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Side-by-side financial comparison of AGIOS PHARMACEUTICALS, INC. (AGIO) and KKR Real Estate Finance Trust Inc. (KREF). Click either name above to swap in a different company.
KKR Real Estate Finance Trust Inc. is the larger business by last-quarter revenue ($25.8M vs $20.0M, roughly 1.3× AGIOS PHARMACEUTICALS, INC.). KKR Real Estate Finance Trust Inc. runs the higher net margin — -101.7% vs -541.1%, a 439.3% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs -26.6%). Over the past eight quarters, AGIOS PHARMACEUTICALS, INC.'s revenue compounded faster (56.1% CAGR vs -18.8%).
Agios Pharmaceuticals Inc. is a publicly trading American pharmaceutical company pioneering therapies for genetically defined diseases, with a near-term focus on developing therapies for hemolytic anemias. The company was founded in 2008 by Lewis Cantley, Tak Mak and Craig Thompson. Agios is a Delaware corporation headquartered in Cambridge, Massachusetts. The company tendered an initial public offering in July 2013.
KKR Real Estate Finance Trust Inc. is a specialized real estate finance firm sponsored by global investment firm KKR. It primarily originates, acquires, and manages a portfolio of senior secured commercial real estate loans, mostly backed by high-quality institutional commercial properties across the United States, delivering stable risk-adjusted returns to investors via interest income from its diversified assets.
AGIO vs KREF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.0M | $25.8M |
| Net Profit | $-108.0M | $-26.2M |
| Gross Margin | 90.6% | — |
| Operating Margin | -608.9% | -105.1% |
| Net Margin | -541.1% | -101.7% |
| Revenue YoY | 86.1% | -26.6% |
| Net Profit YoY | -11.9% | -229.6% |
| EPS (diluted) | $-1.86 | $-0.49 |
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 | $20.0M | $25.8M | ||
| Q3 25 | $12.9M | $25.3M | ||
| Q2 25 | $12.5M | $30.2M | ||
| Q1 25 | $8.7M | $31.3M | ||
| Q4 24 | $10.7M | $35.1M | ||
| Q3 24 | $9.0M | $37.0M | ||
| Q2 24 | $8.6M | $40.4M | ||
| Q1 24 | $8.2M | $39.1M |
| Q4 25 | $-108.0M | $-26.2M | ||
| Q3 25 | $-103.4M | $13.8M | ||
| Q2 25 | $-112.0M | $-29.7M | ||
| Q1 25 | $-89.3M | $-4.9M | ||
| Q4 24 | $-96.5M | $20.3M | ||
| Q3 24 | $947.9M | $-7.4M | ||
| Q2 24 | $-96.1M | $25.8M | ||
| Q1 24 | $-81.5M | $-3.1M |
| Q4 25 | 90.6% | — | ||
| Q3 25 | 87.0% | — | ||
| Q2 25 | 86.3% | — | ||
| Q1 25 | 87.6% | — | ||
| Q4 24 | 88.3% | — | ||
| Q3 24 | 91.3% | — | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 92.3% | — |
| Q4 25 | -608.9% | -105.1% | ||
| Q3 25 | -907.4% | 50.4% | ||
| Q2 25 | -1020.1% | -101.3% | ||
| Q1 25 | -1222.0% | -18.3% | ||
| Q4 24 | -1165.3% | 55.8% | ||
| Q3 24 | -1146.9% | -19.6% | ||
| Q2 24 | -1228.3% | 63.3% | ||
| Q1 24 | -1124.3% | -8.7% |
| Q4 25 | -541.1% | -101.7% | ||
| Q3 25 | -803.1% | 54.4% | ||
| Q2 25 | -899.4% | -98.5% | ||
| Q1 25 | -1023.3% | -15.5% | ||
| Q4 24 | -899.6% | 57.7% | ||
| Q3 24 | 10574.7% | -20.0% | ||
| Q2 24 | -1115.7% | 63.9% | ||
| Q1 24 | -995.8% | -7.9% |
| Q4 25 | $-1.86 | $-0.49 | ||
| Q3 25 | $-1.78 | $0.12 | ||
| Q2 25 | $-1.93 | $-0.53 | ||
| Q1 25 | $-1.55 | $-0.15 | ||
| Q4 24 | $-1.44 | $0.22 | ||
| Q3 24 | $16.22 | $-0.19 | ||
| Q2 24 | $-1.69 | $0.29 | ||
| Q1 24 | $-1.45 | $-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 | $89.1M | $84.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $1.2B |
| Total Assets | $1.3B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $89.1M | $84.6M | ||
| Q3 25 | $92.7M | $204.1M | ||
| Q2 25 | $80.9M | $107.7M | ||
| Q1 25 | $79.0M | $106.4M | ||
| Q4 24 | $76.2M | $104.9M | ||
| Q3 24 | $253.7M | $108.8M | ||
| Q2 24 | $84.5M | $107.2M | ||
| Q1 24 | $118.8M | $106.5M |
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $660.5M | $1.4B | ||
| Q1 24 | $743.9M | $1.4B |
| Q4 25 | $1.3B | $6.5B | ||
| Q3 25 | $1.4B | $6.5B | ||
| Q2 25 | $1.5B | $6.8B | ||
| Q1 25 | $1.6B | $6.6B | ||
| Q4 24 | $1.7B | $6.4B | ||
| Q3 24 | $1.8B | $6.8B | ||
| Q2 24 | $773.1M | $7.1B | ||
| Q1 24 | $849.7M | $7.3B |
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 | $-96.2M | $72.3M |
| Free Cash FlowOCF − Capex | $-97.3M | — |
| FCF MarginFCF / Revenue | -487.5% | — |
| Capex IntensityCapex / Revenue | 5.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-377.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-96.2M | $72.3M | ||
| Q3 25 | $-88.2M | $18.5M | ||
| Q2 25 | $-77.1M | $21.1M | ||
| Q1 25 | $-111.5M | $15.9M | ||
| Q4 24 | $-133.2M | $132.6M | ||
| Q3 24 | $-84.2M | $49.1M | ||
| Q2 24 | $-72.6M | $30.6M | ||
| Q1 24 | $-99.9M | $34.5M |
| Q4 25 | $-97.3M | — | ||
| Q3 25 | $-89.7M | — | ||
| Q2 25 | $-78.0M | — | ||
| Q1 25 | $-112.3M | — | ||
| Q4 24 | $-134.1M | — | ||
| Q3 24 | $-84.6M | — | ||
| Q2 24 | $-72.7M | — | ||
| Q1 24 | $-100.0M | — |
| Q4 25 | -487.5% | — | ||
| Q3 25 | -696.5% | — | ||
| Q2 25 | -626.2% | — | ||
| Q1 25 | -1286.4% | — | ||
| Q4 24 | -1250.1% | — | ||
| Q3 24 | -944.2% | — | ||
| Q2 24 | -844.4% | — | ||
| Q1 24 | -1221.2% | — |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 1.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.54× | ||
| Q3 24 | -0.09× | — | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
