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The historical rank and industry rank for Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset or its related term are showing as below:
ARI'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -1.35 Med: 2.93 Max: 5.1
Current: 1.32
During the past 13 years, Apollo Commercial Real Estate Finance's highest Return-on-Tangible-Asset was 5.10%. The lowest was -1.35%. And the median was 2.93%.
ARI's Return-on-Tangible-Asset is ranked worse than 68.7% of 933
companies
in the REITs industry
Industry Median: 3.27
vs ARI: 1.32
Apollo Commercial Real Estate Finance (NYSE:ARI) Return-on-Tangible-Asset Explanation
Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.
Be Aware
Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the companys earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a companys tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.
Apollo Commercial Real Estate Finance Return-on-Tangible-Asset Related Terms
Apollo Commercial Real Estate Finance Return-on-Tangible-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Apollo Commercial Real Estate Finance Return-on-Tangible-Asset Chart
ARI vs ORC, LADR, TWO: Return-on-Tangible-Asset Comparison
For the REIT - Mortgage subindustry, Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Apollo Commercial Real Estate Finance Return-on-Tangible-Asset vs REITs Industry
For the REITs industry and Real Estate sector, Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
What does a Return-on-Tangible-Asset of 1.05% mean?
Apollo Commercial Real Estate Finance (ARI) has a Return-on-Tangible-Asset of 1.05% as of Mar. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Apollo Commercial Real Estate Finance and its competitors. This is 64% below median its historical median of 2.93. According to the industry distribution chart, Apollo Commercial Real Estate Finance ranks #641 out of 933 companies in the REITs industry, placing it in the top 68.7%.
Is Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset too high?
Apollo Commercial Real Estate Finance's current Return-on-Tangible-Asset of 1.05% is 64% below median its 10-year median of 2.93. The REITs industry median Return-on-Tangible-Asset is 3.27. Apollo Commercial Real Estate Finance's value of 1.05% is 67.9% below this industry median. Based on the distribution chart, Apollo Commercial Real Estate Finance ranks #641 out of 933 companies in the REITs industry, which is below the industry midpoint. Overall, Apollo Commercial Real Estate Finance has a GF Score™ of 56/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Apollo Commercial Real Estate Finance's Return-on-Tangible-Asset compare to ORC and LADR?
According to the REITs industry distribution chart, Apollo Commercial Real Estate Finance ranks #641 out of 933 companies for Return-on-Tangible-Asset. This places Apollo Commercial Real Estate Finance in the lower half of its industry. The industry median Return-on-Tangible-Asset is 3.27. Apollo Commercial Real Estate Finance's value of 1.05% is 67.9% below this benchmark. While the company's 10-year median is 2.93 vs. the industry median of 3.27, Apollo Commercial Real Estate Finance has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Asset for a REITs company?
The median Return-on-Tangible-Asset among REITs companies is 3.27, based on 933 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Apollo Commercial Real Estate Finance's current Return-on-Tangible-Asset of 1.05% is 67.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Apollo Commercial Real Estate Finance and its competitors. For the REITs industry, the median Return-on-Tangible-Asset is 3.27 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Apollo Commercial Real Estate Finance's current Return-on-Tangible-Asset is 1.05%, which is 64% below median its own 10-year median of 2.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Apollo Commercial Real Estate Finance stock overvalued right now?
Based on GuruFocus' analysis, Apollo Commercial Real Estate Finance (ARI) is currently considered Modestly Undervalued. The stock's GF Value™ is $9.45, compared to a current price of $7.02 — trading 25.7% below its estimated fair value. The current Return-on-Tangible-Asset is 1.05%, which is 64% below median its 10-year median of 2.93 and 67.9% below the REITs industry median of 3.27. Apollo Commercial Real Estate Finance's overall GF Score™ is 56/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Apollo Commercial Real Estate Finance (ARI), the current Return-on-Tangible-Asset is 1.05% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Apollo Commercial Real Estate Finance (ARI) Overvalued in 2026?
Based on GuruFocus' analysis, Apollo Commercial Real Estate Finance stock appears to be undervalued.
The current stock price of $7.02 is trading 25.7% below its estimated GF Value™ of $9.45.
GuruFocus considers Apollo Commercial Real Estate Finance to be Modestly Undervalued.
Key valuation signals for ARI:
Return-on-Tangible-Asset: 1.05% (64% below median its 10-year median of 2.93)
GF Value™: $9.45 vs. price of $7.02 (25.7% below fair value)
Industry Position: 67.9% below the REITs median (#641 of 933)
No single metric tells the full story. See the ARI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Apollo Commercial Real Estate Finance Business Description
Apollo Commercial Real Estate Finance Inc is a real estate investment trust that originates, invests in, acquires, and manages commercial first-mortgage loans, subordinate financings, commercial mortgage-backed securities, and other real estate-related debt investments. The subordinate loans and first-mortgage loans account for the vast majority of the portfolio on a cost basis. Property types include residential, retail, healthcare, office, mixed-use, hotel, industrial, multifamily, securities, and other, with residential properties and hotels representing the highest property value. More than a third of the properties are located in New York City, with the other properties located across other regions of the United States, as well as other countries.
56GF Score
Get the complete analysis for ARI
Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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