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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and HUTCHMED (China) Ltd (HCM). Click either name above to swap in a different company.

Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $270.8M, roughly 1.2× HUTCHMED (China) Ltd). Essent Group Ltd. runs the higher net margin — 49.6% vs 0.7%, a 48.9% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -16.5%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $3.4M).

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.

HUTCHMED (China) Ltd is a biopharmaceutical firm focused on discovering, developing and commercializing targeted and immunotherapies for oncology and immunological diseases. It operates across China and global markets, with multiple marketed oncology drugs and a robust pipeline of late-stage clinical candidates addressing unmet patient needs.

ESNT vs HCM — Head-to-Head

Bigger by revenue
ESNT
ESNT
1.2× larger
ESNT
$312.4M
$270.8M
HCM
Growing faster (revenue YoY)
ESNT
ESNT
+15.7% gap
ESNT
-0.8%
-16.5%
HCM
Higher net margin
ESNT
ESNT
48.9% more per $
ESNT
49.6%
0.7%
HCM
More free cash flow
ESNT
ESNT
$845.3M more FCF
ESNT
$848.7M
$3.4M
HCM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ESNT
ESNT
HCM
HCM
Revenue
$312.4M
$270.8M
Net Profit
$155.0M
$2.0M
Gross Margin
37.7%
Operating Margin
59.1%
-13.2%
Net Margin
49.6%
0.7%
Revenue YoY
-0.8%
-16.5%
Net Profit YoY
-7.7%
-83.6%
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.

Revenue
ESNT
ESNT
HCM
HCM
Q4 25
$312.4M
$270.8M
Q3 25
$311.8M
Q2 25
$319.1M
$277.7M
Q1 25
$317.6M
$324.5M
Q4 24
$315.0M
Q3 24
$316.6M
Q2 24
$312.9M
$305.7M
Q1 24
$298.4M
Net Profit
ESNT
ESNT
HCM
HCM
Q4 25
$155.0M
$2.0M
Q3 25
$164.2M
Q2 25
$195.3M
$455.0M
Q1 25
$175.4M
$11.9M
Q4 24
$167.9M
Q3 24
$176.2M
Q2 24
$203.6M
$25.8M
Q1 24
$181.7M
Gross Margin
ESNT
ESNT
HCM
HCM
Q4 25
37.7%
Q3 25
Q2 25
0.1%
Q1 25
48.0%
Q4 24
Q3 24
Q2 24
41.1%
Q1 24
Operating Margin
ESNT
ESNT
HCM
HCM
Q4 25
59.1%
-13.2%
Q3 25
63.9%
Q2 25
72.4%
-1.3%
Q1 25
65.2%
-5.0%
Q4 24
61.9%
Q3 24
65.6%
Q2 24
76.4%
-9.0%
Q1 24
71.6%
Net Margin
ESNT
ESNT
HCM
HCM
Q4 25
49.6%
0.7%
Q3 25
52.7%
Q2 25
61.2%
163.8%
Q1 25
55.2%
3.7%
Q4 24
53.3%
Q3 24
55.6%
Q2 24
65.1%
8.4%
Q1 24
60.9%
EPS (diluted)
ESNT
ESNT
HCM
HCM
Q4 25
$1.61
$0.00
Q3 25
$1.67
Q2 25
$1.93
$0.52
Q1 25
$1.69
$0.01
Q4 24
$1.59
Q3 24
$1.65
Q2 24
$1.91
$0.03
Q1 24
$1.70

