Pricing Log in Create free account

Apollo Commercial Real Estate Finance (ARI) vs Dynex Capital, Inc. (DX)

Apollo Commercial Real Estate Finance and Dynex Capital, Inc. are both Reit Mortgage companies. Dynex Capital, Inc. is the larger, with a market value of $2.8B against $824.0M — 3.3× the size. Dynex Capital, Inc. trades at the lower P/E: 4.1× against 8.0×. Dynex Capital, Inc. grew revenue faster over the last twelve months: 134.2% against −14.7%. Apollo Commercial Real Estate Finance has the higher net margin (50.3% vs 48.0%) and the higher return on invested capital (339.7% vs 2.08%). Both pay a dividend; Apollo Commercial Real Estate Finance yields more (66.6% vs 18.7%). Across the 23 metrics below, Dynex Capital, Inc. leads on 12 and Apollo Commercial Real Estate Finance on 11.

Valuation

Metric ARI DX Reit Mortgage median
P/E 7.98 4.12 7.10
P/S 3.51 2.74 1.77
P/B 0.67 0.79 0.55
Price to free cash flow 39.05 10.27 5.36
EV/EBITDA 10.31 28.29 28.29
EV/Sales 3.45 26.96 15.90
Earnings yield 12.54% 24.25% 8.10%
Free cash flow yield 2.56% 9.74% 13.00%

Profitability

Metric ARI DX Reit Mortgage median
Gross margin 87.84% 100.00% 100.00%
Operating margin 35.13% 92.55% 35.40%
Net margin 50.33% 47.95% 11.85%
Free cash flow margin 9.00% 26.68% 26.68%
Return on equity 7.72% 18.61% 4.81%
Return on assets 2.00% 2.25% 0.62%
Return on invested capital 339.65% 2.08% 1.22%

Growth

Metric ARI DX Reit Mortgage median
Revenue growth (TTM) (14.66%) 134.15% 4.70%
EPS growth (last fiscal year) 183.51% 52.35% 45.25%
Revenue growth, 5-year CAGR (0.51%) 40.78% 14.60%
Net income growth, 5-year CAGR 88.28% 14.06% 0.00%

Health

Metric ARI DX Reit Mortgage median
Debt to equity 0.00 7.14 3.30
Current ratio 2.45 1.16 1.00
Net debt to EBITDA 9.96 25.53 18.31

Dividend

Metric ARI DX Reit Mortgage median
Dividend yield 66.61% 18.66% 17.34%
Payout ratio 5.31 0.78 1.28

Size

Metric ARI DX Reit Mortgage median
Market cap 823.96m 2.76b 479.53m

Compare with another peer

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