Apollo Commercial Real Estate Finance (ARI) vs Safehold New (SAFE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Safehold New (SAFE) has outperformed Apollo Commercial Real Estate Finance (ARI) over the past year, losing 20.0% versus a loss of 37.7%. Over five years, ARI leads with a -59.3% price change compared with -90.1% for SAFE. Safehold New is the larger company by market cap ($851.2 million vs $800.8 million), about 1.1 times the size.
On valuation, Safehold New trades at a lower forward P/E (7.2x vs 27.4x for Apollo Commercial Real Estate Finance). Apollo Commercial Real Estate Finance offers the higher dividend yield (16.05% vs 5.89%).
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 | SAFE |
|---|---|---|
| Share price | $6.23 | $12.02 |
| Market cap | $800.83M | $851.21M |
| 1-day change | -0.32% | -0.66% |
| YTD return | -35.64% | -12.20% |
| 1-year return | -37.70% | -19.97% |
| 5-year return | -59.33% | -90.10% |
| P/E ratio (TTM) | 7.79 | 7.47 |
| Forward P/E | 27.45 | 7.17 |
| EPS (TTM) | $0.80 | $1.61 |
| Dividend yield | 16.05% | 5.89% |
| Annual dividend | $1.00 | $0.708 |
| 52-week high | $11.24 | $17.45 |
| 52-week low | $6.11 | $11.60 |
| Distance from 52-week high | -44.57% | -31.12% |
| Average volume | 3.88M | 392.21K |
| Shares outstanding | 128.54M | 70.82M |
| 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
- SAFE has outperformed ARI by 17.7 percentage points over the past year.
- Apollo Commercial Real Estate Finance offers a meaningfully higher dividend yield (16.05% vs 5.89%).
ARI vs SAFE FAQ
Which is bigger, Apollo Commercial Real Estate Finance or Safehold New?
Safehold New (SAFE) is larger, with a market capitalization of $851.21M compared with $800.83M for Apollo Commercial Real Estate Finance (ARI).
Which stock has performed better over the past year, ARI or SAFE?
SAFE returned -19.97% 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 SAFE?
SAFE has the lower trailing P/E at 7.5, 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 Safehold New?
Apollo Commercial Real Estate Finance has the higher yield at 16.05%, compared with 5.89% for Safehold New.
Are Apollo Commercial Real Estate Finance and Safehold New in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.