vs
Side-by-side financial comparison of Kimco Realty (KIM) and Paymentus Holdings, Inc. (PAY). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $330.5M, roughly 1.7× Paymentus Holdings, Inc.). Kimco Realty runs the higher net margin — 29.8% vs 6.3%, a 23.6% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 4.0%). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
KIM vs PAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $330.5M |
| Net Profit | $166.3M | $20.7M |
| Gross Margin | — | 25.4% |
| Operating Margin | 37.2% | 7.3% |
| Net Margin | 29.8% | 6.3% |
| Revenue YoY | 4.0% | 28.1% |
| Net Profit YoY | 23.7% | 57.2% |
| EPS (diluted) | $0.46 | $0.16 |
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 | $330.5M | ||
| Q3 25 | $535.9M | $310.7M | ||
| Q2 25 | $525.2M | $280.1M | ||
| Q1 25 | $536.6M | $275.2M | ||
| Q4 24 | $525.4M | $257.9M | ||
| Q3 24 | $507.6M | $231.6M | ||
| Q2 24 | $500.2M | $197.4M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $20.7M | ||
| Q3 25 | $137.8M | $17.7M | ||
| Q2 25 | $163.0M | $14.7M | ||
| Q1 25 | $132.8M | $13.8M | ||
| Q4 24 | $166.0M | $13.1M | ||
| Q3 24 | $136.0M | $14.4M | ||
| Q2 24 | $119.7M | $9.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.4% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 24.0% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 29.8% |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 7.3% | ||
| Q3 25 | 34.9% | 6.4% | ||
| Q2 25 | 39.2% | 5.7% | ||
| Q1 25 | 33.6% | 5.7% | ||
| Q4 24 | 31.7% | 5.5% | ||
| Q3 24 | 33.7% | 5.2% | ||
| Q2 24 | 32.1% | 5.2% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 6.3% | ||
| Q3 25 | 25.7% | 5.7% | ||
| Q2 25 | 31.0% | 5.3% | ||
| Q1 25 | 24.8% | 5.0% | ||
| Q4 24 | 31.6% | 5.1% | ||
| Q3 24 | 26.8% | 6.2% | ||
| Q2 24 | 23.9% | 4.7% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.16 | ||
| Q3 25 | — | $0.14 | ||
| Q2 25 | — | $0.11 | ||
| Q1 25 | — | $0.11 | ||
| Q4 24 | — | $0.11 | ||
| Q3 24 | — | $0.11 | ||
| Q2 24 | — | $0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $320.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $560.4M |
| Total Assets | $19.6B | $667.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $320.9M | ||
| Q3 25 | $159.3M | $287.9M | ||
| Q2 25 | $226.6M | $266.4M | ||
| Q1 25 | $131.3M | $245.8M | ||
| Q4 24 | $688.6M | $205.9M | ||
| Q3 24 | $789.0M | $187.5M | ||
| Q2 24 | $126.4M | $188.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $560.4M | ||
| Q3 25 | $10.5B | $537.4M | ||
| Q2 25 | $10.5B | $516.7M | ||
| Q1 25 | $10.6B | $500.4M | ||
| Q4 24 | $10.7B | $485.6M | ||
| Q3 24 | $10.5B | $468.8M | ||
| Q2 24 | $10.6B | $451.6M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $667.9M | ||
| Q3 25 | $19.9B | $644.4M | ||
| Q2 25 | $19.8B | $609.5M | ||
| Q1 25 | $19.7B | $590.9M | ||
| Q4 24 | $20.3B | $576.2M | ||
| Q3 24 | $20.1B | $552.9M | ||
| Q2 24 | $19.5B | $527.7M |
| 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 | — | $45.1M |
| Free Cash FlowOCF − Capex | — | $45.0M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | — | 2.18× |
| TTM Free Cash FlowTrailing 4 quarters | — | $161.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $45.1M | ||
| Q3 25 | $332.4M | $35.1M | ||
| Q2 25 | $305.4M | $31.5M | ||
| Q1 25 | $223.8M | $50.4M | ||
| Q4 24 | $239.5M | $27.9M | ||
| Q3 24 | $295.9M | $6.7M | ||
| Q2 24 | $294.1M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $35.0M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | $205.4M | $50.4M | ||
| Q4 24 | — | $27.8M | ||
| Q3 24 | — | $6.7M | ||
| Q2 24 | — | $17.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | 38.3% | 18.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 9.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.0% | ||
| Q3 25 | 0.0% | 0.0% | ||
| Q2 25 | 0.0% | 0.0% | ||
| Q1 25 | 3.4% | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 2.18× | ||
| Q3 25 | 2.41× | 1.98× | ||
| Q2 25 | 1.87× | 2.14× | ||
| Q1 25 | 1.69× | 3.65× | ||
| Q4 24 | 1.44× | 2.12× | ||
| Q3 24 | 2.18× | 0.47× | ||
| Q2 24 | 2.46× | 1.93× |
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% |
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
