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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $200.5M, roughly 1.6× ROGERS CORP). Essent Group Ltd. runs the higher net margin — 49.6% vs 2.2%, a 47.4% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $1.1M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
ESNT vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $200.5M |
| Net Profit | $155.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 59.1% | — |
| Net Margin | 49.6% | 2.2% |
| Revenue YoY | -0.8% | 5.2% |
| Net Profit YoY | -7.7% | 421.4% |
| EPS (diluted) | $1.61 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $312.4M | $201.5M | ||
| Q3 25 | $311.8M | $216.0M | ||
| Q2 25 | $319.1M | $202.8M | ||
| Q1 25 | $317.6M | $190.5M | ||
| Q4 24 | $315.0M | $192.2M | ||
| Q3 24 | $316.6M | $210.3M | ||
| Q2 24 | $312.9M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $155.0M | $4.6M | ||
| Q3 25 | $164.2M | $8.6M | ||
| Q2 25 | $195.3M | $-73.6M | ||
| Q1 25 | $175.4M | $-1.4M | ||
| Q4 24 | $167.9M | $-500.0K | ||
| Q3 24 | $176.2M | $10.7M | ||
| Q2 24 | $203.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 59.1% | 3.5% | ||
| Q3 25 | 63.9% | 7.3% | ||
| Q2 25 | 72.4% | -33.3% | ||
| Q1 25 | 65.2% | -0.2% | ||
| Q4 24 | 61.9% | -6.6% | ||
| Q3 24 | 65.6% | 6.9% | ||
| Q2 24 | 76.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 49.6% | 2.3% | ||
| Q3 25 | 52.7% | 4.0% | ||
| Q2 25 | 61.2% | -36.3% | ||
| Q1 25 | 55.2% | -0.7% | ||
| Q4 24 | 53.3% | -0.3% | ||
| Q3 24 | 55.6% | 5.1% | ||
| Q2 24 | 65.1% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.61 | $0.20 | ||
| Q3 25 | $1.67 | $0.48 | ||
| Q2 25 | $1.93 | $-4.00 | ||
| Q1 25 | $1.69 | $-0.08 | ||
| Q4 24 | $1.59 | $-0.04 | ||
| Q3 24 | $1.65 | $0.58 | ||
| Q2 24 | $1.91 | $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 | — | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.8B | $1.2B |
| Total Assets | $7.4B | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $5.8B | $1.2B | ||
| Q3 25 | $5.7B | $1.2B | ||
| Q2 25 | $5.7B | $1.2B | ||
| Q1 25 | $5.7B | $1.3B | ||
| Q4 24 | $5.6B | $1.3B | ||
| Q3 24 | $5.6B | $1.3B | ||
| Q2 24 | $5.4B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $7.4B | $1.4B | ||
| Q3 25 | $7.4B | $1.4B | ||
| Q2 25 | $7.2B | $1.5B | ||
| Q1 25 | $7.2B | $1.5B | ||
| Q4 24 | $7.1B | $1.5B | ||
| Q3 24 | $7.1B | $1.5B | ||
| Q2 24 | $6.7B | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $848.7M | $1.1M |
| FCF MarginFCF / Revenue | 271.7% | 0.5% |
| Capex IntensityCapex / Revenue | 2.4% | 2.3% |
| Cash ConversionOCF / Net Profit | 5.52× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $856.1M | $46.9M | ||
| Q3 25 | $215.9M | $28.9M | ||
| Q2 25 | $189.5M | $13.7M | ||
| Q1 25 | $221.6M | $11.7M | ||
| Q4 24 | $861.5M | $33.7M | ||
| Q3 24 | $229.2M | $42.4M | ||
| Q2 24 | $188.7M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $848.7M | $42.2M | ||
| Q3 25 | $210.6M | $21.2M | ||
| Q2 25 | $188.8M | $5.6M | ||
| Q1 25 | $221.3M | $2.1M | ||
| Q4 24 | $854.8M | $18.3M | ||
| Q3 24 | $228.7M | $25.2M | ||
| Q2 24 | $187.6M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 271.7% | 20.9% | ||
| Q3 25 | 67.5% | 9.8% | ||
| Q2 25 | 59.2% | 2.8% | ||
| Q1 25 | 69.7% | 1.1% | ||
| Q4 24 | 271.3% | 9.5% | ||
| Q3 24 | 72.2% | 12.0% | ||
| Q2 24 | 60.0% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.4% | 2.3% | ||
| Q3 25 | 1.7% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 0.2% | 8.2% | ||
| Q2 24 | 0.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 5.52× | 10.20× | ||
| Q3 25 | 1.31× | 3.36× | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 5.13× | — | ||
| Q3 24 | 1.30× | 3.96× | ||
| Q2 24 | 0.93× | 2.83× |
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% |
ROG
Segment breakdown not available.
