MetaCap

Apollo Commercial Real Estate Finance (ARI) vs INVESCO MORTGAGE CAPITAL INC (IVR)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

INVESCO MORTGAGE CAPITAL INC (IVR) has outperformed Apollo Commercial Real Estate Finance (ARI) over the past year, losing 24.8% versus a loss of 37.2%. Over five years, ARI leads with a -59.3% price change compared with -82.4% for IVR. Apollo Commercial Real Estate Finance is the larger company by market cap ($802.1 million vs $619.1 million), about 1.3 times the size.

On valuation, INVESCO MORTGAGE CAPITAL INC trades at a lower forward P/E (3.3x vs 27.5x for Apollo Commercial Real Estate Finance). INVESCO MORTGAGE CAPITAL INC offers the higher dividend yield (25.00% vs 16.03%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ARI-37.22%IVR-24.77%
+28%-6%-41%
Oct 8, 20251 yearOct 8, 2026
ARI-58.73%IVR-82.08%
+11%-38%-87%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ARI versus IVR key metrics
MetricARIIVR
Share price$6.24$5.68
Market cap$802.12M$619.12M
1-day change+0.16%+1.07%
YTD return-35.54%-32.46%
1-year return-37.22%-24.77%
5-year return-59.27%-82.41%
P/E ratio (TTM)7.803.66
Forward P/E27.493.28
EPS (TTM)$0.80$1.55
Dividend yield16.03%25.00%
Annual dividend$1.00$1.42
52-week high$11.24$9.50
52-week low$6.11$5.52
Distance from 52-week high-44.48%-40.21%
Analyst consensusbuyhold
Avg. price target upside+28.21%+43.84%
Average volume3.88M3.00M
Shares outstanding128.54M109.00M
SectorReal EstateReal Estate
IndustryReal Estate Investment TrustsReal Estate Investment Trusts

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

  • IVR has outperformed ARI by 12.5 percentage points over the past year.
  • Apollo Commercial Real Estate Finance trades at a higher earnings multiple (7.8x vs 3.7x trailing P/E).
  • INVESCO MORTGAGE CAPITAL INC offers a meaningfully higher dividend yield (25.00% vs 16.03%).

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 INVESCO MORTGAGE CAPITAL INC

IVR stock →

Invesco Mortgage Capital Inc. operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States.

Real Estate · Real Estate Investment Trusts

ARI vs IVR FAQ

Which is bigger, Apollo Commercial Real Estate Finance or INVESCO MORTGAGE CAPITAL INC?

Apollo Commercial Real Estate Finance (ARI) is larger, with a market capitalization of $802.12M compared with $619.12M for INVESCO MORTGAGE CAPITAL INC (IVR).

Which stock has performed better over the past year, ARI or IVR?

IVR returned -24.77% over the past 12 months, compared with -37.22% for ARI (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, ARI or IVR?

IVR has the lower trailing P/E at 3.7, 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 INVESCO MORTGAGE CAPITAL INC?

INVESCO MORTGAGE CAPITAL INC has the higher yield at 25.00%, compared with 16.03% for Apollo Commercial Real Estate Finance.

Are Apollo Commercial Real Estate Finance and INVESCO MORTGAGE CAPITAL INC in the same industry?

Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.

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