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Side-by-side financial comparison of Palomar Holdings, Inc. (PLMR) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $132.6M, roughly 1.9× Urban Edge Properties). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 12.2%). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 11.6%).
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
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.
PLMR vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $253.4M | $132.6M |
| Net Profit | — | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 28.7% | — |
| Net Margin | — | 17.1% |
| Revenue YoY | 62.7% | 12.2% |
| Net Profit YoY | — | -6.7% |
| EPS (diluted) | $2.05 | $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 | $253.4M | $119.6M | ||
| Q3 25 | $244.7M | $120.1M | ||
| Q2 25 | $203.3M | $114.1M | ||
| Q1 25 | $174.6M | $118.2M | ||
| Q4 24 | $155.8M | $116.4M | ||
| Q3 24 | $148.5M | $112.4M | ||
| Q2 24 | $131.1M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | — | $12.4M | ||
| Q3 25 | $51.5M | $14.9M | ||
| Q2 25 | $46.5M | $58.0M | ||
| Q1 25 | $42.9M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | $30.5M | $9.1M | ||
| Q2 24 | $25.7M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 28.7% | 11.3% | ||
| Q3 25 | 27.4% | 13.4% | ||
| Q2 25 | 29.5% | 53.9% | ||
| Q1 25 | 30.8% | 7.6% | ||
| Q4 24 | 28.9% | 27.6% | ||
| Q3 24 | 25.9% | 8.9% | ||
| Q2 24 | 25.5% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | 21.0% | 12.4% | ||
| Q2 25 | 22.9% | 50.8% | ||
| Q1 25 | 24.6% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | 20.5% | 8.1% | ||
| Q2 24 | 19.6% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $2.05 | $0.09 | ||
| Q3 25 | $1.87 | $0.12 | ||
| Q2 25 | $1.68 | $0.46 | ||
| Q1 25 | $1.57 | $0.07 | ||
| Q4 24 | $1.29 | $0.25 | ||
| Q3 24 | $1.15 | $0.07 | ||
| Q2 24 | $1.00 | $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 | $106.9M | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $942.7M | $1.4B |
| Total Assets | $3.1B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $106.9M | $48.9M | ||
| Q3 25 | $111.7M | $77.8M | ||
| Q2 25 | $81.3M | $53.0M | ||
| Q1 25 | $119.3M | $48.0M | ||
| Q4 24 | $80.4M | $41.4M | ||
| Q3 24 | $86.5M | $67.9M | ||
| Q2 24 | $47.8M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $942.7M | $1.4B | ||
| Q3 25 | $878.1M | $1.4B | ||
| Q2 25 | $847.2M | $1.4B | ||
| Q1 25 | $790.4M | $1.4B | ||
| Q4 24 | $729.0M | $1.4B | ||
| Q3 24 | $703.3M | $1.3B | ||
| Q2 24 | $532.6M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $2.9B | $3.3B | ||
| Q2 25 | $2.8B | $3.3B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.3B | $3.3B | ||
| Q3 24 | $2.3B | $3.2B | ||
| Q2 24 | $2.0B | $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 | $409.1M | $39.1M |
| Free Cash FlowOCF − Capex | $409.0M | — |
| FCF MarginFCF / Revenue | 161.4% | — |
| Capex IntensityCapex / Revenue | 0.1% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $700.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $409.1M | $182.7M | ||
| Q3 25 | $83.6M | $55.7M | ||
| Q2 25 | $120.9M | $43.5M | ||
| Q1 25 | $87.2M | $32.6M | ||
| Q4 24 | $261.2M | $153.2M | ||
| Q3 24 | $100.3M | $36.6M | ||
| Q2 24 | $55.1M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $409.0M | $81.8M | ||
| Q3 25 | $83.6M | $26.1M | ||
| Q2 25 | $120.8M | $19.6M | ||
| Q1 25 | $87.1M | $11.9M | ||
| Q4 24 | $260.9M | $42.5M | ||
| Q3 24 | $100.1M | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 161.4% | 68.4% | ||
| Q3 25 | 34.2% | 21.7% | ||
| Q2 25 | 59.4% | 17.2% | ||
| Q1 25 | 49.9% | 10.0% | ||
| Q4 24 | 167.5% | 36.6% | ||
| Q3 24 | 67.4% | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 0.1% | 84.4% | ||
| Q3 25 | 0.0% | 24.6% | ||
| Q2 25 | 0.0% | 20.9% | ||
| Q1 25 | 0.0% | 17.5% | ||
| Q4 24 | 0.2% | 95.1% | ||
| Q3 24 | 0.1% | 21.7% | ||
| Q2 24 | 0.0% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | 1.63× | 3.73× | ||
| Q2 25 | 2.60× | 0.75× | ||
| Q1 25 | 2.03× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | 3.29× | 4.03× | ||
| Q2 24 | 2.14× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PLMR
Segment breakdown not available.
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
