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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and Red Violet, Inc. (RDVT). Click either name above to swap in a different company.
Red Violet, Inc. is the larger business by last-quarter revenue ($23.4M vs $13.2M, roughly 1.8× Ares Commercial Real Estate Corp). Red Violet, Inc. runs the higher net margin — 12.0% vs -29.2%, a 41.3% gap on every dollar of revenue. On growth, Red Violet, Inc. posted the faster year-over-year revenue change (19.6% vs -24.5%). Over the past eight quarters, Red Violet, Inc.'s revenue compounded faster (15.6% 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.
Red Violet, Inc. is a technology firm specializing in advanced data analytics, risk mitigation, and identity verification solutions. It serves clients across law enforcement, financial services, insurance, and corporate compliance sectors, delivering actionable insights from curated public and proprietary data sets to support informed decision-making.
ACRE vs RDVT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $23.4M |
| Net Profit | $-3.9M | $2.8M |
| Gross Margin | — | — |
| Operating Margin | -29.2% | 6.8% |
| Net Margin | -29.2% | 12.0% |
| Revenue YoY | -24.5% | 19.6% |
| Net Profit YoY | 63.8% | 226.2% |
| EPS (diluted) | — | $0.20 |
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 | $23.4M | ||
| Q3 25 | $14.1M | $23.1M | ||
| Q2 25 | $12.6M | $21.8M | ||
| Q1 25 | $14.9M | $22.0M | ||
| Q4 24 | $17.5M | $19.6M | ||
| Q3 24 | $16.7M | $19.1M | ||
| Q2 24 | $16.8M | $19.1M | ||
| Q1 24 | $18.7M | $17.5M |
| Q4 25 | $-3.9M | $2.8M | ||
| Q3 25 | $4.7M | $4.2M | ||
| Q2 25 | $-11.0M | $2.7M | ||
| Q1 25 | $9.3M | $3.4M | ||
| Q4 24 | $-10.7M | $863.0K | ||
| Q3 24 | $-5.9M | $1.7M | ||
| Q2 24 | $-6.1M | $2.6M | ||
| Q1 24 | $-12.3M | $1.8M |
| Q4 25 | -29.2% | 6.8% | ||
| Q3 25 | 33.0% | 19.8% | ||
| Q2 25 | -87.8% | 12.6% | ||
| Q1 25 | 64.4% | 19.1% | ||
| Q4 24 | -61.0% | 1.9% | ||
| Q3 24 | -35.3% | 13.1% | ||
| Q2 24 | -36.5% | 16.1% | ||
| Q1 24 | -65.9% | 11.3% |
| Q4 25 | -29.2% | 12.0% | ||
| Q3 25 | 33.0% | 18.3% | ||
| Q2 25 | -87.8% | 12.3% | ||
| Q1 25 | 62.5% | 15.6% | ||
| Q4 24 | -60.9% | 4.4% | ||
| Q3 24 | -35.3% | 9.0% | ||
| Q2 24 | -36.5% | 13.8% | ||
| Q1 24 | -65.9% | 10.2% |
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.18 | ||
| Q1 25 | — | $0.24 | ||
| Q4 24 | — | $0.06 | ||
| Q3 24 | — | $0.12 | ||
| Q2 24 | — | $0.19 | ||
| Q1 24 | — | $0.13 |
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 | $43.6M |
| Total DebtLower is stronger | $948.2M | — |
| Stockholders' EquityBook value | $509.6M | $100.9M |
| Total Assets | $1.6B | $112.0M |
| Debt / EquityLower = less leverage | 1.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $43.6M | ||
| Q3 25 | $84.9M | $45.4M | ||
| Q2 25 | $90.0M | $38.8M | ||
| Q1 25 | $125.5M | $34.6M | ||
| Q4 24 | $63.8M | $36.5M | ||
| Q3 24 | $68.9M | $35.7M | ||
| Q2 24 | $70.6M | $30.9M | ||
| Q1 24 | $99.5M | $32.1M |
| Q4 25 | $948.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $509.6M | $100.9M | ||
| Q3 25 | $521.0M | $101.7M | ||
| Q2 25 | $523.7M | $96.2M | ||
| Q1 25 | $542.1M | $91.8M | ||
| Q4 24 | $540.1M | $86.6M | ||
| Q3 24 | $563.8M | $91.7M | ||
| Q2 24 | $582.3M | $88.0M | ||
| Q1 24 | $601.1M | $83.8M |
| Q4 25 | $1.6B | $112.0M | ||
| Q3 25 | $1.4B | $112.1M | ||
| Q2 25 | $1.4B | $104.8M | ||
| Q1 25 | $1.5B | $99.1M | ||
| Q4 24 | $1.8B | $98.5M | ||
| Q3 24 | $1.9B | $98.0M | ||
| Q2 24 | $2.1B | $93.5M | ||
| Q1 24 | $2.1B | $94.0M |
| 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 | $6.7M |
| Free Cash FlowOCF − Capex | — | $6.6M |
| FCF MarginFCF / Revenue | — | 28.1% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | — | 2.38× |
| TTM Free Cash FlowTrailing 4 quarters | — | $28.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $6.7M | ||
| Q3 25 | $3.8M | $10.2M | ||
| Q2 25 | $4.9M | $7.5M | ||
| Q1 25 | $8.0M | $5.0M | ||
| Q4 24 | $35.5M | $6.7M | ||
| Q3 24 | $8.4M | $7.2M | ||
| Q2 24 | $8.7M | $5.7M | ||
| Q1 24 | $11.4M | $4.3M |
| Q4 25 | — | $6.6M | ||
| Q3 25 | — | $10.0M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | — | $6.7M | ||
| Q3 24 | — | $7.2M | ||
| Q2 24 | — | $5.7M | ||
| Q1 24 | — | $4.2M |
| Q4 25 | — | 28.1% | ||
| Q3 25 | — | 43.3% | ||
| Q2 25 | — | 33.5% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 37.8% | ||
| Q2 24 | — | 29.7% | ||
| Q1 24 | — | 24.2% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | — | 2.38× | ||
| Q3 25 | 0.82× | 2.41× | ||
| Q2 25 | — | 2.79× | ||
| Q1 25 | 0.86× | 1.45× | ||
| Q4 24 | — | 7.75× | ||
| Q3 24 | — | 4.22× | ||
| Q2 24 | — | 2.17× | ||
| Q1 24 | — | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
