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Side-by-side financial comparison of Kimco Realty (KIM) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($846.8M vs $558.0M, roughly 1.5× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 22.1%, a 7.7% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 4.0%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
KIM vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $846.8M |
| Net Profit | $166.3M | $186.9M |
| Gross Margin | — | 80.7% |
| Operating Margin | 37.2% | 30.3% |
| Net Margin | 29.8% | 22.1% |
| Revenue YoY | 4.0% | 14.3% |
| Net Profit YoY | 23.7% | 2.6% |
| EPS (diluted) | $0.46 | $0.39 |
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 | $846.8M | ||
| Q3 25 | $535.9M | $739.4M | ||
| Q2 25 | $525.2M | $694.0M | ||
| Q1 25 | $536.6M | $616.0M | ||
| Q4 24 | $525.4M | $741.0M | ||
| Q3 24 | $507.6M | $628.0M | ||
| Q2 24 | $500.2M | $584.5M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $186.9M | ||
| Q3 25 | $137.8M | $115.5M | ||
| Q2 25 | $163.0M | $90.1M | ||
| Q1 25 | $132.8M | $50.7M | ||
| Q4 24 | $166.0M | $182.2M | ||
| Q3 24 | $136.0M | $94.2M | ||
| Q2 24 | $119.7M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.7% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | — | 81.1% |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 30.3% | ||
| Q3 25 | 34.9% | 21.8% | ||
| Q2 25 | 39.2% | 16.8% | ||
| Q1 25 | 33.6% | 8.8% | ||
| Q4 24 | 31.7% | 26.4% | ||
| Q3 24 | 33.7% | 17.3% | ||
| Q2 24 | 32.1% | 16.2% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 22.1% | ||
| Q3 25 | 25.7% | 15.6% | ||
| Q2 25 | 31.0% | 13.0% | ||
| Q1 25 | 24.8% | 8.2% | ||
| Q4 24 | 31.6% | 24.6% | ||
| Q3 24 | 26.8% | 15.0% | ||
| Q2 24 | 23.9% | 14.5% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $0.39 | ||
| Q3 25 | — | $0.23 | ||
| Q2 25 | — | $0.18 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $0.36 | ||
| Q3 24 | — | $0.19 | ||
| Q2 24 | — | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.4B | $2.5B |
| Total Assets | $19.6B | $6.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $1.3B | ||
| Q3 25 | $159.3M | $1.4B | ||
| Q2 25 | $226.6M | $1.7B | ||
| Q1 25 | $131.3M | $1.7B | ||
| Q4 24 | $688.6M | $1.9B | ||
| Q3 24 | $789.0M | $1.7B | ||
| Q2 24 | $126.4M | $1.5B |
| 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 | $2.5B | ||
| Q3 25 | $10.5B | $2.6B | ||
| Q2 25 | $10.5B | $2.7B | ||
| Q1 25 | $10.6B | $2.7B | ||
| Q4 24 | $10.7B | $2.9B | ||
| Q3 24 | $10.5B | $2.6B | ||
| Q2 24 | $10.6B | $2.4B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $6.2B | ||
| Q3 25 | $19.9B | $5.9B | ||
| Q2 25 | $19.8B | $6.0B | ||
| Q1 25 | $19.7B | $5.7B | ||
| Q4 24 | $20.3B | $6.1B | ||
| Q3 24 | $20.1B | $5.5B | ||
| Q2 24 | $19.5B | $5.2B |
| 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 | — | $311.6M |
| Free Cash FlowOCF − Capex | — | $285.3M |
| FCF MarginFCF / Revenue | — | 33.7% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | — | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $311.6M | ||
| Q3 25 | $332.4M | $224.7M | ||
| Q2 25 | $305.4M | $165.0M | ||
| Q1 25 | $223.8M | $291.4M | ||
| Q4 24 | $239.5M | $199.4M | ||
| Q3 24 | $295.9M | $273.3M | ||
| Q2 24 | $294.1M | $81.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $285.3M | ||
| Q3 25 | — | $158.3M | ||
| Q2 25 | — | $119.8M | ||
| Q1 25 | $205.4M | $232.3M | ||
| Q4 24 | — | $179.2M | ||
| Q3 24 | — | $224.6M | ||
| Q2 24 | — | $59.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 33.7% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | 38.3% | 37.7% | ||
| Q4 24 | — | 24.2% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | — | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 3.1% | ||
| Q3 25 | 0.0% | 9.0% | ||
| Q2 25 | 0.0% | 6.5% | ||
| Q1 25 | 3.4% | 9.6% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 1.67× | ||
| Q3 25 | 2.41× | 1.94× | ||
| Q2 25 | 1.87× | 1.83× | ||
| Q1 25 | 1.69× | 5.75× | ||
| Q4 24 | 1.44× | 1.09× | ||
| Q3 24 | 2.18× | 2.90× | ||
| Q2 24 | 2.46× | 0.96× |
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% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
