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Side-by-side financial comparison of CLOVER HEALTH INVESTMENTS, CORP. (CLOV) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
CLOVER HEALTH INVESTMENTS, CORP. is the larger business by last-quarter revenue ($487.7M vs $289.7M, roughly 1.7× ESCO TECHNOLOGIES INC). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs -10.1%, a 20.0% gap on every dollar of revenue. On growth, CLOVER HEALTH INVESTMENTS, CORP. posted the faster year-over-year revenue change (44.7% vs 17.3%). ESCO TECHNOLOGIES INC produced more free cash flow last quarter ($63.0M vs $-69.0M). Over the past eight quarters, CLOVER HEALTH INVESTMENTS, CORP.'s revenue compounded faster (18.6% CAGR vs 7.8%).
Clover Health Investments, Corp. is an American health care company founded in 2014. The company provides Medicare Advantage (MA) insurance plans and operates as a direct contracting entity with the U.S. government. The company manages care for Medicare beneficiaries in 11 states and started trading publicly on January 8, 2021.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
CLOV vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $487.7M | $289.7M |
| Net Profit | $-49.3M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | -10.1% | 13.2% |
| Net Margin | -10.1% | 9.9% |
| Revenue YoY | 44.7% | 17.3% |
| Net Profit YoY | -123.2% | 22.2% |
| EPS (diluted) | — | $1.11 |
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.
| Q4 25 | $487.7M | $289.7M | ||
| Q3 25 | $496.6M | $286.5M | ||
| Q2 25 | $477.6M | $296.3M | ||
| Q1 25 | $462.3M | $265.5M | ||
| Q4 24 | $337.0M | $247.0M | ||
| Q3 24 | $331.0M | $298.5M | ||
| Q2 24 | $356.3M | $260.8M | ||
| Q1 24 | $346.9M | $249.1M |
| Q4 25 | $-49.3M | $28.7M | ||
| Q3 25 | $-24.4M | $218.7M | ||
| Q2 25 | $-10.6M | $26.1M | ||
| Q1 25 | $-1.3M | $31.0M | ||
| Q4 24 | $-22.1M | $23.5M | ||
| Q3 24 | $-9.2M | $34.3M | ||
| Q2 24 | $7.4M | $29.2M | ||
| Q1 24 | $-19.2M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | 24.5% | 40.1% | ||
| Q2 24 | 30.3% | 39.6% | ||
| Q1 24 | 23.6% | 38.8% |
| Q4 25 | -10.1% | 13.2% | ||
| Q3 25 | -4.9% | 17.2% | ||
| Q2 25 | -2.2% | 11.2% | ||
| Q1 25 | -0.3% | 15.3% | ||
| Q4 24 | -6.4% | 11.4% | ||
| Q3 24 | -2.7% | 14.8% | ||
| Q2 24 | 2.0% | 14.3% | ||
| Q1 24 | -6.5% | 11.7% |
| Q4 25 | -10.1% | 9.9% | ||
| Q3 25 | -4.9% | 76.3% | ||
| Q2 25 | -2.2% | 8.8% | ||
| Q1 25 | -0.3% | 11.7% | ||
| Q4 24 | -6.6% | 9.5% | ||
| Q3 24 | -2.8% | 11.5% | ||
| Q2 24 | 2.1% | 11.2% | ||
| Q1 24 | -5.5% | 9.3% |
| Q4 25 | — | $1.11 | ||
| Q3 25 | — | $8.43 | ||
| Q2 25 | — | $1.01 | ||
| Q1 25 | — | $1.20 | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.32 | ||
| Q2 24 | — | $1.13 | ||
| Q1 24 | — | $0.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $78.3M | $103.8M |
| Total DebtLower is stronger | — | $145.5M |
| Stockholders' EquityBook value | $308.7M | $1.6B |
| Total Assets | $541.0M | $2.4B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $78.3M | $103.8M | ||
| Q3 25 | — | $101.3M | ||
| Q2 25 | — | $78.7M | ||
| Q1 25 | — | $57.4M | ||
| Q4 24 | $194.5M | $71.3M | ||
| Q3 24 | $288.0M | $66.0M | ||
| Q2 24 | $254.8M | $63.0M | ||
| Q1 24 | $208.3M | $59.4M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | $308.7M | $1.6B | ||
| Q3 25 | $340.9M | $1.5B | ||
| Q2 25 | $344.2M | $1.3B | ||
| Q1 25 | $336.1M | $1.3B | ||
| Q4 24 | $341.1M | $1.2B | ||
| Q3 24 | $342.2M | $1.2B | ||
| Q2 24 | $324.9M | $1.2B | ||
| Q1 24 | $292.5M | $1.2B |
| Q4 25 | $541.0M | $2.4B | ||
| Q3 25 | $559.7M | $2.4B | ||
| Q2 25 | $575.0M | $2.5B | ||
| Q1 25 | $583.7M | $1.8B | ||
| Q4 24 | $580.7M | $1.8B | ||
| Q3 24 | $653.0M | $1.8B | ||
| Q2 24 | $674.2M | $1.8B | ||
| Q1 24 | $671.8M | $1.8B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $-66.9M | $68.9M |
| Free Cash FlowOCF − Capex | $-69.0M | $63.0M |
| FCF MarginFCF / Revenue | -14.1% | 21.7% |
| Capex IntensityCapex / Revenue | 0.4% | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $-69.2M | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-66.9M | $68.9M | ||
| Q3 25 | $12.1M | $109.9M | ||
| Q2 25 | $5.4M | $73.7M | ||
| Q1 25 | $-16.3M | $24.1M | ||
| Q4 24 | $34.8M | $34.2M | ||
| Q3 24 | $50.0M | $72.1M | ||
| Q2 24 | $44.8M | $36.2M | ||
| Q1 24 | $25.9M | $10.5M |
| Q4 25 | $-69.0M | $63.0M | ||
| Q3 25 | $11.4M | $97.8M | ||
| Q2 25 | $4.8M | $64.9M | ||
| Q1 25 | $-16.5M | $14.0M | ||
| Q4 24 | $33.3M | $29.0M | ||
| Q3 24 | $49.6M | $60.9M | ||
| Q2 24 | $44.4M | $27.6M | ||
| Q1 24 | $25.5M | $2.0M |
| Q4 25 | -14.1% | 21.7% | ||
| Q3 25 | 2.3% | 34.1% | ||
| Q2 25 | 1.0% | 21.9% | ||
| Q1 25 | -3.6% | 5.3% | ||
| Q4 24 | 9.9% | 11.7% | ||
| Q3 24 | 15.0% | 20.4% | ||
| Q2 24 | 12.5% | 10.6% | ||
| Q1 24 | 7.3% | 0.8% |
| Q4 25 | 0.4% | 2.0% | ||
| Q3 25 | 0.1% | 4.2% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 0.0% | 3.8% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.1% | 3.8% | ||
| Q2 24 | 0.1% | 3.3% | ||
| Q1 24 | 0.1% | 3.4% |
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | 6.04× | 1.24× | ||
| Q1 24 | — | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLOV
Segment breakdown not available.
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
