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Side-by-side financial comparison of CLOVER HEALTH INVESTMENTS, CORP. (CLOV) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $749.2M, roughly 1.4× CLOVER HEALTH INVESTMENTS, CORP.). VALMONT INDUSTRIES INC runs the higher net margin — 16.2% vs 3.6%, a 12.5% gap on every dollar of revenue. On growth, CLOVER HEALTH INVESTMENTS, CORP. posted the faster year-over-year revenue change (62.0% vs 0.1%). Over the past eight quarters, CLOVER HEALTH INVESTMENTS, CORP.'s revenue compounded faster (45.0% CAGR vs 3.0%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
CLOV vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $749.2M | $1.0B |
| Net Profit | $27.3M | $168.0M |
| Gross Margin | — | 29.8% |
| Operating Margin | 3.6% | 11.2% |
| Net Margin | 3.6% | 16.2% |
| Revenue YoY | 62.0% | 0.1% |
| Net Profit YoY | — | 116.3% |
| EPS (diluted) | $0.05 | $9.02 |
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 | $749.2M | — | ||
| Q4 25 | $487.7M | $1.0B | ||
| Q3 25 | $496.6M | $1.0B | ||
| Q2 25 | $477.6M | $1.1B | ||
| Q1 25 | $462.3M | $969.3M | ||
| Q4 24 | $337.0M | $1.0B | ||
| Q3 24 | $331.0M | $1.0B | ||
| Q2 24 | $356.3M | $1.0B |
| Q1 26 | $27.3M | — | ||
| Q4 25 | $-49.3M | $168.0M | ||
| Q3 25 | $-24.4M | $99.0M | ||
| Q2 25 | $-10.6M | $-4.0M | ||
| Q1 25 | $-1.3M | $87.3M | ||
| Q4 24 | $-22.1M | $77.7M | ||
| Q3 24 | $-9.2M | $83.1M | ||
| Q2 24 | $7.4M | $99.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | 24.5% | 29.6% | ||
| Q2 24 | 30.3% | 30.8% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | -10.1% | 11.2% | ||
| Q3 25 | -4.9% | 13.5% | ||
| Q2 25 | -2.2% | 2.8% | ||
| Q1 25 | -0.3% | 13.2% | ||
| Q4 24 | -6.4% | 11.6% | ||
| Q3 24 | -2.7% | 12.3% | ||
| Q2 24 | 2.0% | 14.2% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | -10.1% | 16.2% | ||
| Q3 25 | -4.9% | 9.5% | ||
| Q2 25 | -2.2% | -0.4% | ||
| Q1 25 | -0.3% | 9.0% | ||
| Q4 24 | -6.6% | 7.5% | ||
| Q3 24 | -2.8% | 8.1% | ||
| Q2 24 | 2.1% | 9.6% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | — | $9.02 | ||
| Q3 25 | — | $4.98 | ||
| Q2 25 | — | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | — | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.6M | $187.1M |
| Total DebtLower is stronger | — | $795.7M |
| Stockholders' EquityBook value | $339.4M | $1.6B |
| Total Assets | $697.7M | $3.4B |
| Debt / EquityLower = less leverage | — | 0.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.6M | — | ||
| Q4 25 | $78.3M | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | $194.5M | $164.3M | ||
| Q3 24 | $288.0M | $200.5M | ||
| Q2 24 | $254.8M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $339.4M | — | ||
| Q4 25 | $308.7M | $1.6B | ||
| Q3 25 | $340.9M | $1.6B | ||
| Q2 25 | $344.2M | $1.5B | ||
| Q1 25 | $336.1M | $1.6B | ||
| Q4 24 | $341.1M | $1.5B | ||
| Q3 24 | $342.2M | $1.5B | ||
| Q2 24 | $324.9M | $1.5B |
| Q1 26 | $697.7M | — | ||
| Q4 25 | $541.0M | $3.4B | ||
| Q3 25 | $559.7M | $3.4B | ||
| Q2 25 | $575.0M | $3.3B | ||
| Q1 25 | $583.7M | $3.4B | ||
| Q4 24 | $580.7M | $3.3B | ||
| Q3 24 | $653.0M | $3.5B | ||
| Q2 24 | $674.2M | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $111.2M |
| Free Cash FlowOCF − Capex | — | $70.4M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 3.9% |
| Cash ConversionOCF / Net Profit | — | 0.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $311.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-66.9M | $111.2M | ||
| Q3 25 | $12.1M | $112.5M | ||
| Q2 25 | $5.4M | $167.6M | ||
| Q1 25 | $-16.3M | $65.1M | ||
| Q4 24 | $34.8M | $193.4M | ||
| Q3 24 | $50.0M | $225.1M | ||
| Q2 24 | $44.8M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-69.0M | $70.4M | ||
| Q3 25 | $11.4M | $70.6M | ||
| Q2 25 | $4.8M | $135.6M | ||
| Q1 25 | $-16.5M | $34.8M | ||
| Q4 24 | $33.3M | $167.8M | ||
| Q3 24 | $49.6M | $204.6M | ||
| Q2 24 | $44.4M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | -14.1% | 6.8% | ||
| Q3 25 | 2.3% | 6.7% | ||
| Q2 25 | 1.0% | 12.9% | ||
| Q1 25 | -3.6% | 3.6% | ||
| Q4 24 | 9.9% | 16.2% | ||
| Q3 24 | 15.0% | 20.1% | ||
| Q2 24 | 12.5% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 3.9% | ||
| Q3 25 | 0.1% | 4.0% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 0.0% | 3.1% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 0.1% | 2.0% | ||
| Q2 24 | 0.1% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | 6.04× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLOV
Segment breakdown not available.
VMI
| Utility Product Line | $424.5M | 41% |
| Lighting And Transportation | $204.6M | 20% |
| Irrigation Equipment And Parts Excluding Technology | $199.0M | 19% |
| Services | $113.6M | 11% |
| Telecommunications | $73.8M | 7% |
| Technology Products And Services | $23.7M | 2% |
