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Side-by-side financial comparison of Krispy Kreme, Inc. (DNUT) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.

Krispy Kreme, Inc. is the larger business by last-quarter revenue ($392.4M vs $312.4M, roughly 1.3× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs -7.1%, a 56.7% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -2.9%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $27.9M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -5.9%).

Krispy Kreme, Inc. is an American multinational doughnut company and coffeehouse chain. Krispy Kreme was founded by Vernon Rudolph (1915–1973), who bought a yeast-raised recipe from a New Orleans chef, rented a building in 1937 in what is now historic Old Salem in Winston-Salem, North Carolina, and began selling to local grocery stores. Steady growth preceded an ambitious expansion as a public company in the period 2000 to 2016, which ultimately proved unprofitable. In 2016, the company retur...

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.

DNUT vs ESNT — Head-to-Head

Bigger by revenue
DNUT
DNUT
1.3× larger
DNUT
$392.4M
$312.4M
ESNT
Growing faster (revenue YoY)
ESNT
ESNT
+2.1% gap
ESNT
-0.8%
-2.9%
DNUT
Higher net margin
ESNT
ESNT
56.7% more per $
ESNT
49.6%
-7.1%
DNUT
More free cash flow
ESNT
ESNT
$820.8M more FCF
ESNT
$848.7M
$27.9M
DNUT
Faster 2-yr revenue CAGR
ESNT
ESNT
Annualised
ESNT
2.3%
-5.9%
DNUT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
DNUT
DNUT
ESNT
ESNT
Revenue
$392.4M
$312.4M
Net Profit
$-27.8M
$155.0M
Gross Margin
Operating Margin
-1.9%
59.1%
Net Margin
-7.1%
49.6%
Revenue YoY
-2.9%
-0.8%
Net Profit YoY
-23.8%
-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.

Revenue
DNUT
DNUT
ESNT
ESNT
Q4 25
$392.4M
$312.4M
Q3 25
$375.3M
$311.8M
Q2 25
$379.8M
$319.1M
Q1 25
$375.2M
$317.6M
Q4 24
$404.0M
$315.0M
Q3 24
$379.9M
$316.6M
Q2 24
$438.8M
$312.9M
Q1 24
$442.7M
$298.4M
Net Profit
DNUT
DNUT
ESNT
ESNT
Q4 25
$-27.8M
$155.0M
Q3 25
$-19.4M
$164.2M
Q2 25
$-435.3M
$195.3M
Q1 25
$-33.3M
$175.4M
Q4 24
$-22.4M
$167.9M
Q3 24
$39.6M
$176.2M
Q2 24
$-5.5M
$203.6M
Q1 24
$-8.5M
$181.7M
Operating Margin
DNUT
DNUT
ESNT
ESNT
Q4 25
-1.9%
59.1%
Q3 25
-1.9%
63.9%
Q2 25
-114.4%
72.4%
Q1 25
-5.4%
65.2%
Q4 24
-2.8%
61.9%
Q3 24
-4.2%
65.6%
Q2 24
1.6%
76.4%
Q1 24
2.7%
71.6%
Net Margin
DNUT
DNUT
ESNT
ESNT
Q4 25
-7.1%
49.6%
Q3 25
-5.2%
52.7%
Q2 25
-114.6%
61.2%
Q1 25
-8.9%
55.2%
Q4 24
-5.6%
53.3%
Q3 24
10.4%
55.6%
Q2 24
-1.3%
65.1%
Q1 24
-1.9%
60.9%
EPS (diluted)
DNUT
DNUT
ESNT
ESNT
Q4 25
$-0.18
$1.61
Q3 25
$-0.11
$1.67
Q2 25
$-2.55
$1.93
Q1 25
$-0.20
$1.69
Q4 24
$-0.13
$1.59
Q3 24
$0.23
$1.65
Q2 24
$-0.03
$1.91
Q1 24
$-0.05
$1.70

