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Side-by-side financial comparison of KKR Real Estate Finance Trust Inc. (KREF) and MAGNACHIP SEMICONDUCTOR Corp (MX). Click either name above to swap in a different company.
MAGNACHIP SEMICONDUCTOR Corp is the larger business by last-quarter revenue ($40.6M vs $25.8M, roughly 1.6× KKR Real Estate Finance Trust Inc.). MAGNACHIP SEMICONDUCTOR Corp runs the higher net margin — -19.9% vs -101.7%, a 81.8% gap on every dollar of revenue. On growth, MAGNACHIP SEMICONDUCTOR Corp posted the faster year-over-year revenue change (-20.7% vs -26.6%). Over the past eight quarters, MAGNACHIP SEMICONDUCTOR Corp's revenue compounded faster (-3.4% 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.
Magnachip Semiconductor Corp is a global semiconductor design and manufacturing firm specializing in high-performance analog and mixed-signal solutions. Its core products include display driver ICs, power management ICs and sensors, serving consumer electronics, automotive, industrial and communications markets worldwide.
KREF vs MX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $25.8M | $40.6M |
| Net Profit | $-26.2M | $-8.1M |
| Gross Margin | — | 9.3% |
| Operating Margin | -105.1% | -26.1% |
| Net Margin | -101.7% | -19.9% |
| Revenue YoY | -26.6% | -20.7% |
| Net Profit YoY | -229.6% | 50.4% |
| EPS (diluted) | $-0.49 | $-0.23 |
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 | $40.6M | ||
| Q3 25 | $25.3M | $45.9M | ||
| Q2 25 | $30.2M | $47.6M | ||
| Q1 25 | $31.3M | $44.7M | ||
| Q4 24 | $35.1M | $51.2M | ||
| Q3 24 | $37.0M | $55.4M | ||
| Q2 24 | $40.4M | $46.4M | ||
| Q1 24 | $39.1M | $43.4M |
| Q4 25 | $-26.2M | $-8.1M | ||
| Q3 25 | $13.8M | $-13.1M | ||
| Q2 25 | $-29.7M | $323.0K | ||
| Q1 25 | $-4.9M | $-8.9M | ||
| Q4 24 | $20.3M | $-16.3M | ||
| Q3 24 | $-7.4M | $-9.6M | ||
| Q2 24 | $25.8M | $-13.0M | ||
| Q1 24 | $-3.1M | $-15.4M |
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 18.6% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 20.9% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 21.1% | ||
| Q1 24 | — | 14.6% |
| Q4 25 | -105.1% | -26.1% | ||
| Q3 25 | 50.4% | -25.1% | ||
| Q2 25 | -101.3% | -15.6% | ||
| Q1 25 | -18.3% | -14.1% | ||
| Q4 24 | 55.8% | -12.5% | ||
| Q3 24 | -19.6% | -8.1% | ||
| Q2 24 | 63.3% | -12.3% | ||
| Q1 24 | -8.7% | -21.6% |
| Q4 25 | -101.7% | -19.9% | ||
| Q3 25 | 54.4% | -28.5% | ||
| Q2 25 | -98.5% | 0.7% | ||
| Q1 25 | -15.5% | -19.9% | ||
| Q4 24 | 57.7% | -31.8% | ||
| Q3 24 | -20.0% | -17.3% | ||
| Q2 24 | 63.9% | -28.0% | ||
| Q1 24 | -7.9% | -35.5% |
| Q4 25 | $-0.49 | $-0.23 | ||
| Q3 25 | $0.12 | $-0.36 | ||
| Q2 25 | $-0.53 | $0.01 | ||
| Q1 25 | $-0.15 | $-0.24 | ||
| Q4 24 | $0.22 | $-0.44 | ||
| Q3 24 | $-0.19 | $-0.26 | ||
| Q2 24 | $0.29 | $-0.34 | ||
| Q1 24 | $-0.13 | $-0.40 |
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 | $103.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $248.3M |
| Total Assets | $6.5B | $351.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.6M | $103.8M | ||
| Q3 25 | $204.1M | $108.0M | ||
| Q2 25 | $107.7M | $113.3M | ||
| Q1 25 | $106.4M | $132.7M | ||
| Q4 24 | $104.9M | $138.6M | ||
| Q3 24 | $108.8M | $151.1M | ||
| Q2 24 | $107.2M | $162.5M | ||
| Q1 24 | $106.5M | $171.6M |
| Q4 25 | $1.2B | $248.3M | ||
| Q3 25 | $1.2B | $255.3M | ||
| Q2 25 | $1.2B | $270.2M | ||
| Q1 25 | $1.3B | $269.2M | ||
| Q4 24 | $1.3B | $276.8M | ||
| Q3 24 | $1.4B | $299.6M | ||
| Q2 24 | $1.4B | $305.8M | ||
| Q1 24 | $1.4B | $321.9M |
| Q4 25 | $6.5B | $351.5M | ||
| Q3 25 | $6.5B | $359.6M | ||
| Q2 25 | $6.8B | $370.5M | ||
| Q1 25 | $6.6B | $373.9M | ||
| Q4 24 | $6.4B | $379.3M | ||
| Q3 24 | $6.8B | $411.4M | ||
| Q2 24 | $7.1B | $412.7M | ||
| Q1 24 | $7.3B | $426.2M |
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 | $5.4M |
| Free Cash FlowOCF − Capex | — | $-4.8M |
| FCF MarginFCF / Revenue | — | -11.9% |
| Capex IntensityCapex / Revenue | — | 25.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-54.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $72.3M | $5.4M | ||
| Q3 25 | $18.5M | $162.0K | ||
| Q2 25 | $21.1M | $-25.1M | ||
| Q1 25 | $15.9M | $-4.7M | ||
| Q4 24 | $132.6M | $11.9M | ||
| Q3 24 | $49.1M | $-12.9M | ||
| Q2 24 | $30.6M | $-1.1M | ||
| Q1 24 | $34.5M | $-4.0M |
| Q4 25 | — | $-4.8M | ||
| Q3 25 | — | $-7.5M | ||
| Q2 25 | — | $-37.0M | ||
| Q1 25 | — | $-4.9M | ||
| Q4 24 | — | $4.4M | ||
| Q3 24 | — | $-15.5M | ||
| Q2 24 | — | $-2.0M | ||
| Q1 24 | — | $-4.6M |
| Q4 25 | — | -11.9% | ||
| Q3 25 | — | -16.3% | ||
| Q2 25 | — | -77.7% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | -28.0% | ||
| Q2 24 | — | -4.3% | ||
| Q1 24 | — | -10.7% |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 24.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | — | -77.81× | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KREF
Segment breakdown not available.
MX
| Power Analog Solutions | $36.8M | 91% |
| Power Ic | $3.8M | 9% |
