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Side-by-side financial comparison of KKR Real Estate Finance Trust Inc. (KREF) and R F INDUSTRIES LTD (RFIL). Click either name above to swap in a different company.
KKR Real Estate Finance Trust Inc. is the larger business by last-quarter revenue ($25.8M vs $22.7M, roughly 1.1× R F INDUSTRIES LTD). R F INDUSTRIES LTD runs the higher net margin — 0.8% vs -101.7%, a 102.5% gap on every dollar of revenue. On growth, R F INDUSTRIES LTD posted the faster year-over-year revenue change (22.9% vs -26.6%). Over the past eight quarters, R F INDUSTRIES LTD's revenue compounded faster (29.8% 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.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
KREF vs RFIL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $25.8M | $22.7M |
| Net Profit | $-26.2M | $173.0K |
| Gross Margin | — | 36.8% |
| Operating Margin | -105.1% | 4.0% |
| Net Margin | -101.7% | 0.8% |
| Revenue YoY | -26.6% | 22.9% |
| Net Profit YoY | -229.6% | 172.7% |
| 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 | $22.7M | ||
| Q3 25 | $25.3M | $19.8M | ||
| Q2 25 | $30.2M | $18.9M | ||
| Q1 25 | $31.3M | $19.2M | ||
| Q4 24 | $35.1M | $18.5M | ||
| Q3 24 | $37.0M | $16.8M | ||
| Q2 24 | $40.4M | $16.1M | ||
| Q1 24 | $39.1M | $13.5M |
| Q4 25 | $-26.2M | $173.0K | ||
| Q3 25 | $13.8M | $392.0K | ||
| Q2 25 | $-29.7M | $-245.0K | ||
| Q1 25 | $-4.9M | $-245.0K | ||
| Q4 24 | $20.3M | $-238.0K | ||
| Q3 24 | $-7.4M | $-705.0K | ||
| Q2 24 | $25.8M | $-4.3M | ||
| Q1 24 | $-3.1M | $-1.4M |
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | 29.8% | ||
| Q4 24 | — | 31.3% | ||
| Q3 24 | — | 29.5% | ||
| Q2 24 | — | 29.9% | ||
| Q1 24 | — | 24.5% |
| Q4 25 | -105.1% | 4.0% | ||
| Q3 25 | 50.4% | 3.6% | ||
| Q2 25 | -101.3% | 0.6% | ||
| Q1 25 | -18.3% | 0.3% | ||
| Q4 24 | 55.8% | 0.5% | ||
| Q3 24 | -19.6% | -2.5% | ||
| Q2 24 | 63.3% | -2.6% | ||
| Q1 24 | -8.7% | -15.5% |
| Q4 25 | -101.7% | 0.8% | ||
| Q3 25 | 54.4% | 2.0% | ||
| Q2 25 | -98.5% | -1.3% | ||
| Q1 25 | -15.5% | -1.3% | ||
| Q4 24 | 57.7% | -1.3% | ||
| Q3 24 | -20.0% | -4.2% | ||
| Q2 24 | 63.9% | -26.7% | ||
| Q1 24 | -7.9% | -10.1% |
| Q4 25 | $-0.49 | $0.01 | ||
| Q3 25 | $0.12 | $0.04 | ||
| Q2 25 | $-0.53 | $-0.02 | ||
| Q1 25 | $-0.15 | $-0.02 | ||
| Q4 24 | $0.22 | $-0.02 | ||
| Q3 24 | $-0.19 | $-0.07 | ||
| Q2 24 | $0.29 | $-0.41 | ||
| Q1 24 | $-0.13 | $-0.13 |
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 | $5.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $35.2M |
| Total Assets | $6.5B | $73.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $84.6M | $5.1M | ||
| Q3 25 | $204.1M | $3.0M | ||
| Q2 25 | $107.7M | $3.6M | ||
| Q1 25 | $106.4M | $1.3M | ||
| Q4 24 | $104.9M | $839.0K | ||
| Q3 24 | $108.8M | $1.8M | ||
| Q2 24 | $107.2M | $1.4M | ||
| Q1 24 | $106.5M | $4.5M |
| Q4 25 | $1.2B | $35.2M | ||
| Q3 25 | $1.2B | $34.8M | ||
| Q2 25 | $1.2B | $34.2M | ||
| Q1 25 | $1.3B | $34.2M | ||
| Q4 24 | $1.3B | $34.1M | ||
| Q3 24 | $1.4B | $34.1M | ||
| Q2 24 | $1.4B | $34.6M | ||
| Q1 24 | $1.4B | $38.7M |
| Q4 25 | $6.5B | $73.0M | ||
| Q3 25 | $6.5B | $73.2M | ||
| Q2 25 | $6.8B | $72.7M | ||
| Q1 25 | $6.6B | $70.4M | ||
| Q4 24 | $6.4B | $71.0M | ||
| Q3 24 | $6.8B | $71.9M | ||
| Q2 24 | $7.1B | $72.8M | ||
| Q1 24 | $7.3B | $79.1M |
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 | $2.1M |
| Free Cash FlowOCF − Capex | — | $2.0M |
| FCF MarginFCF / Revenue | — | 9.0% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 12.13× |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $72.3M | $2.1M | ||
| Q3 25 | $18.5M | $-311.0K | ||
| Q2 25 | $21.1M | $2.2M | ||
| Q1 25 | $15.9M | $601.0K | ||
| Q4 24 | $132.6M | $-244.0K | ||
| Q3 24 | $49.1M | $2.4M | ||
| Q2 24 | $30.6M | $197.0K | ||
| Q1 24 | $34.5M | $840.0K |
| Q4 25 | — | $2.0M | ||
| Q3 25 | — | $-419.0K | ||
| Q2 25 | — | $2.2M | ||
| Q1 25 | — | $574.0K | ||
| Q4 24 | — | $-418.0K | ||
| Q3 24 | — | $2.1M | ||
| Q2 24 | — | $28.0K | ||
| Q1 24 | — | $697.0K |
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | -2.3% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 5.2% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | — | 12.13× | ||
| Q3 25 | 1.34× | -0.79× | ||
| Q2 25 | — | — | ||
| 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.
RFIL
| US | $20.9M | 92% |
| Non Us | $1.8M | 8% |