Balance Sheet & Financial Strength

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

Metric
ESNT
ESNT
HCM
HCM
Cash + ST InvestmentsLiquidity on hand
$1.4B
Total DebtLower is stronger
$93.2M
Stockholders' EquityBook value
$5.8B
$1.2B
Total Assets
$7.4B
$1.8B
Debt / EquityLower = less leverage
0.08×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ESNT
ESNT
HCM
HCM
Q4 25
$1.4B
Q3 25
Q2 25
$1.4B
Q1 25
$836.1M
Q4 24
Q3 24
Q2 24
$802.5M
Q1 24
Total Debt
ESNT
ESNT
HCM
HCM
Q4 25
$93.2M
Q3 25
Q2 25
$93.4M
Q1 25
$82.8M
Q4 24
Q3 24
Q2 24
$82.1M
Q1 24
Stockholders' Equity
ESNT
ESNT
HCM
HCM
Q4 25
$5.8B
$1.2B
Q3 25
$5.7B
Q2 25
$5.7B
$1.2B
Q1 25
$5.7B
$759.9M
Q4 24
$5.6B
Q3 24
$5.6B
Q2 24
$5.4B
$740.1M
Q1 24
$5.2B
Total Assets
ESNT
ESNT
HCM
HCM
Q4 25
$7.4B
$1.8B
Q3 25
$7.4B
Q2 25
$7.2B
$1.8B
Q1 25
$7.2B
$1.3B
Q4 24
$7.1B
Q3 24
$7.1B
Q2 24
$6.7B
$1.3B
Q1 24
$6.6B
Debt / Equity
ESNT
ESNT
HCM
HCM
Q4 25
0.08×
Q3 25
Q2 25
0.08×
Q1 25
0.11×
Q4 24
Q3 24
Q2 24
0.11×
Q1 24

Cash Flow & Capital Efficiency

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

Metric
ESNT
ESNT
HCM
HCM
Operating Cash FlowLast quarter
$856.1M
$8.2M
Free Cash FlowOCF − Capex
$848.7M
$3.4M
FCF MarginFCF / Revenue
271.7%
1.2%
Capex IntensityCapex / Revenue
2.4%
1.8%
Cash ConversionOCF / Net Profit
5.52×
4.21×
TTM Free Cash FlowTrailing 4 quarters
$1.5B
$-96.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ESNT
ESNT
HCM
HCM
Q4 25
$856.1M
$8.2M
Q3 25
$215.9M
Q2 25
$189.5M
$-72.9M
Q1 25
$221.6M
$40.3M
Q4 24
$861.5M
Q3 24
$229.2M
Q2 24
$188.7M
$-39.8M
Q1 24
$216.9M
Free Cash Flow
ESNT
ESNT
HCM
HCM
Q4 25
$848.7M
$3.4M
Q3 25
$210.6M
Q2 25
$188.8M
$-82.2M
Q1 25
$221.3M
$32.5M
Q4 24
$854.8M
Q3 24
$228.7M
Q2 24
$187.6M
$-49.9M
Q1 24
$212.5M
FCF Margin
ESNT
ESNT
HCM
HCM
Q4 25
271.7%
1.2%
Q3 25
67.5%
Q2 25
59.2%
-29.6%
Q1 25
69.7%
10.0%
Q4 24
271.3%
Q3 24
72.2%
Q2 24
60.0%
-16.3%
Q1 24
71.2%
Capex Intensity
ESNT
ESNT
HCM
HCM
Q4 25
2.4%
1.8%
Q3 25
1.7%
Q2 25
0.2%
3.3%
Q1 25
0.1%
2.4%
Q4 24
2.1%
Q3 24
0.2%
Q2 24
0.3%
3.3%
Q1 24
1.5%
Cash Conversion
ESNT
ESNT
HCM
HCM
Q4 25
5.52×
4.21×
Q3 25
1.31×
Q2 25
0.97×
-0.16×
Q1 25
1.26×
3.38×
Q4 24
5.13×
Q3 24
1.30×
Q2 24
0.93×
-1.54×
Q1 24
1.19×

Financial Flow Comparison

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

Revenue Breakdown by Segment

ESNT
ESNT

Mortgage Insurance Segment$192.4M62%
Other$120.0M38%

HCM
HCM

Segment breakdown not available.

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