vs
Side-by-side financial comparison of ACV Auctions Inc. (ACVA) and Urban Edge Properties (UE). Click either name above to swap in a different company.
ACV Auctions Inc. is the larger business by last-quarter revenue ($183.6M vs $132.6M, roughly 1.4× Urban Edge Properties). On growth, ACV Auctions Inc. posted the faster year-over-year revenue change (15.1% vs 12.2%). Over the past eight quarters, ACV Auctions Inc.'s revenue compounded faster (12.3% CAGR vs 11.6%).
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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
ACVA vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $183.6M | $132.6M |
| Net Profit | — | $22.6M |
| Gross Margin | — | — |
| Operating Margin | -9.7% | — |
| Net Margin | — | 17.1% |
| Revenue YoY | 15.1% | 12.2% |
| Net Profit YoY | — | -6.7% |
| EPS (diluted) | $-0.12 | $0.18 |
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.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $183.6M | $119.6M | ||
| Q3 25 | $199.6M | $120.1M | ||
| Q2 25 | $193.7M | $114.1M | ||
| Q1 25 | $182.7M | $118.2M | ||
| Q4 24 | $159.5M | $116.4M | ||
| Q3 24 | $171.3M | $112.4M | ||
| Q2 24 | $160.6M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | — | $12.4M | ||
| Q3 25 | $-24.5M | $14.9M | ||
| Q2 25 | $-7.3M | $58.0M | ||
| Q1 25 | $-14.8M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | $-16.0M | $9.1M | ||
| Q2 24 | $-17.1M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | -9.7% | 11.3% | ||
| Q3 25 | -11.9% | 13.4% | ||
| Q2 25 | -3.7% | 53.9% | ||
| Q1 25 | -7.9% | 7.6% | ||
| Q4 24 | -16.2% | 27.6% | ||
| Q3 24 | -10.0% | 8.9% | ||
| Q2 24 | -11.6% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | -12.3% | 12.4% | ||
| Q2 25 | -3.8% | 50.8% | ||
| Q1 25 | -8.1% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | -9.4% | 8.1% | ||
| Q2 24 | -10.6% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.12 | $0.09 | ||
| Q3 25 | $-0.14 | $0.12 | ||
| Q2 25 | $-0.04 | $0.46 | ||
| Q1 25 | $-0.09 | $0.07 | ||
| Q4 24 | $-0.15 | $0.25 | ||
| Q3 24 | $-0.10 | $0.07 | ||
| Q2 24 | $-0.10 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $429.7M | $1.4B |
| Total Assets | $1.1B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $271.5M | $48.9M | ||
| Q3 25 | $265.3M | $77.8M | ||
| Q2 25 | $258.4M | $53.0M | ||
| Q1 25 | $291.9M | $48.0M | ||
| Q4 24 | $224.1M | $41.4M | ||
| Q3 24 | $252.5M | $67.9M | ||
| Q2 24 | $215.0M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $429.7M | $1.4B | ||
| Q3 25 | $434.4M | $1.4B | ||
| Q2 25 | $448.8M | $1.4B | ||
| Q1 25 | $439.6M | $1.4B | ||
| Q4 24 | $440.0M | $1.4B | ||
| Q3 24 | $456.2M | $1.3B | ||
| Q2 24 | $457.6M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.2B | $3.3B | ||
| Q2 25 | $1.1B | $3.3B | ||
| Q1 25 | $1.2B | $3.3B | ||
| Q4 24 | $984.1M | $3.3B | ||
| Q3 24 | $1.0B | $3.2B | ||
| Q2 24 | $1.0B | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $-14.7M | — |
| FCF MarginFCF / Revenue | -8.0% | — |
| Capex IntensityCapex / Revenue | 1.2% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $69.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $-12.4M | $182.7M | ||
| Q3 25 | $10.3M | $55.7M | ||
| Q2 25 | $13.7M | $43.5M | ||
| Q1 25 | $66.6M | $32.6M | ||
| Q4 24 | $-3.2M | $153.2M | ||
| Q3 24 | $21.1M | $36.6M | ||
| Q2 24 | $4.5M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-14.7M | $81.8M | ||
| Q3 25 | $7.7M | $26.1M | ||
| Q2 25 | $10.9M | $19.6M | ||
| Q1 25 | $65.3M | $11.9M | ||
| Q4 24 | $-3.9M | $42.5M | ||
| Q3 24 | $20.2M | $12.2M | ||
| Q2 24 | $2.7M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | -8.0% | 68.4% | ||
| Q3 25 | 3.8% | 21.7% | ||
| Q2 25 | 5.6% | 17.2% | ||
| Q1 25 | 35.7% | 10.0% | ||
| Q4 24 | -2.5% | 36.6% | ||
| Q3 24 | 11.8% | 10.8% | ||
| Q2 24 | 1.7% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.2% | 84.4% | ||
| Q3 25 | 1.3% | 24.6% | ||
| Q2 25 | 1.5% | 20.9% | ||
| Q1 25 | 0.7% | 17.5% | ||
| Q4 24 | 0.4% | 95.1% | ||
| Q3 24 | 0.6% | 21.7% | ||
| Q2 24 | 1.1% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
