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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.8× Grocery Outlet Holding Corp.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs -18.5%, a 42.0% gap on every dollar of revenue. On growth, Grocery Outlet Holding Corp. posted the faster year-over-year revenue change (10.7% vs -36.8%). Over the past eight quarters, Grocery Outlet Holding Corp.'s revenue compounded faster (8.3% CAGR vs -11.9%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
GO vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.2B |
| Net Profit | $-224.9M | $515.8M |
| Gross Margin | 29.7% | — |
| Operating Margin | — | — |
| Net Margin | -18.5% | 23.5% |
| Revenue YoY | 10.7% | -36.8% |
| Net Profit YoY | -669.9% | 72.6% |
| EPS (diluted) | $-2.22 | $6.57 |
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 | $1.2B | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
| Q1 26 | $-224.9M | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $11.6M | $916.5M | ||
| Q2 25 | $5.0M | $835.4M | ||
| Q1 25 | $-23.3M | $170.0M | ||
| Q4 24 | $2.3M | $-189.7M | ||
| Q3 24 | $24.2M | $1.2B | ||
| Q2 24 | $14.0M | $503.9M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 30.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 2.0% | 46.3% | ||
| Q2 25 | 1.1% | 41.8% | ||
| Q1 25 | -2.0% | -2.0% | ||
| Q4 24 | 1.0% | -3.6% | ||
| Q3 24 | 3.6% | 43.7% | ||
| Q2 24 | 2.3% | 25.0% |
| Q1 26 | -18.5% | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 1.0% | 28.7% | ||
| Q2 25 | 0.4% | 26.1% | ||
| Q1 25 | -2.1% | 4.9% | ||
| Q4 24 | 0.2% | -8.3% | ||
| Q3 24 | 2.2% | 29.8% | ||
| Q2 24 | 1.2% | 17.8% |
| Q1 26 | $-2.22 | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.12 | $19.40 | ||
| Q2 25 | $0.05 | $17.20 | ||
| Q1 25 | $-0.24 | $3.27 | ||
| Q4 24 | $0.03 | $-3.76 | ||
| Q3 24 | $0.24 | $22.62 | ||
| Q2 24 | $0.14 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $69.6M | $1.6B |
| Total DebtLower is stronger | $15.0M | — |
| Stockholders' EquityBook value | $983.7M | $4.3B |
| Total Assets | $3.1B | $53.7B |
| Debt / EquityLower = less leverage | 0.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $52.1M | $1.7B | ||
| Q2 25 | $55.2M | $1.4B | ||
| Q1 25 | $50.9M | $1.6B | ||
| Q4 24 | $62.8M | $1.7B | ||
| Q3 24 | $68.7M | $1.6B | ||
| Q2 24 | $67.1M | $1.6B |
| Q1 26 | $15.0M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $500.3M | $2.2B | ||
| Q2 25 | $473.9M | $2.3B | ||
| Q1 25 | $475.7M | $2.8B | ||
| Q4 24 | $477.5M | $1.9B | ||
| Q3 24 | $429.3M | $1.9B | ||
| Q2 24 | $379.2M | $2.0B |
| Q1 26 | $983.7M | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $1.2B | $11.5B | ||
| Q2 25 | $1.2B | $10.8B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.2B | $10.6B | ||
| Q3 24 | $1.2B | $11.2B | ||
| Q2 24 | $1.2B | $10.2B |
| Q1 26 | $3.1B | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $3.4B | $54.5B | ||
| Q2 25 | $3.3B | $54.7B | ||
| Q1 25 | $3.3B | $53.6B | ||
| Q4 24 | $3.2B | $50.7B | ||
| Q3 24 | $3.1B | $52.8B | ||
| Q2 24 | $3.1B | $51.6B |
| Q1 26 | 0.02× | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.42× | 0.19× | ||
| Q2 25 | 0.40× | 0.21× | ||
| Q1 25 | 0.40× | 0.27× | ||
| Q4 24 | 0.40× | 0.18× | ||
| Q3 24 | 0.35× | 0.17× | ||
| Q2 24 | 0.31× | 0.19× |
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 | $222.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.1M | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $17.3M | $1.6B | ||
| Q2 25 | $73.6M | $1.5B | ||
| Q1 25 | $58.9M | $157.8M | ||
| Q4 24 | $39.5M | $778.9M | ||
| Q3 24 | $23.0M | $1.5B | ||
| Q2 24 | $41.6M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-21.6M | — | ||
| Q2 25 | $14.4M | — | ||
| Q1 25 | $-1.5M | — | ||
| Q4 24 | $-19.6M | — | ||
| Q3 24 | $-19.3M | — | ||
| Q2 24 | $2.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -1.8% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | -1.7% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 1.49× | 1.73× | ||
| Q2 25 | 14.84× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 17.09× | — | ||
| Q3 24 | 0.95× | 1.26× | ||
| Q2 24 | 2.97× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
