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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and Cambium Networks Corp (CMBM). Click either name above to swap in a different company.
Apollo Commercial Real Estate Finance, Inc. is the larger business by last-quarter revenue ($73.3M vs $40.3M, roughly 1.8× Cambium Networks Corp). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs -17.9%, a 57.8% gap on every dollar of revenue. On growth, Apollo Commercial Real Estate Finance, Inc. posted the faster year-over-year revenue change (4.0% vs -23.2%). Over the past eight quarters, Apollo Commercial Real Estate Finance, Inc.'s revenue compounded faster (-4.6% CAGR vs -27.2%).
Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust that originates, acquires and manages commercial real estate debt assets including mortgages, mezzanine loans and mortgage-backed securities, primarily operating in the U.S. market to deliver consistent risk-adjusted returns.
Cambium Networks Corporation is an American manufacturer of wireless telecommunications equipment, including Enterprise WiFi, Network switch, Internet of Things, and fixed wireless broadband and Wi-Fi for enterprises products for Internet access. Publicly traded on the NASDAQ stock exchange, it spun out of Motorola in October 2011.
ARI vs CMBM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2024
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $40.3M |
| Net Profit | $29.2M | $-7.2M |
| Gross Margin | — | 36.6% |
| Operating Margin | 39.7% | -28.4% |
| Net Margin | 39.9% | -17.9% |
| Revenue YoY | 4.0% | -23.2% |
| Net Profit YoY | -28.2% | 71.0% |
| EPS (diluted) | $0.19 | $-0.26 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $73.3M | — | ||
| Q3 25 | $61.6M | — | ||
| Q2 25 | $70.9M | — | ||
| Q1 25 | $65.8M | — | ||
| Q4 24 | $70.5M | $40.3M | ||
| Q3 24 | $71.6M | $44.7M | ||
| Q2 24 | $81.1M | $45.2M | ||
| Q1 24 | $80.5M | $47.1M |
| Q4 25 | $29.2M | — | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $20.7M | — | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | $40.7M | $-7.2M | ||
| Q3 24 | $-91.5M | $-34.5M | ||
| Q2 24 | $35.8M | $-14.2M | ||
| Q1 24 | $-104.5M | $-18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 43.6% | ||
| Q2 24 | — | 32.5% | ||
| Q1 24 | — | 29.8% |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 82.8% | — | ||
| Q2 25 | 29.4% | — | ||
| Q1 25 | 39.7% | — | ||
| Q4 24 | 57.9% | -28.4% | ||
| Q3 24 | -127.8% | -69.6% | ||
| Q2 24 | 44.2% | -27.2% | ||
| Q1 24 | -129.6% | -33.1% |
| Q4 25 | 39.9% | — | ||
| Q3 25 | 82.4% | — | ||
| Q2 25 | 29.3% | — | ||
| Q1 25 | 39.5% | — | ||
| Q4 24 | 57.7% | -17.9% | ||
| Q3 24 | -127.9% | -77.3% | ||
| Q2 24 | 44.1% | -31.5% | ||
| Q1 24 | -129.8% | -39.2% |
| Q4 25 | $0.19 | — | ||
| Q3 25 | $0.34 | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | $0.16 | — | ||
| Q4 24 | $0.25 | $-0.26 | ||
| Q3 24 | $-0.69 | $-1.22 | ||
| Q2 24 | $0.23 | $-0.51 | ||
| Q1 24 | $-0.76 | $-0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $139.8M | — |
| Total DebtLower is stronger | — | $67.6M |
| Stockholders' EquityBook value | $1.9B | $-3.2M |
| Total Assets | $9.9B | $173.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | — | ||
| Q3 25 | $245.9M | — | ||
| Q2 25 | $177.6M | — | ||
| Q1 25 | $166.4M | — | ||
| Q4 24 | $317.4M | — | ||
| Q3 24 | $194.3M | — | ||
| Q2 24 | $174.7M | — | ||
| Q1 24 | $161.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $67.6M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $68.9M | ||
| Q1 24 | — | $63.8M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $-3.2M | ||
| Q3 24 | $1.9B | $1.9M | ||
| Q2 24 | $2.0B | $34.1M | ||
| Q1 24 | $2.0B | $45.0M |
| Q4 25 | $9.9B | — | ||
| Q3 25 | $9.5B | — | ||
| Q2 25 | $9.8B | — | ||
| Q1 25 | $8.8B | — | ||
| Q4 24 | $8.4B | $173.7M | ||
| Q3 24 | $9.1B | $194.3M | ||
| Q2 24 | $9.3B | $221.1M | ||
| Q1 24 | $9.2B | $219.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 36.12× | ||
| Q2 24 | — | 2.02× | ||
| Q1 24 | — | 1.42× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $142.5M | $-10.4M |
| Free Cash FlowOCF − Capex | — | $-10.8M |
| FCF MarginFCF / Revenue | — | -26.8% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-21.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | — | ||
| Q3 25 | $31.7M | — | ||
| Q2 25 | $63.2M | — | ||
| Q1 25 | $39.3M | — | ||
| Q4 24 | $200.3M | $-10.4M | ||
| Q3 24 | $47.2M | $8.9M | ||
| Q2 24 | $50.2M | $2.4M | ||
| Q1 24 | $52.8M | $-15.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-10.8M | ||
| Q3 24 | — | $6.8M | ||
| Q2 24 | — | $87.0K | ||
| Q1 24 | — | $-17.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -26.8% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | -37.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 5.1% | ||
| Q1 24 | — | 3.3% |
| Q4 25 | 4.88× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 3.05× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | 4.93× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARI
Segment breakdown not available.
CMBM
| Enterprise | $16.6M | 41% |
| Point To Multi Point | $16.4M | 41% |
| Other | $5.8M | 14% |
