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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $312.4M, roughly 1.0× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 5.7%, a 43.9% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
ESNT vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $324.4M |
| Net Profit | $155.0M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 59.1% | 6.3% |
| Net Margin | 49.6% | 5.7% |
| Revenue YoY | -0.8% | 10.4% |
| Net Profit YoY | -7.7% | 50.4% |
| EPS (diluted) | $1.61 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $311.8M | $295.6M | ||
| Q2 25 | $319.1M | $309.0M | ||
| Q1 25 | $317.6M | $296.7M | ||
| Q4 24 | $315.0M | $293.7M | ||
| Q3 24 | $316.6M | $283.1M | ||
| Q2 24 | $312.9M | $282.5M | ||
| Q1 24 | $298.4M | $270.6M |
| Q4 25 | $155.0M | $18.6M | ||
| Q3 25 | $164.2M | $21.2M | ||
| Q2 25 | $195.3M | $10.2M | ||
| Q1 25 | $175.4M | $11.8M | ||
| Q4 24 | $167.9M | $12.3M | ||
| Q3 24 | $176.2M | $11.0M | ||
| Q2 24 | $203.6M | $15.4M | ||
| Q1 24 | $181.7M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | 59.1% | 6.3% | ||
| Q3 25 | 63.9% | 7.1% | ||
| Q2 25 | 72.4% | 5.8% | ||
| Q1 25 | 65.2% | 5.0% | ||
| Q4 24 | 61.9% | 3.9% | ||
| Q3 24 | 65.6% | 5.0% | ||
| Q2 24 | 76.4% | 5.8% | ||
| Q1 24 | 71.6% | 3.4% |
| Q4 25 | 49.6% | 5.7% | ||
| Q3 25 | 52.7% | 7.2% | ||
| Q2 25 | 61.2% | 3.3% | ||
| Q1 25 | 55.2% | 4.0% | ||
| Q4 24 | 53.3% | 4.2% | ||
| Q3 24 | 55.6% | 3.9% | ||
| Q2 24 | 65.1% | 5.4% | ||
| Q1 24 | 60.9% | 4.0% |
| Q4 25 | $1.61 | $0.27 | ||
| Q3 25 | $1.67 | $0.29 | ||
| Q2 25 | $1.93 | $0.14 | ||
| Q1 25 | $1.69 | $0.16 | ||
| Q4 24 | $1.59 | $0.18 | ||
| Q3 24 | $1.65 | $0.15 | ||
| Q2 24 | $1.91 | $0.21 | ||
| Q1 24 | $1.70 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.8B | $512.5M |
| Total Assets | $7.4B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
| Q4 25 | $5.8B | $512.5M | ||
| Q3 25 | $5.7B | $490.2M | ||
| Q2 25 | $5.7B | $468.6M | ||
| Q1 25 | $5.7B | $453.4M | ||
| Q4 24 | $5.6B | $437.8M | ||
| Q3 24 | $5.6B | $420.8M | ||
| Q2 24 | $5.4B | $405.8M | ||
| Q1 24 | $5.2B | $389.9M |
| Q4 25 | $7.4B | $765.0M | ||
| Q3 25 | $7.4B | $751.3M | ||
| Q2 25 | $7.2B | $722.9M | ||
| Q1 25 | $7.2B | $713.9M | ||
| Q4 24 | $7.1B | $665.5M | ||
| Q3 24 | $7.1B | $670.9M | ||
| Q2 24 | $6.7B | $657.8M | ||
| Q1 24 | $6.6B | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $848.7M | $-13.3M |
| FCF MarginFCF / Revenue | 271.7% | -4.1% |
| Capex IntensityCapex / Revenue | 2.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 5.52× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $-10.2M | ||
| Q3 25 | $215.9M | $11.8M | ||
| Q2 25 | $189.5M | $12.6M | ||
| Q1 25 | $221.6M | $45.1M | ||
| Q4 24 | $861.5M | $3.9M | ||
| Q3 24 | $229.2M | $9.1M | ||
| Q2 24 | $188.7M | $-24.7M | ||
| Q1 24 | $216.9M | $38.4M |
| Q4 25 | $848.7M | $-13.3M | ||
| Q3 25 | $210.6M | $7.5M | ||
| Q2 25 | $188.8M | $10.4M | ||
| Q1 25 | $221.3M | $43.4M | ||
| Q4 24 | $854.8M | $2.1M | ||
| Q3 24 | $228.7M | $8.0M | ||
| Q2 24 | $187.6M | $-25.7M | ||
| Q1 24 | $212.5M | $36.7M |
| Q4 25 | 271.7% | -4.1% | ||
| Q3 25 | 67.5% | 2.5% | ||
| Q2 25 | 59.2% | 3.4% | ||
| Q1 25 | 69.7% | 14.6% | ||
| Q4 24 | 271.3% | 0.7% | ||
| Q3 24 | 72.2% | 2.8% | ||
| Q2 24 | 60.0% | -9.1% | ||
| Q1 24 | 71.2% | 13.5% |
| Q4 25 | 2.4% | 1.0% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% | ||
| Q1 24 | 1.5% | 0.6% |
| Q4 25 | 5.52× | -0.55× | ||
| Q3 25 | 1.31× | 0.56× | ||
| Q2 25 | 0.97× | 1.24× | ||
| Q1 25 | 1.26× | 3.82× | ||
| Q4 24 | 5.13× | 0.32× | ||
| Q3 24 | 1.30× | 0.83× | ||
| Q2 24 | 0.93× | -1.60× | ||
| Q1 24 | 1.19× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
