Apollo Commercial Real Estate Finance vs Pennymac Mortgage Investment Trust
Apollo Commercial Real Estate Finance and Pennymac Mortgage Investment Trust are similar in size: $272m and $307m of revenue in their latest fiscal years. Pennymac Mortgage Investment Trust grew faster (-8.0% against -10.6%). Apollo Commercial Real Estate Finance kept more of each dollar of sales as profit: a net margin of 46.7% against 41.6%.
| Latest fiscal year | Apollo Commercial Real Estate FinanceARI, 2025 | Pennymac Mortgage Investment TrustPMT, 2025 |
|---|---|---|
| Revenue | $272m | $307m |
| Revenue growth | -10.6% | -8.0% |
| Net income | $127m | $128m |
| Operating margin | — | — |
| Net margin | 46.7% | 41.6% |
| Return on equity | 6.8% | 6.7% |
| Free cash flow | — | — |
| Cash | $140m | — |
| Total debt | $0 | $1.09bn |
| Debt to equity | — | — |
| Dividend per share | $1.00 | $1.60 |
| Dividend yield | 47.6% | — |
| Share buybacks | $0 | $0 |
| Employees | — | — |
| Market value | $315m | $688m |
| Price vs our value range | — | — |
| Moat score | 76 (Strong) | 74 (Strong) |
| Insider trades, 12 months | 0 buys, 4 sales | 3 buys, 3 sales |