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Side-by-side financial comparison of AGIOS PHARMACEUTICALS, INC. (AGIO) and NexPoint Real Estate Finance, Inc. (NREF). Click either name above to swap in a different company.

AGIOS PHARMACEUTICALS, INC. is the larger business by last-quarter revenue ($20.0M vs $11.1M, roughly 1.8× NexPoint Real Estate Finance, Inc.). NexPoint Real Estate Finance, Inc. runs the higher net margin — 216.6% vs -541.1%, a 757.7% gap on every dollar of revenue. On growth, AGIOS PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (86.1% vs -48.8%).

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.

NexPoint Real Estate Finance, Inc. is a US-based commercial real estate finance firm that offers structured financing solutions for multifamily, office, industrial, and hospitality properties. It focuses on originating, managing and servicing a diversified portfolio of mortgage loans and real estate-related investments to deliver stable risk-adjusted returns to stakeholders.

AGIO vs NREF — Head-to-Head

Bigger by revenue
AGIO
AGIO
1.8× larger
AGIO
$20.0M
$11.1M
NREF
Growing faster (revenue YoY)
AGIO
AGIO
+134.9% gap
AGIO
86.1%
-48.8%
NREF
Higher net margin
NREF
NREF
757.7% more per $
NREF
216.6%
-541.1%
AGIO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
AGIO
AGIO
NREF
NREF
Revenue
$20.0M
$11.1M
Net Profit
$-108.0M
$24.0M
Gross Margin
90.6%
Operating Margin
-608.9%
Net Margin
-541.1%
216.6%
Revenue YoY
86.1%
-48.8%
Net Profit YoY
-11.9%
58.7%
EPS (diluted)
$-1.86
$0.47

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.

Revenue
AGIO
AGIO
NREF
NREF
Q4 25
$20.0M
$11.1M
Q3 25
$12.9M
$12.5M
Q2 25
$12.5M
$12.1M
Q1 25
$8.7M
$11.5M
Q4 24
$10.7M
$21.7M
Q3 24
$9.0M
$12.5M
Q2 24
$8.6M
$6.7M
Q1 24
$8.2M
$-12.8M
Net Profit
AGIO
AGIO
NREF
NREF
Q4 25
$-108.0M
$24.0M
Q3 25
$-103.4M
$50.9M
Q2 25
$-112.0M
$22.3M
Q1 25
$-89.3M
$26.0M
Q4 24
$-96.5M
$15.2M
Q3 24
$947.9M
$23.3M
Q2 24
$-96.1M
$12.1M
Q1 24
$-81.5M
$-14.6M
Gross Margin
AGIO
AGIO
NREF
NREF
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%
Operating Margin
AGIO
AGIO
NREF
NREF
Q4 25
-608.9%
Q3 25
-907.4%
Q2 25
-1020.1%
Q1 25
-1222.0%
Q4 24
-1165.3%
Q3 24
-1146.9%
Q2 24
-1228.3%
Q1 24
-1124.3%
Net Margin
AGIO
AGIO
NREF
NREF
Q4 25
-541.1%
216.6%
Q3 25
-803.1%
407.0%
Q2 25
-899.4%
184.5%
Q1 25
-1023.3%
225.6%
Q4 24
-899.6%
69.9%
Q3 24
10574.7%
186.4%
Q2 24
-1115.7%
179.7%
Q1 24
-995.8%
114.3%
EPS (diluted)
AGIO
AGIO
NREF
NREF
Q4 25
$-1.86
$0.47
Q3 25
$-1.78
$1.14
Q2 25
$-1.93
$0.54
Q1 25
$-1.55
$0.70
Q4 24
$-1.44
$0.71
Q3 24
$16.22
$0.74
Q2 24
$-1.69
$0.40
Q1 24
$-1.45
$-0.83

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AGIO
AGIO
NREF
NREF
Cash + ST InvestmentsLiquidity on hand
$89.1M
$31.1M
Total DebtLower is stronger
$771.2M
Stockholders' EquityBook value
$1.2B
$388.0M
Total Assets
$1.3B
$5.3B
Debt / EquityLower = less leverage
1.99×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AGIO
AGIO
NREF
NREF
Q4 25
$89.1M
$31.1M
Q3 25
$92.7M
$17.9M
Q2 25
$80.9M
$9.1M
Q1 25
$79.0M
$19.2M
Q4 24
$76.2M
$3.9M
Q3 24
$253.7M
$34.7M
Q2 24
$84.5M
$4.3M
Q1 24
$118.8M
$13.5M
Total Debt
AGIO
AGIO
NREF
NREF
Q4 25
$771.2M
Q3 25
$720.9M
Q2 25
$815.6M
Q1 25
$831.5M
Q4 24
$799.3M
Q3 24
$815.5M
Q2 24
$861.0M
Q1 24
$843.3M
Stockholders' Equity
AGIO
AGIO
NREF
NREF
Q4 25
$1.2B
$388.0M
Q3 25
$1.3B
$375.4M
Q2 25
$1.4B
$348.2M
Q1 25
$1.5B
$343.7M
Q4 24
$1.5B
$336.5M
Q3 24
$1.6B
$335.8M
Q2 24
$660.5M
$327.5M
Q1 24
$743.9M
$327.1M
Total Assets
AGIO
AGIO
NREF
NREF
Q4 25
$1.3B
$5.3B
Q3 25
$1.4B
$5.3B
Q2 25
$1.5B
$5.4B
Q1 25
$1.6B
$5.4B
Q4 24
$1.7B
$5.4B
Q3 24
$1.8B
$5.7B
Q2 24
$773.1M
$6.6B
Q1 24
$849.7M
$7.1B
Debt / Equity
AGIO
AGIO
NREF
NREF
Q4 25
1.99×
Q3 25
1.92×
Q2 25
2.34×
Q1 25
2.42×
Q4 24
2.38×
Q3 24
2.43×
Q2 24
2.63×
Q1 24
2.58×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AGIO
AGIO
NREF
NREF
Operating Cash FlowLast quarter
$-96.2M
$-4.5M
Free Cash FlowOCF − Capex
$-97.3M
FCF MarginFCF / Revenue
-487.5%
Capex IntensityCapex / Revenue
5.6%
Cash ConversionOCF / Net Profit
-0.19×
TTM Free Cash FlowTrailing 4 quarters
$-377.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AGIO
AGIO
NREF
NREF
Q4 25
$-96.2M
$-4.5M
Q3 25
$-88.2M
$8.1M
Q2 25
$-77.1M
$3.3M
Q1 25
$-111.5M
$16.0M
Q4 24
$-133.2M
$4.4M
Q3 24
$-84.2M
$14.7M
Q2 24
$-72.6M
$-7.5M
Q1 24
$-99.9M
$17.7M
Free Cash Flow
AGIO
AGIO
NREF
NREF
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
FCF Margin
AGIO
AGIO
NREF
NREF
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%
Capex Intensity
AGIO
AGIO
NREF
NREF
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%
Cash Conversion
AGIO
AGIO
NREF
NREF
Q4 25
-0.19×
Q3 25
0.16×
Q2 25
0.15×
Q1 25
0.62×
Q4 24
0.29×
Q3 24
-0.09×
0.63×
Q2 24
-0.62×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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