9.5M | $19.6M | ||
| Q1 25 | $-1.8M | $11.9M | ||
| Q4 24 | $23.4M | $42.5M | ||
| Q3 24 | $8.4M | $12.2M | ||
| Q2 24 | $-2.6M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 68.4% | ||
| Q3 25 | 11.9% | 21.7% | ||
| Q2 25 | -11.7% | 17.2% | ||
| Q1 25 | -2.5% | 10.0% | ||
| Q4 24 | 31.5% | 36.6% | ||
| Q3 24 | 10.7% | 10.8% | ||
| Q2 24 | -3.5% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.6% | 84.4% | ||
| Q3 25 | 1.1% | 24.6% | ||
| Q2 25 | 1.3% | 20.9% | ||
| Q1 25 | 0.0% | 17.5% | ||
| Q4 24 | 1.1% | 95.1% | ||
| Q3 24 | 0.0% | 21.7% | ||
| Q2 24 | 0.1% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 1.06× | 14.71× | ||
| Q3 25 | 0.77× | 3.73× | ||
| Q2 25 | -0.61× | 0.75× | ||
| Q1 25 | -0.20× | 3.97× | ||
| Q4 24 | 1.83× | 5.09× | ||
| Q3 24 | 0.59× | 4.03× | ||
| Q2 24 | -0.24× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |