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ESNT vs MA

ESNT
Essent Group Ltd.
NEUTRAL
Price
$63.62
Market Cap
$5.98B
Sector
Financial Services
AI Confidence
85%
MA
Mastercard Incorporated
NEUTRAL
Price
$499.66
Market Cap
$445.92B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
ESNT
9.22
MA
30.28
Forward P/E
ESNT
8.21
MA
22.05
P/B Ratio
ESNT
1.05
MA
57.74
P/S Ratio
ESNT
4.74
MA
13.6
EV/EBITDA
ESNT
6.72
MA
22.13

Profitability

Gross Margin
ESNT
80.13%
MA
100.0%
Operating Margin
ESNT
61.68%
MA
57.73%
Profit Margin
ESNT
54.72%
MA
45.65%
ROE
ESNT
12.15%
MA
209.91%
ROA
ESNT
7.34%
MA
23.72%

Growth

Revenue Growth
ESNT
-0.8%
MA
17.6%
Earnings Growth
ESNT
0.9%
MA
24.2%

Financial Health

Debt/Equity
ESNT
0.09
MA
2.56
Current Ratio
ESNT
4.35
MA
1.03
Quick Ratio
ESNT
2.59
MA
0.68

Dividends

Dividend Yield
ESNT
2.2%
MA
0.7%
Payout Ratio
ESNT
17.97%
MA
18.4%

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
MA NEUTRAL

MA shows neutral fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (45.6% margin)
Strong revenue growth of 17.6%
Strong ROE of 209.9%
Risks
High valuation with P/E of 30.3
Premium vs Graham Number ($56.68)
High debt burden with D/E of 2.56

Compare Another Pair

ESNT vs MA: Head-to-Head Comparison

This page compares Essent Group Ltd. (ESNT) and Mastercard Incorporated (MA) 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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