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Side-by-side financial comparison of Ares Commercial Real Estate Corp (ACRE) and TRANSACT TECHNOLOGIES INC (TACT). Click either name above to swap in a different company.
Ares Commercial Real Estate Corp is the larger business by last-quarter revenue ($13.2M vs $11.5M, roughly 1.2× TRANSACT TECHNOLOGIES INC). On growth, TRANSACT TECHNOLOGIES INC posted the faster year-over-year revenue change (11.9% vs -24.5%). Over the past eight quarters, TRANSACT TECHNOLOGIES INC's revenue compounded faster (3.5% 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.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
ACRE vs TACT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $13.2M | $11.5M |
| Net Profit | $-3.9M | — |
| Gross Margin | — | 47.6% |
| Operating Margin | -29.2% | -10.1% |
| Net Margin | -29.2% | — |
| Revenue YoY | -24.5% | 11.9% |
| Net Profit YoY | 63.8% | — |
| EPS (diluted) | — | $-0.11 |
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 | $11.5M | ||
| Q3 25 | $14.1M | $13.2M | ||
| Q2 25 | $12.6M | $13.8M | ||
| Q1 25 | $14.9M | $13.1M | ||
| Q4 24 | $17.5M | $10.2M | ||
| Q3 24 | $16.7M | $10.9M | ||
| Q2 24 | $16.8M | $11.6M | ||
| Q1 24 | $18.7M | $10.7M |
| Q4 25 | $-3.9M | — | ||
| Q3 25 | $4.7M | $15.0K | ||
| Q2 25 | $-11.0M | $-143.0K | ||
| Q1 25 | $9.3M | $19.0K | ||
| Q4 24 | $-10.7M | — | ||
| Q3 24 | $-5.9M | $-551.0K | ||
| Q2 24 | $-6.1M | $-319.0K | ||
| Q1 24 | $-12.3M | $-1.0M |
| Q4 25 | — | 47.6% | ||
| Q3 25 | — | 49.8% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 48.7% | ||
| Q4 24 | — | 44.2% | ||
| Q3 24 | — | 48.1% | ||
| Q2 24 | — | 52.7% | ||
| Q1 24 | — | 52.6% |
| Q4 25 | -29.2% | -10.1% | ||
| Q3 25 | 33.0% | 0.1% | ||
| Q2 25 | -87.8% | -1.9% | ||
| Q1 25 | 64.4% | -0.1% | ||
| Q4 24 | -61.0% | -10.3% | ||
| Q3 24 | -35.3% | -7.7% | ||
| Q2 24 | -36.5% | -3.8% | ||
| Q1 24 | -65.9% | -12.2% |
| Q4 25 | -29.2% | — | ||
| Q3 25 | 33.0% | 0.1% | ||
| Q2 25 | -87.8% | -1.0% | ||
| Q1 25 | 62.5% | 0.1% | ||
| Q4 24 | -60.9% | — | ||
| Q3 24 | -35.3% | -5.1% | ||
| Q2 24 | -36.5% | -2.8% | ||
| Q1 24 | -65.9% | -9.7% |
| Q4 25 | — | $-0.11 | ||
| Q3 25 | — | $0.00 | ||
| Q2 25 | — | $-0.01 | ||
| Q1 25 | — | $0.00 | ||
| Q4 24 | — | $-0.80 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-0.03 | ||
| Q1 24 | — | $-0.10 |
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 | $20.4M |
| Total DebtLower is stronger | $948.2M | — |
| Stockholders' EquityBook value | $509.6M | $31.1M |
| Total Assets | $1.6B | $44.8M |
| Debt / EquityLower = less leverage | 1.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $29.3M | $20.4M | ||
| Q3 25 | $84.9M | $20.0M | ||
| Q2 25 | $90.0M | $17.7M | ||
| Q1 25 | $125.5M | $14.2M | ||
| Q4 24 | $63.8M | $14.4M | ||
| Q3 24 | $68.9M | $11.3M | ||
| Q2 24 | $70.6M | $11.1M | ||
| Q1 24 | $99.5M | $10.6M |
| Q4 25 | $948.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $718.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $509.6M | $31.1M | ||
| Q3 25 | $521.0M | $31.8M | ||
| Q2 25 | $523.7M | $31.3M | ||
| Q1 25 | $542.1M | $30.9M | ||
| Q4 24 | $540.1M | $30.6M | ||
| Q3 24 | $563.8M | $38.4M | ||
| Q2 24 | $582.3M | $38.5M | ||
| Q1 24 | $601.1M | $38.6M |
| Q4 25 | $1.6B | $44.8M | ||
| Q3 25 | $1.4B | $45.0M | ||
| Q2 25 | $1.4B | $44.5M | ||
| Q1 25 | $1.5B | $44.2M | ||
| Q4 24 | $1.8B | $44.0M | ||
| Q3 24 | $1.9B | $50.5M | ||
| Q2 24 | $2.1B | $50.4M | ||
| Q1 24 | $2.1B | $51.9M |
| 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 | $609.0K |
| Free Cash FlowOCF − Capex | — | $589.0K |
| FCF MarginFCF / Revenue | — | 5.1% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $7.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $21.4M | $609.0K | ||
| Q3 25 | $3.8M | $3.6M | ||
| Q2 25 | $4.9M | $3.6M | ||
| Q1 25 | $8.0M | $-161.0K | ||
| Q4 24 | $35.5M | $2.4M | ||
| Q3 24 | $8.4M | $327.0K | ||
| Q2 24 | $8.7M | $636.0K | ||
| Q1 24 | $11.4M | $-1.5M |
| Q4 25 | — | $589.0K | ||
| Q3 25 | — | $3.6M | ||
| Q2 25 | — | $3.6M | ||
| Q1 25 | — | $-171.0K | ||
| Q4 24 | — | $2.4M | ||
| Q3 24 | — | $259.0K | ||
| Q2 24 | — | $499.0K | ||
| Q1 24 | — | $-1.6M |
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 27.1% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | -1.3% | ||
| Q4 24 | — | 23.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | -14.9% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | — | ||
| Q3 25 | 0.82× | 242.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | -8.47× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
