vs

Side-by-side financial comparison of Clear Channel Outdoor Holdings, Inc. (CCO) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.

Clear Channel Outdoor Holdings, Inc. is the larger business by last-quarter revenue ($461.5M vs $312.4M, roughly 1.5× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 1.7%, a 47.9% gap on every dollar of revenue. On growth, Clear Channel Outdoor Holdings, Inc. posted the faster year-over-year revenue change (8.2% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $30.3M). Over the past eight quarters, Clear Channel Outdoor Holdings, Inc.'s revenue compounded faster (18.8% CAGR vs 2.3%).

Clear Channel Outdoor Holdings, Inc. is a multinational corporation focused on outdoor advertising. The company is based in San Antonio, Texas.

Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.

CCO vs ESNT — Head-to-Head

Bigger by revenue
CCO
CCO
1.5× larger
CCO
$461.5M
$312.4M
ESNT
Growing faster (revenue YoY)
CCO
CCO
+9.0% gap
CCO
8.2%
-0.8%
ESNT
Higher net margin
ESNT
ESNT
47.9% more per $
ESNT
49.6%
1.7%
CCO
More free cash flow
ESNT
ESNT
$818.4M more FCF
ESNT
$848.7M
$30.3M
CCO
Faster 2-yr revenue CAGR
CCO
CCO
Annualised
CCO
18.8%
2.3%
ESNT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CCO
CCO
ESNT
ESNT
Revenue
$461.5M
$312.4M
Net Profit
$8.0M
$155.0M
Gross Margin
Operating Margin
23.3%
59.1%
Net Margin
1.7%
49.6%
Revenue YoY
8.2%
-0.8%
Net Profit YoY
144.8%
-7.7%
EPS (diluted)
$0.01
$1.61

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
CCO
CCO
ESNT
ESNT
Q4 25
$461.5M
$312.4M
Q3 25
$405.6M
$311.8M
Q2 25
$402.8M
$319.1M
Q1 25
$334.2M
$317.6M
Q4 24
$426.7M
$315.0M
Q3 24
$375.2M
$316.6M
Q2 24
$376.5M
$312.9M
Q1 24
$326.8M
$298.4M
Net Profit
CCO
CCO
ESNT
ESNT
Q4 25
$8.0M
$155.0M
Q3 25
$-60.1M
$164.2M
Q2 25
$9.5M
$195.3M
Q1 25
$62.5M
$175.4M
Q4 24
$-17.9M
$167.9M
Q3 24
$-32.5M
$176.2M
Q2 24
$-39.2M
$203.6M
Q1 24
$-89.7M
$181.7M
Operating Margin
CCO
CCO
ESNT
ESNT
Q4 25
23.3%
59.1%
Q3 25
19.9%
63.9%
Q2 25
19.2%
72.4%
Q1 25
13.5%
65.2%
Q4 24
23.5%
61.9%
Q3 24
17.8%
65.6%
Q2 24
18.2%
76.4%
Q1 24
13.4%
71.6%
Net Margin
CCO
CCO
ESNT
ESNT
Q4 25
1.7%
49.6%
Q3 25
-14.8%
52.7%
Q2 25
2.4%
61.2%
Q1 25
18.7%
55.2%
Q4 24
-4.2%
53.3%
Q3 24
-8.7%
55.6%
Q2 24
-10.4%
65.1%
Q1 24
-27.4%
60.9%
EPS (diluted)
CCO
CCO
ESNT
ESNT
Q4 25
$0.01
$1.61
Q3 25
$-0.12
$1.67
Q2 25
$0.02
$1.93
Q1 25
$0.13
$1.69
Q4 24
$-0.03
$1.59
Q3 24
$-0.07
$1.65
Q2 24
$-0.08
$1.91
Q1 24
$-0.19
$1.70

