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Side-by-side financial comparison of Ellington Financial Inc. (EFC) and NACCO INDUSTRIES INC (NC). Click either name above to swap in a different company.
Ellington Financial Inc. is the larger business by last-quarter revenue ($78.2M vs $62.8M, roughly 1.2× NACCO INDUSTRIES INC). Ellington Financial Inc. runs the higher net margin — 28.9% vs 14.1%, a 14.8% gap on every dollar of revenue. On growth, Ellington Financial Inc. posted the faster year-over-year revenue change (8.7% vs -4.3%). Over the past eight quarters, NACCO INDUSTRIES INC's revenue compounded faster (9.5% CAGR vs 1.8%).
Ellington Management Group is an American hedge fund firm. As of June 2019, the firm was reportedly managing $8.5 billion in structured products and other credit instruments.
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
EFC vs NC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $62.8M |
| Net Profit | $22.6M | $8.8M |
| Gross Margin | — | 22.8% |
| Operating Margin | 7.4% | 17.5% |
| Net Margin | 28.9% | 14.1% |
| Revenue YoY | 8.7% | -4.3% |
| Net Profit YoY | -26.2% | 80.0% |
| EPS (diluted) | $0.10 | $1.17 |
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 | — | $62.8M | ||
| Q4 25 | $78.2M | $66.8M | ||
| Q3 25 | $82.8M | $76.6M | ||
| Q2 25 | $92.5M | $68.2M | ||
| Q1 25 | $82.9M | $65.6M | ||
| Q4 24 | $72.0M | $70.4M | ||
| Q3 24 | $67.0M | $61.7M | ||
| Q2 24 | $91.2M | $52.3M |
| Q1 26 | — | $8.8M | ||
| Q4 25 | $22.6M | $-3.8M | ||
| Q3 25 | $29.5M | $13.3M | ||
| Q2 25 | $42.9M | $3.3M | ||
| Q1 25 | $31.6M | $4.9M | ||
| Q4 24 | $30.7M | $7.6M | ||
| Q3 24 | $16.2M | $15.6M | ||
| Q2 24 | $52.3M | $6.0M |
| Q1 26 | — | 22.8% | ||
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 14.7% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 13.4% |
| Q1 26 | — | 17.5% | ||
| Q4 25 | 7.4% | 11.3% | ||
| Q3 25 | 31.1% | 8.8% | ||
| Q2 25 | 38.3% | -0.1% | ||
| Q1 25 | 37.3% | 11.7% | ||
| Q4 24 | 28.0% | 5.5% | ||
| Q3 24 | 24.0% | 31.9% | ||
| Q2 24 | 52.8% | 14.1% |
| Q1 26 | — | 14.1% | ||
| Q4 25 | 28.9% | -5.8% | ||
| Q3 25 | 35.7% | 17.3% | ||
| Q2 25 | 46.4% | 4.8% | ||
| Q1 25 | 38.2% | 7.5% | ||
| Q4 24 | 42.6% | 10.7% | ||
| Q3 24 | 24.1% | 25.4% | ||
| Q2 24 | 57.4% | 11.4% |
| Q1 26 | — | $1.17 | ||
| Q4 25 | $0.10 | $-0.53 | ||
| Q3 25 | $0.29 | $1.78 | ||
| Q2 25 | $0.45 | $0.44 | ||
| Q1 25 | $0.35 | $0.66 | ||
| Q4 24 | $0.23 | $0.99 | ||
| Q3 24 | $0.19 | $2.14 | ||
| Q2 24 | $0.62 | $0.81 |
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 | $1.8B | — |
| Total Assets | $19.4B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $201.9M | $49.7M | ||
| Q3 25 | $184.8M | $52.7M | ||
| Q2 25 | $211.0M | $49.4M | ||
| Q1 25 | $203.3M | $61.9M | ||
| Q4 24 | $192.4M | $72.8M | ||
| Q3 24 | $217.7M | $63.1M | ||
| Q2 24 | $198.5M | $62.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $100.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $99.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $29.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $429.2M | ||
| Q3 25 | $1.8B | $426.4M | ||
| Q2 25 | $1.7B | $413.1M | ||
| Q1 25 | $1.6B | $409.1M | ||
| Q4 24 | $1.6B | $404.9M | ||
| Q3 24 | $1.6B | $397.3M | ||
| Q2 24 | $1.6B | $384.1M |
| Q1 26 | — | — | ||
| Q4 25 | $19.4B | $661.2M | ||
| Q3 25 | $17.8B | $637.6M | ||
| Q2 25 | $17.1B | $631.3M | ||
| Q1 25 | $16.6B | $634.2M | ||
| Q4 24 | $16.3B | $631.7M | ||
| Q3 24 | $16.0B | $597.4M | ||
| Q2 24 | $15.1B | $560.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.08× |
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 | $-925.5M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | -40.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-925.5M | $11.4M | ||
| Q3 25 | $-290.4M | $42.3M | ||
| Q2 25 | $-210.5M | $-7.8M | ||
| Q1 25 | $-126.4M | $5.0M | ||
| Q4 24 | $-430.5M | $25.2M | ||
| Q3 24 | $-141.7M | $2.8M | ||
| Q2 24 | $-88.6M | $4.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | -40.92× | — | ||
| Q3 25 | -9.84× | 3.19× | ||
| Q2 25 | -4.90× | -2.39× | ||
| Q1 25 | -3.99× | 1.03× | ||
| Q4 24 | -14.04× | 3.33× | ||
| Q3 24 | -8.76× | 0.18× | ||
| Q2 24 | -1.69× | 0.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
