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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $185.2M, roughly 1.7× AMICUS THERAPEUTICS, INC.). Essent Group Ltd. runs the higher net margin — 49.6% vs 0.9%, a 48.7% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 2.3%).
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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
ESNT vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $185.2M |
| Net Profit | $155.0M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 59.1% | 8.6% |
| Net Margin | 49.6% | 0.9% |
| Revenue YoY | -0.8% | 23.7% |
| Net Profit YoY | -7.7% | -88.5% |
| EPS (diluted) | $1.61 | $0.00 |
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 | $312.4M | $185.2M | ||
| Q3 25 | $311.8M | $169.1M | ||
| Q2 25 | $319.1M | $154.7M | ||
| Q1 25 | $317.6M | $125.2M | ||
| Q4 24 | $315.0M | $149.7M | ||
| Q3 24 | $316.6M | $141.5M | ||
| Q2 24 | $312.9M | $126.7M | ||
| Q1 24 | $298.4M | $110.4M |
| Q4 25 | $155.0M | $1.7M | ||
| Q3 25 | $164.2M | $17.3M | ||
| Q2 25 | $195.3M | $-24.4M | ||
| Q1 25 | $175.4M | $-21.7M | ||
| Q4 24 | $167.9M | $14.7M | ||
| Q3 24 | $176.2M | $-6.7M | ||
| Q2 24 | $203.6M | $-15.7M | ||
| Q1 24 | $181.7M | $-48.4M |
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% | ||
| Q1 24 | — | 87.7% |
| Q4 25 | 59.1% | 8.6% | ||
| Q3 25 | 63.9% | 20.3% | ||
| Q2 25 | 72.4% | -6.1% | ||
| Q1 25 | 65.2% | -6.3% | ||
| Q4 24 | 61.9% | 10.7% | ||
| Q3 24 | 65.6% | 15.3% | ||
| Q2 24 | 76.4% | 11.8% | ||
| Q1 24 | 71.6% | -25.1% |
| Q4 25 | 49.6% | 0.9% | ||
| Q3 25 | 52.7% | 10.2% | ||
| Q2 25 | 61.2% | -15.8% | ||
| Q1 25 | 55.2% | -17.3% | ||
| Q4 24 | 53.3% | 9.8% | ||
| Q3 24 | 55.6% | -4.8% | ||
| Q2 24 | 65.1% | -12.4% | ||
| Q1 24 | 60.9% | -43.9% |
| Q4 25 | $1.61 | $0.00 | ||
| Q3 25 | $1.67 | $0.06 | ||
| Q2 25 | $1.93 | $-0.08 | ||
| Q1 25 | $1.69 | $-0.07 | ||
| Q4 24 | $1.59 | $0.05 | ||
| Q3 24 | $1.65 | $-0.02 | ||
| Q2 24 | $1.91 | $-0.05 | ||
| Q1 24 | $1.70 | $-0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $5.8B | $274.2M |
| Total Assets | $7.4B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $293.5M | ||
| Q3 25 | — | $263.8M | ||
| Q2 25 | — | $231.0M | ||
| Q1 25 | — | $250.6M | ||
| Q4 24 | — | $249.9M | ||
| Q3 24 | — | $249.8M | ||
| Q2 24 | — | $260.1M | ||
| Q1 24 | — | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $5.8B | $274.2M | ||
| Q3 25 | $5.7B | $230.4M | ||
| Q2 25 | $5.7B | $204.3M | ||
| Q1 25 | $5.7B | $193.6M | ||
| Q4 24 | $5.6B | $194.0M | ||
| Q3 24 | $5.6B | $178.8M | ||
| Q2 24 | $5.4B | $132.5M | ||
| Q1 24 | $5.2B | $130.7M |
| Q4 25 | $7.4B | $949.9M | ||
| Q3 25 | $7.4B | $868.8M | ||
| Q2 25 | $7.2B | $815.3M | ||
| Q1 25 | $7.2B | $789.8M | ||
| Q4 24 | $7.1B | $785.0M | ||
| Q3 24 | $7.1B | $786.6M | ||
| Q2 24 | $6.7B | $749.5M | ||
| Q1 24 | $6.6B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $856.1M | $16.3M |
| Free Cash FlowOCF − Capex | $848.7M | $16.0M |
| FCF MarginFCF / Revenue | 271.7% | 8.6% |
| Capex IntensityCapex / Revenue | 2.4% | 0.2% |
| Cash ConversionOCF / Net Profit | 5.52× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $16.3M | ||
| Q3 25 | $215.9M | $35.7M | ||
| Q2 25 | $189.5M | $-26.5M | ||
| Q1 25 | $221.6M | $7.8M | ||
| Q4 24 | $861.5M | $-3.9M | ||
| Q3 24 | $229.2M | $-23.0M | ||
| Q2 24 | $188.7M | $22.7M | ||
| Q1 24 | $216.9M | $-29.7M |
| Q4 25 | $848.7M | $16.0M | ||
| Q3 25 | $210.6M | $35.3M | ||
| Q2 25 | $188.8M | $-28.9M | ||
| Q1 25 | $221.3M | $7.5M | ||
| Q4 24 | $854.8M | $-4.2M | ||
| Q3 24 | $228.7M | $-23.3M | ||
| Q2 24 | $187.6M | $21.6M | ||
| Q1 24 | $212.5M | $-31.5M |
| Q4 25 | 271.7% | 8.6% | ||
| Q3 25 | 67.5% | 20.9% | ||
| Q2 25 | 59.2% | -18.7% | ||
| Q1 25 | 69.7% | 6.0% | ||
| Q4 24 | 271.3% | -2.8% | ||
| Q3 24 | 72.2% | -16.5% | ||
| Q2 24 | 60.0% | 17.0% | ||
| Q1 24 | 71.2% | -28.5% |
| Q4 25 | 2.4% | 0.2% | ||
| Q3 25 | 1.7% | 0.2% | ||
| Q2 25 | 0.2% | 1.6% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | 1.5% | 1.6% |
| Q4 25 | 5.52× | 9.62× | ||
| Q3 25 | 1.31× | 2.06× | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 5.13× | -0.27× | ||
| 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
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
