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Side-by-side financial comparison of James River Group Holdings, Inc. (JRVR) and Urban Edge Properties (UE). Click either name above to swap in a different company.
James River Group Holdings, Inc. is the larger business by last-quarter revenue ($167.7M vs $132.6M, roughly 1.3× Urban Edge Properties). James River Group Holdings, Inc. runs the higher net margin — 19.1% vs 17.1%, a 2.0% gap on every dollar of revenue. On growth, James River Group Holdings, Inc. posted the faster year-over-year revenue change (32.4% vs 12.2%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs -8.7%).
James River Corporation was an American pulp and paper company based in Richmond, Virginia, once the largest paper manufacturer in the world.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
JRVR vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $167.7M | $132.6M |
| Net Profit | $32.1M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 14.6% | — |
| Net Margin | 19.1% | 17.1% |
| Revenue YoY | 32.4% | 12.2% |
| Net Profit YoY | 149.5% | -6.7% |
| EPS (diluted) | $0.59 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $167.7M | $119.6M | ||
| Q3 25 | $172.7M | $120.1M | ||
| Q2 25 | $174.8M | $114.1M | ||
| Q1 25 | $172.3M | $118.2M | ||
| Q4 24 | $126.7M | $116.4M | ||
| Q3 24 | $191.5M | $112.4M | ||
| Q2 24 | $188.3M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $32.1M | $12.4M | ||
| Q3 25 | $1.0M | $14.9M | ||
| Q2 25 | $4.8M | $58.0M | ||
| Q1 25 | $9.6M | $8.2M | ||
| Q4 24 | $-64.8M | $30.1M | ||
| Q3 24 | $-39.4M | $9.1M | ||
| Q2 24 | $7.6M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 14.6% | 11.3% | ||
| Q3 25 | 1.5% | 13.4% | ||
| Q2 25 | 4.2% | 53.9% | ||
| Q1 25 | 9.3% | 7.6% | ||
| Q4 24 | -57.0% | 27.6% | ||
| Q3 24 | -27.1% | 8.9% | ||
| Q2 24 | 10.7% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 19.1% | 10.4% | ||
| Q3 25 | 0.6% | 12.4% | ||
| Q2 25 | 2.7% | 50.8% | ||
| Q1 25 | 5.6% | 6.9% | ||
| Q4 24 | -51.1% | 25.9% | ||
| Q3 24 | -20.6% | 8.1% | ||
| Q2 24 | 4.0% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.59 | $0.09 | ||
| Q3 25 | $-0.02 | $0.12 | ||
| Q2 25 | $0.06 | $0.46 | ||
| Q1 25 | $0.16 | $0.07 | ||
| Q4 24 | $-2.44 | $0.25 | ||
| Q3 24 | $-1.10 | $0.07 | ||
| Q2 24 | $0.13 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $260.9M | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $538.2M | $1.4B |
| Total Assets | $4.9B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $260.9M | $48.9M | ||
| Q3 25 | $238.8M | $77.8M | ||
| Q2 25 | $220.0M | $53.0M | ||
| Q1 25 | $279.4M | $48.0M | ||
| Q4 24 | $362.3M | $41.4M | ||
| Q3 24 | $359.8M | $67.9M | ||
| Q2 24 | $672.5M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $538.2M | $1.4B | ||
| Q3 25 | $503.6M | $1.4B | ||
| Q2 25 | $492.6M | $1.4B | ||
| Q1 25 | $484.5M | $1.4B | ||
| Q4 24 | $460.9M | $1.4B | ||
| Q3 24 | $530.3M | $1.3B | ||
| Q2 24 | $541.8M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $4.9B | $3.3B | ||
| Q3 25 | $5.0B | $3.3B | ||
| Q2 25 | $5.0B | $3.3B | ||
| Q1 25 | $4.9B | $3.3B | ||
| Q4 24 | $5.0B | $3.3B | ||
| Q3 24 | $5.0B | $3.2B | ||
| Q2 24 | $4.7B | $3.2B |
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 | $-18.8M | $39.1M |
| Free Cash FlowOCF − Capex | $-23.6M | — |
| FCF MarginFCF / Revenue | -14.1% | — |
| Capex IntensityCapex / Revenue | 2.9% | 1.5% |
| Cash ConversionOCF / Net Profit | -0.59× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $-17.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $-18.8M | $182.7M | ||
| Q3 25 | $34.3M | $55.7M | ||
| Q2 25 | $25.2M | $43.5M | ||
| Q1 25 | $-51.5M | $32.6M | ||
| Q4 24 | $-247.1M | $153.2M | ||
| Q3 24 | $-269.9M | $36.6M | ||
| Q2 24 | $-8.7M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-23.6M | $81.8M | ||
| Q3 25 | $33.7M | $26.1M | ||
| Q2 25 | $24.7M | $19.6M | ||
| Q1 25 | $-52.7M | $11.9M | ||
| Q4 24 | $-252.0M | $42.5M | ||
| Q3 24 | $-270.8M | $12.2M | ||
| Q2 24 | $-9.3M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | -14.1% | 68.4% | ||
| Q3 25 | 19.5% | 21.7% | ||
| Q2 25 | 14.1% | 17.2% | ||
| Q1 25 | -30.6% | 10.0% | ||
| Q4 24 | -198.9% | 36.6% | ||
| Q3 24 | -141.4% | 10.8% | ||
| Q2 24 | -4.9% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.9% | 84.4% | ||
| Q3 25 | 0.4% | 24.6% | ||
| Q2 25 | 0.3% | 20.9% | ||
| Q1 25 | 0.7% | 17.5% | ||
| Q4 24 | 3.9% | 95.1% | ||
| Q3 24 | 0.4% | 21.7% | ||
| Q2 24 | 0.3% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | -0.59× | 14.71× | ||
| Q3 25 | 33.61× | 3.73× | ||
| Q2 25 | 5.29× | 0.75× | ||
| Q1 25 | -5.38× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | -1.14× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JRVR
| Excess And Surplus Lines | $156.7M | 93% |
| Specialty Admitted Insurance | $10.9M | 7% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