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DNUT
DNUT
ESNT
ESNT
Cash + ST InvestmentsLiquidity on hand
$42.4M
Total DebtLower is stronger
$911.9M
Stockholders' EquityBook value
$650.1M
$5.8B
Total Assets
$2.6B
$7.4B
Debt / EquityLower = less leverage
1.40×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DNUT
DNUT
ESNT
ESNT
Q4 25
$42.4M
Q3 25
$30.7M
Q2 25
$21.3M
Q1 25
$18.7M
Q4 24
$29.0M
Q3 24
$25.4M
Q2 24
$28.6M
Q1 24
$33.1M
Total Debt
DNUT
DNUT
ESNT
ESNT
Q4 25
$911.9M
Q3 25
$906.2M
Q2 25
$889.4M
Q1 25
$935.0M
Q4 24
$844.5M
Q3 24
$804.6M
Q2 24
$895.0M
Q1 24
$881.8M
Stockholders' Equity
DNUT
DNUT
ESNT
ESNT
Q4 25
$650.1M
$5.8B
Q3 25
$670.3M
$5.7B
Q2 25
$693.6M
$5.7B
Q1 25
$1.1B
$5.7B
Q4 24
$1.1B
$5.6B
Q3 24
$1.2B
$5.6B
Q2 24
$1.1B
$5.4B
Q1 24
$1.2B
$5.2B
Total Assets
DNUT
DNUT
ESNT
ESNT
Q4 25
$2.6B
$7.4B
Q3 25
$2.6B
$7.4B
Q2 25
$2.6B
$7.2B
Q1 25
$3.1B
$7.2B
Q4 24
$3.1B
$7.1B
Q3 24
$3.1B
$7.1B
Q2 24
$3.2B
$6.7B
Q1 24
$3.2B
$6.6B
Debt / Equity
DNUT
DNUT
ESNT
ESNT
Q4 25
1.40×
Q3 25
1.35×
Q2 25
1.28×
Q1 25
0.85×
Q4 24
0.74×
Q3 24
0.68×
Q2 24
0.79×
Q1 24
0.76×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DNUT
DNUT
ESNT
ESNT
Operating Cash FlowLast quarter
$45.0M
$856.1M
Free Cash FlowOCF − Capex
$27.9M
$848.7M
FCF MarginFCF / Revenue
7.1%
271.7%
Capex IntensityCapex / Revenue
4.4%
2.4%
Cash ConversionOCF / Net Profit
5.52×
TTM Free Cash FlowTrailing 4 quarters
$-64.0M
$1.5B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DNUT
DNUT
ESNT
ESNT
Q4 25
$45.0M
$856.1M
Q3 25
$42.3M
$215.9M
Q2 25
$-32.5M
$189.5M
Q1 25
$-20.8M
$221.6M
Q4 24
$27.0M
$861.5M
Q3 24
$3.3M
$229.2M
Q2 24
$33.2M
$188.7M
Q1 24
$-17.7M
$216.9M
Free Cash Flow
DNUT
DNUT
ESNT
ESNT
Q4 25
$27.9M
$848.7M
Q3 25
$15.5M
$210.6M
Q2 25
$-60.8M
$188.8M
Q1 25
$-46.7M
$221.3M
Q4 24
$-6.9M
$854.8M
Q3 24
$-22.9M
$228.7M
Q2 24
$1.6M
$187.6M
Q1 24
$-46.8M
$212.5M
FCF Margin
DNUT
DNUT
ESNT
ESNT
Q4 25
7.1%
271.7%
Q3 25
4.1%
67.5%
Q2 25
-16.0%
59.2%
Q1 25
-12.5%
69.7%
Q4 24
-1.7%
271.3%
Q3 24
-6.0%
72.2%
Q2 24
0.4%
60.0%
Q1 24
-10.6%
71.2%
Capex Intensity
DNUT
DNUT
ESNT
ESNT
Q4 25
4.4%
2.4%
Q3 25
7.1%
1.7%
Q2 25
7.4%
0.2%
Q1 25
6.9%
0.1%
Q4 24
8.4%
2.1%
Q3 24
6.9%
0.2%
Q2 24
7.2%
0.3%
Q1 24
6.6%
1.5%
Cash Conversion
DNUT
DNUT
ESNT
ESNT
Q4 25
5.52×
Q3 25
1.31×
Q2 25
0.97×
Q1 25
1.26×
Q4 24
5.13×
Q3 24
0.08×
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

DNUT
DNUT

Segment breakdown not available.

ESNT
ESNT

Mortgage Insurance Segment$192.4M62%
Other$120.0M38%

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