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Side-by-side financial comparison of Douglas Elliman Inc. (DOUG) 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 $245.4M, roughly 1.3× Douglas Elliman Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 27.9%, a 21.7% gap on every dollar of revenue. On growth, Douglas Elliman Inc. posted the faster year-over-year revenue change (0.9% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-14.7M). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% CAGR vs 2.3%).
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
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.
DOUG vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $245.4M | $312.4M |
| Net Profit | $68.6M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | 27.3% | 59.1% |
| Net Margin | 27.9% | 49.6% |
| Revenue YoY | 0.9% | -0.8% |
| Net Profit YoY | 1243.4% | -7.7% |
| EPS (diluted) | $0.80 | $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 | $245.4M | $312.4M | ||
| Q3 25 | $262.8M | $311.8M | ||
| Q2 25 | $271.4M | $319.1M | ||
| Q1 25 | $253.4M | $317.6M | ||
| Q4 24 | $243.3M | $315.0M | ||
| Q3 24 | $266.3M | $316.6M | ||
| Q2 24 | $285.8M | $312.9M | ||
| Q1 24 | $200.2M | $298.4M |
| Q4 25 | $68.6M | $155.0M | ||
| Q3 25 | $-24.7M | $164.2M | ||
| Q2 25 | $-22.7M | $195.3M | ||
| Q1 25 | $-6.0M | $175.4M | ||
| Q4 24 | $-6.0M | $167.9M | ||
| Q3 24 | $-27.2M | $176.2M | ||
| Q2 24 | $-1.7M | $203.6M | ||
| Q1 24 | $-41.5M | $181.7M |
| Q4 25 | 27.3% | 59.1% | ||
| Q3 25 | -4.1% | 63.9% | ||
| Q2 25 | -2.0% | 72.4% | ||
| Q1 25 | -2.1% | 65.2% | ||
| Q4 24 | -6.7% | 61.9% | ||
| Q3 24 | -2.8% | 65.6% | ||
| Q2 24 | -1.3% | 76.4% | ||
| Q1 24 | -20.7% | 71.6% |
| Q4 25 | 27.9% | 49.6% | ||
| Q3 25 | -9.4% | 52.7% | ||
| Q2 25 | -8.4% | 61.2% | ||
| Q1 25 | -2.4% | 55.2% | ||
| Q4 24 | -2.5% | 53.3% | ||
| Q3 24 | -10.2% | 55.6% | ||
| Q2 24 | -0.6% | 65.1% | ||
| Q1 24 | -20.7% | 60.9% |
| Q4 25 | $0.80 | $1.61 | ||
| Q3 25 | $-0.29 | $1.67 | ||
| Q2 25 | $-0.27 | $1.93 | ||
| Q1 25 | $-0.07 | $1.69 | ||
| Q4 24 | $-0.06 | $1.59 | ||
| Q3 24 | $-0.33 | $1.65 | ||
| Q2 24 | $-0.02 | $1.91 | ||
| Q1 24 | $-0.50 | $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 | $115.5M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $183.9M | $5.8B |
| Total Assets | $444.4M | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $115.5M | — | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $136.3M | — | ||
| Q1 25 | $136.8M | — | ||
| Q4 24 | $145.5M | — | ||
| Q3 24 | $151.4M | — | ||
| Q2 24 | $92.9M | — | ||
| Q1 24 | $91.5M | — |
| Q4 25 | $183.9M | $5.8B | ||
| Q3 25 | $115.1M | $5.7B | ||
| Q2 25 | $137.6M | $5.7B | ||
| Q1 25 | $158.2M | $5.7B | ||
| Q4 24 | $162.2M | $5.6B | ||
| Q3 24 | $173.6M | $5.6B | ||
| Q2 24 | $196.9M | $5.4B | ||
| Q1 24 | $195.1M | $5.2B |
| Q4 25 | $444.4M | $7.4B | ||
| Q3 25 | $480.6M | $7.4B | ||
| Q2 25 | $489.0M | $7.2B | ||
| Q1 25 | $493.9M | $7.2B | ||
| Q4 24 | $493.9M | $7.1B | ||
| Q3 24 | $502.7M | $7.1B | ||
| Q2 24 | $463.9M | $6.7B | ||
| Q1 24 | $461.1M | $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 | $-14.4M | $856.1M |
| Free Cash FlowOCF − Capex | $-14.7M | $848.7M |
| FCF MarginFCF / Revenue | -6.0% | 271.7% |
| Capex IntensityCapex / Revenue | 0.1% | 2.4% |
| Cash ConversionOCF / Net Profit | -0.21× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $-17.2M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-14.4M | $856.1M | ||
| Q3 25 | $5.5M | $215.9M | ||
| Q2 25 | $642.0K | $189.5M | ||
| Q1 25 | $-5.6M | $221.6M | ||
| Q4 24 | $-9.0M | $861.5M | ||
| Q3 24 | $9.0M | $229.2M | ||
| Q2 24 | $1.3M | $188.7M | ||
| Q1 24 | $-27.3M | $216.9M |
| Q4 25 | $-14.7M | $848.7M | ||
| Q3 25 | $4.7M | $210.6M | ||
| Q2 25 | $-575.0K | $188.8M | ||
| Q1 25 | $-6.7M | $221.3M | ||
| Q4 24 | $-10.2M | $854.8M | ||
| Q3 24 | $7.7M | $228.7M | ||
| Q2 24 | $432.0K | $187.6M | ||
| Q1 24 | $-29.4M | $212.5M |
| Q4 25 | -6.0% | 271.7% | ||
| Q3 25 | 1.8% | 67.5% | ||
| Q2 25 | -0.2% | 59.2% | ||
| Q1 25 | -2.6% | 69.7% | ||
| Q4 24 | -4.2% | 271.3% | ||
| Q3 24 | 2.9% | 72.2% | ||
| Q2 24 | 0.2% | 60.0% | ||
| Q1 24 | -14.7% | 71.2% |
| Q4 25 | 0.1% | 2.4% | ||
| Q3 25 | 0.3% | 1.7% | ||
| Q2 25 | 0.4% | 0.2% | ||
| Q1 25 | 0.4% | 0.1% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.3% | 0.3% | ||
| Q1 24 | 1.0% | 1.5% |
| Q4 25 | -0.21× | 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
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
