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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and SIFCO INDUSTRIES INC (SIF). Click either name above to swap in a different company.
SIFCO INDUSTRIES INC is the larger business by last-quarter revenue ($24.0M vs $13.2M, roughly 1.8× Ares Commercial Real Estate Corp). SIFCO INDUSTRIES INC runs the higher net margin — 7.5% vs -29.2%, a 36.7% gap on every dollar of revenue. On growth, SIFCO INDUSTRIES INC posted the faster year-over-year revenue change (14.8% vs -24.5%). Over the past eight quarters, SIFCO INDUSTRIES INC's revenue compounded faster (8.1% 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.
SIFCO Industries, Inc. (SIFCO), is a global metal component manufacturer based in Cleveland, Ohio.
ACRE vs SIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $24.0M |
| Net Profit | $-3.9M | $1.8M |
| Gross Margin | — | 21.6% |
| Operating Margin | -29.2% | 10.7% |
| Net Margin | -29.2% | 7.5% |
| Revenue YoY | -24.5% | 14.8% |
| Net Profit YoY | 63.8% | 177.3% |
| EPS (diluted) | — | $0.29 |
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 | $24.0M | ||
| Q3 25 | $14.1M | $22.8M | ||
| Q2 25 | $12.6M | $22.1M | ||
| Q1 25 | $14.9M | $19.0M | ||
| Q4 24 | $17.5M | $20.9M | ||
| Q3 24 | $16.7M | $21.7M | ||
| Q2 24 | $16.8M | $22.0M | ||
| Q1 24 | $18.7M | $20.5M |
| Q4 25 | $-3.9M | $1.8M | ||
| Q3 25 | $4.7M | $-429.0K | ||
| Q2 25 | $-11.0M | $3.4M | ||
| Q1 25 | $9.3M | $-1.4M | ||
| Q4 24 | $-10.7M | $-2.3M | ||
| Q3 24 | $-5.9M | $-443.0K | ||
| Q2 24 | $-6.1M | $72.0K | ||
| Q1 24 | $-12.3M | $-1.6M |
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 7.3% |
| Q4 25 | -29.2% | 10.7% | ||
| Q3 25 | 33.0% | -1.7% | ||
| Q2 25 | -87.8% | 14.8% | ||
| Q1 25 | 64.4% | -4.1% | ||
| Q4 24 | -61.0% | -9.2% | ||
| Q3 24 | -35.3% | -1.5% | ||
| Q2 24 | -36.5% | 0.7% | ||
| Q1 24 | -65.9% | -6.5% |
| Q4 25 | -29.2% | 7.5% | ||
| Q3 25 | 33.0% | -1.9% | ||
| Q2 25 | -87.8% | 15.4% | ||
| Q1 25 | 62.5% | -7.3% | ||
| Q4 24 | -60.9% | -11.1% | ||
| Q3 24 | -35.3% | -2.0% | ||
| Q2 24 | -36.5% | 0.3% | ||
| Q1 24 | -65.9% | -7.8% |
| Q4 25 | — | $0.29 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | — | $0.56 | ||
| Q1 25 | — | $-0.23 | ||
| Q4 24 | — | $-0.38 | ||
| Q3 24 | — | $-0.07 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $-0.27 |
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 | $1.1M |
| Total DebtLower is stronger | $948.2M | $39.0K |
| Stockholders' EquityBook value | $509.6M | $38.7M |
| Total Assets | $1.6B | $74.9M |
| Debt / EquityLower = less leverage | 1.86× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $1.1M | ||
| Q3 25 | $84.9M | $491.0K | ||
| Q2 25 | $90.0M | $2.0M | ||
| Q1 25 | $125.5M | $1.9M | ||
| Q4 24 | $63.8M | $3.1M | ||
| Q3 24 | $68.9M | $1.7M | ||
| Q2 24 | $70.6M | $3.4M | ||
| Q1 24 | $99.5M | $2.5M |
| Q4 25 | $948.2M | $39.0K | ||
| Q3 25 | — | $51.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $4.1M |
| Q4 25 | $509.6M | $38.7M | ||
| Q3 25 | $521.0M | $36.9M | ||
| Q2 25 | $523.7M | $35.8M | ||
| Q1 25 | $542.1M | $32.4M | ||
| Q4 24 | $540.1M | $33.7M | ||
| Q3 24 | $563.8M | $30.4M | ||
| Q2 24 | $582.3M | $29.8M | ||
| Q1 24 | $601.1M | $29.7M |
| Q4 25 | $1.6B | $74.9M | ||
| Q3 25 | $1.4B | $73.4M | ||
| Q2 25 | $1.4B | $77.3M | ||
| Q1 25 | $1.5B | $78.8M | ||
| Q4 24 | $1.8B | $81.0M | ||
| Q3 24 | $1.9B | $104.6M | ||
| Q2 24 | $2.1B | $106.3M | ||
| Q1 24 | $2.1B | $104.2M |
| Q4 25 | 1.86× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.14× |
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 | $8.1M |
| Free Cash FlowOCF − Capex | — | $8.0M |
| FCF MarginFCF / Revenue | — | 33.3% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | 4.51× |
| TTM Free Cash FlowTrailing 4 quarters | — | $11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $8.1M | ||
| Q3 25 | $3.8M | $726.0K | ||
| Q2 25 | $4.9M | $371.0K | ||
| Q1 25 | $8.0M | $2.8M | ||
| Q4 24 | $35.5M | $-3.8M | ||
| Q3 24 | $8.4M | $857.0K | ||
| Q2 24 | $8.7M | $382.0K | ||
| Q1 24 | $11.4M | $-3.2M |
| Q4 25 | — | $8.0M | ||
| Q3 25 | — | $566.0K | ||
| Q2 25 | — | $310.0K | ||
| Q1 25 | — | $2.7M | ||
| Q4 24 | — | $-3.9M | ||
| Q3 24 | — | $580.0K | ||
| Q2 24 | — | $-175.0K | ||
| Q1 24 | — | $-3.9M |
| Q4 25 | — | 33.3% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 14.1% | ||
| Q4 24 | — | -18.8% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | -0.8% | ||
| Q1 24 | — | -18.9% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 3.3% |
| Q4 25 | — | 4.51× | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.31× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACRE
Segment breakdown not available.
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
