Pricing Log in Create free account

Apollo Commercial Real Estate Finance (ARI) vs Blackstone Mortgage Trust, Inc. (BXMT)

Apollo Commercial Real Estate Finance and Blackstone Mortgage Trust, Inc. are both Reit Mortgage companies. Blackstone Mortgage Trust, Inc. is the larger, with a market value of $1.8B against $824.0M — 2.2× the size. Apollo Commercial Real Estate Finance trades at the lower P/E: 8.0× against 117×. Blackstone Mortgage Trust, Inc. grew revenue faster over the last twelve months: −3.63% against −14.7%. Apollo Commercial Real Estate Finance has the higher net margin (50.3% vs 1.00%) and the higher return on invested capital (339.7% vs 3.82%). Both pay a dividend; Apollo Commercial Real Estate Finance yields more (66.6% vs 17.9%). Across the 23 metrics below, Apollo Commercial Real Estate Finance leads on 15 and Blackstone Mortgage Trust, Inc. on 8.

Valuation

Metric ARI BXMT Reit Mortgage median
P/E 7.98 117.00 7.10
P/S 3.51 1.16 1.77
P/B 0.67 0.55 0.55
Price to free cash flow 39.05 5.42 5.36
EV/EBITDA 10.31 14.45 28.29
EV/Sales 3.45 11.12 15.90
Earnings yield 12.54% 0.85% 8.10%
Free cash flow yield 2.56% 18.45% 13.00%

Profitability

Metric ARI BXMT Reit Mortgage median
Gross margin 87.84% 81.49% 100.00%
Operating margin 35.13% 73.85% 35.40%
Net margin 50.33% 1.00% 11.85%
Free cash flow margin 9.00% 21.32% 26.68%
Return on equity 7.72% 0.45% 4.81%
Return on assets 2.00% 0.08% 0.62%
Return on invested capital 339.65% 3.82% 1.22%

Growth

Metric ARI BXMT Reit Mortgage median
Revenue growth (TTM) (14.66%) (3.63%) 4.70%
EPS growth (last fiscal year) 183.51% 154.70% 45.25%
Revenue growth, 5-year CAGR (0.51%) 14.60% 14.60%
Net income growth, 5-year CAGR 88.28% (4.46%) 0.00%

Health

Metric ARI BXMT Reit Mortgage median
Debt to equity 0.00 4.83 3.30
Current ratio 2.45 0.00 1.00
Net debt to EBITDA 9.96 12.49 18.31

Dividend

Metric ARI BXMT Reit Mortgage median
Dividend yield 66.61% 17.85% 17.34%
Payout ratio 5.31 20.89 1.28

Size

Metric ARI BXMT Reit Mortgage median
Market cap 823.96m 1.82b 479.53m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack