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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
OLAPLEX HOLDINGS, INC. is the larger business by last-quarter revenue ($105.1M vs $73.3M, roughly 1.4× Apollo Commercial Real Estate Finance, Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs -12.5%, a 52.3% gap on every dollar of revenue. On growth, OLAPLEX HOLDINGS, INC. posted the faster year-over-year revenue change (4.3% vs 4.0%). Over the past eight quarters, OLAPLEX HOLDINGS, INC.'s revenue compounded faster (3.1% 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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
ARI vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $105.1M |
| Net Profit | $29.2M | $-13.1M |
| Gross Margin | — | 68.0% |
| Operating Margin | 39.7% | -4.3% |
| Net Margin | 39.9% | -12.5% |
| Revenue YoY | 4.0% | 4.3% |
| Net Profit YoY | -28.2% | -48.9% |
| EPS (diluted) | $0.19 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $61.6M | $114.6M | ||
| Q2 25 | $70.9M | $106.3M | ||
| Q1 25 | $65.8M | $97.0M | ||
| Q4 24 | $70.5M | $100.7M | ||
| Q3 24 | $71.6M | $119.1M | ||
| Q2 24 | $81.1M | $103.9M | ||
| Q1 24 | $80.5M | $98.9M |
| Q4 25 | $29.2M | $-13.1M | ||
| Q3 25 | $50.8M | $11.1M | ||
| Q2 25 | $20.7M | $-7.7M | ||
| Q1 25 | $26.0M | $465.0K | ||
| Q4 24 | $40.7M | $-8.8M | ||
| Q3 24 | $-91.5M | $14.8M | ||
| Q2 24 | $35.8M | $5.8M | ||
| Q1 24 | $-104.5M | $7.7M |
| Q4 25 | — | 68.0% | ||
| Q3 25 | — | 69.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 69.5% | ||
| Q4 24 | — | 66.3% | ||
| Q3 24 | — | 68.6% | ||
| Q2 24 | — | 69.7% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | 39.7% | -4.3% | ||
| Q3 25 | 82.8% | 3.7% | ||
| Q2 25 | 29.4% | -1.1% | ||
| Q1 25 | 39.7% | 8.7% | ||
| Q4 24 | 57.9% | 3.0% | ||
| Q3 24 | -127.8% | 23.5% | ||
| Q2 24 | 44.2% | 15.7% | ||
| Q1 24 | -129.6% | 19.8% |
| Q4 25 | 39.9% | -12.5% | ||
| Q3 25 | 82.4% | 9.7% | ||
| Q2 25 | 29.3% | -7.3% | ||
| Q1 25 | 39.5% | 0.5% | ||
| Q4 24 | 57.7% | -8.7% | ||
| Q3 24 | -127.9% | 12.4% | ||
| Q2 24 | 44.1% | 5.6% | ||
| Q1 24 | -129.8% | 7.8% |
| Q4 25 | $0.19 | $-0.02 | ||
| Q3 25 | $0.34 | $0.02 | ||
| Q2 25 | $0.12 | $-0.01 | ||
| Q1 25 | $0.16 | $0.00 | ||
| Q4 24 | $0.25 | $-0.01 | ||
| Q3 24 | $-0.69 | $0.02 | ||
| Q2 24 | $0.23 | $0.01 | ||
| Q1 24 | $-0.76 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $1.9B | $879.4M |
| Total Assets | $9.9B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $318.7M | ||
| Q3 25 | $245.9M | $286.4M | ||
| Q2 25 | $177.6M | $289.3M | ||
| Q1 25 | $166.4M | $580.9M | ||
| Q4 24 | $317.4M | $586.0M | ||
| Q3 24 | $194.3M | $538.8M | ||
| Q2 24 | $174.7M | $507.9M | ||
| Q1 24 | $161.2M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $1.9B | $879.4M | ||
| Q3 25 | $1.9B | $888.7M | ||
| Q2 25 | $1.8B | $874.2M | ||
| Q1 25 | $1.9B | $878.3M | ||
| Q4 24 | $1.9B | $874.4M | ||
| Q3 24 | $1.9B | $879.7M | ||
| Q2 24 | $2.0B | $863.3M | ||
| Q1 24 | $2.0B | $855.7M |
| Q4 25 | $9.9B | $1.5B | ||
| Q3 25 | $9.5B | $1.5B | ||
| Q2 25 | $9.8B | $1.5B | ||
| Q1 25 | $8.8B | $1.8B | ||
| Q4 24 | $8.4B | $1.8B | ||
| Q3 24 | $9.1B | $1.8B | ||
| Q2 24 | $9.3B | $1.8B | ||
| Q1 24 | $9.2B | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | — | $32.6M |
| FCF MarginFCF / Revenue | — | 31.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $32.7M | ||
| Q3 25 | $31.7M | $8.0M | ||
| Q2 25 | $63.2M | $20.9M | ||
| Q1 25 | $39.3M | $-2.9M | ||
| Q4 24 | $200.3M | $49.7M | ||
| Q3 24 | $47.2M | $33.5M | ||
| Q2 24 | $50.2M | $16.2M | ||
| Q1 24 | $52.8M | $43.7M |
| Q4 25 | — | $32.6M | ||
| Q3 25 | — | $7.9M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | — | $-3.0M | ||
| Q4 24 | — | $49.2M | ||
| Q3 24 | — | $33.3M | ||
| Q2 24 | — | $16.1M | ||
| Q1 24 | — | $43.3M |
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | 48.9% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 15.5% | ||
| Q1 24 | — | 43.7% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.5% |
| Q4 25 | 4.88× | — | ||
| Q3 25 | 0.62× | 0.72× | ||
| Q2 25 | 3.05× | — | ||
| Q1 25 | 1.51× | -6.27× | ||
| Q4 24 | 4.93× | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | 1.40× | 2.81× | ||
| Q1 24 | — | 5.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARI
Segment breakdown not available.
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
