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Side-by-side financial comparison of Essent Group Ltd. (ESNT) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $312.4M, roughly 1.8× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs -33.1%, a 82.7% gap on every dollar of revenue. On growth, Essent Group Ltd. posted the faster year-over-year revenue change (-0.8% vs -6.1%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $149.7M). Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
ESNT vs WSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $312.4M | $566.0M |
| Net Profit | $155.0M | $-187.3M |
| Gross Margin | — | 50.4% |
| Operating Margin | 59.1% | -32.5% |
| Net Margin | 49.6% | -33.1% |
| Revenue YoY | -0.8% | -6.1% |
| Net Profit YoY | -7.7% | -310.0% |
| EPS (diluted) | $1.61 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $311.8M | $566.8M | ||
| Q2 25 | $319.1M | $589.1M | ||
| Q1 25 | $317.6M | $559.6M | ||
| Q4 24 | $315.0M | $602.5M | ||
| Q3 24 | $316.6M | $601.4M | ||
| Q2 24 | $312.9M | $604.6M | ||
| Q1 24 | $298.4M | $587.2M |
| Q4 25 | $155.0M | $-187.3M | ||
| Q3 25 | $164.2M | $43.3M | ||
| Q2 25 | $195.3M | $47.9M | ||
| Q1 25 | $175.4M | $43.1M | ||
| Q4 24 | $167.9M | $89.2M | ||
| Q3 24 | $176.2M | $-70.5M | ||
| Q2 24 | $203.6M | $-46.9M | ||
| Q1 24 | $181.7M | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 54.0% |
| Q4 25 | 59.1% | -32.5% | ||
| Q3 25 | 63.9% | 21.0% | ||
| Q2 25 | 72.4% | 21.5% | ||
| Q1 25 | 65.2% | 21.3% | ||
| Q4 24 | 61.9% | 28.9% | ||
| Q3 24 | 65.6% | -5.9% | ||
| Q2 24 | 76.4% | -0.9% | ||
| Q1 24 | 71.6% | 22.1% |
| Q4 25 | 49.6% | -33.1% | ||
| Q3 25 | 52.7% | 7.6% | ||
| Q2 25 | 61.2% | 8.1% | ||
| Q1 25 | 55.2% | 7.7% | ||
| Q4 24 | 53.3% | 14.8% | ||
| Q3 24 | 55.6% | -11.7% | ||
| Q2 24 | 65.1% | -7.7% | ||
| Q1 24 | 60.9% | 9.6% |
| Q4 25 | $1.61 | $-1.02 | ||
| Q3 25 | $1.67 | $0.24 | ||
| Q2 25 | $1.93 | $0.26 | ||
| Q1 25 | $1.69 | $0.23 | ||
| Q4 24 | $1.59 | $0.48 | ||
| Q3 24 | $1.65 | $-0.37 | ||
| Q2 24 | $1.91 | $-0.25 | ||
| Q1 24 | $1.70 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $5.8B | $856.3M |
| Total Assets | $7.4B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $5.8B | $856.3M | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.7B | $1.0B | ||
| Q1 25 | $5.7B | $1.0B | ||
| Q4 24 | $5.6B | $1.0B | ||
| Q3 24 | $5.6B | $1.1B | ||
| Q2 24 | $5.4B | $1.2B | ||
| Q1 24 | $5.2B | $1.3B |
| Q4 25 | $7.4B | $5.8B | ||
| Q3 25 | $7.4B | $6.1B | ||
| Q2 25 | $7.2B | $6.1B | ||
| Q1 25 | $7.2B | $6.0B | ||
| Q4 24 | $7.1B | $6.0B | ||
| Q3 24 | $7.1B | $6.0B | ||
| Q2 24 | $6.7B | $6.0B | ||
| Q1 24 | $6.6B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $848.7M | $149.7M |
| FCF MarginFCF / Revenue | 271.7% | 26.5% |
| Capex IntensityCapex / Revenue | 2.4% | 1.6% |
| Cash ConversionOCF / Net Profit | 5.52× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $856.1M | $158.9M | ||
| Q3 25 | $215.9M | $191.2M | ||
| Q2 25 | $189.5M | $205.3M | ||
| Q1 25 | $221.6M | $206.6M | ||
| Q4 24 | $861.5M | $178.9M | ||
| Q3 24 | $229.2M | $-1.6M | ||
| Q2 24 | $188.7M | $175.6M | ||
| Q1 24 | $216.9M | $208.7M |
| Q4 25 | $848.7M | $149.7M | ||
| Q3 25 | $210.6M | $186.9M | ||
| Q2 25 | $188.8M | $199.0M | ||
| Q1 25 | $221.3M | $202.0M | ||
| Q4 24 | $854.8M | $176.6M | ||
| Q3 24 | $228.7M | $-4.9M | ||
| Q2 24 | $187.6M | $169.4M | ||
| Q1 24 | $212.5M | $202.1M |
| Q4 25 | 271.7% | 26.5% | ||
| Q3 25 | 67.5% | 33.0% | ||
| Q2 25 | 59.2% | 33.8% | ||
| Q1 25 | 69.7% | 36.1% | ||
| Q4 24 | 271.3% | 29.3% | ||
| Q3 24 | 72.2% | -0.8% | ||
| Q2 24 | 60.0% | 28.0% | ||
| Q1 24 | 71.2% | 34.4% |
| Q4 25 | 2.4% | 1.6% | ||
| Q3 25 | 1.7% | 0.7% | ||
| Q2 25 | 0.2% | 1.1% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 2.1% | 0.4% | ||
| Q3 24 | 0.2% | 0.6% | ||
| Q2 24 | 0.3% | 1.0% | ||
| Q1 24 | 1.5% | 1.1% |
| Q4 25 | 5.52× | — | ||
| Q3 25 | 1.31× | 4.41× | ||
| Q2 25 | 0.97× | 4.28× | ||
| Q1 25 | 1.26× | 4.80× | ||
| Q4 24 | 5.13× | 2.01× | ||
| Q3 24 | 1.30× | — | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 1.19× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
