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Side-by-side financial comparison of Kennedy-Wilson Holdings, Inc. (KW) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Kennedy-Wilson Holdings, Inc. is the larger business by last-quarter revenue ($120.6M vs $119.6M, roughly 1.0× Urban Edge Properties). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 10.4%, a 37.7% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (2.7% vs -11.0%). Urban Edge Properties produced more free cash flow last quarter ($81.8M vs $-55.2M). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (4.4% CAGR vs -6.0%).
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
KW vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $120.6M | $119.6M |
| Net Profit | $58.0M | $12.4M |
| Gross Margin | — | — |
| Operating Margin | 57.3% | 11.3% |
| Net Margin | 48.1% | 10.4% |
| Revenue YoY | -11.0% | 2.7% |
| Net Profit YoY | 32.7% | -58.8% |
| EPS (diluted) | $0.22 | $0.09 |
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 | $120.6M | $119.6M | ||
| Q3 25 | $116.4M | $120.1M | ||
| Q2 25 | $135.7M | $114.1M | ||
| Q1 25 | $128.3M | $118.2M | ||
| Q4 24 | $135.5M | $116.4M | ||
| Q3 24 | $127.5M | $112.4M | ||
| Q2 24 | $132.0M | $106.5M | ||
| Q1 24 | $136.4M | $109.6M |
| Q4 25 | $58.0M | $12.4M | ||
| Q3 25 | $-10.2M | $14.9M | ||
| Q2 25 | $5.6M | $58.0M | ||
| Q1 25 | $-29.6M | $8.2M | ||
| Q4 24 | $43.7M | $30.1M | ||
| Q3 24 | $-66.8M | $9.1M | ||
| Q2 24 | $-48.3M | $30.8M | ||
| Q1 24 | $37.7M | $2.6M |
| Q4 25 | 57.3% | 11.3% | ||
| Q3 25 | -6.2% | 13.4% | ||
| Q2 25 | 7.4% | 53.9% | ||
| Q1 25 | -26.9% | 7.6% | ||
| Q4 24 | 36.7% | 27.6% | ||
| Q3 24 | -60.8% | 8.9% | ||
| Q2 24 | -45.5% | 30.6% | ||
| Q1 24 | 47.2% | 2.8% |
| Q4 25 | 48.1% | 10.4% | ||
| Q3 25 | -8.8% | 12.4% | ||
| Q2 25 | 4.1% | 50.8% | ||
| Q1 25 | -23.1% | 6.9% | ||
| Q4 24 | 32.3% | 25.9% | ||
| Q3 24 | -52.4% | 8.1% | ||
| Q2 24 | -36.6% | 28.9% | ||
| Q1 24 | 27.6% | 2.4% |
| Q4 25 | $0.22 | $0.09 | ||
| Q3 25 | $-0.15 | $0.12 | ||
| Q2 25 | $-0.05 | $0.46 | ||
| Q1 25 | $-0.30 | $0.07 | ||
| Q4 24 | $0.24 | $0.25 | ||
| Q3 24 | $-0.56 | $0.07 | ||
| Q2 24 | $-0.43 | $0.26 | ||
| Q1 24 | $0.19 | $0.02 |
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 | $48.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.4B |
| Total Assets | $6.6B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.5M | $48.9M | ||
| Q3 25 | $382.6M | $77.8M | ||
| Q2 25 | $309.1M | $53.0M | ||
| Q1 25 | $356.6M | $48.0M | ||
| Q4 24 | $217.5M | $41.4M | ||
| Q3 24 | $367.1M | $67.9M | ||
| Q2 24 | $366.5M | $78.6M | ||
| Q1 24 | $541.9M | $67.3M |
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.7B | $3.3B | ||
| Q2 25 | $6.8B | $3.3B | ||
| Q1 25 | $7.2B | $3.3B | ||
| Q4 24 | $7.0B | $3.3B | ||
| Q3 24 | $7.4B | $3.2B | ||
| Q2 24 | $7.5B | $3.2B | ||
| Q1 24 | $7.7B | $3.2B |
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 | $182.7M |
| Free Cash FlowOCF − Capex | $-55.2M | $81.8M |
| FCF MarginFCF / Revenue | -45.8% | 68.4% |
| Capex IntensityCapex / Revenue | 55.2% | 84.4% |
| Cash ConversionOCF / Net Profit | 0.20× | 14.71× |
| TTM Free Cash FlowTrailing 4 quarters | $-103.5M | $139.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $182.7M | ||
| Q3 25 | $-7.6M | $55.7M | ||
| Q2 25 | $42.0M | $43.5M | ||
| Q1 25 | $-51.9M | $32.6M | ||
| Q4 24 | $55.1M | $153.2M | ||
| Q3 24 | $-5.6M | $36.6M | ||
| Q2 24 | $36.7M | $41.2M | ||
| Q1 24 | $-5.6M | $22.9M |
| Q4 25 | $-55.2M | $81.8M | ||
| Q3 25 | $-18.0M | $26.1M | ||
| Q2 25 | $29.4M | $19.6M | ||
| Q1 25 | $-59.7M | $11.9M | ||
| Q4 24 | $-76.5M | $42.5M | ||
| Q3 24 | $-27.7M | $12.2M | ||
| Q2 24 | $-500.0K | $19.9M | ||
| Q1 24 | $-57.1M | $2.7M |
| Q4 25 | -45.8% | 68.4% | ||
| Q3 25 | -15.5% | 21.7% | ||
| Q2 25 | 21.7% | 17.2% | ||
| Q1 25 | -46.5% | 10.0% | ||
| Q4 24 | -56.5% | 36.6% | ||
| Q3 24 | -21.7% | 10.8% | ||
| Q2 24 | -0.4% | 18.6% | ||
| Q1 24 | -41.9% | 2.5% |
| Q4 25 | 55.2% | 84.4% | ||
| Q3 25 | 8.9% | 24.6% | ||
| Q2 25 | 9.3% | 20.9% | ||
| Q1 25 | 6.1% | 17.5% | ||
| Q4 24 | 97.1% | 95.1% | ||
| Q3 24 | 17.3% | 21.7% | ||
| Q2 24 | 28.2% | 20.1% | ||
| Q1 24 | 37.8% | 18.4% |
| Q4 25 | 0.20× | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | 7.50× | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | 1.26× | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× | ||
| Q1 24 | -0.15× | 8.81× |
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% |
UE
Segment breakdown not available.
