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ESNT vs GBCI

ESNT
Essent Group Ltd.
NEUTRAL
Price
$63.62
Market Cap
$5.98B
Sector
Financial Services
AI Confidence
85%
GBCI
Glacier Bancorp, Inc.
NEUTRAL
Price
$48.72
Market Cap
$6.34B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
ESNT
9.22
GBCI
24.48
Forward P/E
ESNT
8.21
GBCI
13.36
P/B Ratio
ESNT
1.05
GBCI
1.5
P/S Ratio
ESNT
4.74
GBCI
6.1
EV/EBITDA
ESNT
6.72
GBCI
--

Profitability

Gross Margin
ESNT
80.13%
GBCI
0.0%
Operating Margin
ESNT
61.68%
GBCI
40.99%
Profit Margin
ESNT
54.72%
GBCI
25.67%
ROE
ESNT
12.15%
GBCI
7.07%
ROA
ESNT
7.34%
GBCI
0.9%

Growth

Revenue Growth
ESNT
-0.8%
GBCI
41.4%
Earnings Growth
ESNT
0.9%
GBCI
31.1%

Financial Health

Debt/Equity
ESNT
0.09
GBCI
--
Current Ratio
ESNT
4.35
GBCI
--
Quick Ratio
ESNT
2.59
GBCI
--

Dividends

Dividend Yield
ESNT
2.2%
GBCI
2.71%
Payout Ratio
ESNT
17.97%
GBCI
82.91%

AI Verdict

ESNT NEUTRAL

ESNT presents a classic value trap profile: fundamentally sound with a stable Piotroski F-Score of 4/9 and an exceptionally strong balance sheet, yet plagued by stagnant growth and bearish internal signals. While the Graham Number of $96.76 suggests significant defensive undervaluation, the intrinsic value of $57.62 and negative Q/Q growth trends indicate a lack of catalysts. The company maintains high margins and low debt, but recent earnings misses and consistent insider selling offset the attractive valuation metrics.

Strengths
Extremely low Debt/Equity ratio (0.09) indicating minimal leverage risk
Strong liquidity position with a Current Ratio of 4.35
High profitability margins (Profit Margin 54.72%, Operating Margin 61.68%)
Risks
Negative growth trajectory with Q/Q revenue down 5.87% and earnings down 7.70%
Bearish insider sentiment with four sell transactions and zero buys in 6 months
Poor recent earnings track record, beating estimates in only 1 of the last 4 quarters
GBCI NEUTRAL

GBCI presents a stark contrast between aggressive growth and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While the company exhibits impressive YoY revenue growth of 41.4% and earnings growth of 31.1%, the underlying financial health metrics are concerning. The stock currently trades at a premium to its Graham Number ($38.1) but below its growth-based intrinsic value ($58.7). The high dividend payout ratio of 82.91% combined with a bearish technical trend suggests limited immediate upside despite analyst 'buy' recommendations.

Strengths
Strong YoY Revenue Growth (41.40%)
Robust Earnings Growth (31.10% YoY, 50.50% Q/Q)
Significant Forward P/E compression (from 24.48 to 13.36)
Risks
Very weak Piotroski F-Score (2/9) indicating poor financial health
Unsustainable dividend payout ratio (82.91%)
Bearish technical trend (0/100)

Compare Another Pair

ESNT vs GBCI: Head-to-Head Comparison

This page compares Essent Group Ltd. (ESNT) and Glacier Bancorp, Inc. (GBCI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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