Invesaro

Stocks REFI Financial statements

Financial statements

Chicago Atlantic Real Estate Finance, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 4 fiscal years, taken from the XBRL data Chicago Atlantic Real Estate Finance, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2023FY2024FY2025
Revenue48.9
General and administrative3.535.265.395.3
Operating expenses16.6
Interest expense2.615.756.86.94
Interest income6.922
Pre-tax income32.338.73736
Income tax0000
Net income32.338.73736
EPS, basic1.832.141.921.71
EPS, diluted1.822.111.881.68
Shares, basic (weighted)17.718.119.321
Shares, diluted (weighted)17.718.319.721.4
Dividend per share2.102.172.061.88

Balance sheet

FY2022FY2023FY2024FY2025
Cash and equivalents5.727.926.414.9
Inventory1.2
Other current assets0.113.371.19
Total assets343359435425
Short-term debt282285
Total liabilities79.287.4126117
Total debt33649.149.3
Paid-in capital269277319323
Retained earnings-5.14-5.81-10.1-15.5
Shareholders' equity264272309308
Total equity264272309308
Total liabilities and equity343359435425
Shares outstanding17.718.220.821.1

Cash flow statement

FY2022FY2023FY2024FY2025
Net income32.338.73736
Stock-based compensation0.441.483.063.37
Change in payables0.760.170.51-0.32
Cash from operations1728.423.228.8
Acquisitions-19.3
Cash from investing-125-1.93-39.38.74
Debt issued0.84
Stock issued4.517.2239.61.03
Dividends paid-28.2-39.1-41.6-43.8
Cash from financing33.7-24.334.6-49
Net change in cash-74.52.1818.5-11.5
Interest paid1.665.036.216.94

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $10.65 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Effective tax rate0.0%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)9.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)6.4%Net income / average total assets.

Growth

MetricValueHow it is calculated
Net income growth, 1y-2.8%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y3.7%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y-10.6%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y-2.6%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y24.3%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y19.2%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Dividend per share growth, 1y-8.7%Dividend per share vs the same period a year earlier. Only from a positive base.
Dividend per share CAGR, 3y-3.6%Compound annual growth of dividend per share over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y-0.4%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y5.2%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-2.4%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y7.4%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y8.7%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y6.5%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Debt / equity0.16xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets10.7%Total debt / total assets.
Liabilities / assets34.7%Total liabilities / total assets.
Net debt$36.1MTotal debt - cash - short-term investments. Negative means more cash than debt.
Tangible book value$301.6MShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted$1.35Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Operating cash flow per share$1.24Cash from operations / diluted weighted shares.
Book value per share$14.15Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$14.15Tangible book value / shares outstanding.
Cash per share$0.63(Cash + short-term investments) / shares outstanding.
Payout ratio138.2%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$272.9MShare price x shares outstanding.
Enterprise value$309.0MMarket cap + total debt - cash - short-term investments.
P/E9.28xMarket cap / net income. Only when net income is positive.
P/B0.90xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.90xMarket cap / tangible book value, when positive.
P/OCF10.1xMarket cap / cash from operations, when positive.
Earnings yield10.8%Net income / market cap (the inverse of P/E).
Dividend yield14.9%Dividends paid over the period / market cap.
Shareholder yield14.9%(Dividends paid + share buybacks) / market cap.
Was Chicago Atlantic Real Estate Finance, Inc. profitable in fiscal 2025?

Yes. Net income was $36.0M, a net margin of -.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to Chicago Atlantic Real Estate Finance, Inc.