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Side-by-side financial comparison of TPG Mortgage Investment Trust, Inc. (MITT) and Urgent.ly Inc. (ULY). Click either name above to swap in a different company.

Urgent.ly Inc. is the larger business by last-quarter revenue ($33.3M vs $20.4M, roughly 1.6× TPG Mortgage Investment Trust, Inc.). TPG Mortgage Investment Trust, Inc. runs the higher net margin — 65.0% vs -12.5%, a 77.4% gap on every dollar of revenue. On growth, TPG Mortgage Investment Trust, Inc. posted the faster year-over-year revenue change (17.7% vs 3.9%). Over the past eight quarters, TPG Mortgage Investment Trust, Inc.'s revenue compounded faster (9.1% CAGR vs -8.9%).

TPG Mortgage Investment Trust, Inc. is a real estate investment trust managed by global alternative asset firm TPG. It primarily invests in residential and commercial mortgage-backed securities, performing and non-performing mortgage loans, and other credit-linked real estate assets, with its core market being the United States. It generates returns via net interest income from holdings and strategic asset disposition gains.

Urgent.ly is a roadside assistance and mobility assistance technology company that was founded in May 2013 and is based in Vienna, Virginia. It operates in North America, Europe, Asia, and Australia.

MITT vs ULY — Head-to-Head

Bigger by revenue
ULY
ULY
1.6× larger
ULY
$33.3M
$20.4M
MITT
Growing faster (revenue YoY)
MITT
MITT
+13.7% gap
MITT
17.7%
3.9%
ULY
Higher net margin
MITT
MITT
77.4% more per $
MITT
65.0%
-12.5%
ULY
Faster 2-yr revenue CAGR
MITT
MITT
Annualised
MITT
9.1%
-8.9%
ULY

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
MITT
MITT
ULY
ULY
Revenue
$20.4M
$33.3M
Net Profit
$13.3M
$-4.2M
Gross Margin
26.3%
Operating Margin
67.1%
-7.5%
Net Margin
65.0%
-12.5%
Revenue YoY
17.7%
3.9%
Net Profit YoY
-7.0%
52.5%
EPS (diluted)
$0.27
$-0.87

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.

Revenue
MITT
MITT
ULY
ULY
Q4 25
$20.4M
$33.3M
Q3 25
$19.5M
$32.9M
Q2 25
$17.8M
$31.7M
Q1 25
$18.8M
$31.3M
Q4 24
$17.4M
$32.0M
Q3 24
$14.9M
$36.2M
Q2 24
$16.4M
$34.5M
Q1 24
$17.2M
$40.1M
Net Profit
MITT
MITT
ULY
ULY
Q4 25
$13.3M
$-4.2M
Q3 25
$20.0M
$-5.2M
Q2 25
$3.9M
$-5.6M
Q1 25
$11.5M
$-5.5M
Q4 24
$14.3M
$-8.7M
Q3 24
$16.6M
$-10.6M
Q2 24
$3.9M
$-11.7M
Q1 24
$20.9M
$-13.0M
Gross Margin
MITT
MITT
ULY
ULY
Q4 25
26.3%
Q3 25
24.6%
Q2 25
25.0%
Q1 25
25.5%
Q4 24
22.2%
Q3 24
21.4%
Q2 24
21.2%
Q1 24
23.3%
Operating Margin
MITT
MITT
ULY
ULY
Q4 25
67.1%
-7.5%
Q3 25
-5.4%
Q2 25
20.9%
-6.8%
Q1 25
54.6%
-7.8%
Q4 24
76.7%
-14.4%
Q3 24
-16.3%
Q2 24
18.4%
-24.1%
Q1 24
-20.8%
Net Margin
MITT
MITT
ULY
ULY
Q4 25
65.0%
-12.5%
Q3 25
102.5%
-15.7%
Q2 25
22.2%
-17.7%
Q1 25
60.9%
-17.5%
Q4 24
82.2%
-27.3%
Q3 24
111.3%
-29.3%
Q2 24
24.0%
-33.8%
Q1 24
121.6%
-32.5%
EPS (diluted)
MITT
MITT
ULY
ULY
Q4 25
$0.27
$-0.87
Q3 25
$0.47
$-3.63
Q2 25
$-0.05
$-4.50
Q1 25
$0.21
$-4.69
Q4 24
$0.30
$-7.75
Q3 24
$0.40
$-9.49
Q2 24
$-0.02
$-10.43
Q1 24
$0.55
$-11.69

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
MITT
MITT
ULY
ULY
Cash + ST InvestmentsLiquidity on hand
$57.8M
$5.2M
Total DebtLower is stronger
Stockholders' EquityBook value
$560.7M
$-46.4M
Total Assets
$8.7B
$43.7M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MITT
MITT
ULY
ULY
Q4 25
$57.8M
$5.2M
Q3 25
$59.0M
$3.9M
Q2 25
$88.7M
$4.7M
Q1 25
$115.5M
$6.3M
Q4 24
$118.7M
$14.1M
Q3 24
$102.5M
$17.1M
Q2 24
$120.9M
$29.0M
Q1 24
$100.3M
$40.4M
Stockholders' Equity
MITT
MITT
ULY
ULY
Q4 25
$560.7M
$-46.4M
Q3 25
$559.8M
$-45.2M
Q2 25
$536.4M
$-41.3M
Q1 25
$543.9M
$-36.1M
Q4 24
$543.4M
$-31.7M
Q3 24
$540.1M
$-23.5M
Q2 24
$533.5M
$-13.9M
Q1 24
$539.6M
$-2.7M
Total Assets
MITT
MITT
ULY
ULY
Q4 25
$8.7B
$43.7M
Q3 25
$9.0B
$42.8M
Q2 25
$7.5B
$40.2M
Q1 25
$7.3B
$46.4M
Q4 24
$6.9B
$54.1M
Q3 24
$7.0B
$59.9M
Q2 24
$7.1B
$70.8M
Q1 24
$6.4B
$83.4M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
MITT
MITT
ULY
ULY
Operating Cash FlowLast quarter
$59.6M
$-1.8M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
4.48×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MITT
MITT
ULY
ULY
Q4 25
$59.6M
$-1.8M
Q3 25
$17.4M
$-3.4M
Q2 25
$11.5M
$3.0M
Q1 25
$12.0M
$-5.2M
Q4 24
$55.8M
$-1.9M
Q3 24
$14.5M
$-8.7M
Q2 24
$13.7M
$-10.4M
Q1 24
$12.0M
$-9.7M
Cash Conversion
MITT
MITT
ULY
ULY
Q4 25
4.48×
Q3 25
0.87×
Q2 25
2.92×
Q1 25
1.05×
Q4 24
3.91×
Q3 24
0.87×
Q2 24
3.50×
Q1 24
0.57×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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