vs

Side-by-side financial comparison of Essent Group Ltd. (ESNT) and Navios Maritime Partners L.P. (NMM). Click either name above to swap in a different company.

Navios Maritime Partners L.P. is the larger business by last-quarter revenue ($327.6M vs $312.4M, roughly 1.0× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 21.4%, a 28.3% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -4.3%).

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.

Navios Maritime Holdings Inc. is a multinational, vertically integrated seaborne shipping and logistics company focused on the transport and transshipment of drybulk commodities including iron ore, coal and grain.

ESNT vs NMM — Head-to-Head

Bigger by revenue
NMM
NMM
1.0× larger
NMM
$327.6M
$312.4M
ESNT
Growing faster (revenue YoY)
ESNT
ESNT
+3.4% gap
ESNT
-0.8%
-4.3%
NMM
Higher net margin
ESNT
ESNT
28.3% more per $
ESNT
49.6%
21.4%
NMM

Income Statement — Q4 FY2025 vs Q2 FY2025

Metric
ESNT
ESNT
NMM
NMM
Revenue
$312.4M
$327.6M
Net Profit
$155.0M
$69.9M
Gross Margin
90.5%
Operating Margin
59.1%
Net Margin
49.6%
21.4%
Revenue YoY
-0.8%
-4.3%
Net Profit YoY
-7.7%
-31.1%
EPS (diluted)
$1.61

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
NMM
NMM
Q4 25
$312.4M
Q3 25
$311.8M
Q2 25
$319.1M
$327.6M
Q1 25
$317.6M
Q4 24
$315.0M
Q3 24
$316.6M
Q2 24
$312.9M
$342.2M
Q1 24
$298.4M
Net Profit
ESNT
ESNT
NMM
NMM
Q4 25
$155.0M
Q3 25
$164.2M
Q2 25
$195.3M
$69.9M
Q1 25
$175.4M
Q4 24
$167.9M
Q3 24
$176.2M
Q2 24
$203.6M
$101.5M
Q1 24
$181.7M
Gross Margin
ESNT
ESNT
NMM
NMM
Q4 25
Q3 25
Q2 25
90.5%
Q1 25
Q4 24
Q3 24
Q2 24
88.3%
Q1 24
Operating Margin
ESNT
ESNT
NMM
NMM
Q4 25
59.1%
Q3 25
63.9%
Q2 25
72.4%
Q1 25
65.2%
Q4 24
61.9%
Q3 24
65.6%
Q2 24
76.4%
Q1 24
71.6%
Net Margin
ESNT
ESNT
NMM
NMM
Q4 25
49.6%
Q3 25
52.7%
Q2 25
61.2%
21.4%
Q1 25
55.2%
Q4 24
53.3%
Q3 24
55.6%
Q2 24
65.1%
29.7%
Q1 24
60.9%
EPS (diluted)
ESNT
ESNT
NMM
NMM
Q4 25
$1.61
Q3 25
$1.67
Q2 25
$1.93
Q1 25
$1.69
Q4 24
$1.59
Q3 24
$1.65
Q2 24
$1.91
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
NMM
NMM
Cash + ST InvestmentsLiquidity on hand
$377.0M
Total DebtLower is stronger
$2.0B
Stockholders' EquityBook value
$5.8B
Total Assets
$7.4B
$5.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ESNT
ESNT
NMM
NMM
Q4 25
Q3 25
Q2 25
$377.0M
Q1 25
Q4 24
Q3 24
Q2 24
$272.0M
Q1 24
Total Debt
ESNT
ESNT
NMM
NMM
Q4 25
Q3 25
Q2 25
$2.0B
Q1 25
Q4 24
Q3 24
Q2 24
$1.4B
Q1 24
Stockholders' Equity
ESNT
ESNT
NMM
NMM
Q4 25
$5.8B
Q3 25
$5.7B
Q2 25
$5.7B
Q1 25
$5.7B
Q4 24
$5.6B
Q3 24
$5.6B
Q2 24
$5.4B
Q1 24
$5.2B
Total Assets
ESNT
ESNT
NMM
NMM
Q4 25
$7.4B
Q3 25
$7.4B
Q2 25
$7.2B
$5.9B
Q1 25
$7.2B
Q4 24
$7.1B
Q3 24
$7.1B
Q2 24
$6.7B
$5.3B
Q1 24
$6.6B

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
NMM
NMM
Operating Cash FlowLast quarter
$856.1M
Free Cash FlowOCF − Capex
$848.7M
FCF MarginFCF / Revenue
271.7%
Capex IntensityCapex / Revenue
2.4%
Cash ConversionOCF / Net Profit
5.52×
TTM Free Cash FlowTrailing 4 quarters
$1.5B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ESNT
ESNT
NMM
NMM
Q4 25
$856.1M
Q3 25
$215.9M
Q2 25
$189.5M
Q1 25
$221.6M
Q4 24
$861.5M
Q3 24
$229.2M
Q2 24
$188.7M
Q1 24
$216.9M
Free Cash Flow
ESNT
ESNT
NMM
NMM
Q4 25
$848.7M
Q3 25
$210.6M
Q2 25
$188.8M
Q1 25
$221.3M
Q4 24
$854.8M
Q3 24
$228.7M
Q2 24
$187.6M
Q1 24
$212.5M
FCF Margin
ESNT
ESNT
NMM
NMM
Q4 25
271.7%
Q3 25
67.5%
Q2 25
59.2%
Q1 25
69.7%
Q4 24
271.3%
Q3 24
72.2%
Q2 24
60.0%
Q1 24
71.2%
Capex Intensity
ESNT
ESNT
NMM
NMM
Q4 25
2.4%
Q3 25
1.7%
Q2 25
0.2%
Q1 25
0.1%
Q4 24
2.1%
Q3 24
0.2%
Q2 24
0.3%
Q1 24
1.5%
Cash Conversion
ESNT
ESNT
NMM
NMM
Q4 25
5.52×
Q3 25
1.31×
Q2 25
0.97×
Q1 25
1.26×
Q4 24
5.13×
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
ESNT

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

NMM
NMM

Segment breakdown not available.

Related Comparisons