ACRE vs. ARI, BRSP, BXMT, CIM, EFC, KREF, LADR, NLY, RC, and STWD
Should you be buying Ares Commercial Real Estate stock or one of its competitors? The main competitors of Ares Commercial Real Estate include Apollo Commercial Real Estate Finance (ARI), BrightSpire Capital (BRSP), Blackstone Mortgage Trust (BXMT), Chimera Investment (CIM), Ellington Financial (EFC), KKR Real Estate Finance Trust (KREF), Ladder Capital (LADR), Annaly Capital Management (NLY), Ready Capital (RC), and Starwood Property Trust (STWD). These companies are all part of the "reit - mtge trust" industry.
Ares Commercial Real Estate vs. Its Competitors
Ares Commercial Real Estate (NYSE:ACRE) and Apollo Commercial Real Estate Finance (NYSE:ARI) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, media sentiment, risk, valuation, institutional ownership, analyst recommendations and earnings.
In the previous week, Ares Commercial Real Estate had 1 more articles in the media than Apollo Commercial Real Estate Finance. MarketBeat recorded 6 mentions for Ares Commercial Real Estate and 5 mentions for Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance's average media sentiment score of 1.30 beat Ares Commercial Real Estate's score of 1.15 indicating that Apollo Commercial Real Estate Finance is being referred to more favorably in the news media.
Ares Commercial Real Estate presently has a consensus price target of $5.31, indicating a potential upside of 12.91%. Apollo Commercial Real Estate Finance has a consensus price target of $10.31, indicating a potential downside of 1.74%. Given Ares Commercial Real Estate's higher probable upside, analysts plainly believe Ares Commercial Real Estate is more favorable than Apollo Commercial Real Estate Finance.
Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.8%. Apollo Commercial Real Estate Finance pays an annual dividend of $1.00 per share and has a dividend yield of 9.5%. Ares Commercial Real Estate pays out -176.5% of its earnings in the form of a dividend. Apollo Commercial Real Estate Finance pays out -714.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Ares Commercial Real Estate has higher earnings, but lower revenue than Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance is trading at a lower price-to-earnings ratio than Ares Commercial Real Estate, indicating that it is currently the more affordable of the two stocks.
Apollo Commercial Real Estate Finance has a net margin of -1.49% compared to Ares Commercial Real Estate's net margin of -29.57%. Apollo Commercial Real Estate Finance's return on equity of 8.42% beat Ares Commercial Real Estate's return on equity.
Ares Commercial Real Estate has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500. Comparatively, Apollo Commercial Real Estate Finance has a beta of 1.57, suggesting that its stock price is 57% more volatile than the S&P 500.
41.3% of Ares Commercial Real Estate shares are held by institutional investors. Comparatively, 54.4% of Apollo Commercial Real Estate Finance shares are held by institutional investors. 1.8% of Ares Commercial Real Estate shares are held by company insiders. Comparatively, 0.7% of Apollo Commercial Real Estate Finance shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Summary
Apollo Commercial Real Estate Finance beats Ares Commercial Real Estate on 12 of the 18 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding ACRE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Ares Commercial Real Estate Competitors List
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This page (NYSE:ACRE) was last updated on 9/2/2025 by MarketBeat.com Staff
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