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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) 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 $179.8M, roughly 1.7× Vita Coco Company, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 17.0%, a 32.7% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs -0.8%). Over the past eight quarters, Vita Coco Company, Inc.'s revenue compounded faster (11.7% CAGR vs 2.3%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
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.
COCO vs ESNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $312.4M |
| Net Profit | $30.5M | $155.0M |
| Gross Margin | 39.9% | — |
| Operating Margin | 18.7% | 59.1% |
| Net Margin | 17.0% | 49.6% |
| Revenue YoY | 37.3% | -0.8% |
| Net Profit YoY | 61.4% | -7.7% |
| EPS (diluted) | $0.50 | $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 | $179.8M | — | ||
| Q4 25 | $127.8M | $312.4M | ||
| Q3 25 | $182.3M | $311.8M | ||
| Q2 25 | $168.8M | $319.1M | ||
| Q1 25 | $130.9M | $317.6M | ||
| Q4 24 | $127.3M | $315.0M | ||
| Q3 24 | $132.9M | $316.6M | ||
| Q2 24 | $144.1M | $312.9M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $155.0M | ||
| Q3 25 | $24.0M | $164.2M | ||
| Q2 25 | $22.9M | $195.3M | ||
| Q1 25 | $18.9M | $175.4M | ||
| Q4 24 | $3.4M | $167.9M | ||
| Q3 24 | $19.3M | $176.2M | ||
| Q2 24 | $19.1M | $203.6M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.7% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 40.8% | — |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 59.1% | ||
| Q3 25 | 15.3% | 63.9% | ||
| Q2 25 | 14.9% | 72.4% | ||
| Q1 25 | 14.7% | 65.2% | ||
| Q4 24 | 3.4% | 61.9% | ||
| Q3 24 | 15.5% | 65.6% | ||
| Q2 24 | 20.8% | 76.4% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 49.6% | ||
| Q3 25 | 13.2% | 52.7% | ||
| Q2 25 | 13.6% | 61.2% | ||
| Q1 25 | 14.4% | 55.2% | ||
| Q4 24 | 2.6% | 53.3% | ||
| Q3 24 | 14.5% | 55.6% | ||
| Q2 24 | 13.2% | 65.1% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $1.61 | ||
| Q3 25 | $0.40 | $1.67 | ||
| Q2 25 | $0.38 | $1.93 | ||
| Q1 25 | $0.31 | $1.69 | ||
| Q4 24 | $0.06 | $1.59 | ||
| Q3 24 | $0.32 | $1.65 | ||
| Q2 24 | $0.32 | $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 | $201.9M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $5.8B |
| Total Assets | $488.3M | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | — | ||
| Q3 25 | $203.7M | — | ||
| Q2 25 | $167.0M | — | ||
| Q1 25 | $153.6M | — | ||
| Q4 24 | $164.7M | — | ||
| Q3 24 | $156.7M | — | ||
| Q2 24 | $150.1M | — |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $5.8B | ||
| Q3 25 | $323.7M | $5.7B | ||
| Q2 25 | $296.9M | $5.7B | ||
| Q1 25 | $277.9M | $5.7B | ||
| Q4 24 | $258.8M | $5.6B | ||
| Q3 24 | $252.1M | $5.6B | ||
| Q2 24 | $232.0M | $5.4B |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $7.4B | ||
| Q3 25 | $461.3M | $7.4B | ||
| Q2 25 | $421.1M | $7.2B | ||
| Q1 25 | $384.0M | $7.2B | ||
| Q4 24 | $362.4M | $7.1B | ||
| Q3 24 | $353.1M | $7.1B | ||
| Q2 24 | $323.0M | $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 | $-3.9M | $856.1M | ||
| Q3 25 | $39.1M | $215.9M | ||
| Q2 25 | $21.8M | $189.5M | ||
| Q1 25 | $-9.8M | $221.6M | ||
| Q4 24 | $6.9M | $861.5M | ||
| Q3 24 | $9.3M | $229.2M | ||
| Q2 24 | $26.9M | $188.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $848.7M | ||
| Q3 25 | $35.6M | $210.6M | ||
| Q2 25 | $20.9M | $188.8M | ||
| Q1 25 | $-10.4M | $221.3M | ||
| Q4 24 | $6.8M | $854.8M | ||
| Q3 24 | $8.9M | $228.7M | ||
| Q2 24 | $26.6M | $187.6M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 271.7% | ||
| Q3 25 | 19.6% | 67.5% | ||
| Q2 25 | 12.4% | 59.2% | ||
| Q1 25 | -7.9% | 69.7% | ||
| Q4 24 | 5.3% | 271.3% | ||
| Q3 24 | 6.7% | 72.2% | ||
| Q2 24 | 18.5% | 60.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 2.4% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 0.6% | 0.2% | ||
| Q1 25 | 0.4% | 0.1% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.3% | 0.2% | ||
| Q2 24 | 0.2% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 5.52× | ||
| Q3 25 | 1.63× | 1.31× | ||
| Q2 25 | 0.95× | 0.97× | ||
| Q1 25 | -0.52× | 1.26× | ||
| Q4 24 | 2.05× | 5.13× | ||
| Q3 24 | 0.48× | 1.30× | ||
| Q2 24 | 1.41× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
