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Side-by-side financial comparison of Urban Edge Properties (UE) and Vericel Corp (VCEL). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $92.9M, roughly 1.4× Vericel Corp). Vericel Corp runs the higher net margin — 25.0% vs 17.1%, a 7.9% gap on every dollar of revenue. On growth, Vericel Corp posted the faster year-over-year revenue change (23.3% vs 12.2%). Over the past eight quarters, Vericel Corp's revenue compounded faster (34.6% CAGR vs 11.6%).
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.
Vericel Corporation is a publicly traded American biopharmaceutical company which was known prior to October 2014 as Aastrom Bio. Aastrom Bio was formed in 1989 in Ann Arbor, Michigan.
UE vs VCEL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $132.6M | $92.9M |
| Net Profit | $22.6M | $23.2M |
| Gross Margin | — | 78.7% |
| Operating Margin | — | 24.1% |
| Net Margin | 17.1% | 25.0% |
| Revenue YoY | 12.2% | 23.3% |
| Net Profit YoY | -6.7% | 17.3% |
| EPS (diluted) | $0.18 | $0.46 |
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 | $119.6M | $92.9M | ||
| Q3 25 | $120.1M | $67.5M | ||
| Q2 25 | $114.1M | $63.2M | ||
| Q1 25 | $118.2M | $52.6M | ||
| Q4 24 | $116.4M | $75.4M | ||
| Q3 24 | $112.4M | $57.9M | ||
| Q2 24 | $106.5M | $52.7M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $12.4M | $23.2M | ||
| Q3 25 | $14.9M | $5.1M | ||
| Q2 25 | $58.0M | $-553.0K | ||
| Q1 25 | $8.2M | $-11.2M | ||
| Q4 24 | $30.1M | $19.8M | ||
| Q3 24 | $9.1M | $-901.0K | ||
| Q2 24 | $30.8M | $-4.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 78.7% | ||
| Q3 25 | — | 73.5% | ||
| Q2 25 | — | 73.7% | ||
| Q1 25 | — | 69.0% | ||
| Q4 24 | — | 77.6% | ||
| Q3 24 | — | 71.9% | ||
| Q2 24 | — | 69.5% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 24.1% | ||
| Q3 25 | 13.4% | 5.1% | ||
| Q2 25 | 53.9% | -3.2% | ||
| Q1 25 | 7.6% | -24.3% | ||
| Q4 24 | 27.6% | 24.5% | ||
| Q3 24 | 8.9% | -4.3% | ||
| Q2 24 | 30.6% | -11.5% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 10.4% | 25.0% | ||
| Q3 25 | 12.4% | 7.5% | ||
| Q2 25 | 50.8% | -0.9% | ||
| Q1 25 | 6.9% | -21.4% | ||
| Q4 24 | 25.9% | 26.3% | ||
| Q3 24 | 8.1% | -1.6% | ||
| Q2 24 | 28.9% | -8.9% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.09 | $0.46 | ||
| Q3 25 | $0.12 | $0.10 | ||
| Q2 25 | $0.46 | $-0.01 | ||
| Q1 25 | $0.07 | $-0.23 | ||
| Q4 24 | $0.25 | $0.40 | ||
| Q3 24 | $0.07 | $-0.02 | ||
| Q2 24 | $0.26 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $50.0M | $137.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $354.6M |
| Total Assets | $3.4B | $488.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $50.0M | — | ||
| Q4 25 | $48.9M | $137.5M | ||
| Q3 25 | $77.8M | $135.4M | ||
| Q2 25 | $53.0M | $116.9M | ||
| Q1 25 | $48.0M | $112.9M | ||
| Q4 24 | $41.4M | $116.2M | ||
| Q3 24 | $67.9M | $101.7M | ||
| Q2 24 | $78.6M | $102.5M |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $354.6M | ||
| Q3 25 | $1.4B | $321.9M | ||
| Q2 25 | $1.4B | $306.8M | ||
| Q1 25 | $1.4B | $295.5M | ||
| Q4 24 | $1.4B | $292.0M | ||
| Q3 24 | $1.3B | $257.5M | ||
| Q2 24 | $1.3B | $243.0M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.3B | $488.0M | ||
| Q3 25 | $3.3B | $453.3M | ||
| Q2 25 | $3.3B | $435.6M | ||
| Q1 25 | $3.3B | $424.6M | ||
| Q4 24 | $3.3B | $432.7M | ||
| Q3 24 | $3.2B | $390.4M | ||
| Q2 24 | $3.2B | $376.8M |
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 | $39.1M | $15.0M |
| Free Cash FlowOCF − Capex | — | $12.8M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | 1.5% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.73× | 0.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $24.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.1M | — | ||
| Q4 25 | $182.7M | $15.0M | ||
| Q3 25 | $55.7M | $22.1M | ||
| Q2 25 | $43.5M | $8.2M | ||
| Q1 25 | $32.6M | $6.6M | ||
| Q4 24 | $153.2M | $22.2M | ||
| Q3 24 | $36.6M | $10.2M | ||
| Q2 24 | $41.2M | $18.5M |
| Q1 26 | — | — | ||
| Q4 25 | $81.8M | $12.8M | ||
| Q3 25 | $26.1M | $19.5M | ||
| Q2 25 | $19.6M | $81.0K | ||
| Q1 25 | $11.9M | $-7.6M | ||
| Q4 24 | $42.5M | $8.5M | ||
| Q3 24 | $12.2M | $-9.2M | ||
| Q2 24 | $19.9M | $1.8M |
| Q1 26 | — | — | ||
| Q4 25 | 68.4% | 13.8% | ||
| Q3 25 | 21.7% | 28.8% | ||
| Q2 25 | 17.2% | 0.1% | ||
| Q1 25 | 10.0% | -14.5% | ||
| Q4 24 | 36.6% | 11.2% | ||
| Q3 24 | 10.8% | -15.9% | ||
| Q2 24 | 18.6% | 3.4% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 84.4% | 2.4% | ||
| Q3 25 | 24.6% | 3.9% | ||
| Q2 25 | 20.9% | 12.9% | ||
| Q1 25 | 17.5% | 27.0% | ||
| Q4 24 | 95.1% | 18.3% | ||
| Q3 24 | 21.7% | 33.5% | ||
| Q2 24 | 20.1% | 31.8% |
| Q1 26 | 1.73× | — | ||
| Q4 25 | 14.71× | 0.65× | ||
| Q3 25 | 3.73× | 4.35× | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 3.97× | — | ||
| Q4 24 | 5.09× | 1.12× | ||
| 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
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
VCEL
| MACI Implants And Kits | $84.1M | 90% |
| Other | $8.8M | 10% |
