Apollo Commercial Real Estate Finance (ARI) vs KKR Real Estate Finance Trust (KREF)
- Apollo Commercial Real Estate Finance ARI 2.31 −4.15%
- KKR Real Estate Finance Trust KREF 5.63 −1.40%
Apollo Commercial Real Estate Finance and KKR Real Estate Finance Trust are both Reit Mortgage companies. Apollo Commercial Real Estate Finance and KKR Real Estate Finance Trust are of similar size ($329.7M and $309.8M). KKR Real Estate Finance Trust has negative trailing earnings, so its P/E is not meaningful; Apollo Commercial Real Estate Finance trades at 3.0×. Apollo Commercial Real Estate Finance grew revenue faster over the last twelve months: −14.7% against −20.8%. Apollo Commercial Real Estate Finance has the higher net margin (50.3% vs −197.0%) and the higher return on invested capital (339.7% vs −3.32%). Both pay a dividend; Apollo Commercial Real Estate Finance yields more (176.4% vs 12.3%). Across the 21 metrics below, Apollo Commercial Real Estate Finance leads on 19 and KKR Real Estate Finance Trust on 2.
Valuation
Profitability
| Metric | ARI | KREF | Reit Mortgage median |
|---|---|---|---|
| Gross margin | 87.84% | 100.00% | 100.00% |
| Operating margin | 35.13% | (179.50%) | 31.94% |
| Net margin | 50.33% | (196.99%) | (1.81%) |
| Free cash flow margin | 9.00% | 8.42% | 27.05% |
| Return on equity | 7.72% | (19.71%) | (0.49%) |
| Return on assets | 2.00% | (3.80%) | (0.06%) |
| Return on invested capital | 339.65% | (3.32%) | 0.79% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack