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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.
New Fortress Energy Inc. is the larger business by last-quarter revenue ($326.2M vs $312.4M, roughly 1.0× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs -259.7%, a 309.3% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -7.0%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-134.8M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -26.8%).
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.
New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.
ESNT vs NFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $326.2M |
| Net Profit | $155.0M | $-847.1M |
| Gross Margin | — | 35.5% |
| Operating Margin | 59.1% | -193.0% |
| Net Margin | 49.6% | -259.7% |
| Revenue YoY | -0.8% | -7.0% |
| Net Profit YoY | -7.7% | -277.4% |
| EPS (diluted) | $1.61 | $-3.03 |
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 | $326.2M | ||
| Q3 25 | $311.8M | $240.3M | ||
| Q2 25 | $319.1M | $228.1M | ||
| Q1 25 | $317.6M | $384.9M | ||
| Q4 24 | $315.0M | $350.7M | ||
| Q3 24 | $316.6M | $446.0M | ||
| Q2 24 | $312.9M | $291.2M | ||
| Q1 24 | $298.4M | $609.5M |
| Q4 25 | $155.0M | $-847.1M | ||
| Q3 25 | $164.2M | $-263.0M | ||
| Q2 25 | $195.3M | $-546.5M | ||
| Q1 25 | $175.4M | $-175.4M | ||
| Q4 24 | $167.9M | $-224.4M | ||
| Q3 24 | $176.2M | $9.3M | ||
| Q2 24 | $203.6M | $-88.9M | ||
| Q1 24 | $181.7M | $54.1M |
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 23.8% | ||
| Q1 24 | — | 62.4% |
| Q4 25 | 59.1% | -193.0% | ||
| Q3 25 | 63.9% | -37.4% | ||
| Q2 25 | 72.4% | -170.3% | ||
| Q1 25 | 65.2% | -3.3% | ||
| Q4 24 | 61.9% | 65.0% | ||
| Q3 24 | 65.6% | 17.8% | ||
| Q2 24 | 76.4% | 12.3% | ||
| Q1 24 | 71.6% | 30.4% |
| Q4 25 | 49.6% | -259.7% | ||
| Q3 25 | 52.7% | -109.4% | ||
| Q2 25 | 61.2% | -239.6% | ||
| Q1 25 | 55.2% | -45.6% | ||
| Q4 24 | 53.3% | -64.0% | ||
| Q3 24 | 55.6% | 2.1% | ||
| Q2 24 | 65.1% | -30.5% | ||
| Q1 24 | 60.9% | 8.9% |
| Q4 25 | $1.61 | $-3.03 | ||
| Q3 25 | $1.67 | $-0.96 | ||
| Q2 25 | $1.93 | $-1.99 | ||
| Q1 25 | $1.69 | $-0.65 | ||
| Q4 24 | $1.59 | $-1.10 | ||
| Q3 24 | $1.65 | $0.03 | ||
| Q2 24 | $1.91 | $-0.42 | ||
| Q1 24 | $1.70 | $0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $226.5M |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $5.8B | $182.6M |
| Total Assets | $7.4B | $10.6B |
| Debt / EquityLower = less leverage | — | 44.78× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $226.5M | ||
| Q3 25 | — | $145.2M | ||
| Q2 25 | — | $551.1M | ||
| Q1 25 | — | $447.9M | ||
| Q4 24 | — | $492.9M | ||
| Q3 24 | — | $90.8M | ||
| Q2 24 | — | $133.0M | ||
| Q1 24 | — | $143.5M |
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $5.8B | $182.6M | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.7B | $1.3B | ||
| Q1 25 | $5.7B | $1.8B | ||
| Q4 24 | $5.6B | $1.9B | ||
| Q3 24 | $5.6B | $1.6B | ||
| Q2 24 | $5.4B | $1.6B | ||
| Q1 24 | $5.2B | $1.7B |
| Q4 25 | $7.4B | $10.6B | ||
| Q3 25 | $7.4B | $12.0B | ||
| Q2 25 | $7.2B | $12.0B | ||
| Q1 25 | $7.2B | $13.1B | ||
| Q4 24 | $7.1B | $12.9B | ||
| Q3 24 | $7.1B | $12.0B | ||
| Q2 24 | $6.7B | $11.4B | ||
| Q1 24 | $6.6B | $10.9B |
| Q4 25 | — | 44.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.74× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $856.1M | $-76.2M |
| Free Cash FlowOCF − Capex | $848.7M | $-134.8M |
| FCF MarginFCF / Revenue | 271.7% | -41.3% |
| Capex IntensityCapex / Revenue | 2.4% | 18.0% |
| Cash ConversionOCF / Net Profit | 5.52× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $-76.2M | ||
| Q3 25 | $215.9M | $-171.0M | ||
| Q2 25 | $189.5M | $-329.0M | ||
| Q1 25 | $221.6M | $-7.2M | ||
| Q4 24 | $861.5M | $445.3M | ||
| Q3 24 | $229.2M | $-20.0M | ||
| Q2 24 | $188.7M | $113.9M | ||
| Q1 24 | $216.9M | $63.0M |
| Q4 25 | $848.7M | $-134.8M | ||
| Q3 25 | $210.6M | $-231.6M | ||
| Q2 25 | $188.8M | $-726.7M | ||
| Q1 25 | $221.3M | $-262.3M | ||
| Q4 24 | $854.8M | $-210.3M | ||
| Q3 24 | $228.7M | $-367.0M | ||
| Q2 24 | $187.6M | $-493.2M | ||
| Q1 24 | $212.5M | $-457.9M |
| Q4 25 | 271.7% | -41.3% | ||
| Q3 25 | 67.5% | -96.4% | ||
| Q2 25 | 59.2% | -318.6% | ||
| Q1 25 | 69.7% | -68.2% | ||
| Q4 24 | 271.3% | -60.0% | ||
| Q3 24 | 72.2% | -82.3% | ||
| Q2 24 | 60.0% | -169.3% | ||
| Q1 24 | 71.2% | -75.1% |
| Q4 25 | 2.4% | 18.0% | ||
| Q3 25 | 1.7% | 25.2% | ||
| Q2 25 | 0.2% | 174.4% | ||
| Q1 25 | 0.1% | 66.3% | ||
| Q4 24 | 2.1% | 187.0% | ||
| Q3 24 | 0.2% | 77.8% | ||
| Q2 24 | 0.3% | 208.4% | ||
| Q1 24 | 1.5% | 85.5% |
| Q4 25 | 5.52× | — | ||
| Q3 25 | 1.31× | — | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 5.13× | — | ||
| Q3 24 | 1.30× | -2.15× | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 1.19× | 1.16× |
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% |
NFE
Segment breakdown not available.
