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Side-by-side financial comparison of NETSTREIT Corp. (NTST) and Vitesse Energy, Inc. (VTS). Click either name above to swap in a different company.
Vitesse Energy, Inc. is the larger business by last-quarter revenue ($58.6M vs $57.1M, roughly 1.0× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs -1.3%, a 11.3% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs 4.8%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs -2.1%).
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
Vitesse Energy, Inc. is a U.S.-headquartered independent energy company focused on exploration, development, and production of oil and natural gas assets. It operates primarily in high-potential onshore basins including North Dakota's Williston Basin, serving domestic and global upstream energy market demand.
NTST vs VTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $57.1M | $58.6M |
| Net Profit | $5.7M | $-739.0K |
| Gross Margin | — | — |
| Operating Margin | 34.1% | -12.0% |
| Net Margin | 10.0% | -1.3% |
| Revenue YoY | 24.3% | 4.8% |
| Net Profit YoY | 235.9% | 85.6% |
| EPS (diluted) | $0.32 | $-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.
| Q1 26 | $57.1M | — | ||
| Q4 25 | $52.5M | $58.6M | ||
| Q3 25 | $48.3M | $67.4M | ||
| Q2 25 | $48.3M | $81.8M | ||
| Q1 25 | $45.9M | $66.2M | ||
| Q4 24 | $44.1M | $55.9M | ||
| Q3 24 | $41.4M | $58.3M | ||
| Q2 24 | $39.6M | $66.6M |
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | $-739.0K | ||
| Q3 25 | $618.0K | $-1.3M | ||
| Q2 25 | $3.3M | $24.7M | ||
| Q1 25 | $1.7M | $2.7M | ||
| Q4 24 | $-5.4M | $-5.1M | ||
| Q3 24 | $-5.3M | $17.4M | ||
| Q2 24 | $-2.3M | $10.9M |
| Q1 26 | 34.1% | — | ||
| Q4 25 | 2.6% | -12.0% | ||
| Q3 25 | 1.3% | 0.2% | ||
| Q2 25 | 6.8% | 22.8% | ||
| Q1 25 | 3.7% | 8.1% | ||
| Q4 24 | -12.3% | 3.7% | ||
| Q3 24 | -12.8% | 15.4% | ||
| Q2 24 | -5.8% | 25.2% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | -1.3% | ||
| Q3 25 | 1.3% | -1.9% | ||
| Q2 25 | 6.8% | 30.2% | ||
| Q1 25 | 3.7% | 4.0% | ||
| Q4 24 | -12.3% | -9.2% | ||
| Q3 24 | -12.8% | 29.9% | ||
| Q2 24 | -5.8% | 16.4% |
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $-0.01 | ||
| Q3 25 | $0.01 | $-0.03 | ||
| Q2 25 | $0.04 | $0.60 | ||
| Q1 25 | $0.02 | $0.08 | ||
| Q4 24 | $-0.07 | $-0.15 | ||
| Q3 24 | $-0.07 | $0.53 | ||
| Q2 24 | $-0.03 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $629.3M |
| Total Assets | $2.8B | $893.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $4.5M | ||
| Q4 24 | — | $3.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $926.6M | — | ||
| Q1 25 | $913.3M | — | ||
| Q4 24 | $868.3M | — | ||
| Q3 24 | $778.7M | — | ||
| Q2 24 | $726.2M | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $629.3M | ||
| Q3 25 | $1.3B | $650.3M | ||
| Q2 25 | $1.3B | $671.9M | ||
| Q1 25 | $1.3B | $667.7M | ||
| Q4 24 | $1.3B | $500.3M | ||
| Q3 24 | $1.3B | $520.4M | ||
| Q2 24 | $1.3B | $518.5M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $893.4M | ||
| Q3 25 | $2.5B | $932.9M | ||
| Q2 25 | $2.3B | $951.5M | ||
| Q1 25 | $2.3B | $975.2M | ||
| Q4 24 | $2.3B | $810.9M | ||
| Q3 24 | $2.2B | $791.2M | ||
| Q2 24 | $2.1B | $778.4M |
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.55× | — |
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 | — | $37.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $109.5M | $37.4M | ||
| Q3 25 | $28.0M | $49.4M | ||
| Q2 25 | $30.6M | $66.0M | ||
| Q1 25 | $22.1M | $17.5M | ||
| Q4 24 | $90.2M | $34.7M | ||
| Q3 24 | $25.1M | $45.7M | ||
| Q2 24 | $25.4M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | 82.46× | — | ||
| Q3 25 | 45.27× | — | ||
| Q2 25 | 9.36× | 2.68× | ||
| Q1 25 | 13.06× | 6.56× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.62× | ||
| Q2 24 | — | 3.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
VTS
| Oil Reserves | $54.5M | 93% |
| Natural Gas Reserves | $4.2M | 7% |
