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Side-by-side financial comparison of Danaos Corp (DAC) 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 $262.2M, roughly 1.2× Danaos Corp). Danaos Corp runs the higher net margin — 49.9% vs 49.6%, a 0.3% gap on every dollar of revenue. On growth, Danaos Corp posted the faster year-over-year revenue change (6.4% vs -0.8%).
Danaos Corporation is a leading global containership ownership and management firm. It operates a large fleet of modern container vessels, providing long-term charter services to top international container liner operators across major global trade routes, supporting the efficiency and reliability of global supply chains.
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.
DAC vs ESNT — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $312.4M |
| Net Profit | $130.9M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 47.9% | 59.1% |
| Net Margin | 49.9% | 49.6% |
| Revenue YoY | 6.4% | -0.8% |
| Net Profit YoY | -7.3% | -7.7% |
| EPS (diluted) | $7.12 | $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.
| Q4 25 | — | $312.4M | ||
| Q3 25 | — | $311.8M | ||
| Q2 25 | $262.2M | $319.1M | ||
| Q1 25 | — | $317.6M | ||
| Q4 24 | — | $315.0M | ||
| Q3 24 | — | $316.6M | ||
| Q2 24 | $246.3M | $312.9M | ||
| Q1 24 | — | $298.4M |
| Q4 25 | — | $155.0M | ||
| Q3 25 | — | $164.2M | ||
| Q2 25 | $130.9M | $195.3M | ||
| Q1 25 | — | $175.4M | ||
| Q4 24 | — | $167.9M | ||
| Q3 24 | — | $176.2M | ||
| Q2 24 | $141.2M | $203.6M | ||
| Q1 24 | — | $181.7M |
| Q4 25 | — | 59.1% | ||
| Q3 25 | — | 63.9% | ||
| Q2 25 | 47.9% | 72.4% | ||
| Q1 25 | — | 65.2% | ||
| Q4 24 | — | 61.9% | ||
| Q3 24 | — | 65.6% | ||
| Q2 24 | 56.8% | 76.4% | ||
| Q1 24 | — | 71.6% |
| Q4 25 | — | 49.6% | ||
| Q3 25 | — | 52.7% | ||
| Q2 25 | 49.9% | 61.2% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 53.3% | ||
| Q3 24 | — | 55.6% | ||
| Q2 24 | 57.3% | 65.1% | ||
| Q1 24 | — | 60.9% |
| Q4 25 | — | $1.61 | ||
| Q3 25 | — | $1.67 | ||
| Q2 25 | $7.12 | $1.93 | ||
| Q1 25 | — | $1.69 | ||
| Q4 24 | — | $1.59 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | $7.23 | $1.91 | ||
| Q1 24 | — | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $654.1M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.6B | $5.8B |
| Total Assets | $4.5B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $654.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $471.7M | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | $3.6B | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $5.6B | ||
| Q2 24 | $3.3B | $5.4B | ||
| Q1 24 | — | $5.2B |
| Q4 25 | — | $7.4B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | $4.5B | $7.2B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | $4.0B | $6.7B | ||
| Q1 24 | — | $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 | | |
|---|---|---|
| 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.
| Q4 25 | — | $856.1M | ||
| Q3 25 | — | $215.9M | ||
| Q2 25 | — | $189.5M | ||
| Q1 25 | — | $221.6M | ||
| Q4 24 | — | $861.5M | ||
| Q3 24 | — | $229.2M | ||
| Q2 24 | — | $188.7M | ||
| Q1 24 | — | $216.9M |
| 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 24 | — | $212.5M |
| 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 24 | — | 71.2% |
| 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 24 | — | 1.5% |
| Q4 25 | — | 5.52× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 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
DAC
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
