vs
Side-by-side financial comparison of Essent Group Ltd. (ESNT) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $186.1M, roughly 1.7× MOVADO GROUP INC). Essent Group Ltd. runs the higher net margin — 49.6% vs 5.1%, a 44.5% gap on every dollar of revenue. On growth, MOVADO GROUP INC posted the faster year-over-year revenue change (1.9% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $11.6M). Over the past eight quarters, MOVADO GROUP INC's revenue compounded faster (2.9% 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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
ESNT vs MOV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $186.1M |
| Net Profit | $155.0M | $9.6M |
| Gross Margin | — | 54.3% |
| Operating Margin | 59.1% | 6.3% |
| Net Margin | 49.6% | 5.1% |
| Revenue YoY | -0.8% | 1.9% |
| Net Profit YoY | -7.7% | 89.8% |
| EPS (diluted) | $1.61 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $311.8M | $161.8M | ||
| Q2 25 | $319.1M | $131.8M | ||
| Q1 25 | $317.6M | $181.5M | ||
| Q4 24 | $315.0M | $180.5M | ||
| Q3 24 | $316.6M | $157.0M | ||
| Q2 24 | $312.9M | $134.4M | ||
| Q1 24 | $298.4M | $175.8M |
| Q4 25 | $155.0M | $9.6M | ||
| Q3 25 | $164.2M | $3.0M | ||
| Q2 25 | $195.3M | $1.4M | ||
| Q1 25 | $175.4M | $8.1M | ||
| Q4 24 | $167.9M | $4.8M | ||
| Q3 24 | $176.2M | $3.5M | ||
| Q2 24 | $203.6M | $2.0M | ||
| Q1 24 | $181.7M | $9.8M |
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 53.5% |
| Q4 25 | 59.1% | 6.3% | ||
| Q3 25 | 63.9% | 2.5% | ||
| Q2 25 | 72.4% | 0.2% | ||
| Q1 25 | 65.2% | 5.1% | ||
| Q4 24 | 61.9% | 3.3% | ||
| Q3 24 | 65.6% | 1.7% | ||
| Q2 24 | 76.4% | 1.6% | ||
| Q1 24 | 71.6% | 6.1% |
| Q4 25 | 49.6% | 5.1% | ||
| Q3 25 | 52.7% | 1.8% | ||
| Q2 25 | 61.2% | 1.1% | ||
| Q1 25 | 55.2% | 4.4% | ||
| Q4 24 | 53.3% | 2.7% | ||
| Q3 24 | 55.6% | 2.2% | ||
| Q2 24 | 65.1% | 1.5% | ||
| Q1 24 | 60.9% | 5.6% |
| Q4 25 | $1.61 | $0.42 | ||
| Q3 25 | $1.67 | $0.13 | ||
| Q2 25 | $1.93 | $0.06 | ||
| Q1 25 | $1.69 | $0.36 | ||
| Q4 24 | $1.59 | $0.21 | ||
| Q3 24 | $1.65 | $0.15 | ||
| Q2 24 | $1.91 | $0.09 | ||
| Q1 24 | $1.70 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.8B | $497.5M |
| Total Assets | $7.4B | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $183.9M | ||
| Q3 25 | — | $180.5M | ||
| Q2 25 | — | $203.1M | ||
| Q1 25 | — | $208.5M | ||
| Q4 24 | — | $181.5M | ||
| Q3 24 | — | $198.3M | ||
| Q2 24 | — | $225.4M | ||
| Q1 24 | — | $262.1M |
| Q4 25 | $5.8B | $497.5M | ||
| Q3 25 | $5.7B | $489.9M | ||
| Q2 25 | $5.7B | $493.2M | ||
| Q1 25 | $5.7B | $481.3M | ||
| Q4 24 | $5.6B | $491.3M | ||
| Q3 24 | $5.6B | $492.0M | ||
| Q2 24 | $5.4B | $489.6M | ||
| Q1 24 | $5.2B | $505.9M |
| Q4 25 | $7.4B | $751.9M | ||
| Q3 25 | $7.4B | $748.7M | ||
| Q2 25 | $7.2B | $747.2M | ||
| Q1 25 | $7.2B | $729.2M | ||
| Q4 24 | $7.1B | $747.2M | ||
| Q3 24 | $7.1B | $742.5M | ||
| Q2 24 | $6.7B | $736.0M | ||
| Q1 24 | $6.6B | $756.5M |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $848.7M | $11.6M |
| FCF MarginFCF / Revenue | 271.7% | 6.2% |
| Capex IntensityCapex / Revenue | 2.4% | 0.4% |
| Cash ConversionOCF / Net Profit | 5.52× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $12.3M | ||
| Q3 25 | $215.9M | $-3.8M | ||
| Q2 25 | $189.5M | $-7.2M | ||
| Q1 25 | $221.6M | $39.1M | ||
| Q4 24 | $861.5M | $-4.7M | ||
| Q3 24 | $229.2M | $-17.8M | ||
| Q2 24 | $188.7M | $-18.1M | ||
| Q1 24 | $216.9M | $69.4M |
| Q4 25 | $848.7M | $11.6M | ||
| Q3 25 | $210.6M | $-5.1M | ||
| Q2 25 | $188.8M | $-8.7M | ||
| Q1 25 | $221.3M | $37.5M | ||
| Q4 24 | $854.8M | $-7.2M | ||
| Q3 24 | $228.7M | $-20.1M | ||
| Q2 24 | $187.6M | $-19.7M | ||
| Q1 24 | $212.5M | $67.8M |
| Q4 25 | 271.7% | 6.2% | ||
| Q3 25 | 67.5% | -3.1% | ||
| Q2 25 | 59.2% | -6.6% | ||
| Q1 25 | 69.7% | 20.7% | ||
| Q4 24 | 271.3% | -4.0% | ||
| Q3 24 | 72.2% | -12.8% | ||
| Q2 24 | 60.0% | -14.7% | ||
| Q1 24 | 71.2% | 38.6% |
| Q4 25 | 2.4% | 0.4% | ||
| Q3 25 | 1.7% | 0.8% | ||
| Q2 25 | 0.2% | 1.2% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 2.1% | 1.4% | ||
| Q3 24 | 0.2% | 1.5% | ||
| Q2 24 | 0.3% | 1.2% | ||
| Q1 24 | 1.5% | 0.9% |
| Q4 25 | 5.52× | 1.28× | ||
| Q3 25 | 1.31× | -1.27× | ||
| Q2 25 | 0.97× | -5.08× | ||
| Q1 25 | 1.26× | 4.86× | ||
| Q4 24 | 5.13× | -0.98× | ||
| Q3 24 | 1.30× | -5.14× | ||
| Q2 24 | 0.93× | -8.97× | ||
| Q1 24 | 1.19× | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
