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Side-by-side financial comparison of Ellington Financial Inc. (EFC) and GERON CORP (GERN). Click either name above to swap in a different company.
Ellington Financial Inc. is the larger business by last-quarter revenue ($78.2M vs $47.2M, roughly 1.7× GERON CORP). Ellington Financial Inc. runs the higher net margin — 28.9% vs -39.0%, a 67.9% gap on every dollar of revenue. On growth, GERON CORP posted the faster year-over-year revenue change (67.1% vs 8.7%). Over the past eight quarters, GERON CORP's revenue compounded faster (1597.0% CAGR vs 1.8%).
Ellington Management Group is an American hedge fund firm. As of June 2019, the firm was reportedly managing $8.5 billion in structured products and other credit instruments.
Geron Corporation is a biotechnology company located in Foster City, California which specializes in developing and commercializing therapeutic products for cancer that inhibit telomerase.
EFC vs GERN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $47.2M |
| Net Profit | $22.6M | $-18.4M |
| Gross Margin | — | — |
| Operating Margin | 7.4% | -29.4% |
| Net Margin | 28.9% | -39.0% |
| Revenue YoY | 8.7% | 67.1% |
| Net Profit YoY | -26.2% | 30.3% |
| EPS (diluted) | $0.10 | $-0.03 |
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 | $78.2M | — | ||
| Q3 25 | $82.8M | $47.2M | ||
| Q2 25 | $92.5M | $49.0M | ||
| Q1 25 | $82.9M | $39.6M | ||
| Q4 24 | $72.0M | — | ||
| Q3 24 | $67.0M | $28.3M | ||
| Q2 24 | $91.2M | $882.0K | ||
| Q1 24 | $75.5M | $304.0K |
| Q4 25 | $22.6M | — | ||
| Q3 25 | $29.5M | $-18.4M | ||
| Q2 25 | $42.9M | $-16.4M | ||
| Q1 25 | $31.6M | $-19.8M | ||
| Q4 24 | $30.7M | — | ||
| Q3 24 | $16.2M | $-26.4M | ||
| Q2 24 | $52.3M | $-67.4M | ||
| Q1 24 | $26.9M | $-55.4M |
| Q4 25 | 7.4% | — | ||
| Q3 25 | 31.1% | -29.4% | ||
| Q2 25 | 38.3% | -25.4% | ||
| Q1 25 | 37.3% | -42.2% | ||
| Q4 24 | 28.0% | — | ||
| Q3 24 | 24.0% | -99.8% | ||
| Q2 24 | 52.8% | -7860.9% | ||
| Q1 24 | 42.2% | -18465.1% |
| Q4 25 | 28.9% | — | ||
| Q3 25 | 35.7% | -39.0% | ||
| Q2 25 | 46.4% | -33.4% | ||
| Q1 25 | 38.2% | -50.1% | ||
| Q4 24 | 42.6% | — | ||
| Q3 24 | 24.1% | -93.5% | ||
| Q2 24 | 57.4% | -7639.8% | ||
| Q1 24 | 35.6% | -18220.4% |
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.29 | $-0.03 | ||
| Q2 25 | $0.45 | $-0.02 | ||
| Q1 25 | $0.35 | $-0.03 | ||
| Q4 24 | $0.23 | — | ||
| Q3 24 | $0.19 | $-0.04 | ||
| Q2 24 | $0.62 | $-0.10 | ||
| Q1 24 | $0.32 | $-0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $201.9M | $78.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $248.7M |
| Total Assets | $19.4B | $567.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $201.9M | — | ||
| Q3 25 | $184.8M | $78.1M | ||
| Q2 25 | $211.0M | $77.7M | ||
| Q1 25 | $203.3M | $83.7M | ||
| Q4 24 | $192.4M | — | ||
| Q3 24 | $217.7M | $60.3M | ||
| Q2 24 | $198.5M | $116.9M | ||
| Q1 24 | $187.5M | $189.8M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | $248.7M | ||
| Q2 25 | $1.7B | $259.5M | ||
| Q1 25 | $1.6B | $268.2M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $292.3M | ||
| Q2 24 | $1.6B | $306.7M | ||
| Q1 24 | $1.5B | $344.9M |
| Q4 25 | $19.4B | — | ||
| Q3 25 | $17.8B | $567.4M | ||
| Q2 25 | $17.1B | $555.2M | ||
| Q1 25 | $16.6B | $562.5M | ||
| Q4 24 | $16.3B | — | ||
| Q3 24 | $16.0B | $444.9M | ||
| Q2 24 | $15.1B | $449.4M | ||
| Q1 24 | $15.1B | $482.1M |
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 | $-925.5M | $-13.6M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | -40.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-925.5M | — | ||
| Q3 25 | $-290.4M | $-13.6M | ||
| Q2 25 | $-210.5M | $-27.4M | ||
| Q1 25 | $-126.4M | $-48.0M | ||
| Q4 24 | $-430.5M | — | ||
| Q3 24 | $-141.7M | $-58.9M | ||
| Q2 24 | $-88.6M | $-53.5M | ||
| Q1 24 | $-59.5M | $-62.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-53.7M | ||
| Q1 24 | — | $-62.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -6086.6% | ||
| Q1 24 | — | -20680.3% |
| Q4 25 | 0.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 23.4% | ||
| Q1 24 | 0.0% | 202.3% |
| Q4 25 | -40.92× | — | ||
| Q3 25 | -9.84× | — | ||
| Q2 25 | -4.90× | — | ||
| Q1 25 | -3.99× | — | ||
| Q4 24 | -14.04× | — | ||
| Q3 24 | -8.76× | — | ||
| Q2 24 | -1.69× | — | ||
| Q1 24 | -2.21× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