Balance Sheet & Financial Strength

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

Metric
CCO
CCO
ESNT
ESNT
Cash + ST InvestmentsLiquidity on hand
$190.0M
Total DebtLower is stronger
$5.1B
Stockholders' EquityBook value
$-3.4B
$5.8B
Total Assets
$3.8B
$7.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CCO
CCO
ESNT
ESNT
Q4 25
$190.0M
Q3 25
$155.0M
Q2 25
$138.6M
Q1 25
$395.8M
Q4 24
$109.7M
Q3 24
$201.1M
Q2 24
$189.3M
Q1 24
$193.2M
Total Debt
CCO
CCO
ESNT
ESNT
Q4 25
$5.1B
Q3 25
$5.1B
Q2 25
$5.1B
Q1 25
$5.3B
Q4 24
$5.7B
Q3 24
$5.7B
Q2 24
$5.7B
Q1 24
$5.7B
Stockholders' Equity
CCO
CCO
ESNT
ESNT
Q4 25
$-3.4B
$5.8B
Q3 25
$-3.5B
$5.7B
Q2 25
$-3.4B
$5.7B
Q1 25
$-3.4B
$5.7B
Q4 24
$-3.6B
$5.6B
Q3 24
$-3.6B
$5.6B
Q2 24
$-3.6B
$5.4B
Q1 24
$-3.5B
$5.2B
Total Assets
CCO
CCO
ESNT
ESNT
Q4 25
$3.8B
$7.4B
Q3 25
$3.8B
$7.4B
Q2 25
$3.8B
$7.2B
Q1 25
$4.0B
$7.2B
Q4 24
$4.8B
$7.1B
Q3 24
$4.6B
$7.1B
Q2 24
$4.5B
$6.7B
Q1 24
$4.6B
$6.6B

Cash Flow & Capital Efficiency

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

Metric
CCO
CCO
ESNT
ESNT
Operating Cash FlowLast quarter
$56.3M
$856.1M
Free Cash FlowOCF − Capex
$30.3M
$848.7M
FCF MarginFCF / Revenue
6.6%
271.7%
Capex IntensityCapex / Revenue
5.6%
2.4%
Cash ConversionOCF / Net Profit
7.04×
5.52×
TTM Free Cash FlowTrailing 4 quarters
$32.0M
$1.5B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CCO
CCO
ESNT
ESNT
Q4 25
$56.3M
$856.1M
Q3 25
$56.2M
$215.9M
Q2 25
$-12.6M
$189.5M
Q1 25
$14.9M
$221.6M
Q4 24
$29.3M
$861.5M
Q3 24
$54.5M
$229.2M
Q2 24
$30.8M
$188.7M
Q1 24
$-34.8M
$216.9M
Free Cash Flow
CCO
CCO
ESNT
ESNT
Q4 25
$30.3M
$848.7M
Q3 25
$41.4M
$210.6M
Q2 25
$-29.2M
$188.8M
Q1 25
$-10.6M
$221.3M
Q4 24
$-27.8M
$854.8M
Q3 24
$21.0M
$228.7M
Q2 24
$5.2M
$187.6M
Q1 24
$-61.0M
$212.5M
FCF Margin
CCO
CCO
ESNT
ESNT
Q4 25
6.6%
271.7%
Q3 25
10.2%
67.5%
Q2 25
-7.2%
59.2%
Q1 25
-3.2%
69.7%
Q4 24
-6.5%
271.3%
Q3 24
5.6%
72.2%
Q2 24
1.4%
60.0%
Q1 24
-18.7%
71.2%
Capex Intensity
CCO
CCO
ESNT
ESNT
Q4 25
5.6%
2.4%
Q3 25
3.7%
1.7%
Q2 25
4.1%
0.2%
Q1 25
7.6%
0.1%
Q4 24
13.4%
2.1%
Q3 24
8.9%
0.2%
Q2 24
6.8%
0.3%
Q1 24
8.0%
1.5%
Cash Conversion
CCO
CCO
ESNT
ESNT
Q4 25
7.04×
5.52×
Q3 25
1.31×
Q2 25
-1.32×
0.97×
Q1 25
0.24×
1.26×
Q4 24
5.13×
Q3 24
1.30×
Q2 24
0.93×
Q1 24
1.19×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CCO
CCO

Segment breakdown not available.

ESNT
ESNT

Mortgage Insurance Segment$192.4M62%
Other$120.0M38%

Related Comparisons