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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and STARZ ENTERTAINMENT CORP (STRZ). Click either name above to swap in a different company.

STARZ ENTERTAINMENT CORP is the larger business by last-quarter revenue ($320.9M vs $312.4M, roughly 1.0× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs -16.4%, a 66.0% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -7.5%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-31.3M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -40.6%).

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.

Starz Entertainment Corp., formerly known as Lions Gate Entertainment Corporation, or simply Lionsgate, is a Canadian-American entertainment company currently headquartered in Santa Monica, California. Founded by Frank Giustra on July 10, 1997, it is/was domiciled and incorporated in Vancouver, British Columbia.

ESNT vs STRZ — Head-to-Head

Bigger by revenue
STRZ
STRZ
1.0× larger
STRZ
$320.9M
$312.4M
ESNT
Growing faster (revenue YoY)
ESNT
ESNT
+6.7% gap
ESNT
-0.8%
-7.5%
STRZ
Higher net margin
ESNT
ESNT
66.0% more per $
ESNT
49.6%
-16.4%
STRZ
More free cash flow
ESNT
ESNT
$880.0M more FCF
ESNT
$848.7M
$-31.3M
STRZ
Faster 2-yr revenue CAGR
ESNT
ESNT
Annualised
ESNT
2.3%
-40.6%
STRZ

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
ESNT
ESNT
STRZ
STRZ
Revenue
$312.4M
$320.9M
Net Profit
$155.0M
$-52.6M
Gross Margin
Operating Margin
59.1%
-10.8%
Net Margin
49.6%
-16.4%
Revenue YoY
-0.8%
-7.5%
Net Profit YoY
-7.7%
-71.9%
EPS (diluted)
$1.61
$-3.15

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
STRZ
STRZ
Q4 25
$312.4M
Q3 25
$311.8M
$320.9M
Q2 25
$319.1M
$319.7M
Q1 25
$317.6M
Q4 24
$315.0M
$970.5M
Q3 24
$316.6M
$346.9M
Q2 24
$312.9M
$347.6M
Q1 24
$298.4M
Net Profit
ESNT
ESNT
STRZ
STRZ
Q4 25
$155.0M
Q3 25
$164.2M
$-52.6M
Q2 25
$195.3M
$-42.5M
Q1 25
$175.4M
Q4 24
$167.9M
$-21.9M
Q3 24
$176.2M
$-30.6M
Q2 24
$203.6M
$4.2M
Q1 24
$181.7M
Operating Margin
ESNT
ESNT
STRZ
STRZ
Q4 25
59.1%
Q3 25
63.9%
-10.8%
Q2 25
72.4%
-8.4%
Q1 25
65.2%
Q4 24
61.9%
3.7%
Q3 24
65.6%
-4.9%
Q2 24
76.4%
2.9%
Q1 24
71.6%
Net Margin
ESNT
ESNT
STRZ
STRZ
Q4 25
49.6%
Q3 25
52.7%
-16.4%
Q2 25
61.2%
-13.3%
Q1 25
55.2%
Q4 24
53.3%
-2.3%
Q3 24
55.6%
-8.8%
Q2 24
65.1%
1.2%
Q1 24
60.9%
EPS (diluted)
ESNT
ESNT
STRZ
STRZ
Q4 25
$1.61
Q3 25
$1.67
$-3.15
Q2 25
$1.93
$-2.54
Q1 25
$1.69
Q4 24
$1.59
$-0.09
Q3 24
$1.65
$-1.83
Q2 24
$1.91
$0.26
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
STRZ
STRZ
Cash + ST InvestmentsLiquidity on hand
$37.0M
Total DebtLower is stronger
$608.7M
Stockholders' EquityBook value
$5.8B
$663.2M
Total Assets
$7.4B
$2.0B
Debt / EquityLower = less leverage
0.92×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ESNT
ESNT
STRZ
STRZ
Q4 25
Q3 25
$37.0M
Q2 25
$51.6M
Q1 25
Q4 24
$200.5M
Q3 24
$229.6M
Q2 24
$192.5M
Q1 24
Total Debt
ESNT
ESNT
STRZ
STRZ
Q4 25
Q3 25
$608.7M
Q2 25
$611.7M
Q1 25
Q4 24
$2.4B
Q3 24
$2.1B
Q2 24
$1.5B
Q1 24
Stockholders' Equity
ESNT
ESNT
STRZ
STRZ
Q4 25
$5.8B
Q3 25
$5.7B
$663.2M
Q2 25
$5.7B
$712.3M
Q1 25
$5.7B
Q4 24
$5.6B
$-168.3M
Q3 24
$5.6B
$935.9M
Q2 24
$5.4B
$973.1M
Q1 24
$5.2B
Total Assets
ESNT
ESNT
STRZ
STRZ
Q4 25
$7.4B
Q3 25
$7.4B
$2.0B
Q2 25
$7.2B
$2.1B
Q1 25
$7.2B
Q4 24
$7.1B
$7.2B
Q3 24
$7.1B
$7.1B
Q2 24
$6.7B
$7.2B
Q1 24
$6.6B
Debt / Equity
ESNT
ESNT
STRZ
STRZ
Q4 25
Q3 25
0.92×
Q2 25
0.86×
Q1 25
Q4 24
Q3 24
2.24×
Q2 24
1.59×
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
ESNT
ESNT
STRZ
STRZ
Operating Cash FlowLast quarter
$856.1M
$-26.1M
Free Cash FlowOCF − Capex
$848.7M
$-31.3M
FCF MarginFCF / Revenue
271.7%
-9.8%
Capex IntensityCapex / Revenue
2.4%
1.6%
Cash ConversionOCF / Net Profit
5.52×
TTM Free Cash FlowTrailing 4 quarters
$1.5B
$-317.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ESNT
ESNT
STRZ
STRZ
Q4 25
$856.1M
Q3 25
$215.9M
$-26.1M
Q2 25
$189.5M
$65.4M
Q1 25
$221.6M
Q4 24
$861.5M
$-335.3M
Q3 24
$229.2M
$9.1M
Q2 24
$188.7M
$-33.5M
Q1 24
$216.9M
Free Cash Flow
ESNT
ESNT
STRZ
STRZ
Q4 25
$848.7M
Q3 25
$210.6M
$-31.3M
Q2 25
$188.8M
$58.5M
Q1 25
$221.3M
Q4 24
$854.8M
$-349.3M
Q3 24
$228.7M
$4.4M
Q2 24
$187.6M
$-38.4M
Q1 24
$212.5M
FCF Margin
ESNT
ESNT
STRZ
STRZ
Q4 25
271.7%
Q3 25
67.5%
-9.8%
Q2 25
59.2%
18.3%
Q1 25
69.7%
Q4 24
271.3%
-36.0%
Q3 24
72.2%
1.3%
Q2 24
60.0%
-11.0%
Q1 24
71.2%
Capex Intensity
ESNT
ESNT
STRZ
STRZ
Q4 25
2.4%
Q3 25
1.7%
1.6%
Q2 25
0.2%
2.2%
Q1 25
0.1%
Q4 24
2.1%
1.4%
Q3 24
0.2%
1.4%
Q2 24
0.3%
1.4%
Q1 24
1.5%
Cash Conversion
ESNT
ESNT
STRZ
STRZ
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×
-7.98×
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%

STRZ
STRZ

Over The Top Subscription Service OTT$222.8M69%
Linear Subscription Service$98.1M31%

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