Apollo Commercial Real Estate Finance (ARI) vs Rithm Capital (RITM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Rithm Capital (RITM) has outperformed Apollo Commercial Real Estate Finance (ARI) over the past year, losing 21.6% versus a loss of 37.7%. Over five years, RITM leads with a -24.6% price change compared with -59.3% for ARI. Rithm Capital is the larger company by market cap ($4.81 billion vs $802.1 million), about 6.0 times the size.
On valuation, Rithm Capital trades at a lower forward P/E (3.7x vs 27.5x for Apollo Commercial Real Estate Finance). Apollo Commercial Real Estate Finance offers the higher dividend yield (16.03% vs 11.60%).
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 | RITM |
|---|---|---|
| Share price | $6.24 | $8.62 |
| Market cap | $802.12M | $4.81B |
| 1-day change | +0.16% | +1.06% |
| YTD return | -35.64% | -21.74% |
| 1-year return | -37.70% | -21.60% |
| 5-year return | -59.33% | -24.65% |
| P/E ratio (TTM) | 7.80 | 14.37 |
| Forward P/E | 27.49 | 3.68 |
| EPS (TTM) | $0.80 | $0.60 |
| Dividend yield | 16.03% | 11.60% |
| Annual dividend | $1.00 | $1.00 |
| Revenue (latest FY) | — | $4.59B |
| Revenue growth (YoY) | — | -6.66% |
| Net income (latest FY) | — | $697.06M |
| Net margin | — | 15.19% |
| 52-week high | $11.24 | $12.15 |
| 52-week low | $6.11 | $8.40 |
| Distance from 52-week high | -44.48% | -29.05% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +28.21% | +51.97% |
| Average volume | 3.88M | 5.81M |
| Shares outstanding | 128.54M | 558.41M |
| Employees | — | 7,240 |
| 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
- Rithm Capital is about 6.0 times larger than Apollo Commercial Real Estate Finance by market value ($4.81B vs $802.12M).
- RITM has outperformed ARI by 16.1 percentage points over the past year.
- Rithm Capital trades at a higher earnings multiple (14.4x vs 7.8x trailing P/E).
- Apollo Commercial Real Estate Finance offers a meaningfully higher dividend yield (16.03% vs 11.60%).
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 Rithm Capital
RITM stock →Rithm Capital Corp. operates as an asset manager focused on real estate, credit, and financial services in the United States.
Real Estate · Real Estate Investment Trusts · 7,240 employees
ARI vs RITM FAQ
Which is bigger, Apollo Commercial Real Estate Finance or Rithm Capital?
Rithm Capital (RITM) is larger, with a market capitalization of $4.81B compared with $802.12M for Apollo Commercial Real Estate Finance (ARI).
Which stock has performed better over the past year, ARI or RITM?
RITM returned -21.60% 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 RITM?
ARI has the lower trailing P/E at 7.8, versus 14.4 for RITM. 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 Rithm Capital?
Apollo Commercial Real Estate Finance has the higher yield at 16.03%, compared with 11.60% for Rithm Capital.
Are Apollo Commercial Real Estate Finance and Rithm Capital in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.