Apollo Commercial Real Estate Finance originates and holds senior floating-rate commercial mortgage loans and, to a lesser extent, mezzanine loans and CMBS, secured by office, multifamily, hotel and industrial properties. Its edge is the Apollo credit platform behind it, which gives it deal flow and underwriting depth that a mid-sized mortgage REIT of its size would struggle to build alone. The reported 524.9% revenue growth reflects a sharp swing in interest income and is a poor guide to run-rate earnings, so the more useful numbers are the 8.0 trailing P/E against a 15.5 forward P/E, which points to analysts expecting earnings to normalise rather than keep climbing. With an 8.5% ROE and an 86.4% gross margin typical of a lender, the investment case rests on whether loan book yields and credit quality hold up through the commercial real estate cycle. The name screens at 53/100 with no index membership, so it merits a deeper look at loan-level credit data and the dividend's coverage before anything else.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Undervalued | first publication | $6.38 |
| 18 Oct 2026, 16:04 CEST | Fair value | $12.32 | $12.46 | $6.38 |
| 14 Oct 2026, 00:00 CEST | Fair value | $12.46 | $9.71 | $6.30 |
| 13 Oct 2026, 00:00 CEST | ACCE price target | $5.40 | first publication | $6.30 |
| 30 Aug 2026, 00:00 CEST | Fair value | $9.71 | $12.32 | $6.85 |
| 25 Aug 2026, 00:00 CEST | Fair value | $12.32 | $12.17 | $6.91 |
| 20 Aug 2026, 00:00 CEST | Fair value | $12.17 | $13.16 | $6.79 |
| 14 Aug 2026, 00:00 CEST | Fair value | $13.16 | $9.90 | $6.92 |
| 24 Jul 2026, 00:00 CEST | Fair value | $9.90 | $8.52 | $6.80 |
| 16 Jul 2026, 00:00 CEST | Fair value | $8.52 | $10.32 | $10.73 |
Answered from Apollo Commercial Real Estate Finance Inc fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| ARI Apollo Commercial Real Estate Finance Inc | $6.42 | $12 | 48% below | 8.0x | 8.5% | 67 | 53 |
| CIM Chimera Investment Corporation Common Stock | $8.45 | $20 | 57% below | - | 0.1% | 49 | 37 |
| ADAM Adamas Trust Inc. Common Stock | $7.73 | $13 | 39% below | 4.6x | 16.4% | 72 | 73 |
| ORC Orchid Island Capital Inc. Common Stock | $4.90 | - | - | 3.1x | 20.8% | 77 | 68 |
| MFA MFA Financial Inc. | $6.62 | - | - | 6.6x | 8.2% | 67 | 63 |
| PMT PennyMac Mortgage Investment Trust Common Shares of Beneficial Interest | $7.01 | - | - | 4.9x | 8.9% | 59 | 56 |
| IVR INVESCO MORTGAGE CAPITAL INC Common Stock | $5.52 | - | - | 3.6x | 14.1% | 72 | 65 |
Where ARI ranks against its sector peers on each metric.