Arbor Realty Trust vs Apollo Commercial Real Estate Finance
Arbor Realty Trust is the larger business, with $510m of revenue in fiscal 2025 against $272m for Apollo Commercial Real Estate Finance (1.9 times as much). Apollo Commercial Real Estate Finance grew faster (-10.6% against -18.0%). Apollo Commercial Real Estate Finance kept more of each dollar of sales as profit: a net margin of 46.7% against 21.0%.
| Latest fiscal year | Arbor Realty TrustABR, 2025 | Apollo Commercial Real Estate FinanceARI, 2025 |
|---|---|---|
| Revenue | $510m | $272m |
| Revenue growth | -18.0% | -10.6% |
| Net income | $107m | $127m |
| Operating margin | — | — |
| Net margin | 21.0% | 46.7% |
| Return on equity | 3.6% | 6.8% |
| Free cash flow | — | — |
| Cash | $483m | $140m |
| Total debt | $11.07bn | $0 |
| Debt to equity | — | — |
| Dividend per share | — | $1.00 |
| Dividend yield | 67.1% | 47.6% |
| Share buybacks | $2.0m | $0 |
| Employees | — | — |
| Market value | $328m | $315m |
| Price vs our value range | — | — |
| Moat score | 66 (Moderate) | 76 (Strong) |
| Insider trades, 12 months | 19 buys, 3 sales | 0 buys, 4 sales |