Apollo Commercial Real Estate Finance (ARI) vs Ellington Financial (EFC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Ellington Financial (EFC) has outperformed Apollo Commercial Real Estate Finance (ARI) over the past year, losing 13.8% versus a loss of 37.7%. Over five years, EFC leads with a -36.4% price change compared with -59.3% for ARI. Ellington Financial is the larger company by market cap ($1.52 billion vs $800.8 million), about 1.9 times the size.
On valuation, Ellington Financial trades at a lower forward P/E (5.9x vs 27.4x for Apollo Commercial Real Estate Finance). Apollo Commercial Real Estate Finance offers the higher dividend yield (16.05% vs 13.46%).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARI | EFC |
|---|---|---|
| Share price | $6.23 | $11.59 |
| Market cap | $800.83M | $1.52B |
| 1-day change | -0.32% | -0.69% |
| YTD return | -35.64% | -14.65% |
| 1-year return | -37.70% | -13.83% |
| 5-year return | -59.33% | -36.42% |
| P/E ratio (TTM) | 7.79 | 7.20 |
| Forward P/E | 27.45 | 5.86 |
| EPS (TTM) | $0.80 | $1.61 |
| Dividend yield | 16.05% | 13.46% |
| Annual dividend | $1.00 | $1.56 |
| 52-week high | $11.24 | $14.12 |
| 52-week low | $6.11 | $11.28 |
| Distance from 52-week high | -44.57% | -17.92% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.41% | +28.21% |
| Average volume | 3.88M | 1.28M |
| Shares outstanding | 128.54M | 128.89M |
| Employees | — | 500 |
| Sector | Real Estate | Finance |
| Industry | Real Estate Investment Trusts | Real Estate |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- EFC has outperformed ARI by 23.9 percentage points over the past year.
- Apollo Commercial Real Estate Finance offers a meaningfully higher dividend yield (16.05% vs 13.46%).
- The two companies sit in different sectors: Apollo Commercial Real Estate Finance in Real Estate and Ellington Financial in Finance.
About Apollo Commercial Real Estate Finance
ARI stock →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.
Real Estate · Real Estate Investment Trusts
About Ellington Financial
EFC stock →Ellington Financial Inc., through its subsidiary, Ellington Financial Operating Partnership LLC, acquires and manages mortgage-related, consumer-related, corporate-related, and other financial assets in the United States. It operates in two segments, Investment Portfolio and Longbridge.
Finance · Real Estate · 500 employees
ARI vs EFC FAQ
Which is bigger, Apollo Commercial Real Estate Finance or Ellington Financial?
Ellington Financial (EFC) is larger, with a market capitalization of $1.52B compared with $800.83M for Apollo Commercial Real Estate Finance (ARI).
Which stock has performed better over the past year, ARI or EFC?
EFC returned -13.83% over the past 12 months, compared with -37.70% for ARI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARI or EFC?
EFC has the lower trailing P/E at 7.2, versus 7.8 for ARI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Apollo Commercial Real Estate Finance or Ellington Financial?
Apollo Commercial Real Estate Finance has the higher yield at 16.05%, compared with 13.46% for Ellington Financial.
Are Apollo Commercial Real Estate Finance and Ellington Financial in the same industry?
No. Apollo Commercial Real Estate Finance is in the Real Estate sector, while Ellington Financial is in Finance.