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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $182.4M, roughly 1.7× Climb Global Solutions, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 1.8%, a 47.8% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs -0.8%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 2.3%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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.
CLMB vs ESNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.4M | $312.4M |
| Net Profit | $3.3M | $155.0M |
| Gross Margin | 14.5% | — |
| Operating Margin | 2.1% | 59.1% |
| Net Margin | 1.8% | 49.6% |
| Revenue YoY | 32.1% | -0.8% |
| Net Profit YoY | -9.5% | -7.7% |
| EPS (diluted) | $0.18 | $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.
| Q1 26 | $182.4M | — | ||
| Q4 25 | $193.8M | $312.4M | ||
| Q3 25 | $161.3M | $311.8M | ||
| Q2 25 | $159.3M | $319.1M | ||
| Q1 25 | $138.0M | $317.6M | ||
| Q4 24 | $161.8M | $315.0M | ||
| Q3 24 | $119.3M | $316.6M | ||
| Q2 24 | $92.1M | $312.9M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | $155.0M | ||
| Q3 25 | $4.7M | $164.2M | ||
| Q2 25 | $6.0M | $195.3M | ||
| Q1 25 | $3.7M | $175.4M | ||
| Q4 24 | $7.0M | $167.9M | ||
| Q3 24 | $5.5M | $176.2M | ||
| Q2 24 | $3.4M | $203.6M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 16.9% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 20.2% | — |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | 59.1% | ||
| Q3 25 | 4.3% | 63.9% | ||
| Q2 25 | 5.0% | 72.4% | ||
| Q1 25 | 3.5% | 65.2% | ||
| Q4 24 | 7.2% | 61.9% | ||
| Q3 24 | 7.1% | 65.6% | ||
| Q2 24 | 4.6% | 76.4% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | 49.6% | ||
| Q3 25 | 2.9% | 52.7% | ||
| Q2 25 | 3.7% | 61.2% | ||
| Q1 25 | 2.7% | 55.2% | ||
| Q4 24 | 4.3% | 53.3% | ||
| Q3 24 | 4.6% | 55.6% | ||
| Q2 24 | 3.7% | 65.1% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | $1.61 | ||
| Q3 25 | $1.02 | $1.67 | ||
| Q2 25 | $1.30 | $1.93 | ||
| Q1 25 | $0.81 | $1.69 | ||
| Q4 24 | $1.52 | $1.59 | ||
| Q3 24 | $1.19 | $1.65 | ||
| Q2 24 | $0.75 | $1.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $118.4M | $5.8B |
| Total Assets | $458.8M | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | — | ||
| Q3 25 | $49.8M | — | ||
| Q2 25 | $28.6M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $22.1M | — | ||
| Q2 24 | $48.4M | — |
| Q1 26 | $118.4M | — | ||
| Q4 25 | $116.6M | $5.8B | ||
| Q3 25 | $109.3M | $5.7B | ||
| Q2 25 | $105.2M | $5.7B | ||
| Q1 25 | $95.6M | $5.7B | ||
| Q4 24 | $90.6M | $5.6B | ||
| Q3 24 | $87.7M | $5.6B | ||
| Q2 24 | $79.8M | $5.4B |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | $7.4B | ||
| Q3 25 | $376.1M | $7.4B | ||
| Q2 25 | $420.7M | $7.2B | ||
| Q1 25 | $370.1M | $7.2B | ||
| Q4 24 | $469.2M | $7.1B | ||
| Q3 24 | $371.9M | $7.1B | ||
| Q2 24 | $302.8M | $6.7B |
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 | — | $856.1M |
| Free Cash FlowOCF − Capex | — | $848.7M |
| FCF MarginFCF / Revenue | — | 271.7% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | $856.1M | ||
| Q3 25 | $22.2M | $215.9M | ||
| Q2 25 | $-2.2M | $189.5M | ||
| Q1 25 | $8.5M | $221.6M | ||
| Q4 24 | $16.0M | $861.5M | ||
| Q3 24 | $-3.6M | $229.2M | ||
| Q2 24 | $7.3M | $188.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $848.7M | ||
| Q3 25 | — | $210.6M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $221.3M | ||
| Q4 24 | — | $854.8M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $187.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 271.7% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 69.7% | ||
| Q4 24 | — | 271.3% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 60.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | -1.70× | 5.52× | ||
| Q3 25 | 4.73× | 1.31× | ||
| Q2 25 | -0.37× | 0.97× | ||
| Q1 25 | 2.30× | 1.26× | ||
| Q4 24 | 2.29× | 5.13× | ||
| Q3 24 | -0.66× | 1.30× | ||
| Q2 24 | 2.13× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
