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Side-by-side financial comparison of Kimco Realty (KIM) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $368.7M, roughly 1.5× Perion Network Ltd.). Kimco Realty runs the higher net margin — 29.8% vs 2.1%, a 27.7% gap on every dollar of revenue. Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
KIM vs PERI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $558.0M | $368.7M |
| Net Profit | $166.3M | $7.7M |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 2.0% |
| Net Margin | 29.8% | 2.1% |
| Revenue YoY | 4.0% | — |
| Net Profit YoY | 23.7% | — |
| EPS (diluted) | $0.46 | — |
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 | — | ||
| Q3 25 | $535.9M | $368.7M | ||
| Q2 25 | $525.2M | $266.5M | ||
| Q1 25 | $536.6M | $157.8M | ||
| Q4 24 | $525.4M | — | ||
| Q3 24 | $507.6M | $508.9M | ||
| Q2 24 | $500.2M | $323.6M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | — | ||
| Q3 25 | $137.8M | $7.7M | ||
| Q2 25 | $163.0M | $5.6M | ||
| Q1 25 | $132.8M | $11.8M | ||
| Q4 24 | $166.0M | — | ||
| Q3 24 | $136.0M | $78.0M | ||
| Q2 24 | $119.7M | $45.2M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | — | ||
| Q3 25 | 34.9% | 2.0% | ||
| Q2 25 | 39.2% | -1.7% | ||
| Q1 25 | 33.6% | 5.4% | ||
| Q4 24 | 31.7% | — | ||
| Q3 24 | 33.7% | 15.1% | ||
| Q2 24 | 32.1% | 13.7% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | — | ||
| Q3 25 | 25.7% | 2.1% | ||
| Q2 25 | 31.0% | 2.1% | ||
| Q1 25 | 24.8% | 7.5% | ||
| Q4 24 | 31.6% | — | ||
| Q3 24 | 26.8% | 15.3% | ||
| Q2 24 | 23.9% | 14.0% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $156.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $722.9M |
| Total Assets | $19.6B | $915.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | — | ||
| Q3 25 | $159.3M | $156.2M | ||
| Q2 25 | $226.6M | $156.2M | ||
| Q1 25 | $131.3M | $156.2M | ||
| Q4 24 | $688.6M | — | ||
| Q3 24 | $789.0M | $187.6M | ||
| Q2 24 | $126.4M | $187.6M |
| 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 | — | ||
| Q3 25 | $10.5B | $722.9M | ||
| Q2 25 | $10.5B | $722.9M | ||
| Q1 25 | $10.6B | $722.9M | ||
| Q4 24 | $10.7B | — | ||
| Q3 24 | $10.5B | $718.1M | ||
| Q2 24 | $10.6B | $718.1M |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | — | ||
| Q3 25 | $19.9B | $915.5M | ||
| Q2 25 | $19.8B | $915.5M | ||
| Q1 25 | $19.7B | $915.5M | ||
| Q4 24 | $20.3B | — | ||
| Q3 24 | $20.1B | $1.1B | ||
| Q2 24 | $19.5B | $1.1B |
| 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 | — | $2.6M |
| Free Cash FlowOCF − Capex | — | $-2.9M |
| FCF MarginFCF / Revenue | — | -0.8% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | — | ||
| Q3 25 | $332.4M | $2.6M | ||
| Q2 25 | $305.4M | — | ||
| Q1 25 | $223.8M | — | ||
| Q4 24 | $239.5M | — | ||
| Q3 24 | $295.9M | $105.2M | ||
| Q2 24 | $294.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | $205.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $104.7M | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | 38.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | — | ||
| Q3 25 | 2.41× | 0.34× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.18× | 1.35× | ||
| Q2 24 | 2.46× | — |
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |