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Side-by-side financial comparison of Kennedy-Wilson Holdings, Inc. (KW) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
Porch Group, Inc. is the larger business by last-quarter revenue ($121.1M vs $120.6M, roughly 1.0× Kennedy-Wilson Holdings, Inc.). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs -3.9%, a 52.0% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs -11.0%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs -6.0%).
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
KW vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $120.6M | $121.1M |
| Net Profit | $58.0M | $-4.7M |
| Gross Margin | — | 52.7% |
| Operating Margin | 57.3% | 34.7% |
| Net Margin | 48.1% | -3.9% |
| Revenue YoY | -11.0% | 100.0% |
| Net Profit YoY | 32.7% | 2.0% |
| EPS (diluted) | $0.22 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $120.6M | $112.3M | ||
| Q3 25 | $116.4M | $115.1M | ||
| Q2 25 | $135.7M | $107.0M | ||
| Q1 25 | $128.3M | $84.5M | ||
| Q4 24 | $135.5M | $75.3M | ||
| Q3 24 | $127.5M | $77.7M | ||
| Q2 24 | $132.0M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $58.0M | $-3.5M | ||
| Q3 25 | $-10.2M | $-10.9M | ||
| Q2 25 | $5.6M | $2.6M | ||
| Q1 25 | $-29.6M | $8.4M | ||
| Q4 24 | $43.7M | $30.5M | ||
| Q3 24 | $-66.8M | $14.4M | ||
| Q2 24 | $-48.3M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 57.3% | 14.7% | ||
| Q3 25 | -6.2% | 14.2% | ||
| Q2 25 | 7.4% | 4.7% | ||
| Q1 25 | -26.9% | -1.5% | ||
| Q4 24 | 36.7% | 33.3% | ||
| Q3 24 | -60.8% | -3.2% | ||
| Q2 24 | -45.5% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 48.1% | -3.1% | ||
| Q3 25 | -8.8% | -9.4% | ||
| Q2 25 | 4.1% | 2.4% | ||
| Q1 25 | -23.1% | 9.9% | ||
| Q4 24 | 32.3% | 40.5% | ||
| Q3 24 | -52.4% | 18.5% | ||
| Q2 24 | -36.6% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.22 | $0.00 | ||
| Q3 25 | $-0.15 | $-0.10 | ||
| Q2 25 | $-0.05 | $0.00 | ||
| Q1 25 | $-0.30 | $0.07 | ||
| Q4 24 | $0.24 | $0.34 | ||
| Q3 24 | $-0.56 | $0.12 | ||
| Q2 24 | $-0.43 | $-0.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $184.5M | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $1.5B | $26.3M |
| Total Assets | $6.6B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $184.5M | $57.3M | ||
| Q3 25 | $382.6M | $85.0M | ||
| Q2 25 | $309.1M | $79.8M | ||
| Q1 25 | $356.6M | $70.4M | ||
| Q4 24 | $217.5M | $191.7M | ||
| Q3 24 | $367.1M | $238.6M | ||
| Q2 24 | $366.5M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.5B | $-24.6M | ||
| Q3 25 | $1.5B | $-27.9M | ||
| Q2 25 | $1.6B | $-29.3M | ||
| Q1 25 | $1.6B | $-52.4M | ||
| Q4 24 | $1.6B | $-43.2M | ||
| Q3 24 | $1.6B | $-77.0M | ||
| Q2 24 | $1.7B | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $6.6B | $797.4M | ||
| Q3 25 | $6.7B | $787.7M | ||
| Q2 25 | $6.8B | $770.7M | ||
| Q1 25 | $7.2B | $802.3M | ||
| Q4 24 | $7.0B | $814.0M | ||
| Q3 24 | $7.4B | $867.3M | ||
| Q2 24 | $7.5B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $11.4M | — |
| Free Cash FlowOCF − Capex | $-55.2M | — |
| FCF MarginFCF / Revenue | -45.8% | — |
| Capex IntensityCapex / Revenue | 55.2% | — |
| Cash ConversionOCF / Net Profit | 0.20× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-103.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $1.2M | ||
| Q3 25 | $-7.6M | $40.8M | ||
| Q2 25 | $42.0M | $35.6M | ||
| Q1 25 | $-51.9M | $-11.2M | ||
| Q4 24 | $55.1M | $-26.6M | ||
| Q3 24 | $-5.6M | $12.4M | ||
| Q2 24 | $36.7M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.2M | $1.1M | ||
| Q3 25 | $-18.0M | $40.7M | ||
| Q2 25 | $29.4M | $35.4M | ||
| Q1 25 | $-59.7M | $-11.2M | ||
| Q4 24 | $-76.5M | $-26.8M | ||
| Q3 24 | $-27.7M | $12.2M | ||
| Q2 24 | $-500.0K | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | -45.8% | 1.0% | ||
| Q3 25 | -15.5% | 35.4% | ||
| Q2 25 | 21.7% | 33.0% | ||
| Q1 25 | -46.5% | -13.3% | ||
| Q4 24 | -56.5% | -35.6% | ||
| Q3 24 | -21.7% | 15.7% | ||
| Q2 24 | -0.4% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 55.2% | 0.1% | ||
| Q3 25 | 8.9% | 0.1% | ||
| Q2 25 | 9.3% | 0.2% | ||
| Q1 25 | 6.1% | 0.1% | ||
| Q4 24 | 97.1% | 0.3% | ||
| Q3 24 | 17.3% | 0.3% | ||
| Q2 24 | 28.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.50× | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | 1.26× | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
PRCH
Segment breakdown not available.