ARI (Apollo Commercial Real Estate Finance) Tariff Resilience Score: 9/10 (As of Aug. 06, 2026)

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ARI Apollo Commercial Real Estate Finance Inc ARI
56 GF Score
Price $6.66
GF Value $8.77
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Apollo Commercial Real Estate Finance Tariff Resilience Score?

Apollo Commercial Real Estate Finance ARI -1.91% 56 Tariff Resilience Score is 9 as of Aug. 06, 2026. GuruFocus rates ARI with a GF Score™ of 56/100 and a GF Value™ of $8.77 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 966 REITs companies, Apollo Commercial Real Estate Finance ranks better than 99.69% on this metric.

Apollo Commercial Real Estate Finance has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

Apollo Commercial Real Estate Finance has Apollo Commercial Real Estate Finance has minimal direct exposure to tariffs, as its operations are primarily domestic and focused on real estate finance, which is not directly impacted by trade policies.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Apollo Commercial Real Estate Finance might have Highly Resilient.

Apollo Commercial Real Estate Finance  (NYSE:ARI) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Apollo Commercial Real Estate Finance Tariff Resilience Score Related Terms

ARI vs PMT, MFA, ABR: Tariff Resilience Score Comparison

For the REIT - Mortgage subindustry, Apollo Commercial Real Estate Finance's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs REITs Industry

For the REITs industry and Real Estate sector, Apollo Commercial Real Estate Finance's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Apollo Commercial Real Estate Finance's Tariff Resilience Score falls into.


ARI
56GF Score
Apollo Commercial Real Estate Finance Inc ARI
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
Apollo Commercial Real Estate Finance (ARI) has a Tariff Resilience Score of 9 as of Aug. 06, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Apollo Commercial Real Estate Finance ranks #3 out of 966 companies in the REITs industry, placing it in the top 0.3%.
Is Apollo Commercial Real Estate Finance's Tariff Resilience Score too high?
Apollo Commercial Real Estate Finance's current Tariff Resilience Score is 9. Based on the distribution chart, Apollo Commercial Real Estate Finance ranks #3 out of 966 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. 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 Tariff Resilience Score compare to PMT and MFA?
According to the REITs industry distribution chart, Apollo Commercial Real Estate Finance ranks #3 out of 966 companies for Tariff Resilience Score. This places Apollo Commercial Real Estate Finance in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a REITs company?
A good Tariff Resilience Score depends on the REITs industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Apollo Commercial Real Estate Finance's current Tariff Resilience Score is 9. 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 $8.77, compared to a current price of $6.66 — trading 24.1% below its estimated fair value. The current Tariff Resilience Score is 9. Apollo Commercial Real Estate Finance's overall GF Score™ is 56/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Apollo Commercial Real Estate Finance (ARI), the current Tariff Resilience Score is 9 as of Aug. 06, 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 $6.66 is trading 24.1% below its estimated GF Value™ of $8.77. GuruFocus considers Apollo Commercial Real Estate Finance to be Modestly Undervalued.

Key valuation signals for ARI:

  • Tariff Resilience Score: 9
  • GF Value™: $8.77 vs. price of $6.66 (24.1% below fair value)
  • GF Score™: 56/100 with 8 warning signs

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

Industry Real EstateREITs
Other Exchanges 9A1:Germany
Address c/o Apollo Global Management, Inc, 9 West 57th Street, 42nd Floor, New York, NY, USA, 10019
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

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$6.66
Price
$8.77
GF Value