Apollo Commercial Real Estate Finance (ARI) vs PennyMac Mortgage Investment (PMT)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
PennyMac Mortgage Investment (PMT) has outperformed Apollo Commercial Real Estate Finance (ARI) over the past year, losing 36.3% versus a loss of 37.7%. Over five years, ARI leads with a -59.3% price change compared with -60.4% for PMT. On valuation, PennyMac Mortgage Investment trades at a lower forward P/E (5.4x vs 27.5x for Apollo Commercial Real Estate Finance).
PennyMac Mortgage Investment offers the higher dividend yield (21.56% vs 16.05%).
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 | PMT |
|---|---|---|
| Share price | $6.23 | $7.42 |
| Market cap | $800.99M | — |
| 1-day change | +0.02% | -1.07% |
| YTD return | -35.64% | -37.05% |
| 1-year return | -37.70% | -36.34% |
| 5-year return | -59.33% | -60.40% |
| P/E ratio (TTM) | 7.79 | 5.15 |
| Forward P/E | 27.45 | 5.43 |
| EPS (TTM) | $0.80 | $1.44 |
| Dividend yield | 16.05% | 21.56% |
| Annual dividend | $1.00 | $1.60 |
| 52-week high | $11.24 | $13.81 |
| 52-week low | $6.11 | $7.31 |
| Distance from 52-week high | -44.56% | -46.27% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +28.39% | +52.16% |
| Average volume | 3.88M | 1.60M |
| Shares outstanding | 128.54M | — |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real 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
- Apollo Commercial Real Estate Finance trades at a higher earnings multiple (7.8x vs 5.2x trailing P/E).
- PennyMac Mortgage Investment offers a meaningfully higher dividend yield (21.56% vs 16.05%).
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 PennyMac Mortgage Investment
PMT stock →PennyMac Mortgage Investment Trust, through its subsidiary, primarily invests in residential mortgage-related assets in the United States. The company operates through: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production segments.
Real Estate · Real Estate Investment Trusts
ARI vs PMT FAQ
Which stock has performed better over the past year, ARI or PMT?
PMT returned -36.34% 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 PMT?
PMT has the lower trailing P/E at 5.2, 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 PennyMac Mortgage Investment?
PennyMac Mortgage Investment has the higher yield at 21.56%, compared with 16.05% for Apollo Commercial Real Estate Finance.
Are Apollo Commercial Real Estate Finance and PennyMac Mortgage Investment in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.