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Side-by-side financial comparison of Ellington Financial Inc. (EFC) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
Porch Group, Inc. is the larger business by last-quarter revenue ($121.1M vs $78.2M, roughly 1.5× Ellington Financial Inc.). Ellington Financial Inc. runs the higher net margin — 28.9% vs -3.9%, a 32.8% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 8.7%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
EFC vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $121.1M |
| Net Profit | $22.6M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | 7.4% | 34.7% |
| Net Margin | 28.9% | -3.9% |
| Revenue YoY | 8.7% | 100.0% |
| Net Profit YoY | -26.2% | 2.0% |
| EPS (diluted) | $0.10 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $78.2M | $112.3M | ||
| Q3 25 | $82.8M | $115.1M | ||
| Q2 25 | $92.5M | $107.0M | ||
| Q1 25 | $82.9M | $84.5M | ||
| Q4 24 | $72.0M | $75.3M | ||
| Q3 24 | $67.0M | $77.7M | ||
| Q2 24 | $91.2M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $22.6M | $-3.5M | ||
| Q3 25 | $29.5M | $-10.9M | ||
| Q2 25 | $42.9M | $2.6M | ||
| Q1 25 | $31.6M | $8.4M | ||
| Q4 24 | $30.7M | $30.5M | ||
| Q3 24 | $16.2M | $14.4M | ||
| Q2 24 | $52.3M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 7.4% | 14.7% | ||
| Q3 25 | 31.1% | 14.2% | ||
| Q2 25 | 38.3% | 4.7% | ||
| Q1 25 | 37.3% | -1.5% | ||
| Q4 24 | 28.0% | 33.3% | ||
| Q3 24 | 24.0% | -3.2% | ||
| Q2 24 | 52.8% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 28.9% | -3.1% | ||
| Q3 25 | 35.7% | -9.4% | ||
| Q2 25 | 46.4% | 2.4% | ||
| Q1 25 | 38.2% | 9.9% | ||
| Q4 24 | 42.6% | 40.5% | ||
| Q3 24 | 24.1% | 18.5% | ||
| Q2 24 | 57.4% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.10 | $0.00 | ||
| Q3 25 | $0.29 | $-0.10 | ||
| Q2 25 | $0.45 | $0.00 | ||
| Q1 25 | $0.35 | $0.07 | ||
| Q4 24 | $0.23 | $0.34 | ||
| Q3 24 | $0.19 | $0.12 | ||
| Q2 24 | $0.62 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $1.8B | $26.3M |
| Total Assets | $19.4B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $201.9M | $57.3M | ||
| Q3 25 | $184.8M | $85.0M | ||
| Q2 25 | $211.0M | $79.8M | ||
| Q1 25 | $203.3M | $70.4M | ||
| Q4 24 | $192.4M | $191.7M | ||
| Q3 24 | $217.7M | $238.6M | ||
| Q2 24 | $198.5M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.8B | $-24.6M | ||
| Q3 25 | $1.8B | $-27.9M | ||
| Q2 25 | $1.7B | $-29.3M | ||
| Q1 25 | $1.6B | $-52.4M | ||
| Q4 24 | $1.6B | $-43.2M | ||
| Q3 24 | $1.6B | $-77.0M | ||
| Q2 24 | $1.6B | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $19.4B | $797.4M | ||
| Q3 25 | $17.8B | $787.7M | ||
| Q2 25 | $17.1B | $770.7M | ||
| Q1 25 | $16.6B | $802.3M | ||
| Q4 24 | $16.3B | $814.0M | ||
| Q3 24 | $16.0B | $867.3M | ||
| Q2 24 | $15.1B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $1.2M | ||
| Q3 25 | $-290.4M | $40.8M | ||
| Q2 25 | $-210.5M | $35.6M | ||
| Q1 25 | $-126.4M | $-11.2M | ||
| Q4 24 | $-430.5M | $-26.6M | ||
| Q3 24 | $-141.7M | $12.4M | ||
| Q2 24 | $-88.6M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $40.7M | ||
| Q2 25 | — | $35.4M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-26.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | -13.3% | ||
| Q4 24 | — | -35.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | -40.92× | — | ||
| Q3 25 | -9.84× | — | ||
| Q2 25 | -4.90× | 13.79× | ||
| Q1 25 | -3.99× | -1.33× | ||
| Q4 24 | -14.04× | -0.87× | ||
| Q3 24 | -8.76× | 0.86× | ||
| Q2 24 | -1.69× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
