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Side-by-side financial comparison of Alexandria Real Estate Equities (ARE) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Alexandria Real Estate Equities is the larger business by last-quarter revenue ($671.0M vs $510.9M, roughly 1.3× Genius Sports Ltd). Alexandria Real Estate Equities runs the higher net margin — 59.4% vs -12.3%, a 71.7% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs -6.4%).
Alexandria Real Estate Equities, Inc. (NYSE:ARE), an S&P 500® urban office real estate investment trust (REIT), is the first, longest-tenured, and pioneering owner, operator, and developer uniquely focused on collaborative life science, technology, and agtech campuses in AAA innovation cluster locations, with a total market capitalization of $31.9 billion as of December 31, 2020, and an asset base in North America of 49.7 million square feet (SF). The asset base in North America includes 31.9...
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ARE vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $671.0M | $510.9M |
| Net Profit | $398.4M | $-63.0M |
| Gross Margin | — | 25.2% |
| Operating Margin | — | -11.5% |
| Net Margin | 59.4% | -12.3% |
| Revenue YoY | -11.5% | — |
| Net Profit YoY | 740.6% | — |
| EPS (diluted) | $2.10 | — |
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 | $671.0M | — | ||
| Q4 25 | $754.4M | $510.9M | ||
| Q3 25 | $751.9M | $335.4M | ||
| Q2 25 | $762.0M | $215.2M | ||
| Q1 25 | $758.2M | $119.7M | ||
| Q4 24 | $788.9M | $413.0M | ||
| Q3 24 | $791.6M | $285.8M | ||
| Q2 24 | $766.7M | $184.1M |
| Q1 26 | $398.4M | — | ||
| Q4 25 | $-1.1B | $-63.0M | ||
| Q3 25 | $-232.8M | — | ||
| Q2 25 | $-107.0M | $-47.3M | ||
| Q1 25 | $-8.9M | $-25.5M | ||
| Q4 24 | $-62.2M | $-85.5M | ||
| Q3 24 | $167.9M | $-47.1M | ||
| Q2 24 | $46.7M | $-35.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | -11.5% | ||
| Q3 25 | — | -15.3% | ||
| Q2 25 | — | -21.0% | ||
| Q1 25 | — | -20.3% | ||
| Q4 24 | — | -18.0% | ||
| Q3 24 | — | -13.9% | ||
| Q2 24 | — | -16.8% |
| Q1 26 | 59.4% | — | ||
| Q4 25 | -143.3% | -12.3% | ||
| Q3 25 | -31.0% | — | ||
| Q2 25 | -14.0% | -22.0% | ||
| Q1 25 | -1.2% | -21.3% | ||
| Q4 24 | -7.9% | -20.7% | ||
| Q3 24 | 21.2% | -16.5% | ||
| Q2 24 | 6.1% | -19.3% |
| Q1 26 | $2.10 | — | ||
| Q4 25 | $-6.35 | — | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.64 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $-0.38 | — | ||
| Q3 24 | $0.96 | — | ||
| Q2 24 | $0.25 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $418.7M | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $19.4B | $724.5M |
| Total Assets | $34.2B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $418.7M | — | ||
| Q4 25 | $549.1M | $280.6M | ||
| Q3 25 | $579.5M | $110.2M | ||
| Q2 25 | $520.5M | $110.2M | ||
| Q1 25 | $476.4M | $110.2M | ||
| Q4 24 | $552.1M | $100.3M | ||
| Q3 24 | $562.6M | $100.3M | ||
| Q2 24 | $561.0M | $100.3M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | — | ||
| Q3 25 | $13.6B | — | ||
| Q2 25 | $13.3B | — | ||
| Q1 25 | $13.1B | — | ||
| Q4 24 | $12.2B | — | ||
| Q3 24 | $12.7B | — | ||
| Q2 24 | $12.4B | — |
| Q1 26 | $19.4B | — | ||
| Q4 25 | $15.5B | $724.5M | ||
| Q3 25 | $16.6B | $572.4M | ||
| Q2 25 | $17.2B | $572.4M | ||
| Q1 25 | $17.5B | $572.4M | ||
| Q4 24 | $17.9B | $573.0M | ||
| Q3 24 | $18.2B | $573.0M | ||
| Q2 24 | $18.3B | $573.0M |
| Q1 26 | $34.2B | — | ||
| Q4 25 | $34.1B | $1.1B | ||
| Q3 25 | $37.4B | $792.3M | ||
| Q2 25 | $37.6B | $792.3M | ||
| Q1 25 | $37.6B | $792.3M | ||
| Q4 24 | $37.5B | $775.7M | ||
| Q3 24 | $38.5B | $775.7M | ||
| Q2 24 | $37.8B | $775.7M |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.68× | — |
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 | $475.0M | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | 76.0% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $475.0M | — | ||
| Q4 25 | $312.4M | $81.9M | ||
| Q3 25 | $433.5M | $-4.8M | ||
| Q2 25 | $460.2M | $-1.2M | ||
| Q1 25 | $207.9M | $-14.6M | ||
| Q4 24 | $274.2M | $14.9M | ||
| Q3 24 | $477.4M | $-9.2M | ||
| Q2 24 | $411.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $69.6M | ||
| Q3 25 | — | $-14.2M | ||
| Q2 25 | — | $-5.8M | ||
| Q1 25 | — | $-16.0M | ||
| Q4 24 | — | $11.3M | ||
| Q3 24 | — | $-11.6M | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | -4.2% | ||
| Q2 25 | — | -2.7% | ||
| Q1 25 | — | -13.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | -4.1% | ||
| Q2 24 | — | — |
| Q1 26 | 76.0% | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | — |
| Q1 26 | 1.19× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.84× | — | ||
| Q2 24 | 8.82× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARE
| Same properties | $431.4M | 64% |
| Tenant recoveries | $178.2M | 27% |
| Non-same properties | $43.3M | 6% |
| Other | $18.0M | 3% |
GENI
Segment breakdown not available.
