ARI vs STWD
ARI: A commercial mortgage REIT focused on originating senior loans and managing a portfolio of commercial real estate debt and distressed assets. STWD: A large, diversified real estate investment trust that combines commercial and residential lending, real estate property ownership, and mortgage servicing into a single platform.
Side-by-side fundamentals
| Metric | ARI | STWD | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $6.24 | $12.75 | |
| Market cap | $800M | $4.7B | |
| P/E as of 2026-10-08 | 6.85 | 12.86 | ARI lower |
| Net margin FY2025, SEC XBRL | +46.7% | +22.3% | ARI higher |
| ROE FY2025, SEC XBRL | +6.8% | +5.8% | ARI higher |
| ROA FY2025, SEC XBRL | +1.3% | +0.7% | ARI higher |
| Debt / equity as of 2026-09-03 | 4.50 | 3.47 | STWD lower |
| Revenue growth (YoY) as of 2026-09-03 | -4.8% | +5.9% | STWD higher |
| Revenue CAGR (3y) SEC XBRL | -3.7% | +8.0% | STWD higher |
| Dividend yield as of 2026-09-03 | +15.6% | +12.9% | ARI higher |
| Dividend streak (yrs) SEC XBRL | 1 | 8 | STWD higher |
| Beta as of 2026-09-03 | 0.71 | 0.60 | |
| 1-year return as of 2026-10-08 close | -37.2% | -32.1% | STWD higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.