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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and Mama's Creations, Inc. (MAMA). 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 $47.3M, roughly 1.5× Mama's Creations, Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs 1.1%, a 38.7% gap on every dollar of revenue. On growth, Mama's Creations, Inc. posted the faster year-over-year revenue change (50.0% vs 4.0%). Over the past eight quarters, Mama's Creations, Inc.'s revenue compounded faster (33.0% 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.
Mama's Creations, Inc. is a U.S.-based food manufacturing enterprise that produces a wide portfolio of refrigerated ready-to-eat and heat-and-serve food products, including Italian-style meatballs, sausages, pasta dishes, and other prepared meals. It mainly distributes its offerings to grocery retailers, mass merchandisers and foodservice partners across the United States, focusing on convenient, high-quality comfort food for daily consumer demand.
ARI vs MAMA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $47.3M |
| Net Profit | $29.2M | $540.0K |
| Gross Margin | — | 23.6% |
| Operating Margin | 39.7% | 1.7% |
| Net Margin | 39.9% | 1.1% |
| Revenue YoY | 4.0% | 50.0% |
| Net Profit YoY | -28.2% | 31.7% |
| EPS (diluted) | $0.19 | $0.01 |
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 | $47.3M | ||
| Q3 25 | $61.6M | $35.2M | ||
| Q2 25 | $70.9M | $35.3M | ||
| Q1 25 | $65.8M | $33.6M | ||
| Q4 24 | $70.5M | $31.5M | ||
| Q3 24 | $71.6M | $28.4M | ||
| Q2 24 | $81.1M | $29.8M | ||
| Q1 24 | $80.5M | $26.7M |
| Q4 25 | $29.2M | $540.0K | ||
| Q3 25 | $50.8M | $1.3M | ||
| Q2 25 | $20.7M | $1.2M | ||
| Q1 25 | $26.0M | $1.6M | ||
| Q4 24 | $40.7M | $410.0K | ||
| Q3 24 | $-91.5M | $1.1M | ||
| Q2 24 | $35.8M | $553.0K | ||
| Q1 24 | $-104.5M | $1.4M |
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 24.9% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 24.2% | ||
| Q2 24 | — | 25.0% | ||
| Q1 24 | — | 29.3% |
| Q4 25 | 39.7% | 1.7% | ||
| Q3 25 | 82.8% | 4.8% | ||
| Q2 25 | 29.4% | 4.5% | ||
| Q1 25 | 39.7% | 5.7% | ||
| Q4 24 | 57.9% | 1.8% | ||
| Q3 24 | -127.8% | 5.7% | ||
| Q2 24 | 44.2% | 2.6% | ||
| Q1 24 | -129.6% | 7.4% |
| Q4 25 | 39.9% | 1.1% | ||
| Q3 25 | 82.4% | 3.6% | ||
| Q2 25 | 29.3% | 3.5% | ||
| Q1 25 | 39.5% | 4.8% | ||
| Q4 24 | 57.7% | 1.3% | ||
| Q3 24 | -127.9% | 4.0% | ||
| Q2 24 | 44.1% | 1.9% | ||
| Q1 24 | -129.8% | 5.3% |
| Q4 25 | $0.19 | $0.01 | ||
| Q3 25 | $0.34 | $0.03 | ||
| Q2 25 | $0.12 | $0.03 | ||
| Q1 25 | $0.16 | $0.04 | ||
| Q4 24 | $0.25 | $0.01 | ||
| Q3 24 | $-0.69 | $0.03 | ||
| Q2 24 | $0.23 | $0.01 | ||
| Q1 24 | $-0.76 | $0.03 |
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 | $18.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $49.6M |
| Total Assets | $9.9B | $84.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $18.1M | ||
| Q3 25 | $245.9M | $9.4M | ||
| Q2 25 | $177.6M | $12.0M | ||
| Q1 25 | $166.4M | $7.2M | ||
| Q4 24 | $317.4M | $9.3M | ||
| Q3 24 | $194.3M | $7.4M | ||
| Q2 24 | $174.7M | $13.0M | ||
| Q1 24 | $161.2M | $11.0M |
| Q4 25 | $1.9B | $49.6M | ||
| Q3 25 | $1.9B | $29.6M | ||
| Q2 25 | $1.8B | $26.4M | ||
| Q1 25 | $1.9B | $24.9M | ||
| Q4 24 | $1.9B | $23.0M | ||
| Q3 24 | $1.9B | $22.3M | ||
| Q2 24 | $2.0B | $20.3M | ||
| Q1 24 | $2.0B | $19.6M |
| Q4 25 | $9.9B | $84.0M | ||
| Q3 25 | $9.5B | $51.2M | ||
| Q2 25 | $9.8B | $52.7M | ||
| Q1 25 | $8.8B | $47.1M | ||
| Q4 24 | $8.4B | $47.9M | ||
| Q3 24 | $9.1B | $43.0M | ||
| Q2 24 | $9.3B | $47.2M | ||
| Q1 24 | $9.2B | $45.1M |
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 | $3.9M |
| Free Cash FlowOCF − Capex | — | $3.7M |
| FCF MarginFCF / Revenue | — | 7.8% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 4.88× | 7.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $6.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $3.9M | ||
| Q3 25 | $31.7M | $-1.7M | ||
| Q2 25 | $63.2M | $6.0M | ||
| Q1 25 | $39.3M | $-857.0K | ||
| Q4 24 | $200.3M | $4.8M | ||
| Q3 24 | $47.2M | $-2.4M | ||
| Q2 24 | $50.2M | $3.6M | ||
| Q1 24 | $52.8M | $6.7M |
| Q4 25 | — | $3.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $5.5M | ||
| Q1 25 | — | $-930.0K | ||
| Q4 24 | — | $2.5M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $6.6M |
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | -6.2% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | -2.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | -14.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 24.8% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | 4.88× | 7.16× | ||
| Q3 25 | 0.62× | -1.31× | ||
| Q2 25 | 3.05× | 4.85× | ||
| Q1 25 | 1.51× | -0.54× | ||
| Q4 24 | 4.93× | 11.71× | ||
| Q3 24 | — | -2.10× | ||
| Q2 24 | 1.40× | 6.58× | ||
| Q1 24 | — | 4.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
