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Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and Safehold Inc. (SAFE). Click either name above to swap in a different company.
ACV Auctions Inc. is the larger business by last-quarter revenue ($183.6M vs $97.9M, roughly 1.9× Safehold Inc.). On growth, ACV Auctions Inc. posted the faster year-over-year revenue change (15.1% vs 6.5%). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 2.5%).
ACV Auctions Inc.ACVAEarnings & Financial Report
ACV Auctions Inc. operates a leading digital wholesale vehicle auction platform serving automotive dealers across the U.S. and Canada. It offers end-to-end services including transparent vehicle inspections, secure payment processing, and logistics support, enabling efficient trading of used vehicles between registered wholesale buyers and sellers.
SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.
ACVA vs SAFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $97.9M |
| Net Profit | — | $27.9M |
| Gross Margin | — | 98.6% |
| Operating Margin | -9.7% | 27.4% |
| Net Margin | — | 28.5% |
| Revenue YoY | 15.1% | 6.5% |
| Net Profit YoY | — | 7.1% |
| EPS (diluted) | $-0.12 | $0.38 |
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 | $183.6M | $97.9M | ||
| Q3 25 | $199.6M | $96.2M | ||
| Q2 25 | $193.7M | $93.8M | ||
| Q1 25 | $182.7M | $97.7M | ||
| Q4 24 | $159.5M | $91.9M | ||
| Q3 24 | $171.3M | $90.7M | ||
| Q2 24 | $160.6M | $89.9M | ||
| Q1 24 | $145.7M | $93.2M |
| Q4 25 | — | $27.9M | ||
| Q3 25 | $-24.5M | $29.3M | ||
| Q2 25 | $-7.3M | $27.9M | ||
| Q1 25 | $-14.8M | $29.4M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | $-16.0M | $19.3M | ||
| Q2 24 | $-17.1M | $29.7M | ||
| Q1 24 | $-20.5M | $30.7M |
| Q4 25 | — | 98.6% | ||
| Q3 25 | — | 98.5% | ||
| Q2 25 | — | 99.1% | ||
| Q1 25 | — | 98.8% | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | — | 98.8% | ||
| Q2 24 | — | 98.8% | ||
| Q1 24 | — | 98.8% |
| Q4 25 | -9.7% | 27.4% | ||
| Q3 25 | -11.9% | 25.9% | ||
| Q2 25 | -3.7% | 25.5% | ||
| Q1 25 | -7.9% | 25.9% | ||
| Q4 24 | -16.2% | 24.6% | ||
| Q3 24 | -10.0% | 17.5% | ||
| Q2 24 | -11.6% | 26.7% | ||
| Q1 24 | -15.5% | 26.4% |
| Q4 25 | — | 28.5% | ||
| Q3 25 | -12.3% | 30.5% | ||
| Q2 25 | -3.8% | 29.8% | ||
| Q1 25 | -8.1% | 30.1% | ||
| Q4 24 | — | 28.3% | ||
| Q3 24 | -9.4% | 21.3% | ||
| Q2 24 | -10.6% | 33.0% | ||
| Q1 24 | -14.1% | 33.0% |
| Q4 25 | $-0.12 | $0.38 | ||
| Q3 25 | $-0.14 | $0.41 | ||
| Q2 25 | $-0.04 | $0.39 | ||
| Q1 25 | $-0.09 | $0.41 | ||
| Q4 24 | $-0.15 | $0.36 | ||
| Q3 24 | $-0.10 | $0.27 | ||
| Q2 24 | $-0.10 | $0.42 | ||
| Q1 24 | $-0.13 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $271.5M | $21.7M |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $429.7M | $2.4B |
| Total Assets | $1.1B | $7.2B |
| Debt / EquityLower = less leverage | — | 1.90× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $271.5M | $21.7M | ||
| Q3 25 | $265.3M | $12.1M | ||
| Q2 25 | $258.4M | $13.9M | ||
| Q1 25 | $291.9M | $17.3M | ||
| Q4 24 | $224.1M | $8.3M | ||
| Q3 24 | $252.5M | $15.6M | ||
| Q2 24 | $215.0M | $13.4M | ||
| Q1 24 | $209.8M | $11.3M |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $4.1B |
| Q4 25 | $429.7M | $2.4B | ||
| Q3 25 | $434.4M | $2.4B | ||
| Q2 25 | $448.8M | $2.4B | ||
| Q1 25 | $439.6M | $2.4B | ||
| Q4 24 | $440.0M | $2.3B | ||
| Q3 24 | $456.2M | $2.3B | ||
| Q2 24 | $457.6M | $2.3B | ||
| Q1 24 | $458.3M | $2.3B |
| Q4 25 | $1.1B | $7.2B | ||
| Q3 25 | $1.2B | $7.1B | ||
| Q2 25 | $1.1B | $7.1B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | $984.1M | $6.9B | ||
| Q3 24 | $1.0B | $6.8B | ||
| Q2 24 | $1.0B | $6.8B | ||
| Q1 24 | $1.0B | $6.7B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.89× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.81× | ||
| Q1 24 | — | 1.81× |
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 | $-12.4M | $47.8M |
| Free Cash FlowOCF − Capex | $-14.7M | — |
| FCF MarginFCF / Revenue | -8.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | — |
| Cash ConversionOCF / Net Profit | — | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-12.4M | $47.8M | ||
| Q3 25 | $10.3M | $-1.4M | ||
| Q2 25 | $13.7M | $28.0M | ||
| Q1 25 | $66.6M | $8.9M | ||
| Q4 24 | $-3.2M | $37.9M | ||
| Q3 24 | $21.1M | $8.3M | ||
| Q2 24 | $4.5M | $24.8M | ||
| Q1 24 | $43.0M | $-3.1M |
| Q4 25 | $-14.7M | — | ||
| Q3 25 | $7.7M | — | ||
| Q2 25 | $10.9M | — | ||
| Q1 25 | $65.3M | — | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $20.2M | — | ||
| Q2 24 | $2.7M | — | ||
| Q1 24 | $41.9M | — |
| Q4 25 | -8.0% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 35.7% | — | ||
| Q4 24 | -2.5% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 28.8% | — |
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 1.1% | — | ||
| Q1 24 | 0.7% | — |
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | -0.05× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.43× | ||
| Q2 24 | — | 0.83× | ||
| Q1 24 | — | -0.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
SAFE
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $60.3M | 62% |
| Other | $33.7M | 34% |
| Stabilized Properties | $3.8M | 4% |
