vs
Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and Information Services Group Inc. (III). 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 $61.2M, roughly 1.2× Information Services Group Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs 4.3%, a 35.6% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (5.9% vs 4.0%). Over the past eight quarters, Information Services Group Inc.'s revenue compounded faster (-2.4% CAGR vs -4.6%).
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.
EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...
ARI vs III — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $61.2M |
| Net Profit | $29.2M | $2.6M |
| Gross Margin | — | 44.8% |
| Operating Margin | 39.7% | 8.4% |
| Net Margin | 39.9% | 4.3% |
| Revenue YoY | 4.0% | 5.9% |
| Net Profit YoY | -28.2% | -14.1% |
| EPS (diluted) | $0.19 | $0.06 |
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 | $61.2M | ||
| Q3 25 | $61.6M | $62.4M | ||
| Q2 25 | $70.9M | $61.6M | ||
| Q1 25 | $65.8M | $59.6M | ||
| Q4 24 | $70.5M | $57.8M | ||
| Q3 24 | $71.6M | $61.3M | ||
| Q2 24 | $81.1M | $64.3M | ||
| Q1 24 | $80.5M | $64.3M |
| Q4 25 | $29.2M | $2.6M | ||
| Q3 25 | $50.8M | $3.1M | ||
| Q2 25 | $20.7M | $2.2M | ||
| Q1 25 | $26.0M | $1.5M | ||
| Q4 24 | $40.7M | $3.0M | ||
| Q3 24 | $-91.5M | $1.1M | ||
| Q2 24 | $35.8M | $2.0M | ||
| Q1 24 | $-104.5M | $-3.4M |
| Q4 25 | — | 44.8% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 42.2% | ||
| Q1 25 | — | 43.1% | ||
| Q4 24 | — | 41.5% | ||
| Q3 24 | — | 40.4% | ||
| Q2 24 | — | 39.5% | ||
| Q1 24 | — | 36.1% |
| Q4 25 | 39.7% | 8.4% | ||
| Q3 25 | 82.8% | 7.4% | ||
| Q2 25 | 29.4% | 7.6% | ||
| Q1 25 | 39.7% | 5.7% | ||
| Q4 24 | 57.9% | 0.3% | ||
| Q3 24 | -127.8% | 7.0% | ||
| Q2 24 | 44.2% | 5.7% | ||
| Q1 24 | -129.6% | -3.7% |
| Q4 25 | 39.9% | 4.3% | ||
| Q3 25 | 82.4% | 4.9% | ||
| Q2 25 | 29.3% | 3.5% | ||
| Q1 25 | 39.5% | 2.5% | ||
| Q4 24 | 57.7% | 5.3% | ||
| Q3 24 | -127.9% | 1.9% | ||
| Q2 24 | 44.1% | 3.2% | ||
| Q1 24 | -129.8% | -5.3% |
| Q4 25 | $0.19 | $0.06 | ||
| Q3 25 | $0.34 | $0.06 | ||
| Q2 25 | $0.12 | $0.04 | ||
| Q1 25 | $0.16 | $0.03 | ||
| Q4 24 | $0.25 | $0.07 | ||
| Q3 24 | $-0.69 | $0.02 | ||
| Q2 24 | $0.23 | $0.04 | ||
| Q1 24 | $-0.76 | $-0.07 |
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 | $28.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $94.7M |
| Total Assets | $9.9B | $211.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $28.7M | ||
| Q3 25 | $245.9M | $28.7M | ||
| Q2 25 | $177.6M | $25.2M | ||
| Q1 25 | $166.4M | $20.1M | ||
| Q4 24 | $317.4M | $23.1M | ||
| Q3 24 | $194.3M | $9.7M | ||
| Q2 24 | $174.7M | $11.8M | ||
| Q1 24 | $161.2M | $14.0M |
| Q4 25 | $1.9B | $94.7M | ||
| Q3 25 | $1.9B | $94.7M | ||
| Q2 25 | $1.8B | $94.1M | ||
| Q1 25 | $1.9B | $95.0M | ||
| Q4 24 | $1.9B | $96.3M | ||
| Q3 24 | $1.9B | $96.6M | ||
| Q2 24 | $2.0B | $95.5M | ||
| Q1 24 | $2.0B | $95.6M |
| Q4 25 | $9.9B | $211.0M | ||
| Q3 25 | $9.5B | $213.3M | ||
| Q2 25 | $9.8B | $200.7M | ||
| Q1 25 | $8.8B | $202.4M | ||
| Q4 24 | $8.4B | $204.5M | ||
| Q3 24 | $9.1B | $227.1M | ||
| Q2 24 | $9.3B | $235.3M | ||
| Q1 24 | $9.2B | $234.2M |
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 | $5.1M |
| Free Cash FlowOCF − Capex | — | $4.3M |
| FCF MarginFCF / Revenue | — | 7.0% |
| Capex IntensityCapex / Revenue | — | 1.2% |
| Cash ConversionOCF / Net Profit | 4.88× | 1.94× |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $5.1M | ||
| Q3 25 | $31.7M | $11.1M | ||
| Q2 25 | $63.2M | $11.9M | ||
| Q1 25 | $39.3M | $978.0K | ||
| Q4 24 | $200.3M | $6.6M | ||
| Q3 24 | $47.2M | $8.8M | ||
| Q2 24 | $50.2M | $2.2M | ||
| Q1 24 | $52.8M | $2.3M |
| Q4 25 | — | $4.3M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | $11.1M | ||
| Q1 25 | — | $141.0K | ||
| Q4 24 | — | $6.0M | ||
| Q3 24 | — | $8.4M | ||
| Q2 24 | — | $1.3M | ||
| Q1 24 | — | $1.3M |
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.0% |
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 4.88× | 1.94× | ||
| Q3 25 | 0.62× | 3.62× | ||
| Q2 25 | 3.05× | 5.46× | ||
| Q1 25 | 1.51× | 0.66× | ||
| Q4 24 | 4.93× | 2.15× | ||
| Q3 24 | — | 7.66× | ||
| Q2 24 | 1.40× | 1.07× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
