Ares Commercial Real Estate vs Cherry Hill Mortgage Investment
Ares Commercial Real Estate is the larger business, with $54.8m of revenue in fiscal 2025 against $23.3m for Cherry Hill Mortgage Investment (2.4 times as much). Ares Commercial Real Estate grew faster (-21.3% against -32.5%). Ares Commercial Real Estate kept more of each dollar of sales as profit: a net margin of -1.6% against -12.9%.
| Latest fiscal year | Ares Commercial Real EstateACRE, 2025 | Cherry Hill Mortgage InvestmentCHMI, 2025 |
|---|---|---|
| Revenue | $54.8m | $23.3m |
| Revenue growth | -21.3% | -32.5% |
| Net income | −$902,000 | −$3.0m |
| Operating margin | — | — |
| Net margin | -1.6% | -12.9% |
| Return on equity | -0.2% | -1.3% |
| Free cash flow | $21.4m | — |
| Cash | $29.3m | $54.9m |
| Total debt | $948m | $1.28bn |
| Debt to equity | — | — |
| Dividend per share | $0.60 | $0.50 |
| Dividend yield | 17.7% | — |
| Share buybacks | $0 | — |
| Employees | 4,250 | 14 |
| Market value | $190m | $97.9m |
| Price vs our value range | — | — |
| Moat score | 60 (Moderate) | 34 (Weak) |
| Insider trades, 12 months | 0 buys, 3 sales | 0 buys, 1 sales |