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Side-by-side financial comparison of ONE Group Hospitality, Inc. (STKS) and Urban Edge Properties (UE). Click either name above to swap in a different company.
ONE Group Hospitality, Inc. is the larger business by last-quarter revenue ($207.0M vs $132.6M, roughly 1.6× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs -3.1%, a 20.2% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% CAGR vs 11.6%).
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
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.
STKS vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.0M | $132.6M |
| Net Profit | $-6.4M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 2.2% | — |
| Net Margin | -3.1% | 17.1% |
| Revenue YoY | -6.7% | 12.2% |
| Net Profit YoY | -531.8% | -6.7% |
| EPS (diluted) | $-0.50 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $207.0M | $119.6M | ||
| Q3 25 | $180.2M | $120.1M | ||
| Q2 25 | $207.4M | $114.1M | ||
| Q1 25 | $211.1M | $118.2M | ||
| Q4 24 | $221.9M | $116.4M | ||
| Q3 24 | $194.0M | $112.4M | ||
| Q2 24 | $172.5M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-6.4M | $12.4M | ||
| Q3 25 | $-76.7M | $14.9M | ||
| Q2 25 | $-10.1M | $58.0M | ||
| Q1 25 | $975.0K | $8.2M | ||
| Q4 24 | $1.5M | $30.1M | ||
| Q3 24 | $-9.3M | $9.1M | ||
| Q2 24 | $-7.3M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 11.3% | ||
| Q3 25 | -4.4% | 13.4% | ||
| Q2 25 | 0.3% | 53.9% | ||
| Q1 25 | 5.1% | 7.6% | ||
| Q4 24 | 5.5% | 27.6% | ||
| Q3 24 | -1.9% | 8.9% | ||
| Q2 24 | 0.6% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -3.1% | 10.4% | ||
| Q3 25 | -42.6% | 12.4% | ||
| Q2 25 | -4.9% | 50.8% | ||
| Q1 25 | 0.5% | 6.9% | ||
| Q4 24 | 0.7% | 25.9% | ||
| Q3 24 | -4.8% | 8.1% | ||
| Q2 24 | -4.3% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.50 | $0.09 | ||
| Q3 25 | $-2.75 | $0.12 | ||
| Q2 25 | $-0.59 | $0.46 | ||
| Q1 25 | $-0.21 | $0.07 | ||
| Q4 24 | $-0.18 | $0.25 | ||
| Q3 24 | $-0.53 | $0.07 | ||
| Q2 24 | $-0.38 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.2M | $50.0M |
| Total DebtLower is stronger | $354.2M | — |
| Stockholders' EquityBook value | $-75.8M | $1.4B |
| Total Assets | $884.2M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $4.2M | $48.9M | ||
| Q3 25 | $5.5M | $77.8M | ||
| Q2 25 | $4.7M | $53.0M | ||
| Q1 25 | $21.4M | $48.0M | ||
| Q4 24 | $27.6M | $41.4M | ||
| Q3 24 | $28.2M | $67.9M | ||
| Q2 24 | $32.2M | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | $354.2M | — | ||
| Q3 25 | $355.0M | — | ||
| Q2 25 | $347.4M | — | ||
| Q1 25 | $348.3M | — | ||
| Q4 24 | $348.3M | — | ||
| Q3 24 | $349.1M | — | ||
| Q2 24 | $350.0M | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $-75.8M | $1.4B | ||
| Q3 25 | $-61.5M | $1.4B | ||
| Q2 25 | $23.0M | $1.4B | ||
| Q1 25 | $40.5M | $1.4B | ||
| Q4 24 | $45.9M | $1.4B | ||
| Q3 24 | $51.4M | $1.3B | ||
| Q2 24 | $68.1M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $884.2M | $3.3B | ||
| Q3 25 | $879.5M | $3.3B | ||
| Q2 25 | $935.7M | $3.3B | ||
| Q1 25 | $956.0M | $3.3B | ||
| Q4 24 | $960.1M | $3.3B | ||
| Q3 24 | $953.5M | $3.2B | ||
| Q2 24 | $945.9M | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 15.07× | — | ||
| Q1 25 | 8.61× | — | ||
| Q4 24 | 7.59× | — | ||
| Q3 24 | 6.79× | — | ||
| Q2 24 | 5.14× | — |
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 | $13.1M | $39.1M |
| Free Cash FlowOCF − Capex | $-329.0K | — |
| FCF MarginFCF / Revenue | -0.2% | — |
| Capex IntensityCapex / Revenue | 6.5% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $-27.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $13.1M | $182.7M | ||
| Q3 25 | $5.9M | $55.7M | ||
| Q2 25 | $2.8M | $43.5M | ||
| Q1 25 | $8.5M | $32.6M | ||
| Q4 24 | $18.5M | $153.2M | ||
| Q3 24 | $19.1M | $36.6M | ||
| Q2 24 | $-3.8M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-329.0K | $81.8M | ||
| Q3 25 | $-6.1M | $26.1M | ||
| Q2 25 | $-15.0M | $19.6M | ||
| Q1 25 | $-5.8M | $11.9M | ||
| Q4 24 | $733.0K | $42.5M | ||
| Q3 24 | $287.0K | $12.2M | ||
| Q2 24 | $-23.0M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | -0.2% | 68.4% | ||
| Q3 25 | -3.4% | 21.7% | ||
| Q2 25 | -7.2% | 17.2% | ||
| Q1 25 | -2.7% | 10.0% | ||
| Q4 24 | 0.3% | 36.6% | ||
| Q3 24 | 0.1% | 10.8% | ||
| Q2 24 | -13.3% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 6.5% | 84.4% | ||
| Q3 25 | 6.7% | 24.6% | ||
| Q2 25 | 8.6% | 20.9% | ||
| Q1 25 | 6.8% | 17.5% | ||
| Q4 24 | 8.0% | 95.1% | ||
| Q3 24 | 9.7% | 21.7% | ||
| Q2 24 | 11.1% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | 8.76× | 3.97× | ||
| Q4 24 | 12.54× | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
