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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and AGIOS PHARMACEUTICALS, INC. (AGIO). Click either name above to swap in a different company.
AGIOS PHARMACEUTICALS, INC. is the larger business by last-quarter revenue ($20.0M vs $13.2M, roughly 1.5× Ares Commercial Real Estate Corp). Ares Commercial Real Estate Corp runs the higher net margin — -29.2% vs -541.1%, a 511.8% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs -24.5%). Over the past eight quarters, AGIOS PHARMACEUTICALS, INC.'s revenue compounded faster (56.1% CAGR vs -15.9%).
Ares Commercial Real Estate Corp is a specialty finance company focused on the commercial real estate sector. It offers a full suite of customized financing solutions including senior mortgage loans, subordinated debt and preferred equity, primarily serving middle-market commercial property owners and operators across the United States.
Agios Pharmaceuticals Inc. is a publicly trading American pharmaceutical company pioneering therapies for genetically defined diseases, with a near-term focus on developing therapies for hemolytic anemias. The company was founded in 2008 by Lewis Cantley, Tak Mak and Craig Thompson. Agios is a Delaware corporation headquartered in Cambridge, Massachusetts. The company tendered an initial public offering in July 2013.
ACRE vs AGIO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $20.0M |
| Net Profit | $-3.9M | $-108.0M |
| Gross Margin | — | 90.6% |
| Operating Margin | -29.2% | -608.9% |
| Net Margin | -29.2% | -541.1% |
| Revenue YoY | -24.5% | 86.1% |
| Net Profit YoY | 63.8% | -11.9% |
| EPS (diluted) | — | $-1.86 |
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.
| Q4 25 | $13.2M | $20.0M | ||
| Q3 25 | $14.1M | $12.9M | ||
| Q2 25 | $12.6M | $12.5M | ||
| Q1 25 | $14.9M | $8.7M | ||
| Q4 24 | $17.5M | $10.7M | ||
| Q3 24 | $16.7M | $9.0M | ||
| Q2 24 | $16.8M | $8.6M | ||
| Q1 24 | $18.7M | $8.2M |
| Q4 25 | $-3.9M | $-108.0M | ||
| Q3 25 | $4.7M | $-103.4M | ||
| Q2 25 | $-11.0M | $-112.0M | ||
| Q1 25 | $9.3M | $-89.3M | ||
| Q4 24 | $-10.7M | $-96.5M | ||
| Q3 24 | $-5.9M | $947.9M | ||
| Q2 24 | $-6.1M | $-96.1M | ||
| Q1 24 | $-12.3M | $-81.5M |
| Q4 25 | — | 90.6% | ||
| Q3 25 | — | 87.0% | ||
| Q2 25 | — | 86.3% | ||
| Q1 25 | — | 87.6% | ||
| Q4 24 | — | 88.3% | ||
| Q3 24 | — | 91.3% | ||
| Q2 24 | — | 82.6% | ||
| Q1 24 | — | 92.3% |
| Q4 25 | -29.2% | -608.9% | ||
| Q3 25 | 33.0% | -907.4% | ||
| Q2 25 | -87.8% | -1020.1% | ||
| Q1 25 | 64.4% | -1222.0% | ||
| Q4 24 | -61.0% | -1165.3% | ||
| Q3 24 | -35.3% | -1146.9% | ||
| Q2 24 | -36.5% | -1228.3% | ||
| Q1 24 | -65.9% | -1124.3% |
| Q4 25 | -29.2% | -541.1% | ||
| Q3 25 | 33.0% | -803.1% | ||
| Q2 25 | -87.8% | -899.4% | ||
| Q1 25 | 62.5% | -1023.3% | ||
| Q4 24 | -60.9% | -899.6% | ||
| Q3 24 | -35.3% | 10574.7% | ||
| Q2 24 | -36.5% | -1115.7% | ||
| Q1 24 | -65.9% | -995.8% |
| Q4 25 | — | $-1.86 | ||
| Q3 25 | — | $-1.78 | ||
| Q2 25 | — | $-1.93 | ||
| Q1 25 | — | $-1.55 | ||
| Q4 24 | — | $-1.44 | ||
| Q3 24 | — | $16.22 | ||
| Q2 24 | — | $-1.69 | ||
| Q1 24 | — | $-1.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $29.3M | $89.1M |
| Total DebtLower is stronger | $948.2M | — |
| Stockholders' EquityBook value | $509.6M | $1.2B |
| Total Assets | $1.6B | $1.3B |
| Debt / EquityLower = less leverage | 1.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $89.1M | ||
| Q3 25 | $84.9M | $92.7M | ||
| Q2 25 | $90.0M | $80.9M | ||
| Q1 25 | $125.5M | $79.0M | ||
| Q4 24 | $63.8M | $76.2M | ||
| Q3 24 | $68.9M | $253.7M | ||
| Q2 24 | $70.6M | $84.5M | ||
| Q1 24 | $99.5M | $118.8M |
| Q4 25 | $948.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $509.6M | $1.2B | ||
| Q3 25 | $521.0M | $1.3B | ||
| Q2 25 | $523.7M | $1.4B | ||
| Q1 25 | $542.1M | $1.5B | ||
| Q4 24 | $540.1M | $1.5B | ||
| Q3 24 | $563.8M | $1.6B | ||
| Q2 24 | $582.3M | $660.5M | ||
| Q1 24 | $601.1M | $743.9M |
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $2.1B | $773.1M | ||
| Q1 24 | $2.1B | $849.7M |
| Q4 25 | 1.86× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $21.4M | $-96.2M |
| Free Cash FlowOCF − Capex | — | $-97.3M |
| FCF MarginFCF / Revenue | — | -487.5% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-377.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $-96.2M | ||
| Q3 25 | $3.8M | $-88.2M | ||
| Q2 25 | $4.9M | $-77.1M | ||
| Q1 25 | $8.0M | $-111.5M | ||
| Q4 24 | $35.5M | $-133.2M | ||
| Q3 24 | $8.4M | $-84.2M | ||
| Q2 24 | $8.7M | $-72.6M | ||
| Q1 24 | $11.4M | $-99.9M |
| Q4 25 | — | $-97.3M | ||
| Q3 25 | — | $-89.7M | ||
| Q2 25 | — | $-78.0M | ||
| Q1 25 | — | $-112.3M | ||
| Q4 24 | — | $-134.1M | ||
| Q3 24 | — | $-84.6M | ||
| Q2 24 | — | $-72.7M | ||
| Q1 24 | — | $-100.0M |
| Q4 25 | — | -487.5% | ||
| Q3 25 | — | -696.5% | ||
| Q2 25 | — | -626.2% | ||
| Q1 25 | — | -1286.4% | ||
| Q4 24 | — | -1250.1% | ||
| Q3 24 | — | -944.2% | ||
| Q2 24 | — | -844.4% | ||
| Q1 24 | — | -1221.2% |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.7% |
| Q4 25 | — | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.09× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
