Ares Commercial Real Estate Corporation (ACRE) vs Apollo Commercial Real Estate Finance (ARI)
- Ares Commercial Real Estate Corporation ACRE 3.78 +11.18%
- Apollo Commercial Real Estate Finance ARI 2.31 −4.15%
Ares Commercial Real Estate Corporation and Apollo Commercial Real Estate Finance are both Reit Mortgage companies. Apollo Commercial Real Estate Finance is the larger, with a market value of $309.8M against $188.6M — 1.6× the size. Ares Commercial Real Estate Corporation has negative trailing earnings, so its P/E is not meaningful; Apollo Commercial Real Estate Finance trades at 3.0×. Ares Commercial Real Estate Corporation grew revenue faster over the last twelve months: −10.6% against −14.7%. Apollo Commercial Real Estate Finance has the higher net margin (50.3% vs −8.04%) and the higher return on invested capital (339.7% vs 0.65%). Both pay a dividend; Apollo Commercial Real Estate Finance yields more (176.4% vs 17.6%). Across the 22 metrics below, Apollo Commercial Real Estate Finance leads on 17 and Ares Commercial Real Estate Corporation on 5.
Valuation
Profitability
| Metric | ACRE | ARI | Reit Mortgage median |
|---|---|---|---|
| Gross margin | 100.00% | 87.84% | 100.00% |
| Operating margin | 31.94% | 35.13% | 31.94% |
| Net margin | (8.04%) | 50.33% | (1.81%) |
| Free cash flow margin | 32.64% | 9.00% | 27.05% |
| Return on equity | (0.88%) | 7.72% | (0.49%) |
| Return on assets | (0.27%) | 2.00% | (0.06%) |
| Return on invested capital | 0.65% | 339.65% | 0.79% |
Growth
Health
Dividend
Size
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