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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and EVOLUTION PETROLEUM CORP (EPM). Click either name above to swap in a different company.
EVOLUTION PETROLEUM CORP is the larger business by last-quarter revenue ($20.7M vs $13.2M, roughly 1.6× Ares Commercial Real Estate Corp). EVOLUTION PETROLEUM CORP runs the higher net margin — 5.2% vs -29.2%, a 34.4% gap on every dollar of revenue. On growth, EVOLUTION PETROLEUM CORP posted the faster year-over-year revenue change (2.0% vs -24.5%). Over the past eight quarters, EVOLUTION PETROLEUM CORP's revenue compounded faster (-5.2% 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.
ACRE vs EPM — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $20.7M |
| Net Profit | $-3.9M | $1.1M |
| Gross Margin | — | 44.3% |
| Operating Margin | -29.2% | 3.2% |
| Net Margin | -29.2% | 5.2% |
| Revenue YoY | -24.5% | 2.0% |
| Net Profit YoY | 63.8% | 158.4% |
| EPS (diluted) | — | $0.03 |
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 | $20.7M | ||
| Q3 25 | $14.1M | $21.3M | ||
| Q2 25 | $12.6M | $21.1M | ||
| Q1 25 | $14.9M | $22.6M | ||
| Q4 24 | $17.5M | $20.3M | ||
| Q3 24 | $16.7M | $21.9M | ||
| Q2 24 | $16.8M | $21.2M | ||
| Q1 24 | $18.7M | $23.0M |
| Q4 25 | $-3.9M | $1.1M | ||
| Q3 25 | $4.7M | $824.0K | ||
| Q2 25 | $-11.0M | $3.4M | ||
| Q1 25 | $9.3M | $-2.2M | ||
| Q4 24 | $-10.7M | $-1.8M | ||
| Q3 24 | $-5.9M | $2.1M | ||
| Q2 24 | $-6.1M | $1.2M | ||
| Q1 24 | $-12.3M | $289.0K |
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 38.5% | ||
| Q2 25 | — | 46.1% | ||
| Q1 25 | — | 40.7% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 46.3% | ||
| Q1 24 | — | 45.2% |
| Q4 25 | -29.2% | 3.2% | ||
| Q3 25 | 33.0% | -0.4% | ||
| Q2 25 | -87.8% | 6.3% | ||
| Q1 25 | 64.4% | 7.0% | ||
| Q4 24 | -61.0% | -3.0% | ||
| Q3 24 | -35.3% | 8.5% | ||
| Q2 24 | -36.5% | 11.3% | ||
| Q1 24 | -65.9% | 9.1% |
| Q4 25 | -29.2% | 5.2% | ||
| Q3 25 | 33.0% | 3.9% | ||
| Q2 25 | -87.8% | 16.2% | ||
| Q1 25 | 62.5% | -9.7% | ||
| Q4 24 | -60.9% | -9.0% | ||
| Q3 24 | -35.3% | 9.4% | ||
| Q2 24 | -36.5% | 5.8% | ||
| Q1 24 | -65.9% | 1.3% |
| Q4 25 | — | $0.03 | ||
| Q3 25 | — | $0.02 | ||
| Q2 25 | — | $0.10 | ||
| Q1 25 | — | $-0.07 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | — | $0.06 | ||
| Q2 24 | — | $0.04 | ||
| Q1 24 | — | $0.01 |
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 | $3.8M |
| Total DebtLower is stronger | $948.2M | — |
| Stockholders' EquityBook value | $509.6M | $67.5M |
| Total Assets | $1.6B | $169.3M |
| Debt / EquityLower = less leverage | 1.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $3.8M | ||
| Q3 25 | $84.9M | $714.0K | ||
| Q2 25 | $90.0M | $2.5M | ||
| Q1 25 | $125.5M | $5.6M | ||
| Q4 24 | $63.8M | $11.7M | ||
| Q3 24 | $68.9M | $6.9M | ||
| Q2 24 | $70.6M | $6.4M | ||
| Q1 24 | $99.5M | $3.1M |
| Q4 25 | $948.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $509.6M | $67.5M | ||
| Q3 25 | $521.0M | $69.1M | ||
| Q2 25 | $523.7M | $71.8M | ||
| Q1 25 | $542.1M | $71.7M | ||
| Q4 24 | $540.1M | $76.3M | ||
| Q3 24 | $563.8M | $79.6M | ||
| Q2 24 | $582.3M | $81.1M | ||
| Q1 24 | $601.1M | $83.5M |
| Q4 25 | $1.6B | $169.3M | ||
| Q3 25 | $1.4B | $169.1M | ||
| Q2 25 | $1.4B | $160.3M | ||
| Q1 25 | $1.5B | $156.4M | ||
| Q4 24 | $1.8B | $160.2M | ||
| Q3 24 | $1.9B | $157.9M | ||
| Q2 24 | $2.1B | $162.9M | ||
| Q1 24 | $2.1B | $166.5M |
| 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 | $5.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 5.09× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $5.4M | ||
| Q3 25 | $3.8M | $7.8M | ||
| Q2 25 | $4.9M | $10.5M | ||
| Q1 25 | $8.0M | $7.3M | ||
| Q4 24 | $35.5M | $7.7M | ||
| Q3 24 | $8.4M | $7.6M | ||
| Q2 24 | $8.7M | $8.0M | ||
| Q1 24 | $11.4M | $3.4M |
| Q4 25 | — | 5.09× | ||
| Q3 25 | 0.82× | 9.47× | ||
| Q2 25 | — | 3.06× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.69× | ||
| Q2 24 | — | 6.47× | ||
| Q1 24 | — | 11.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACRE
Segment breakdown not available.
EPM
| Crude Oil | $10.7M | 52% |
| Natural Gas Reserves | $7.4M | 36% |
| Natural Gas Liquids Reserves | $2.5M | 12% |
