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Side-by-side financial comparison of KEMPER Corp (KMPR) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $846.8M, roughly 1.3× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs -0.7%, a 22.8% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs -4.7%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $166.2M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs -0.5%).
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
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.
KMPR vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.1B | $846.8M |
| Net Profit | $-8.0M | $186.9M |
| Gross Margin | — | 80.7% |
| Operating Margin | — | 30.3% |
| Net Margin | -0.7% | 22.1% |
| Revenue YoY | -4.7% | 14.3% |
| Net Profit YoY | -108.2% | 2.6% |
| EPS (diluted) | $-0.03 | $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.
| Q4 25 | $1.1B | $846.8M | ||
| Q3 25 | $1.2B | $739.4M | ||
| Q2 25 | $1.2B | $694.0M | ||
| Q1 25 | $1.2B | $616.0M | ||
| Q4 24 | $1.2B | $741.0M | ||
| Q3 24 | $1.2B | $628.0M | ||
| Q2 24 | $1.1B | $584.5M | ||
| Q1 24 | $1.1B | $491.3M |
| Q4 25 | $-8.0M | $186.9M | ||
| Q3 25 | $-21.0M | $115.5M | ||
| Q2 25 | $72.6M | $90.1M | ||
| Q1 25 | $99.7M | $50.7M | ||
| Q4 24 | $97.4M | $182.2M | ||
| Q3 24 | $73.7M | $94.2M | ||
| Q2 24 | $75.4M | $85.0M | ||
| Q1 24 | $71.3M | $31.7M |
| 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 24 | — | 78.9% |
| Q4 25 | — | 30.3% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | 11.2% | 17.3% | ||
| Q2 24 | 10.1% | 16.2% | ||
| Q1 24 | 7.6% | 5.8% |
| Q4 25 | -0.7% | 22.1% | ||
| Q3 25 | -1.7% | 15.6% | ||
| Q2 25 | 5.9% | 13.0% | ||
| Q1 25 | 8.4% | 8.2% | ||
| Q4 24 | 8.2% | 24.6% | ||
| Q3 24 | 6.3% | 15.0% | ||
| Q2 24 | 6.7% | 14.5% | ||
| Q1 24 | 6.2% | 6.4% |
| Q4 25 | $-0.03 | $0.39 | ||
| Q3 25 | $-0.34 | $0.23 | ||
| Q2 25 | $1.12 | $0.18 | ||
| Q1 25 | $1.54 | $0.10 | ||
| Q4 24 | $1.51 | $0.36 | ||
| Q3 24 | $1.14 | $0.19 | ||
| Q2 24 | $1.16 | $0.17 | ||
| Q1 24 | $1.10 | $0.06 |
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 | $943.5M | — |
| Stockholders' EquityBook value | $2.7B | $2.5B |
| Total Assets | $12.5B | $6.2B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.3B | ||
| Q3 25 | $371.2M | $1.4B | ||
| Q2 25 | $407.6M | $1.7B | ||
| Q1 25 | $545.3M | $1.7B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $696.9M | $1.7B | ||
| Q2 24 | $539.1M | $1.5B | ||
| Q1 24 | $520.7M | $1.4B |
| Q4 25 | $943.5M | — | ||
| Q3 25 | $943.1M | — | ||
| Q2 25 | $942.6M | — | ||
| Q1 25 | $942.1M | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $2.7B | $2.5B | ||
| Q3 25 | $2.7B | $2.6B | ||
| Q2 25 | $370.0M | $2.7B | ||
| Q1 25 | $366.0M | $2.7B | ||
| Q4 24 | $2.8B | $2.9B | ||
| Q3 24 | $2.8B | $2.6B | ||
| Q2 24 | $358.0M | $2.4B | ||
| Q1 24 | $2.6B | $2.2B |
| Q4 25 | $12.5B | $6.2B | ||
| Q3 25 | $12.4B | $5.9B | ||
| Q2 25 | $12.6B | $6.0B | ||
| Q1 25 | $12.5B | $5.7B | ||
| Q4 24 | $12.6B | $6.1B | ||
| Q3 24 | $12.6B | $5.5B | ||
| Q2 24 | $12.6B | $5.2B | ||
| Q1 24 | $12.6B | $4.7B |
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 2.55× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.50× | — | ||
| Q2 24 | 3.88× | — | ||
| Q1 24 | 0.54× | — |
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 | $175.0M | $311.6M |
| Free Cash FlowOCF − Capex | $166.2M | $285.3M |
| FCF MarginFCF / Revenue | 14.7% | 33.7% |
| Capex IntensityCapex / Revenue | 0.8% | 3.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $553.9M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $175.0M | $311.6M | ||
| Q3 25 | $139.9M | $224.7M | ||
| Q2 25 | $89.6M | $165.0M | ||
| Q1 25 | $180.0M | $291.4M | ||
| Q4 24 | $175.1M | $199.4M | ||
| Q3 24 | $141.9M | $273.3M | ||
| Q2 24 | $22.9M | $81.3M | ||
| Q1 24 | $43.0M | $185.5M |
| Q4 25 | $166.2M | $285.3M | ||
| Q3 25 | $133.4M | $158.3M | ||
| Q2 25 | $82.0M | $119.8M | ||
| Q1 25 | $172.3M | $232.3M | ||
| Q4 24 | $165.4M | $179.2M | ||
| Q3 24 | $131.4M | $224.6M | ||
| Q2 24 | $5.2M | $59.1M | ||
| Q1 24 | $27.7M | $178.2M |
| Q4 25 | 14.7% | 33.7% | ||
| Q3 25 | 10.8% | 21.4% | ||
| Q2 25 | 6.7% | 17.3% | ||
| Q1 25 | 14.4% | 37.7% | ||
| Q4 24 | 13.9% | 24.2% | ||
| Q3 24 | 11.1% | 35.8% | ||
| Q2 24 | 0.5% | 10.1% | ||
| Q1 24 | 2.4% | 36.3% |
| Q4 25 | 0.8% | 3.1% | ||
| Q3 25 | 0.5% | 9.0% | ||
| Q2 25 | 0.6% | 6.5% | ||
| Q1 25 | 0.6% | 9.6% | ||
| Q4 24 | 0.8% | 2.7% | ||
| Q3 24 | 0.9% | 7.8% | ||
| Q2 24 | 1.6% | 3.8% | ||
| Q1 24 | 1.3% | 1.5% |
| Q4 25 | — | 1.67× | ||
| Q3 25 | — | 1.94× | ||
| Q2 25 | 1.23× | 1.83× | ||
| Q1 25 | 1.81× | 5.75× | ||
| Q4 24 | 1.80× | 1.09× | ||
| Q3 24 | 1.93× | 2.90× | ||
| Q2 24 | 0.30× | 0.96× | ||
| Q1 24 | 0.60× | 5.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |