ACR vs KREF
ACR: A commercial real estate finance company that originates and manages a portfolio of CRE loans and properties, primarily funded through securitization and credit facilities. KREF: An externally-managed REIT specializing in senior loans for institutional-quality commercial real estate, sponsored by KKR.
Side-by-side fundamentals
| Metric | ACR | KREF | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $17.88 | $6.96 | |
| Market cap as of 2026-08-03 | $128M | $408M | |
| P/E as of 2026-08-03 | 4.81 | n/a | |
| PEG as of 2026-08-03 | -0.00 | -0.01 | KREF lower |
| Net margin as of 2026-08-03 | +15.4% | -44.6% | ACR higher |
| Gross margin as of 2026-08-03 | +44.1% | +28.8% | ACR higher |
| Operating margin as of 2026-08-03 | +12.2% | -45.5% | ACR higher |
| ROE as of 2026-08-03 | +6.1% | -16.7% | ACR higher |
| ROA as of 2026-08-03 | +1.3% | -2.8% | ACR higher |
| Debt / equity as of 2026-08-03 | 4.43 | 4.63 | ACR lower |
| Revenue growth (YoY) as of 2026-08-03 | -37.0% | -19.3% | KREF higher |
| Revenue CAGR (3y) SEC XBRL | +2.1% | n/a | |
| Dividend yield as of 2026-08-03 | +16.8% | +5.7% | ACR higher |
| Dividend streak (yrs) SEC XBRL | 0 | 2 | KREF higher |
| Beta as of 2026-08-03 | 1.09 | 0.79 | |
| 1-year return as of 2026-07-27 close | -6.7% | -23.0% | ACR higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.