Apollo Commercial Real Estate Finance vs Claros Mortgage Trust
Apollo Commercial Real Estate Finance is the larger business, with $272m of revenue in fiscal 2025 against $188m for Claros Mortgage Trust (1.4 times as much). Apollo Commercial Real Estate Finance grew faster (-10.6% against -24.4%). Apollo Commercial Real Estate Finance kept more of each dollar of sales as profit: a net margin of 46.7% against -260.4%.
| Latest fiscal year | Apollo Commercial Real Estate FinanceARI, 2025 | Claros Mortgage TrustCMTG, 2025 |
|---|---|---|
| Revenue | $272m | $188m |
| Revenue growth | -10.6% | -24.4% |
| Net income | $127m | −$489m |
| Operating margin | — | — |
| Net margin | 46.7% | -260.4% |
| Return on equity | 6.8% | -27.6% |
| Free cash flow | — | — |
| Cash | $140m | $173m |
| Total debt | $0 | $3.16bn |
| Debt to equity | — | — |
| Dividend per share | $1.00 | — |
| Dividend yield | 47.6% | — |
| Share buybacks | $0 | — |
| Employees | — | — |
| Market value | $315m | $160m |
| Price vs our value range | — | — |
| Moat score | 76 (Strong) | — |
| Insider trades, 12 months | 0 buys, 4 sales | 6 buys, 0 sales |