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Side-by-side financial comparison of Arteris, Inc. (AIP) and TPG Mortgage Investment Trust, Inc. (MITT). Click either name above to swap in a different company.
TPG Mortgage Investment Trust, Inc. is the larger business by last-quarter revenue ($20.4M vs $20.1M, roughly 1.0× Arteris, Inc.). TPG Mortgage Investment Trust, Inc. runs the higher net margin — 65.0% vs -42.2%, a 107.2% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 17.7%). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs 9.1%).
Arteris, Inc. is a multinational technology company headquartered in Campbell, California. It develops the network-on-chip (NoC) IP and system-on-chip (SoC) integration automation software that is used to create semiconductor chip and chiplet designs for a variety of devices, particularly in automotive electronics, artificial intelligence, machine learning, enterprise computing, communications, consumer, industrial, and aerospace & defense markets. The company specializes in the development a...
TPG Mortgage Investment Trust, Inc. is a real estate investment trust managed by global alternative asset firm TPG. It primarily invests in residential and commercial mortgage-backed securities, performing and non-performing mortgage loans, and other credit-linked real estate assets, with its core market being the United States. It generates returns via net interest income from holdings and strategic asset disposition gains.
AIP vs MITT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $20.4M |
| Net Profit | $-8.5M | $13.3M |
| Gross Margin | 90.8% | — |
| Operating Margin | -42.0% | 67.1% |
| Net Margin | -42.2% | 65.0% |
| Revenue YoY | 30.0% | 17.7% |
| Net Profit YoY | -3.7% | -7.0% |
| EPS (diluted) | $-0.19 | $0.27 |
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 | $20.1M | $20.4M | ||
| Q3 25 | $17.4M | $19.5M | ||
| Q2 25 | $16.5M | $17.8M | ||
| Q1 25 | $16.5M | $18.8M | ||
| Q4 24 | $15.5M | $17.4M | ||
| Q3 24 | $14.7M | $14.9M | ||
| Q2 24 | $14.6M | $16.4M | ||
| Q1 24 | $12.9M | $17.2M |
| Q4 25 | $-8.5M | $13.3M | ||
| Q3 25 | $-9.0M | $20.0M | ||
| Q2 25 | $-9.1M | $3.9M | ||
| Q1 25 | $-8.1M | $11.5M | ||
| Q4 24 | $-8.2M | $14.3M | ||
| Q3 24 | $-7.7M | $16.6M | ||
| Q2 24 | $-8.3M | $3.9M | ||
| Q1 24 | $-9.4M | $20.9M |
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | — | ||
| Q2 25 | 89.4% | — | ||
| Q1 25 | 90.8% | — | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | — | ||
| Q2 24 | 90.0% | — | ||
| Q1 24 | 88.7% | — |
| Q4 25 | -42.0% | 67.1% | ||
| Q3 25 | -50.1% | — | ||
| Q2 25 | -50.0% | 20.9% | ||
| Q1 25 | -46.6% | 54.6% | ||
| Q4 24 | -45.9% | 76.7% | ||
| Q3 24 | -53.8% | — | ||
| Q2 24 | -51.1% | 18.4% | ||
| Q1 24 | -70.5% | — |
| Q4 25 | -42.2% | 65.0% | ||
| Q3 25 | -51.6% | 102.5% | ||
| Q2 25 | -55.3% | 22.2% | ||
| Q1 25 | -49.1% | 60.9% | ||
| Q4 24 | -53.0% | 82.2% | ||
| Q3 24 | -52.2% | 111.3% | ||
| Q2 24 | -57.2% | 24.0% | ||
| Q1 24 | -72.6% | 121.6% |
| Q4 25 | $-0.19 | $0.27 | ||
| Q3 25 | $-0.21 | $0.47 | ||
| Q2 25 | $-0.22 | $-0.05 | ||
| Q1 25 | $-0.20 | $0.21 | ||
| Q4 24 | $-0.19 | $0.30 | ||
| Q3 24 | $-0.20 | $0.40 | ||
| Q2 24 | $-0.22 | $-0.02 | ||
| Q1 24 | $-0.25 | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $33.9M | $57.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-14.6M | $560.7M |
| Total Assets | $115.0M | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $57.8M | ||
| Q3 25 | $39.0M | $59.0M | ||
| Q2 25 | $38.0M | $88.7M | ||
| Q1 25 | $42.3M | $115.5M | ||
| Q4 24 | $43.8M | $118.7M | ||
| Q3 24 | $48.7M | $102.5M | ||
| Q2 24 | $45.8M | $120.9M | ||
| Q1 24 | $44.8M | $100.3M |
| Q4 25 | $-14.6M | $560.7M | ||
| Q3 25 | $-11.4M | $559.8M | ||
| Q2 25 | $-7.5M | $536.4M | ||
| Q1 25 | $-4.8M | $543.9M | ||
| Q4 24 | $-1.2M | $543.4M | ||
| Q3 24 | $2.2M | $540.1M | ||
| Q2 24 | $5.3M | $533.5M | ||
| Q1 24 | $9.5M | $539.6M |
| Q4 25 | $115.0M | $8.7B | ||
| Q3 25 | $107.7M | $9.0B | ||
| Q2 25 | $106.9M | $7.5B | ||
| Q1 25 | $98.3M | $7.3B | ||
| Q4 24 | $106.1M | $6.9B | ||
| Q3 24 | $97.7M | $7.0B | ||
| Q2 24 | $96.4M | $7.1B | ||
| Q1 24 | $101.4M | $6.4B |
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 | $3.2M | $59.6M |
| Free Cash FlowOCF − Capex | $3.0M | — |
| FCF MarginFCF / Revenue | 15.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | — | 4.48× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $59.6M | ||
| Q3 25 | $3.2M | $17.4M | ||
| Q2 25 | $-2.5M | $11.5M | ||
| Q1 25 | $2.9M | $12.0M | ||
| Q4 24 | $-2.6M | $55.8M | ||
| Q3 24 | $1.1M | $14.5M | ||
| Q2 24 | $311.0K | $13.7M | ||
| Q1 24 | $477.0K | $12.0M |
| Q4 25 | $3.0M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $-2.8M | — | ||
| Q1 25 | $2.7M | — | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $1.1M | — | ||
| Q2 24 | $264.0K | — | ||
| Q1 24 | $281.0K | — |
| Q4 25 | 15.1% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | -17.3% | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 0.7% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | — | 4.48× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 2.92× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 3.91× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 3.50× | ||
| Q1 24 | — | 0.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
MITT
Segment breakdown not available.
