What is Apollo Commercial Real Estate Finance's market cap?

Apollo Commercial Real Estate Finance (ARI) has a market capitalization of $885.2M and trades on NYSE.

What is Apollo Commercial Real Estate Finance's revenue and profitability?

Apollo Commercial Real Estate Finance generated $264.4M in trailing twelve-month revenue with net income of $127.0M, representing a net margin of 48.0%. These figures are based on the Q1 2026 filing.

Who are Apollo Commercial Real Estate Finance's competitors?

Apollo Commercial Real Estate Finance's key competitors include Blackstone Mortgage Trust, Inc., KKR Real Estate Finance Trust Inc., Starwood Property Trust, Inc., and others. These companies compete in similar markets and product categories.

Who does Apollo Commercial Real Estate Finance partner with?

Apollo Commercial Real Estate Finance's notable partners include Apollo Global Management, Inc., Athene Holding Ltd., Barclays Bank, plc, and others.

What subsidiaries does Apollo Commercial Real Estate Finance have?

Apollo Commercial Real Estate Finance's subsidiaries include ACREFI Operating, LLC.

Where is Apollo Commercial Real Estate Finance headquartered?

Apollo Commercial Real Estate Finance is headquartered in United States of America. It has been publicly traded since 2009.

Apollo Commercial Real Estate Finance

ARI

Market cap

$885.2M-34.1%

Revenue$264.4M-8.5%

Net income$127.0M+195%

EPS (diluted)$0.81+176%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

April 28, 2026

Revenue$58.6MMiss by $19.2M EPS$0.22Miss by $0.07

Read the full report

Next report

Jul 29, 2026 (Tomorrow)

Revenue estimate$34.7M

EPS estimate$0.09

Financials

Q1 2026

Income statement

See full

Revenue$58.6M-10.9%

Net income$26.2M+0.9%

EPS (diluted)$0.160.0%

Balance sheet

See full

Cash & equivalents$126.8M-23.8%

Total equity$1.8B-2.6%

Total assets$10.1B+14.8%

Cash flow

See full

Operating cash flow$12.6M-68.1%

Valuation & ratios

Valuation

See full

Market cap$885.2M-34.1%

P/E7×—

P/S3.4×-1.5×

Profitability

See full

Net margin48%—

Returns & leverage

See full

Return on equity6.9%—

Competitors

By market cap

Starwood Property Trust$6.1B-16.5%

Blackstone Mortgage Trust$2.8B-17.1%

Apollo Commercial Real Estate Finance$885.2M-35.1%

KKR Real Estate Finance Trust$459.1M-23.9%

Claros Mortgage Trust$308.5M-31.0%

Ares Commercial Real Estate$250.8M-0.7%

ACR

ACRES Commercial Realty$124.3M-11.2%

LFT

Lument Finance Trust$42.2M-65.5%

By revenue growth

KKR Real Estate Finance Trust+18.6%

Starwood Property Trust+5.3%

ACR

ACRES Commercial Realty-1.2%

Apollo Commercial Real Estate Finance-8.5%

Ares Commercial Real Estate-19.1%

Claros Mortgage Trust-25.3%

By net margin

Apollo Commercial Real Estate Finance48.02%+94.5pp

ACR

ACRES Commercial Realty44.86%+16.7pp

Starwood Property Trust18.11%+0.9pp

Blackstone Mortgage Trust0.361%—

Ares Commercial Real Estate-37.21%-17.0pp

Claros Mortgage Trust-267.13%-161pp

KKR Real Estate Finance Trust-1,170.85%-1,008pp

Profile

Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust (REIT) that focuses on the origination, acquisition, and management of commercial first mortgage loans and subordinate debt. The company leverages the global platform of Apollo Global Management to source and underwrite institutional-quality real estate investments across the United States and Europe. Its primary objective is to generate attractive risk-adjusted returns for stockholders through consistent dividend distributions and capital appreciation.

Competitive position

ARI is a significant player in the commercial mortgage REIT space, benefiting from the extensive sourcing and underwriting infrastructure of its manager, Apollo Global Management.

GeographiesUnited States, Europe

Customer segmentsCommercial Real Estate Sponsors, Institutional Borrowers

Business modelAsset Management, Direct Lending

SuppliersCapital Markets, Secured Credit Facilities, Institutional Equity Investors, Apollo Global Management Infrastructure

CustomersCommercial Real Estate Borrowers, Property Sponsors, Real Estate Investment Groups

CountryUnited States of America

Listed2009

CEOStuart A. Rothstein

SectorReal Estate

IndustryREIT - Mortgage

Websiteapollocref.com

FilingsSEC EDGAR

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Questions, answered.

What is Apollo Commercial Real Estate Finance's market cap?: Apollo Commercial Real Estate Finance (ARI) has a market capitalization of $885.2M and trades on NYSE.
What is Apollo Commercial Real Estate Finance's revenue and profitability?: Apollo Commercial Real Estate Finance generated $264.4M in trailing twelve-month revenue with net income of $127.0M, representing a net margin of 48.0%. These figures are based on the Q1 2026 filing.
Who are Apollo Commercial Real Estate Finance's competitors?: Apollo Commercial Real Estate Finance's key competitors include Blackstone Mortgage Trust, Inc., KKR Real Estate Finance Trust Inc., Starwood Property Trust, Inc., and others. These companies compete in similar markets and product categories.
Who does Apollo Commercial Real Estate Finance partner with?: Apollo Commercial Real Estate Finance's notable partners include Apollo Global Management, Inc., Athene Holding Ltd., Barclays Bank, plc, and others.
What subsidiaries does Apollo Commercial Real Estate Finance have?: Apollo Commercial Real Estate Finance's subsidiaries include ACREFI Operating, LLC.
Where is Apollo Commercial Real Estate Finance headquartered?: Apollo Commercial Real Estate Finance is headquartered in United States of America. It has been publicly traded since 2009.