vs

Side-by-side financial comparison of VAALCO ENERGY INC (EGY) and James River Group Holdings, Inc. (JRVR). Click either name above to swap in a different company.

James River Group Holdings, Inc. is the larger business by last-quarter revenue ($151.4M vs $91.0M, roughly 1.7× VAALCO ENERGY INC). On growth, James River Group Holdings, Inc. posted the faster year-over-year revenue change (-12.1% vs -25.2%). Over the past eight quarters, VAALCO ENERGY INC's revenue compounded faster (-4.7% CAGR vs -10.3%).

VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.

James River Corporation was an American pulp and paper company based in Richmond, Virginia, once the largest paper manufacturer in the world.

EGY vs JRVR — Head-to-Head

Bigger by revenue
JRVR
JRVR
1.7× larger
JRVR
$151.4M
$91.0M
EGY
Growing faster (revenue YoY)
JRVR
JRVR
+13.1% gap
JRVR
-12.1%
-25.2%
EGY
Faster 2-yr revenue CAGR
EGY
EGY
Annualised
EGY
-4.7%
-10.3%
JRVR

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
EGY
EGY
JRVR
JRVR
Revenue
$91.0M
$151.4M
Net Profit
$-58.6M
Gross Margin
Operating Margin
-71.3%
Net Margin
-64.4%
Revenue YoY
-25.2%
-12.1%
Net Profit YoY
-602.5%
EPS (diluted)
$-0.56

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
EGY
EGY
JRVR
JRVR
Q1 26
$151.4M
Q4 25
$91.0M
$167.7M
Q3 25
$61.0M
$172.7M
Q2 25
$96.9M
$174.8M
Q1 25
$110.3M
$172.3M
Q4 24
$121.7M
$126.7M
Q3 24
$140.3M
$191.5M
Q2 24
$116.8M
$188.3M
Net Profit
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
$-58.6M
$32.1M
Q3 25
$1.1M
$1.0M
Q2 25
$8.4M
$4.8M
Q1 25
$7.7M
$9.6M
Q4 24
$11.7M
$-64.8M
Q3 24
$11.0M
$-39.4M
Q2 24
$28.2M
$7.6M
Operating Margin
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
-71.3%
14.6%
Q3 25
1.5%
1.5%
Q2 25
17.7%
4.2%
Q1 25
23.7%
9.3%
Q4 24
32.7%
-57.0%
Q3 24
31.4%
-27.1%
Q2 24
17.5%
10.7%
Net Margin
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
-64.4%
19.1%
Q3 25
1.8%
0.6%
Q2 25
8.6%
2.7%
Q1 25
7.0%
5.6%
Q4 24
9.6%
-51.1%
Q3 24
7.8%
-20.6%
Q2 24
24.1%
4.0%
EPS (diluted)
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
$-0.56
$0.59
Q3 25
$0.01
$-0.02
Q2 25
$0.08
$0.06
Q1 25
$0.07
$0.16
Q4 24
$0.12
$-2.44
Q3 24
$0.10
$-1.10
Q2 24
$0.27
$0.13

Balance Sheet & Financial Strength

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

Metric
EGY
EGY
JRVR
JRVR
Cash + ST InvestmentsLiquidity on hand
$58.9M
$228.2M
Total DebtLower is stronger
$60.0M
Stockholders' EquityBook value
$443.5M
$518.4M
Total Assets
$913.4M
$4.8B
Debt / EquityLower = less leverage
0.14×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EGY
EGY
JRVR
JRVR
Q1 26
$228.2M
Q4 25
$58.9M
$260.9M
Q3 25
$24.0M
$238.8M
Q2 25
$67.9M
$220.0M
Q1 25
$40.9M
$279.4M
Q4 24
$82.7M
$362.3M
Q3 24
$89.1M
$359.8M
Q2 24
$62.9M
$672.5M
Total Debt
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
$60.0M
Q3 25
$60.0M
Q2 25
$60.0M
Q1 25
$0
Q4 24
$0
Q3 24
$0
Q2 24
$0
Stockholders' Equity
EGY
EGY
JRVR
JRVR
Q1 26
$518.4M
Q4 25
$443.5M
$538.2M
Q3 25
$505.9M
$503.6M
Q2 25
$511.6M
$492.6M
Q1 25
$504.1M
$484.5M
Q4 24
$501.6M
$460.9M
Q3 24
$501.0M
$530.3M
Q2 24
$493.6M
$541.8M
Total Assets
EGY
EGY
JRVR
JRVR
Q1 26
$4.8B
Q4 25
$913.4M
$4.9B
Q3 25
$950.4M
$5.0B
Q2 25
$964.9M
$5.0B
Q1 25
$927.1M
$4.9B
Q4 24
$955.0M
$5.0B
Q3 24
$937.9M
$5.0B
Q2 24
$917.4M
$4.7B
Debt / Equity
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
0.14×
Q3 25
0.12×
Q2 25
0.12×
Q1 25
0.00×
Q4 24
0.00×
Q3 24
0.00×
Q2 24
0.00×

Cash Flow & Capital Efficiency

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

Metric
EGY
EGY
JRVR
JRVR
Operating Cash FlowLast quarter
$145.2M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
$145.2M
$-18.8M
Q3 25
$16.4M
$34.3M
Q2 25
$18.3M
$25.2M
Q1 25
$32.7M
$-51.5M
Q4 24
$44.5M
$-247.1M
Q3 24
$47.8M
$-269.9M
Q2 24
$-438.0K
$-8.7M
Free Cash Flow
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
$-23.6M
Q3 25
$33.7M
Q2 25
$24.7M
Q1 25
$29.7M
$-52.7M
Q4 24
$-252.0M
Q3 24
$-270.8M
Q2 24
$-9.3M
FCF Margin
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
-14.1%
Q3 25
19.5%
Q2 25
14.1%
Q1 25
26.9%
-30.6%
Q4 24
-198.9%
Q3 24
-141.4%
Q2 24
-4.9%
Capex Intensity
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
2.9%
Q3 25
0.4%
Q2 25
0.3%
Q1 25
2.7%
0.7%
Q4 24
3.9%
Q3 24
0.4%
Q2 24
0.3%
Cash Conversion
EGY
EGY
JRVR
JRVR
Q1 26
Q4 25
-0.59×
Q3 25
14.94×
33.61×
Q2 25
2.19×
5.29×
Q1 25
4.23×
-5.38×
Q4 24
3.82×
Q3 24
4.35×
Q2 24
-0.02×
-1.14×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EGY
EGY

Crude Oil Sales And Purchase Agreements$54.8M60%
Other$31.9M35%
Crude Oil$3.0M3%
Natural Gas Liquids Reserves$1.4M2%

JRVR
JRVR

Segment breakdown not available.

Related Comparisons