vs
Side-by-side financial comparison of Kimco Realty (KIM) and MSCI Inc. (MSCI). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $558.0M, roughly 1.5× Kimco Realty). MSCI Inc. runs the higher net margin — 34.6% vs 29.8%, a 4.8% gap on every dollar of revenue. On growth, MSCI Inc. posted the faster year-over-year revenue change (10.6% vs 4.0%). Over the past eight quarters, MSCI Inc.'s revenue compounded faster (10.0% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
KIM vs MSCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $822.5M |
| Net Profit | $166.3M | $284.7M |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 56.4% |
| Net Margin | 29.8% | 34.6% |
| Revenue YoY | 4.0% | 10.6% |
| Net Profit YoY | 23.7% | -6.8% |
| EPS (diluted) | $0.46 | $3.81 |
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 | $558.0M | — | ||
| Q4 25 | $542.5M | $822.5M | ||
| Q3 25 | $535.9M | $793.4M | ||
| Q2 25 | $525.2M | $772.7M | ||
| Q1 25 | $536.6M | $745.8M | ||
| Q4 24 | $525.4M | $743.5M | ||
| Q3 24 | $507.6M | $724.7M | ||
| Q2 24 | $500.2M | $707.9M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $284.7M | ||
| Q3 25 | $137.8M | $325.4M | ||
| Q2 25 | $163.0M | $303.6M | ||
| Q1 25 | $132.8M | $288.6M | ||
| Q4 24 | $166.0M | $305.5M | ||
| Q3 24 | $136.0M | $280.9M | ||
| Q2 24 | $119.7M | $266.8M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 56.4% | ||
| Q3 25 | 34.9% | 56.4% | ||
| Q2 25 | 39.2% | 55.0% | ||
| Q1 25 | 33.6% | 50.6% | ||
| Q4 24 | 31.7% | 54.5% | ||
| Q3 24 | 33.7% | 55.4% | ||
| Q2 24 | 32.1% | 54.0% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 34.6% | ||
| Q3 25 | 25.7% | 41.0% | ||
| Q2 25 | 31.0% | 39.3% | ||
| Q1 25 | 24.8% | 38.7% | ||
| Q4 24 | 31.6% | 41.1% | ||
| Q3 24 | 26.8% | 38.8% | ||
| Q2 24 | 23.9% | 37.7% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $3.81 | ||
| Q3 25 | — | $4.25 | ||
| Q2 25 | — | $3.92 | ||
| Q1 25 | — | $3.71 | ||
| Q4 24 | — | $3.89 | ||
| Q3 24 | — | $3.57 | ||
| Q2 24 | — | $3.37 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $515.3M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $10.4B | $-2.7B |
| Total Assets | $19.6B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $515.3M | ||
| Q3 25 | $159.3M | $400.1M | ||
| Q2 25 | $226.6M | $347.3M | ||
| Q1 25 | $131.3M | $360.7M | ||
| Q4 24 | $688.6M | $409.4M | ||
| Q3 24 | $789.0M | $501.0M | ||
| Q2 24 | $126.4M | $451.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $6.2B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | $8.0B | $4.5B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $4.5B |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $-2.7B | ||
| Q3 25 | $10.5B | $-1.9B | ||
| Q2 25 | $10.5B | $-886.2M | ||
| Q1 25 | $10.6B | $-958.6M | ||
| Q4 24 | $10.7B | $-940.0M | ||
| Q3 24 | $10.5B | $-751.0M | ||
| Q2 24 | $10.6B | $-734.5M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $5.7B | ||
| Q3 25 | $19.9B | $5.4B | ||
| Q2 25 | $19.8B | $5.4B | ||
| Q1 25 | $19.7B | $5.3B | ||
| Q4 24 | $20.3B | $5.4B | ||
| Q3 24 | $20.1B | $5.4B | ||
| Q2 24 | $19.5B | $5.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $501.1M |
| Free Cash FlowOCF − Capex | — | $488.7M |
| FCF MarginFCF / Revenue | — | 59.4% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.76× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $501.1M | ||
| Q3 25 | $332.4M | $449.4M | ||
| Q2 25 | $305.4M | $336.1M | ||
| Q1 25 | $223.8M | $301.7M | ||
| Q4 24 | $239.5M | $430.6M | ||
| Q3 24 | $295.9M | $421.6M | ||
| Q2 24 | $294.1M | $349.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $488.7M | ||
| Q3 25 | — | $445.5M | ||
| Q2 25 | — | $324.7M | ||
| Q1 25 | $205.4M | $290.2M | ||
| Q4 24 | — | $416.4M | ||
| Q3 24 | — | $415.0M | ||
| Q2 24 | — | $340.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 59.4% | ||
| Q3 25 | — | 56.2% | ||
| Q2 25 | — | 42.0% | ||
| Q1 25 | 38.3% | 38.9% | ||
| Q4 24 | — | 56.0% | ||
| Q3 24 | — | 57.3% | ||
| Q2 24 | — | 48.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.5% | ||
| Q3 25 | 0.0% | 0.5% | ||
| Q2 25 | 0.0% | 1.5% | ||
| Q1 25 | 3.4% | 1.5% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.76× | ||
| Q3 25 | 2.41× | 1.38× | ||
| Q2 25 | 1.87× | 1.11× | ||
| Q1 25 | 1.69× | 1.05× | ||
| Q4 24 | 1.44× | 1.41× | ||
| Q3 24 | 2.18× | 1.50× | ||
| Q2 24 | 2.46× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
