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Side-by-side financial comparison of ARKO Corp. (ARKO) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.8B, roughly 1.2× ARKO Corp.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 0.1%, a 23.4% gap on every dollar of revenue. On growth, ARKO Corp. posted the faster year-over-year revenue change (-9.9% vs -36.8%). Over the past eight quarters, ARKO Corp.'s revenue compounded faster (-7.0% CAGR vs -11.9%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
ARKO vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $2.2B |
| Net Profit | $1.9M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | — |
| Net Margin | 0.1% | 23.5% |
| Revenue YoY | -9.9% | -36.8% |
| Net Profit YoY | 180.9% | 72.6% |
| EPS (diluted) | $0.01 | $6.57 |
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 | — | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.3B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $1.9M | $760.5M | ||
| Q3 25 | $13.5M | $916.5M | ||
| Q2 25 | $20.1M | $835.4M | ||
| Q1 25 | $-12.7M | $170.0M | ||
| Q4 24 | $-2.3M | $-189.7M | ||
| Q3 24 | $9.7M | $1.2B | ||
| Q2 24 | $14.1M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 42.5% | ||
| Q3 25 | 1.8% | 46.3% | ||
| Q2 25 | 2.8% | 41.8% | ||
| Q1 25 | -0.6% | -2.0% | ||
| Q4 24 | 0.7% | -3.6% | ||
| Q3 24 | 1.8% | 43.7% | ||
| Q2 24 | 1.8% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.1% | 25.6% | ||
| Q3 25 | 0.7% | 28.7% | ||
| Q2 25 | 1.0% | 26.1% | ||
| Q1 25 | -0.7% | 4.9% | ||
| Q4 24 | -0.1% | -8.3% | ||
| Q3 24 | 0.4% | 29.8% | ||
| Q2 24 | 0.6% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.01 | $16.16 | ||
| Q3 25 | $0.10 | $19.40 | ||
| Q2 25 | $0.16 | $17.20 | ||
| Q1 25 | $-0.12 | $3.27 | ||
| Q4 24 | $-0.03 | $-3.76 | ||
| Q3 24 | $0.07 | $22.62 | ||
| Q2 24 | $0.11 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $1.6B |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $4.3B |
| Total Assets | $3.5B | $53.7B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $311.5M | $1.7B | ||
| Q3 25 | $313.2M | $1.7B | ||
| Q2 25 | $299.7M | $1.4B | ||
| Q1 25 | $271.1M | $1.6B | ||
| Q4 24 | $267.1M | $1.7B | ||
| Q3 24 | $296.8M | $1.6B | ||
| Q2 24 | $236.5M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $912.1M | $2.3B | ||
| Q3 25 | $911.6M | $2.2B | ||
| Q2 25 | $916.4M | $2.3B | ||
| Q1 25 | $880.1M | $2.8B | ||
| Q4 24 | $881.0M | $1.9B | ||
| Q3 24 | $884.7M | $1.9B | ||
| Q2 24 | $889.9M | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $267.2M | $11.6B | ||
| Q3 25 | $273.1M | $11.5B | ||
| Q2 25 | $264.8M | $10.8B | ||
| Q1 25 | $255.2M | $10.3B | ||
| Q4 24 | $276.9M | $10.6B | ||
| Q3 24 | $280.0M | $11.2B | ||
| Q2 24 | $273.1M | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.5B | $53.8B | ||
| Q3 25 | $3.6B | $54.5B | ||
| Q2 25 | $3.6B | $54.7B | ||
| Q1 25 | $3.6B | $53.6B | ||
| Q4 24 | $3.6B | $50.7B | ||
| Q3 24 | $3.7B | $52.8B | ||
| Q2 24 | $3.7B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.20× | ||
| Q3 25 | 3.34× | 0.19× | ||
| Q2 25 | 3.46× | 0.21× | ||
| Q1 25 | 3.45× | 0.27× | ||
| Q4 24 | 3.18× | 0.18× | ||
| Q3 24 | 3.16× | 0.17× | ||
| Q2 24 | 3.26× | 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 | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $483.0M | ||
| Q3 25 | $49.4M | $1.6B | ||
| Q2 25 | $55.2M | $1.5B | ||
| Q1 25 | $43.4M | $157.8M | ||
| Q4 24 | $22.7M | $778.9M | ||
| Q3 24 | $109.2M | $1.5B | ||
| Q2 24 | $77.2M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 0.64× | ||
| Q3 25 | 3.67× | 1.73× | ||
| Q2 25 | 2.75× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 1.26× | ||
| Q2 24 | 5.49× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
RNR
Segment breakdown not available.
