Apollo Commercial Real Estate Finance (ARI) vs Ellington Financial Inc. (EFC)
Apollo Commercial Real Estate Finance and Ellington Financial Inc. are both Reit Mortgage companies. Ellington Financial Inc. is the larger, with a market value of $1.6B against $804.7M — 2.0× the size. Ellington Financial Inc. trades at the lower P/E: 7.5× against 7.8×. Ellington Financial Inc. grew revenue faster over the last twelve months: 31.0% against −14.7%. Apollo Commercial Real Estate Finance has the higher net margin (50.3% vs 33.3%) and the higher return on invested capital (339.7% vs 2.52%). Both pay a dividend; Ellington Financial Inc. yields more (15.0% vs 12.7%). Across the 22 metrics below, Apollo Commercial Real Estate Finance leads on 12 and Ellington Financial Inc. on 10.
Valuation
Profitability
| Metric | ARI | EFC | Reit Mortgage median |
|---|---|---|---|
| Gross margin | 87.84% | 95.29% | 100.00% |
| Operating margin | 35.13% | 132.74% | 35.40% |
| Net margin | 50.33% | 33.26% | 11.85% |
| Free cash flow margin | 9.00% | (93.67%) | 26.68% |
| Return on equity | 7.72% | 12.37% | 4.81% |
| Return on assets | 2.00% | 1.02% | 0.62% |
| Return on invested capital | 339.65% | 2.52% | 1.22% |
Growth
Health
Dividend
Size
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