vs
Side-by-side financial comparison of Kimco Realty (KIM) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $297.1M, roughly 1.8× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 27.9%, a 27.8% gap on every dollar of revenue. On growth, Kimco Realty posted the faster year-over-year revenue change (3.2% vs -3.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (3.8% CAGR vs -1.4%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
KIM vs MTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $297.1M |
| Net Profit | $151.2M | $165.3M |
| Gross Margin | — | — |
| Operating Margin | 36.4% | — |
| Net Margin | 27.9% | 55.6% |
| Revenue YoY | 3.2% | -3.0% |
| Net Profit YoY | -9.0% | -10.9% |
| EPS (diluted) | — | $0.76 |
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 | — | $297.1M | ||
| Q4 25 | $542.5M | $298.7M | ||
| Q3 25 | $535.9M | $304.5M | ||
| Q2 25 | $525.2M | $304.2M | ||
| Q1 25 | $536.6M | $306.2M | ||
| Q4 24 | $525.4M | $301.4M | ||
| Q3 24 | $507.6M | $306.6M | ||
| Q2 24 | $500.2M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $151.2M | $169.3M | ||
| Q3 25 | $137.8M | $191.1M | ||
| Q2 25 | $163.0M | $192.5M | ||
| Q1 25 | $132.8M | $185.5M | ||
| Q4 24 | $166.0M | $184.7M | ||
| Q3 24 | $136.0M | $200.0M | ||
| Q2 24 | $119.7M | $204.2M |
| Q1 26 | — | — | ||
| Q4 25 | 36.4% | 71.2% | ||
| Q3 25 | 34.9% | 77.2% | ||
| Q2 25 | 39.2% | 80.9% | ||
| Q1 25 | 33.6% | 76.6% | ||
| Q4 24 | 31.7% | 77.9% | ||
| Q3 24 | 33.7% | 82.9% | ||
| Q2 24 | 32.1% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 27.9% | 56.7% | ||
| Q3 25 | 25.7% | 62.8% | ||
| Q2 25 | 31.0% | 63.3% | ||
| Q1 25 | 24.8% | 60.6% | ||
| Q4 24 | 31.6% | 61.3% | ||
| Q3 24 | 26.8% | 65.2% | ||
| Q2 24 | 23.9% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.83 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.6M | $235.1M |
| Total DebtLower is stronger | $7.7B | — |
| Stockholders' EquityBook value | $10.4B | $5.0B |
| Total Assets | $19.7B | $6.4B |
| Debt / EquityLower = less leverage | 0.74× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $211.6M | $369.0M | ||
| Q3 25 | $159.3M | $266.9M | ||
| Q2 25 | $226.6M | $294.9M | ||
| Q1 25 | $131.3M | $207.0M | ||
| Q4 24 | $688.6M | $229.5M | ||
| Q3 24 | $789.0M | $288.6M | ||
| Q2 24 | $126.4M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $10.4B | $5.1B | ||
| Q3 25 | $10.5B | $5.2B | ||
| Q2 25 | $10.5B | $5.2B | ||
| Q1 25 | $10.6B | $5.1B | ||
| Q4 24 | $10.7B | $5.2B | ||
| Q3 24 | $10.5B | $5.3B | ||
| Q2 24 | $10.6B | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $19.7B | $6.6B | ||
| Q3 25 | $19.9B | $6.6B | ||
| Q2 25 | $19.8B | $6.5B | ||
| Q1 25 | $19.7B | $6.5B | ||
| Q4 24 | $20.3B | $6.5B | ||
| Q3 24 | $20.1B | $6.7B | ||
| Q2 24 | $19.5B | $6.5B |
| 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 | $258.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | 1.71× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $230.8M | ||
| Q3 25 | $332.4M | $215.4M | ||
| Q2 25 | $305.4M | $183.0M | ||
| Q1 25 | $223.8M | $223.7M | ||
| Q4 24 | $239.5M | $182.4M | ||
| Q3 24 | $295.9M | $182.9M | ||
| Q2 24 | $294.1M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $230.2M | ||
| Q3 25 | — | $215.1M | ||
| Q2 25 | — | $183.0M | ||
| Q1 25 | $205.4M | $223.5M | ||
| Q4 24 | — | $181.9M | ||
| Q3 24 | — | $182.5M | ||
| Q2 24 | — | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 77.1% | ||
| Q3 25 | — | 70.6% | ||
| Q2 25 | — | 60.1% | ||
| Q1 25 | 38.3% | 73.0% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.2% | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | 0.0% | 0.0% | ||
| Q1 25 | 3.4% | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.36× | ||
| Q3 25 | 2.41× | 1.13× | ||
| Q2 25 | 1.87× | 0.95× | ||
| Q1 25 | 1.69× | 1.21× | ||
| Q4 24 | 1.44× | 0.99× | ||
| Q3 24 | 2.18× | 0.91× | ||
| Q2 24 | 2.46× | 0.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
