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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and MEDIFAST INC (MED). Click either name above to swap in a different company.
MEDIFAST INC is the larger business by last-quarter revenue ($75.1M vs $73.3M, roughly 1.0× Apollo Commercial Real Estate Finance, Inc.). On growth, Apollo Commercial Real Estate Finance, Inc. posted the faster year-over-year revenue change (4.0% vs -36.9%). Over the past eight quarters, Apollo Commercial Real Estate Finance, Inc.'s revenue compounded faster (-4.6% CAGR vs -34.4%).
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.
Medifast, Inc. is an American nutrition and weight loss company based in Baltimore, Maryland. Medifast produces, distributes, and sells weight loss and health-related products through websites, multi-level marketing, telemarketing, and franchised weight loss clinics.
ARI vs MED — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $75.1M |
| Net Profit | $29.2M | — |
| Gross Margin | — | 69.4% |
| Operating Margin | 39.7% | -10.4% |
| Net Margin | 39.9% | — |
| Revenue YoY | 4.0% | -36.9% |
| Net Profit YoY | -28.2% | — |
| EPS (diluted) | $0.19 | $-1.64 |
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 | $75.1M | ||
| Q3 25 | $61.6M | $89.4M | ||
| Q2 25 | $70.9M | $105.6M | ||
| Q1 25 | $65.8M | $115.7M | ||
| Q4 24 | $70.5M | $119.0M | ||
| Q3 24 | $71.6M | $140.2M | ||
| Q2 24 | $81.1M | $168.6M | ||
| Q1 24 | $80.5M | $174.7M |
| Q4 25 | $29.2M | — | ||
| Q3 25 | $50.8M | $-2.3M | ||
| Q2 25 | $20.7M | $2.5M | ||
| Q1 25 | $26.0M | $-772.0K | ||
| Q4 24 | $40.7M | — | ||
| Q3 24 | $-91.5M | $1.1M | ||
| Q2 24 | $35.8M | $-8.2M | ||
| Q1 24 | $-104.5M | $8.3M |
| Q4 25 | — | 69.4% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 72.8% | ||
| Q4 24 | — | 74.1% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 73.2% | ||
| Q1 24 | — | 72.8% |
| Q4 25 | 39.7% | -10.4% | ||
| Q3 25 | 82.8% | -4.6% | ||
| Q2 25 | 29.4% | -1.0% | ||
| Q1 25 | 39.7% | -1.1% | ||
| Q4 24 | 57.9% | 0.6% | ||
| Q3 24 | -127.8% | 1.5% | ||
| Q2 24 | 44.2% | -4.7% | ||
| Q1 24 | -129.6% | 4.5% |
| Q4 25 | 39.9% | — | ||
| Q3 25 | 82.4% | -2.5% | ||
| Q2 25 | 29.3% | 2.3% | ||
| Q1 25 | 39.5% | -0.7% | ||
| Q4 24 | 57.7% | — | ||
| Q3 24 | -127.9% | 0.8% | ||
| Q2 24 | 44.1% | -4.8% | ||
| Q1 24 | -129.8% | 4.8% |
| Q4 25 | $0.19 | $-1.64 | ||
| Q3 25 | $0.34 | $-0.21 | ||
| Q2 25 | $0.12 | $0.22 | ||
| Q1 25 | $0.16 | $-0.07 | ||
| Q4 24 | $0.25 | $0.08 | ||
| Q3 24 | $-0.69 | $0.10 | ||
| Q2 24 | $0.23 | $-0.75 | ||
| Q1 24 | $-0.76 | $0.76 |
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 | $167.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $198.9M |
| Total Assets | $9.9B | $248.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $167.3M | ||
| Q3 25 | $245.9M | $173.5M | ||
| Q2 25 | $177.6M | $162.7M | ||
| Q1 25 | $166.4M | $164.6M | ||
| Q4 24 | $317.4M | $162.3M | ||
| Q3 24 | $194.3M | $170.0M | ||
| Q2 24 | $174.7M | $163.5M | ||
| Q1 24 | $161.2M | $156.4M |
| Q4 25 | $1.9B | $198.9M | ||
| Q3 25 | $1.9B | $214.7M | ||
| Q2 25 | $1.8B | $216.0M | ||
| Q1 25 | $1.9B | $211.0M | ||
| Q4 24 | $1.9B | $210.1M | ||
| Q3 24 | $1.9B | $207.3M | ||
| Q2 24 | $2.0B | $205.3M | ||
| Q1 24 | $2.0B | $211.0M |
| Q4 25 | $9.9B | $248.0M | ||
| Q3 25 | $9.5B | $268.2M | ||
| Q2 25 | $9.8B | $269.3M | ||
| Q1 25 | $8.8B | $280.0M | ||
| Q4 24 | $8.4B | $284.2M | ||
| Q3 24 | $9.1B | $291.2M | ||
| Q2 24 | $9.3B | $293.5M | ||
| Q1 24 | $9.2B | $302.8M |
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 | $-5.3M |
| Free Cash FlowOCF − Capex | — | $-6.6M |
| FCF MarginFCF / Revenue | — | -8.8% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $-5.3M | ||
| Q3 25 | $31.7M | $12.1M | ||
| Q2 25 | $63.2M | $-3.4M | ||
| Q1 25 | $39.3M | $3.4M | ||
| Q4 24 | $200.3M | $-4.9M | ||
| Q3 24 | $47.2M | $9.1M | ||
| Q2 24 | $50.2M | $13.1M | ||
| Q1 24 | $52.8M | $7.3M |
| Q4 25 | — | $-6.6M | ||
| Q3 25 | — | $10.8M | ||
| Q2 25 | — | $-4.8M | ||
| Q1 25 | — | $1.9M | ||
| Q4 24 | — | $-7.2M | ||
| Q3 24 | — | $7.7M | ||
| Q2 24 | — | $11.1M | ||
| Q1 24 | — | $5.4M |
| Q4 25 | — | -8.8% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | -4.5% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | -6.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | 4.88× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 3.05× | -1.36× | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | 4.93× | — | ||
| Q3 24 | — | 8.04× | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | — | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
