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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and Life360, Inc. (LIF). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $73.3M, roughly 2.0× Apollo Commercial Real Estate Finance, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 39.9%, a 49.0% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 4.0%). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% 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.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
ARI vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $146.0M |
| Net Profit | $29.2M | $129.7M |
| Gross Margin | — | 75.1% |
| Operating Margin | 39.7% | 6.1% |
| Net Margin | 39.9% | 88.8% |
| Revenue YoY | 4.0% | 26.4% |
| Net Profit YoY | -28.2% | 1425.9% |
| EPS (diluted) | $0.19 | $1.53 |
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 | $146.0M | ||
| Q3 25 | $61.6M | $124.5M | ||
| Q2 25 | $70.9M | $115.4M | ||
| Q1 25 | $65.8M | $103.6M | ||
| Q4 24 | $70.5M | $115.5M | ||
| Q3 24 | $71.6M | $92.9M | ||
| Q2 24 | $81.1M | $84.9M | ||
| Q1 24 | $80.5M | $78.2M |
| Q4 25 | $29.2M | $129.7M | ||
| Q3 25 | $50.8M | $9.8M | ||
| Q2 25 | $20.7M | $7.0M | ||
| Q1 25 | $26.0M | $4.4M | ||
| Q4 24 | $40.7M | $8.5M | ||
| Q3 24 | $-91.5M | $7.7M | ||
| Q2 24 | $35.8M | $-11.0M | ||
| Q1 24 | $-104.5M | $-9.8M |
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.0% | ||
| Q1 24 | — | 76.7% |
| Q4 25 | 39.7% | 6.1% | ||
| Q3 25 | 82.8% | 4.6% | ||
| Q2 25 | 29.4% | 1.7% | ||
| Q1 25 | 39.7% | 2.1% | ||
| Q4 24 | 57.9% | 4.9% | ||
| Q3 24 | -127.8% | -5.3% | ||
| Q2 24 | 44.2% | -2.8% | ||
| Q1 24 | -129.6% | -8.2% |
| Q4 25 | 39.9% | 88.8% | ||
| Q3 25 | 82.4% | 7.9% | ||
| Q2 25 | 29.3% | 6.1% | ||
| Q1 25 | 39.5% | 4.2% | ||
| Q4 24 | 57.7% | 7.4% | ||
| Q3 24 | -127.9% | 8.3% | ||
| Q2 24 | 44.1% | -12.9% | ||
| Q1 24 | -129.8% | -12.5% |
| Q4 25 | $0.19 | $1.53 | ||
| Q3 25 | $0.34 | $0.11 | ||
| Q2 25 | $0.12 | $0.08 | ||
| Q1 25 | $0.16 | $0.05 | ||
| Q4 24 | $0.25 | $0.14 | ||
| Q3 24 | $-0.69 | $0.09 | ||
| Q2 24 | $0.23 | $-0.15 | ||
| Q1 24 | $-0.76 | $-0.14 |
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 | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $548.2M |
| Total Assets | $9.9B | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $494.3M | ||
| Q3 25 | $245.9M | $455.7M | ||
| Q2 25 | $177.6M | $432.7M | ||
| Q1 25 | $166.4M | $168.9M | ||
| Q4 24 | $317.4M | $159.2M | ||
| Q3 24 | $194.3M | $159.0M | ||
| Q2 24 | $174.7M | $160.8M | ||
| Q1 24 | $161.2M | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $1.9B | $548.2M | ||
| Q3 25 | $1.9B | $391.4M | ||
| Q2 25 | $1.8B | $366.7M | ||
| Q1 25 | $1.9B | $376.3M | ||
| Q4 24 | $1.9B | $358.5M | ||
| Q3 24 | $1.9B | $339.7M | ||
| Q2 24 | $2.0B | $326.7M | ||
| Q1 24 | $2.0B | $239.8M |
| Q4 25 | $9.9B | $959.7M | ||
| Q3 25 | $9.5B | $787.5M | ||
| Q2 25 | $9.8B | $753.6M | ||
| Q1 25 | $8.8B | $455.4M | ||
| Q4 24 | $8.4B | $441.6M | ||
| Q3 24 | $9.1B | $427.4M | ||
| Q2 24 | $9.3B | $405.9M | ||
| Q1 24 | $9.2B | $318.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
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 | $36.8M |
| Free Cash FlowOCF − Capex | — | $36.6M |
| FCF MarginFCF / Revenue | — | 25.1% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 4.88× | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $36.8M | ||
| Q3 25 | $31.7M | $26.4M | ||
| Q2 25 | $63.2M | $13.3M | ||
| Q1 25 | $39.3M | $12.1M | ||
| Q4 24 | $200.3M | $12.3M | ||
| Q3 24 | $47.2M | $6.3M | ||
| Q2 24 | $50.2M | $3.3M | ||
| Q1 24 | $52.8M | $10.7M |
| Q4 25 | — | $36.6M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | — | $12.7M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $3.2M | ||
| Q1 24 | — | — |
| Q4 25 | — | 25.1% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 11.5% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.0% |
| Q4 25 | 4.88× | 0.28× | ||
| Q3 25 | 0.62× | 2.70× | ||
| Q2 25 | 3.05× | 1.90× | ||
| Q1 25 | 1.51× | 2.75× | ||
| Q4 24 | 4.93× | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
