Ares Commercial Real Estate Corporation (ACRE) vs KKR Real Estate Finance Trust (KREF)
- Ares Commercial Real Estate Corporation ACRE 3.45 −3.63%
- KKR Real Estate Finance Trust KREF 5.80 −2.85%
Ares Commercial Real Estate Corporation and KKR Real Estate Finance Trust are both Reit Mortgage companies. KKR Real Estate Finance Trust is the larger, with a market value of $352.3M against $198.6M — 1.8× the size. Ares Commercial Real Estate Corporation grew revenue faster over the last twelve months: −10.6% against −24.3%. Ares Commercial Real Estate Corporation has the higher net margin (−8.04% vs −173.6%) and the higher return on invested capital (0.65% vs −2.26%). Both pay a dividend; Ares Commercial Real Estate Corporation yields more (17.4% vs 12.1%). Across the 18 metrics below, Ares Commercial Real Estate Corporation leads on 14 and KKR Real Estate Finance Trust on 4.
Valuation
Profitability
| Metric | ACRE | KREF | Reit Mortgage median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 31.94% | (157.87%) | 35.40% |
| Net margin | (8.04%) | (173.57%) | 11.85% |
| Free cash flow margin | 32.64% | 20.50% | 26.68% |
| Return on equity | (0.88%) | (18.18%) | 4.81% |
| Return on assets | (0.27%) | (3.12%) | 0.62% |
| Return on invested capital | 0.65% | (2.26%) | 1.22% |
Growth
Health
Dividend
Size
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