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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and CuriosityStream Inc. (CURI). Click either name above to swap in a different company.
CuriosityStream Inc. is the larger business by last-quarter revenue ($19.2M vs $13.2M, roughly 1.5× Ares Commercial Real Estate Corp). CuriosityStream Inc. runs the higher net margin — -19.7% vs -29.2%, a 9.5% gap on every dollar of revenue. On growth, CuriosityStream Inc. posted the faster year-over-year revenue change (35.8% vs -24.5%). Over the past eight quarters, CuriosityStream Inc.'s revenue compounded faster (26.5% 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.
Curiosity Stream Inc., formerly branded as CuriosityStream, is an American media company and over-the-top subscription video streaming service which offers documentary programming including films, series, and TV shows. The company offers a video on demand subscription service branded as "Curiosity Stream" and a linear broadcast television channel known as the Curiosity Channel through various services including FuboTV and The Roku Channel.
ACRE vs CURI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $19.2M |
| Net Profit | $-3.9M | $-3.8M |
| Gross Margin | — | — |
| Operating Margin | -29.2% | -17.6% |
| Net Margin | -29.2% | -19.7% |
| Revenue YoY | -24.5% | 35.8% |
| Net Profit YoY | 63.8% | -34.6% |
| EPS (diluted) | — | $-0.07 |
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 | $19.2M | ||
| Q3 25 | $14.1M | $18.4M | ||
| Q2 25 | $12.6M | $19.0M | ||
| Q1 25 | $14.9M | $15.1M | ||
| Q4 24 | $17.5M | $14.1M | ||
| Q3 24 | $16.7M | $12.6M | ||
| Q2 24 | $16.8M | $12.4M | ||
| Q1 24 | $18.7M | $12.0M |
| Q4 25 | $-3.9M | $-3.8M | ||
| Q3 25 | $4.7M | $-3.7M | ||
| Q2 25 | $-11.0M | $784.0K | ||
| Q1 25 | $9.3M | $319.0K | ||
| Q4 24 | $-10.7M | $-2.8M | ||
| Q3 24 | $-5.9M | $-3.1M | ||
| Q2 24 | $-6.1M | $-2.0M | ||
| Q1 24 | $-12.3M | $-5.0M |
| Q4 25 | -29.2% | -17.6% | ||
| Q3 25 | 33.0% | -24.5% | ||
| Q2 25 | -87.8% | 2.5% | ||
| Q1 25 | 64.4% | 0.5% | ||
| Q4 24 | -61.0% | -27.4% | ||
| Q3 24 | -35.3% | -25.8% | ||
| Q2 24 | -36.5% | -20.6% | ||
| Q1 24 | -65.9% | -30.4% |
| Q4 25 | -29.2% | -19.7% | ||
| Q3 25 | 33.0% | -20.4% | ||
| Q2 25 | -87.8% | 4.1% | ||
| Q1 25 | 62.5% | 2.1% | ||
| Q4 24 | -60.9% | -19.9% | ||
| Q3 24 | -35.3% | -24.3% | ||
| Q2 24 | -36.5% | -16.4% | ||
| Q1 24 | -65.9% | -42.0% |
| Q4 25 | — | $-0.07 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-0.04 | ||
| Q1 24 | — | $-0.09 |
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 | $27.3M |
| Total DebtLower is stronger | $948.2M | — |
| Stockholders' EquityBook value | $509.6M | $41.5M |
| Total Assets | $1.6B | $75.7M |
| Debt / EquityLower = less leverage | 1.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $27.3M | ||
| Q3 25 | $84.9M | $27.8M | ||
| Q2 25 | $90.0M | $28.1M | ||
| Q1 25 | $125.5M | $33.4M | ||
| Q4 24 | $63.8M | $32.1M | ||
| Q3 24 | $68.9M | $33.2M | ||
| Q2 24 | $70.6M | $39.5M | ||
| Q1 24 | $99.5M | $38.8M |
| Q4 25 | $948.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $509.6M | $41.5M | ||
| Q3 25 | $521.0M | $47.2M | ||
| Q2 25 | $523.7M | $49.8M | ||
| Q1 25 | $542.1M | $58.1M | ||
| Q4 24 | $540.1M | $57.8M | ||
| Q3 24 | $563.8M | $62.2M | ||
| Q2 24 | $582.3M | $64.8M | ||
| Q1 24 | $601.1M | $67.0M |
| Q4 25 | $1.6B | $75.7M | ||
| Q3 25 | $1.4B | $74.7M | ||
| Q2 25 | $1.4B | $78.7M | ||
| Q1 25 | $1.5B | $85.3M | ||
| Q4 24 | $1.8B | $86.2M | ||
| Q3 24 | $1.9B | $87.6M | ||
| Q2 24 | $2.1B | $90.9M | ||
| Q1 24 | $2.1B | $94.6M |
| 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 | $4.0M |
| Free Cash FlowOCF − Capex | — | $3.9M |
| FCF MarginFCF / Revenue | — | 20.5% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $4.0M | ||
| Q3 25 | $3.8M | $4.4M | ||
| Q2 25 | $4.9M | $2.8M | ||
| Q1 25 | $8.0M | $1.9M | ||
| Q4 24 | $35.5M | $3.0M | ||
| Q3 24 | $8.4M | $2.3M | ||
| Q2 24 | $8.7M | $2.2M | ||
| Q1 24 | $11.4M | $666.0K |
| Q4 25 | — | $3.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 20.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | 3.56× | ||
| Q1 25 | 0.86× | 6.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
