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ARI
Apollo Commercial Real Estate Finance, Inc.
NYSE· Real Estate· REIT - Mortgage· CUSIP 03762U105
$6.30-0.63%Price as of Oct 23, 00:53 UTC · updated once a day, after the close
At a glance
Apollo Commercial Real Estate Finance, Inc. (ARI) is listed on NYSE and classified in REIT - Mortgage, part of the Real Estate sector. It is headquartered in New York, United States. The company is worth $809.83M and trades at 8.0x its earnings of the last twelve months; the median for its sector is 22.1x. Revenue was $271.59M in fiscal 2025, down 10.6% from the year before. Net income was $126.72M. The share price is 44.0% below its 52-week high of $11.24. Its payments in the last 12 months add up to 67.46% of the share price, a level that usually comes from a one-off or liquidating payout, not a recurring dividend. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $48.74M. In that quarter, 3 of them opened or added to the position. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Key metrics
- Market cap
- $809.83M
- P/E
- 8.0x
- Forward P/E
- 27.8x
- P/B
- 0.6x
- Dividend yield
- 67.46%
- Payout
- —
- EPS
- $0.79
- ROE
- 8.51%
- Profit margin
- 21.14%
- Revenue growth
- +524.90%
- Beta
- 1.48
- 52-week high
- $11.24
- 52-week low
- $6.11
Last 12 months. Usually a one-off or liquidating payout, not recurring
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
Price over time
▼ -52.8% over 5Y.
today you would have $1,117.54▲ +11.8%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 16 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $9.68 | $8.66 | $11.74 | $10.76 | $13.16 | $11.17 | $18.29 | $16.66 | $18.45 | $16.62 | $17.23 | $16.36 | $16.25 | $16.23 | $13.13 | $16.35 | |
| P/E | 11.2x | 12.0x |
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$13.19
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings
$17.46
Median P/E of 22.1 among peers in the sector.
Earnings
$8.87
Median P/E of 11.2 across this company’s own years on record.
Cash flow
$30.65
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividends
$8.78
Others in the same sector
Companies of similar size in Real Estate, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| SVCService Properties Trust | $6.22 | — | 1.0x | 3.22% | -56.28% | $805.55M |
| SAFESafehold Inc. | $11.33 | 6.6x | 0.3x | 6.27% | 4.64% | $802.35M |
| CTOCTO Realty Growth, Inc. | $20.25 | 14.8x | 1.1x | 7.51% | 8.50% | $759.08M |
| INNSummit Hotel Properties, Inc. | $7.03 |
About the company
- New York, United States