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Side-by-side financial comparison of KKR Real Estate Finance Trust Inc. (KREF) and Mama's Creations, Inc. (MAMA). Click either name above to swap in a different company.
Mama's Creations, Inc. is the larger business by last-quarter revenue ($47.3M vs $25.8M, roughly 1.8× KKR Real Estate Finance Trust Inc.). Mama's Creations, Inc. runs the higher net margin — 1.1% vs -101.7%, a 102.9% gap on every dollar of revenue. On growth, Mama's Creations, Inc. posted the faster year-over-year revenue change (50.0% vs -26.6%). Over the past eight quarters, Mama's Creations, Inc.'s revenue compounded faster (33.0% CAGR vs -18.8%).
KKR Real Estate Finance Trust Inc. is a specialized real estate finance firm sponsored by global investment firm KKR. It primarily originates, acquires, and manages a portfolio of senior secured commercial real estate loans, mostly backed by high-quality institutional commercial properties across the United States, delivering stable risk-adjusted returns to investors via interest income from its diversified assets.
Mama's Creations, Inc. is a U.S.-based food manufacturing enterprise that produces a wide portfolio of refrigerated ready-to-eat and heat-and-serve food products, including Italian-style meatballs, sausages, pasta dishes, and other prepared meals. It mainly distributes its offerings to grocery retailers, mass merchandisers and foodservice partners across the United States, focusing on convenient, high-quality comfort food for daily consumer demand.
KREF vs MAMA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $25.8M | $47.3M |
| Net Profit | $-26.2M | $540.0K |
| Gross Margin | — | 23.6% |
| Operating Margin | -105.1% | 1.7% |
| Net Margin | -101.7% | 1.1% |
| Revenue YoY | -26.6% | 50.0% |
| Net Profit YoY | -229.6% | 31.7% |
| EPS (diluted) | $-0.49 | $0.01 |
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 | $25.8M | $47.3M | ||
| Q3 25 | $25.3M | $35.2M | ||
| Q2 25 | $30.2M | $35.3M | ||
| Q1 25 | $31.3M | $33.6M | ||
| Q4 24 | $35.1M | $31.5M | ||
| Q3 24 | $37.0M | $28.4M | ||
| Q2 24 | $40.4M | $29.8M | ||
| Q1 24 | $39.1M | $26.7M |
| Q4 25 | $-26.2M | $540.0K | ||
| Q3 25 | $13.8M | $1.3M | ||
| Q2 25 | $-29.7M | $1.2M | ||
| Q1 25 | $-4.9M | $1.6M | ||
| Q4 24 | $20.3M | $410.0K | ||
| Q3 24 | $-7.4M | $1.1M | ||
| Q2 24 | $25.8M | $553.0K | ||
| Q1 24 | $-3.1M | $1.4M |
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 24.9% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 24.2% | ||
| Q2 24 | — | 25.0% | ||
| Q1 24 | — | 29.3% |
| Q4 25 | -105.1% | 1.7% | ||
| Q3 25 | 50.4% | 4.8% | ||
| Q2 25 | -101.3% | 4.5% | ||
| Q1 25 | -18.3% | 5.7% | ||
| Q4 24 | 55.8% | 1.8% | ||
| Q3 24 | -19.6% | 5.7% | ||
| Q2 24 | 63.3% | 2.6% | ||
| Q1 24 | -8.7% | 7.4% |
| Q4 25 | -101.7% | 1.1% | ||
| Q3 25 | 54.4% | 3.6% | ||
| Q2 25 | -98.5% | 3.5% | ||
| Q1 25 | -15.5% | 4.8% | ||
| Q4 24 | 57.7% | 1.3% | ||
| Q3 24 | -20.0% | 4.0% | ||
| Q2 24 | 63.9% | 1.9% | ||
| Q1 24 | -7.9% | 5.3% |
| Q4 25 | $-0.49 | $0.01 | ||
| Q3 25 | $0.12 | $0.03 | ||
| Q2 25 | $-0.53 | $0.03 | ||
| Q1 25 | $-0.15 | $0.04 | ||
| Q4 24 | $0.22 | $0.01 | ||
| Q3 24 | $-0.19 | $0.03 | ||
| Q2 24 | $0.29 | $0.01 | ||
| Q1 24 | $-0.13 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $84.6M | $18.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $49.6M |
| Total Assets | $6.5B | $84.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.6M | $18.1M | ||
| Q3 25 | $204.1M | $9.4M | ||
| Q2 25 | $107.7M | $12.0M | ||
| Q1 25 | $106.4M | $7.2M | ||
| Q4 24 | $104.9M | $9.3M | ||
| Q3 24 | $108.8M | $7.4M | ||
| Q2 24 | $107.2M | $13.0M | ||
| Q1 24 | $106.5M | $11.0M |
| Q4 25 | $1.2B | $49.6M | ||
| Q3 25 | $1.2B | $29.6M | ||
| Q2 25 | $1.2B | $26.4M | ||
| Q1 25 | $1.3B | $24.9M | ||
| Q4 24 | $1.3B | $23.0M | ||
| Q3 24 | $1.4B | $22.3M | ||
| Q2 24 | $1.4B | $20.3M | ||
| Q1 24 | $1.4B | $19.6M |
| Q4 25 | $6.5B | $84.0M | ||
| Q3 25 | $6.5B | $51.2M | ||
| Q2 25 | $6.8B | $52.7M | ||
| Q1 25 | $6.6B | $47.1M | ||
| Q4 24 | $6.4B | $47.9M | ||
| Q3 24 | $6.8B | $43.0M | ||
| Q2 24 | $7.1B | $47.2M | ||
| Q1 24 | $7.3B | $45.1M |
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 | $72.3M | $3.9M |
| Free Cash FlowOCF − Capex | — | $3.7M |
| FCF MarginFCF / Revenue | — | 7.8% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | 7.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $6.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $72.3M | $3.9M | ||
| Q3 25 | $18.5M | $-1.7M | ||
| Q2 25 | $21.1M | $6.0M | ||
| Q1 25 | $15.9M | $-857.0K | ||
| Q4 24 | $132.6M | $4.8M | ||
| Q3 24 | $49.1M | $-2.4M | ||
| Q2 24 | $30.6M | $3.6M | ||
| Q1 24 | $34.5M | $6.7M |
| Q4 25 | — | $3.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $5.5M | ||
| Q1 25 | — | $-930.0K | ||
| Q4 24 | — | $2.5M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $6.6M |
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | -6.2% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | -2.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | -14.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 24.8% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | — | 7.16× | ||
| Q3 25 | 1.34× | -1.31× | ||
| Q2 25 | — | 4.85× | ||
| Q1 25 | — | -0.54× | ||
| Q4 24 | 6.54× | 11.71× | ||
| Q3 24 | — | -2.10× | ||
| Q2 24 | 1.19× | 6.58× | ||
| Q1 24 | — | 4.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.