ARI vs KREF
ARI: A REIT that originates and acquires performing commercial mortgage loans and real estate debt investments, externally managed by Apollo Global Management's real estate platform. KREF: An externally-managed REIT specializing in senior loans for institutional-quality commercial real estate, sponsored by KKR.
Side-by-side fundamentals
| Metric | ARI | KREF | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $6.62 | $6.96 | |
| Market cap as of 2026-08-03 | $879M | $408M | |
| P/E as of 2026-08-03 | 7.27 | n/a | |
| PEG as of 2026-08-03 | n/a | -0.01 | |
| Net margin as of 2026-08-03 | +17.3% | -44.6% | ARI higher |
| Gross margin as of 2026-08-03 | +36.0% | +28.8% | ARI higher |
| Operating margin as of 2026-08-03 | +14.8% | -45.5% | ARI higher |
| ROE as of 2026-08-03 | +6.9% | -16.7% | ARI higher |
| ROA as of 2026-08-03 | +1.3% | -2.8% | ARI higher |
| Debt / equity as of 2026-08-03 | 4.50 | 4.63 | ARI lower |
| Revenue growth (YoY) as of 2026-08-03 | -4.8% | -19.3% | ARI higher |
| Revenue CAGR (3y) SEC XBRL | -3.7% | n/a | |
| Dividend yield as of 2026-08-03 | +15.1% | +5.7% | ARI higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | KREF higher |
| Beta as of 2026-08-03 | 0.72 | 0.79 | |
| 1-year return as of 2026-07-31 close | -31.2% | -23.0% | KREF higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
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.