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Side-by-side financial comparison of AMERISAFE INC (AMSF) and VINCE HOLDING CORP. (VNCE). Click either name above to swap in a different company.
VINCE HOLDING CORP. is the larger business by last-quarter revenue ($85.1M vs $80.1M, roughly 1.1× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs 3.2%, a 7.0% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs 6.2%). Over the past eight quarters, VINCE HOLDING CORP.'s revenue compounded faster (6.3% 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.
VINCE. is a contemporary clothing fashion brand founded in 2002. In 2023 Authentic Brands Group purchased its intellectual property in a $76.5 million deal.
AMSF vs VNCE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $85.1M |
| Net Profit | $8.1M | $2.7M |
| Gross Margin | — | 49.2% |
| Operating Margin | — | 6.4% |
| Net Margin | 10.2% | 3.2% |
| Revenue YoY | 10.3% | 6.2% |
| Net Profit YoY | -9.0% | -37.3% |
| EPS (diluted) | $0.43 | $0.21 |
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 | $85.1M | ||
| Q3 25 | $82.0M | $73.2M | ||
| Q2 25 | $81.1M | $57.9M | ||
| Q1 25 | $72.6M | $80.0M | ||
| Q4 24 | $74.0M | $80.2M | ||
| Q3 24 | $78.7M | $74.2M | ||
| Q2 24 | $75.8M | $59.2M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $2.7M | ||
| Q3 25 | $13.8M | $12.1M | ||
| Q2 25 | $14.0M | $-4.8M | ||
| Q1 25 | $8.9M | $-28.3M | ||
| Q4 24 | $13.2M | $4.3M | ||
| Q3 24 | $14.3M | $569.0K | ||
| Q2 24 | $11.0M | $4.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.2% | ||
| Q3 25 | — | 50.4% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 50.0% | ||
| Q3 24 | — | 47.4% | ||
| Q2 24 | — | 50.6% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 6.4% | ||
| Q3 25 | 21.3% | 15.2% | ||
| Q2 25 | 21.5% | -7.7% | ||
| Q1 25 | 15.5% | -37.1% | ||
| Q4 24 | 22.7% | 7.2% | ||
| Q3 24 | 22.6% | 1.5% | ||
| Q2 24 | 18.1% | 9.5% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | 3.2% | ||
| Q3 25 | 16.9% | 16.5% | ||
| Q2 25 | 17.2% | -8.3% | ||
| Q1 25 | 12.3% | -35.5% | ||
| Q4 24 | 17.8% | 5.4% | ||
| Q3 24 | 18.2% | 0.8% | ||
| Q2 24 | 14.5% | 7.4% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $0.21 | ||
| Q3 25 | $0.72 | $0.93 | ||
| Q2 25 | $0.73 | $-0.37 | ||
| Q1 25 | $0.47 | $-2.25 | ||
| Q4 24 | $0.69 | $0.34 | ||
| Q3 24 | $0.75 | $0.05 | ||
| Q2 24 | $0.57 | $0.35 |
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 | $1.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $246.6M | $53.4M |
| Total Assets | — | $246.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $1.1M | ||
| Q3 25 | $54.7M | $777.0K | ||
| Q2 25 | $48.5M | $2.6M | ||
| Q1 25 | $44.8M | $607.0K | ||
| Q4 24 | $44.1M | $892.0K | ||
| Q3 24 | $63.7M | $711.0K | ||
| Q2 24 | $30.6M | $739.0K |
| Q1 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $53.4M | ||
| Q3 25 | $274.8M | $49.3M | ||
| Q2 25 | $265.6M | $37.2M | ||
| Q1 25 | $260.8M | $41.8M | ||
| Q4 24 | $257.3M | $57.1M | ||
| Q3 24 | $314.4M | $52.4M | ||
| Q2 24 | $301.0M | $51.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $246.0M | ||
| Q3 25 | $1.2B | $239.0M | ||
| Q2 25 | $1.2B | $218.0M | ||
| Q1 25 | $1.2B | $222.7M | ||
| Q4 24 | $1.2B | $254.7M | ||
| Q3 24 | $1.3B | $253.6M | ||
| Q2 24 | $1.2B | $223.1M |
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 | — | $-5.1M |
| Free Cash FlowOCF − Capex | — | $-5.7M |
| FCF MarginFCF / Revenue | — | -6.7% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | -1.86× |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $-5.1M | ||
| Q3 25 | $10.7M | $4.2M | ||
| Q2 25 | $-8.4M | $-11.8M | ||
| Q1 25 | $-1.8M | $22.7M | ||
| Q4 24 | $24.2M | $6.4M | ||
| Q3 24 | $8.4M | $-3.2M | ||
| Q2 24 | $-2.6M | $-3.9M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $-5.7M | ||
| Q3 25 | $9.8M | $2.1M | ||
| Q2 25 | $-9.5M | $-13.2M | ||
| Q1 25 | $-1.8M | $21.2M | ||
| Q4 24 | $23.4M | $5.1M | ||
| Q3 24 | $8.4M | $-3.9M | ||
| Q2 24 | $-2.6M | $-4.6M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | -6.7% | ||
| Q3 25 | 11.9% | 2.9% | ||
| Q2 25 | -11.7% | -22.9% | ||
| Q1 25 | -2.5% | 26.5% | ||
| Q4 24 | 31.5% | 6.4% | ||
| Q3 24 | 10.7% | -5.2% | ||
| Q2 24 | -3.5% | -7.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.7% | ||
| Q3 25 | 1.1% | 2.9% | ||
| Q2 25 | 1.3% | 2.5% | ||
| Q1 25 | 0.0% | 1.9% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | -1.86× | ||
| Q3 25 | 0.77× | 0.35× | ||
| Q2 25 | -0.61× | — | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | 1.48× | ||
| Q3 24 | 0.59× | -5.61× | ||
| Q2 24 | -0.24× | -0.89× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
VNCE
| Vince Wholesale | $52.0M | 61% |
| Vince Direct To Consumer | $33.1M | 39% |
