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Side-by-side financial comparison of Ellington Financial Inc. (EFC) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $78.2M, roughly 1.7× Ellington Financial Inc.). Ellington Financial Inc. runs the higher net margin — 28.9% vs 17.1%, a 11.8% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 8.7%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
EFC vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $132.6M |
| Net Profit | $22.6M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 7.4% | — |
| Net Margin | 28.9% | 17.1% |
| Revenue YoY | 8.7% | 12.2% |
| Net Profit YoY | -26.2% | -6.7% |
| EPS (diluted) | $0.10 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $78.2M | $119.6M | ||
| Q3 25 | $82.8M | $120.1M | ||
| Q2 25 | $92.5M | $114.1M | ||
| Q1 25 | $82.9M | $118.2M | ||
| Q4 24 | $72.0M | $116.4M | ||
| Q3 24 | $67.0M | $112.4M | ||
| Q2 24 | $91.2M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $22.6M | $12.4M | ||
| Q3 25 | $29.5M | $14.9M | ||
| Q2 25 | $42.9M | $58.0M | ||
| Q1 25 | $31.6M | $8.2M | ||
| Q4 24 | $30.7M | $30.1M | ||
| Q3 24 | $16.2M | $9.1M | ||
| Q2 24 | $52.3M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 11.3% | ||
| Q3 25 | 31.1% | 13.4% | ||
| Q2 25 | 38.3% | 53.9% | ||
| Q1 25 | 37.3% | 7.6% | ||
| Q4 24 | 28.0% | 27.6% | ||
| Q3 24 | 24.0% | 8.9% | ||
| Q2 24 | 52.8% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 28.9% | 10.4% | ||
| Q3 25 | 35.7% | 12.4% | ||
| Q2 25 | 46.4% | 50.8% | ||
| Q1 25 | 38.2% | 6.9% | ||
| Q4 24 | 42.6% | 25.9% | ||
| Q3 24 | 24.1% | 8.1% | ||
| Q2 24 | 57.4% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.10 | $0.09 | ||
| Q3 25 | $0.29 | $0.12 | ||
| Q2 25 | $0.45 | $0.46 | ||
| Q1 25 | $0.35 | $0.07 | ||
| Q4 24 | $0.23 | $0.25 | ||
| Q3 24 | $0.19 | $0.07 | ||
| Q2 24 | $0.62 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $1.4B |
| Total Assets | $19.4B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $201.9M | $48.9M | ||
| Q3 25 | $184.8M | $77.8M | ||
| Q2 25 | $211.0M | $53.0M | ||
| Q1 25 | $203.3M | $48.0M | ||
| Q4 24 | $192.4M | $41.4M | ||
| Q3 24 | $217.7M | $67.9M | ||
| Q2 24 | $198.5M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $19.4B | $3.3B | ||
| Q3 25 | $17.8B | $3.3B | ||
| Q2 25 | $17.1B | $3.3B | ||
| Q1 25 | $16.6B | $3.3B | ||
| Q4 24 | $16.3B | $3.3B | ||
| Q3 24 | $16.0B | $3.2B | ||
| Q2 24 | $15.1B | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | 1.5% |
| Cash ConversionOCF / Net Profit | -40.92× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $-925.5M | $182.7M | ||
| Q3 25 | $-290.4M | $55.7M | ||
| Q2 25 | $-210.5M | $43.5M | ||
| Q1 25 | $-126.4M | $32.6M | ||
| Q4 24 | $-430.5M | $153.2M | ||
| Q3 24 | $-141.7M | $36.6M | ||
| Q2 24 | $-88.6M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 0.0% | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | 0.0% | 95.1% | ||
| Q3 24 | 0.0% | 21.7% | ||
| Q2 24 | 0.0% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | -40.92× | 14.71× | ||
| Q3 25 | -9.84× | 3.73× | ||
| Q2 25 | -4.90× | 0.75× | ||
| Q1 25 | -3.99× | 3.97× | ||
| Q4 24 | -14.04× | 5.09× | ||
| Q3 24 | -8.76× | 4.03× | ||
| Q2 24 | -1.69× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EFC
Segment breakdown not available.
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
