vs
Side-by-side financial comparison of Element Solutions Inc (ESI) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $510.9M, roughly 1.6× Genius Sports Ltd). Element Solutions Inc runs the higher net margin — 6.7% vs -12.3%, a 19.0% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $-74.2M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 17.1%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ESI vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $510.9M |
| Net Profit | $56.0M | $-63.0M |
| Gross Margin | 38.4% | 25.2% |
| Operating Margin | 13.3% | -11.5% |
| Net Margin | 6.7% | -12.3% |
| Revenue YoY | 41.0% | — |
| Net Profit YoY | -43.0% | — |
| EPS (diluted) | $0.23 | — |
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 | $840.0M | — | ||
| Q4 25 | $676.2M | $510.9M | ||
| Q3 25 | $656.1M | $335.4M | ||
| Q2 25 | $625.2M | $215.2M | ||
| Q1 25 | $593.7M | $119.7M | ||
| Q4 24 | $624.2M | $413.0M | ||
| Q3 24 | $645.0M | $285.8M | ||
| Q2 24 | $612.7M | $184.1M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $-63.0M | ||
| Q3 25 | $39.3M | — | ||
| Q2 25 | $47.4M | $-47.3M | ||
| Q1 25 | $98.0M | $-25.5M | ||
| Q4 24 | $54.7M | $-85.5M | ||
| Q3 24 | $40.3M | $-47.1M | ||
| Q2 24 | $93.2M | $-35.5M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 25.2% | ||
| Q3 25 | 42.2% | 24.2% | ||
| Q2 25 | 42.6% | 19.1% | ||
| Q1 25 | 42.2% | 10.7% | ||
| Q4 24 | 41.0% | 16.7% | ||
| Q3 24 | 41.5% | 20.5% | ||
| Q2 24 | 43.6% | 18.6% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | -11.5% | ||
| Q3 25 | 15.4% | -15.3% | ||
| Q2 25 | 15.1% | -21.0% | ||
| Q1 25 | 13.0% | -20.3% | ||
| Q4 24 | 12.0% | -18.0% | ||
| Q3 24 | 14.7% | -13.9% | ||
| Q2 24 | 15.7% | -16.8% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | -12.3% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 7.6% | -22.0% | ||
| Q1 25 | 16.5% | -21.3% | ||
| Q4 24 | 8.8% | -20.7% | ||
| Q3 24 | 6.2% | -16.5% | ||
| Q2 24 | 15.2% | -19.3% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $0.16 | — | ||
| Q2 25 | $0.20 | — | ||
| Q1 25 | $0.40 | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | $0.17 | — | ||
| Q2 24 | $0.39 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $724.5M |
| Total Assets | $5.7B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $280.6M | ||
| Q3 25 | $594.3M | $110.2M | ||
| Q2 25 | $529.9M | $110.2M | ||
| Q1 25 | $499.2M | $110.2M | ||
| Q4 24 | $359.4M | $100.3M | ||
| Q3 24 | $376.0M | $100.3M | ||
| Q2 24 | $309.3M | $100.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $724.5M | ||
| Q3 25 | $2.7B | $572.4M | ||
| Q2 25 | $2.6B | $572.4M | ||
| Q1 25 | $2.5B | $572.4M | ||
| Q4 24 | $2.4B | $573.0M | ||
| Q3 24 | $2.4B | $573.0M | ||
| Q2 24 | $2.4B | $573.0M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | $5.0B | $792.3M | ||
| Q2 25 | $5.0B | $792.3M | ||
| Q1 25 | $4.8B | $792.3M | ||
| Q4 24 | $4.9B | $775.7M | ||
| Q3 24 | $5.1B | $775.7M | ||
| Q2 24 | $5.0B | $775.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $81.9M |
| Free Cash FlowOCF − Capex | $-74.2M | $69.6M |
| FCF MarginFCF / Revenue | -8.8% | 13.6% |
| Capex IntensityCapex / Revenue | 3.0% | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $81.9M | ||
| Q3 25 | $100.1M | $-4.8M | ||
| Q2 25 | — | $-1.2M | ||
| Q1 25 | $26.0M | $-14.6M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | $98.5M | $-9.2M | ||
| Q2 24 | — | — |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $69.6M | ||
| Q3 25 | $83.6M | $-14.2M | ||
| Q2 25 | — | $-5.8M | ||
| Q1 25 | $15.0M | $-16.0M | ||
| Q4 24 | — | $11.3M | ||
| Q3 24 | $85.9M | $-11.6M | ||
| Q2 24 | — | — |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | 12.7% | -4.2% | ||
| Q2 25 | — | -2.7% | ||
| Q1 25 | 2.5% | -13.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 13.3% | -4.1% | ||
| Q2 24 | — | — |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 2.4% | ||
| Q3 25 | 2.5% | 2.8% | ||
| Q2 25 | 2.8% | 2.1% | ||
| Q1 25 | 1.9% | 1.2% | ||
| Q4 24 | 3.6% | 0.9% | ||
| Q3 24 | 2.0% | 0.9% | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.44× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
GENI
Segment breakdown not available.
