Apollo Commercial Real Estate Finance vs Brightspire Capital
Brightspire Capital is the larger business, with $331m of revenue in fiscal 2025 against $272m for Apollo Commercial Real Estate Finance (1.2 times as much). Brightspire Capital grew faster (-7.9% against -10.6%). Apollo Commercial Real Estate Finance kept more of each dollar of sales as profit: a net margin of 46.7% against -9.4%.
| Latest fiscal year | Apollo Commercial Real Estate FinanceARI, 2025 | Brightspire CapitalBRSP, 2025 |
|---|---|---|
| Revenue | $272m | $331m |
| Revenue growth | -10.6% | -7.9% |
| Net income | $127m | −$31.1m |
| Operating margin | — | — |
| Net margin | 46.7% | -9.4% |
| Return on equity | 6.8% | -3.1% |
| Free cash flow | — | $55.1m |
| Cash | $140m | $66.8m |
| Total debt | $0 | $2.48bn |
| Debt to equity | — | — |
| Dividend per share | $1.00 | $0.64 |
| Dividend yield | 47.6% | 19.1% |
| Share buybacks | $0 | $10.9m |
| Employees | — | 46 |
| Market value | $315m | $432m |
| Price vs our value range | — | — |
| Moat score | 76 (Strong) | 44 (Weak) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 0 sales |