profit from every $100 of sales.

Apollo Commercial Real Estate Finance
Trading close to its lowest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
You pay $2.35 for every $1 of profit it makes in a year.
of earnings would pay off all its debt.
Money in, money out
What Apollo Commercial Real Estate Finance sold, what it kept, and what it did with the cash.
Sales went from $369 million in 2022 to $273 million in 2025, with $127 million of profit last year.
Apollo Commercial Real Estate Finance handed back more cash to shareholders than it generated last year.
Apollo Commercial Real Estate Finance vs. similar companies
Apollo Commercial Real Estate Finance grows in the middle of these 5 and is the cheapest for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
Apollo Commercial Real Estate Finance | 2.3× · Cheap | ||
Annaly Capital Management | 7.4× · Cheap | ||
AGNC Investment | 6.8× · Cheap | ||
Rithm Capital | 7.7× · Cheap | ||
Starwood Property | 10.9× · Cheap |
AI analysis
An AI analyst reads Apollo Commercial Real Estate Finance's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 369 | 266 | 196 | 273 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 265 | 58 | -120 | 127 | |
| 1.68 | 0.29 | -0.97 | 0.81 | |
| – | – | – | – | |
| – | – | – | – | |
| 71.9% | 21.9% | -61.1% | 46.4% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 9,568 | 9,297 | 8,412 | 9,901 |
| Cash | 222 | 225 | 317 | 140 |
| Total debt | 6,970 | 6,955 | 6,390 | 7,918 |
| Total liabilities | 7,214 | 7,088 | 6,537 | 8,045 |
| 2,355 | 2,209 | 1,874 | 1,856 | |
| 166 | 141 | 140 | 139 | |
| – | – | – | – | |
| 11.3% | 2.6% | -6.4% | 6.8% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 268 | 274 | 200 | 143 | |
| 33 | 73 | 170 | 100 | |
| 235 | 201 | 31 | 42 | |
| Dividends paid | 213 | 214 | 198 | 154 |
| 0 | 0 | 41 | 0 | |
| 18 | 17 | 16 | 14 |
Valuation
- 2.3×
- 2.7×
- –
- 0.2×
- 1.1×
- 7.0×
- –
- 14.2%
- 42.6%
- 9.1%
Profitability
- 66.2%
- 56.0%
- 46.4%
- 69.2%
- 4.0%
- 1.2%
- 6.9%
- 1.3%
- 11.3%
- –
Growth
- −9.6%
- −21.6%
- +37.6%
- −7.2%
- −5.7%
Financial health
- 16.4×
- 4.27
- 80.9%
- 0.8×
- 0.03
- 0.03
- 0.07
How it ranks in Real Estate
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
What analysts expect
- Average price target
- $12.00
- Range
- $10.50 – $13.50
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Apr 28, 2026 | 0.22 | 0.29 | −24.1% |
| Feb 10, 2026 | 0.26 | 0.27 | −3.7% |
| Oct 30, 2025 | 0.30 | 0.25 | +21.4% |
| Jul 29, 2025 | 0.26 | 0.26 | +0.0% |
| Apr 24, 2025 | 0.24 | 0.25 | −4.0% |
| Feb 10, 2025 | 0.32 | 0.23 | +39.1% |
| Oct 30, 2024 | 0.31 | 0.25 | +24.0% |
| Aug 6, 2024 | 0.35 | 0.34 | +2.9% |
Paid per share, each year
$1.78 in 2015 → $1.00 in 2025
How safe it looks
121.2% of its profit
Room to growStretchedMore than it earns: 362.9%
News
Nvidia and Apollo in talks to repurpose Brightspeed telecom buildings for AI: reportSeeking Alpha · Nov 6, 2026UDR signals 80-100 bps 2027 same-store revenue earn-in as $2B Apollo JV closesSeeking Alpha · Nov 3, 2026Apollo launches European credit platform with €10B-plus lending capacitySeeking Alpha · Nov 2, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
0/7Passes 0 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Questions about Apollo Commercial Real Estate Finance
Is Apollo Commercial Real Estate Finance a good stock to buy?
A business with weak numbers, and the price looks low. 0 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Apollo Commercial Real Estate Finance AI analysis
What does Apollo Commercial Real Estate Finance do?
Apollo Commercial Real Estate Finance, Inc. operates as a real estate investment trust that originates, acquires, invests in, and manages commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments. It is in REIT - Mortgage.
Does Apollo Commercial Real Estate Finance pay a dividend?
Yes. At today's price the dividend is 9.1% a year, about 121% of its yearly profit. In 2025 it paid out $154 million in dividends.
Is Apollo Commercial Real Estate Finance stock halal?
No. Apollo Commercial Real Estate Finance does not pass our halal screen: its main business, mortgage lending, is not permitted. How we check
How has Apollo Commercial Real Estate Finance stock done over the past year?
Down 76.3% over the past twelve months, to $2.32. It traded between $2.31 and $11.22 and is 79.3% below its high.
Who are Apollo Commercial Real Estate Finance's competitors?
The largest listed companies in the same industry are Annaly Capital Management, AGNC Investment, Rithm Capital and Starwood Property. The peers table on this page compares their profit, growth and price with Apollo Commercial Real Estate Finance's.
Prices: daily closes to Nov 6, 2026. Fundamentals: company reports via invest-like data.



