vs
Side-by-side financial comparison of GLADSTONE COMMERCIAL CORP (GOOD) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
GLADSTONE COMMERCIAL CORP is the larger business by last-quarter revenue ($43.5M vs $38.5M, roughly 1.1× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs 12.4%, a 256.3% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs 16.3%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% CAGR vs 10.3%).
Gladstone Commercial Corp is a publicly traded US real estate investment trust focused on acquiring, owning, and operating diversified industrial and commercial properties. It offers long-term net lease agreements to tenants across manufacturing, logistics, healthcare and professional services sectors, mainly serving small to mid-sized business clients.
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
GOOD vs ORC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $43.5M | $38.5M |
| Net Profit | $5.4M | $103.4M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 12.4% | 268.7% |
| Revenue YoY | 16.3% | 372.6% |
| Net Profit YoY | -25.1% | 1764.9% |
| EPS (diluted) | $0.05 | — |
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 | $43.5M | $38.5M | ||
| Q3 25 | $40.8M | $26.9M | ||
| Q2 25 | $39.5M | $23.2M | ||
| Q1 25 | $37.5M | $19.7M | ||
| Q4 24 | $37.4M | — | ||
| Q3 24 | $39.2M | $340.0K | ||
| Q2 24 | $37.1M | $-697.0K | ||
| Q1 24 | $35.7M | $-2.5M |
| Q4 25 | $5.4M | $103.4M | ||
| Q3 25 | $4.1M | $72.1M | ||
| Q2 25 | $4.6M | $-33.6M | ||
| Q1 25 | $5.1M | $17.1M | ||
| Q4 24 | $7.2M | — | ||
| Q3 24 | $11.7M | $17.3M | ||
| Q2 24 | $1.6M | $-5.0M | ||
| Q1 24 | $3.5M | $19.8M |
| Q4 25 | 12.4% | 268.7% | ||
| Q3 25 | 10.1% | 267.8% | ||
| Q2 25 | 11.7% | -145.0% | ||
| Q1 25 | 13.7% | 86.9% | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 29.8% | 5094.1% | ||
| Q2 24 | 4.3% | 714.3% | ||
| Q1 24 | 9.9% | -794.2% |
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $0.04 | — | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $-0.04 | — | ||
| Q1 24 | $0.01 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $10.8M | $665.9M |
| Total DebtLower is stronger | $843.5M | — |
| Stockholders' EquityBook value | $171.8M | $1.4B |
| Total Assets | $1.2B | $11.7B |
| Debt / EquityLower = less leverage | 4.91× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.8M | $665.9M | ||
| Q3 25 | $18.4M | $583.9M | ||
| Q2 25 | $11.7M | $440.8M | ||
| Q1 25 | $10.4M | $396.4M | ||
| Q4 24 | $11.0M | — | ||
| Q3 24 | $10.5M | $322.1M | ||
| Q2 24 | $10.4M | $241.0M | ||
| Q1 24 | $10.5M | $190.4M |
| Q4 25 | $843.5M | — | ||
| Q3 25 | $843.3M | — | ||
| Q2 25 | $794.4M | — | ||
| Q1 25 | $740.7M | — | ||
| Q4 24 | $693.4M | — | ||
| Q3 24 | $692.6M | — | ||
| Q2 24 | $722.5M | — | ||
| Q1 24 | $719.4M | — |
| Q4 25 | $171.8M | $1.4B | ||
| Q3 25 | $184.8M | $1.1B | ||
| Q2 25 | $177.2M | $912.0M | ||
| Q1 25 | $183.2M | $855.9M | ||
| Q4 24 | $171.2M | — | ||
| Q3 24 | $168.9M | $656.0M | ||
| Q2 24 | $145.7M | $555.9M | ||
| Q1 24 | $147.3M | $481.6M |
| Q4 25 | $1.2B | $11.7B | ||
| Q3 25 | $1.3B | $9.1B | ||
| Q2 25 | $1.2B | $7.6B | ||
| Q1 25 | $1.2B | $7.3B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $5.9B | ||
| Q2 24 | $1.1B | $4.9B | ||
| Q1 24 | $1.1B | $4.2B |
| Q4 25 | 4.91× | — | ||
| Q3 25 | 4.56× | — | ||
| Q2 25 | 4.48× | — | ||
| Q1 25 | 4.04× | — | ||
| Q4 24 | 4.05× | — | ||
| Q3 24 | 4.10× | — | ||
| Q2 24 | 4.96× | — | ||
| Q1 24 | 4.88× | — |
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 | $88.2M | $120.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 16.38× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $88.2M | $120.4M | ||
| Q3 25 | $18.9M | $28.0M | ||
| Q2 25 | $35.8M | $18.4M | ||
| Q1 25 | $17.7M | $25.8M | ||
| Q4 24 | $57.0M | — | ||
| Q3 24 | $5.5M | $-14.8M | ||
| Q2 24 | $13.6M | $19.3M | ||
| Q1 24 | $15.0M | $45.0M |
| Q4 25 | 16.38× | 1.16× | ||
| Q3 25 | 4.57× | 0.39× | ||
| Q2 25 | 7.74× | — | ||
| Q1 25 | 3.44× | 1.51× | ||
| Q4 24 | 7.93× | — | ||
| Q3 24 | 0.47× | -0.86× | ||
| Q2 24 | 8.44× | — | ||
| Q1 24 | 4.26× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.