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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and SANDRIDGE ENERGY INC (SD). 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 $39.4M, roughly 1.9× SANDRIDGE ENERGY INC). SANDRIDGE ENERGY INC runs the higher net margin — 54.9% vs 39.9%, a 15.1% gap on every dollar of revenue. On growth, Apollo Commercial Real Estate Finance, Inc. posted the faster year-over-year revenue change (4.0% vs 1.1%). Over the past eight quarters, SANDRIDGE ENERGY INC's revenue compounded faster (14.1% 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.
SandRidge Energy, Inc. is a company engaged in hydrocarbon exploration in the Mid-Continent region of the United States. It is organized in Delaware and headquartered in Oklahoma City, Oklahoma.
ARI vs SD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $39.4M |
| Net Profit | $29.2M | $21.6M |
| Gross Margin | — | — |
| Operating Margin | 39.7% | 38.5% |
| Net Margin | 39.9% | 54.9% |
| Revenue YoY | 4.0% | 1.1% |
| Net Profit YoY | -28.2% | 23.1% |
| EPS (diluted) | $0.19 | $0.59 |
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 | $39.4M | ||
| Q3 25 | $61.6M | $39.8M | ||
| Q2 25 | $70.9M | $34.5M | ||
| Q1 25 | $65.8M | $42.6M | ||
| Q4 24 | $70.5M | $39.0M | ||
| Q3 24 | $71.6M | $30.1M | ||
| Q2 24 | $81.1M | $26.0M | ||
| Q1 24 | $80.5M | $30.3M |
| Q4 25 | $29.2M | $21.6M | ||
| Q3 25 | $50.8M | $16.0M | ||
| Q2 25 | $20.7M | $19.6M | ||
| Q1 25 | $26.0M | $13.0M | ||
| Q4 24 | $40.7M | $17.6M | ||
| Q3 24 | $-91.5M | $25.5M | ||
| Q2 24 | $35.8M | $8.8M | ||
| Q1 24 | $-104.5M | $11.1M |
| Q4 25 | 39.7% | 38.5% | ||
| Q3 25 | 82.8% | 37.8% | ||
| Q2 25 | 29.4% | 53.7% | ||
| Q1 25 | 39.7% | 28.6% | ||
| Q4 24 | 57.9% | 25.9% | ||
| Q3 24 | -127.8% | 28.3% | ||
| Q2 24 | 44.2% | 23.9% | ||
| Q1 24 | -129.6% | 27.8% |
| Q4 25 | 39.9% | 54.9% | ||
| Q3 25 | 82.4% | 40.1% | ||
| Q2 25 | 29.3% | 56.6% | ||
| Q1 25 | 39.5% | 30.6% | ||
| Q4 24 | 57.7% | 45.1% | ||
| Q3 24 | -127.9% | 84.8% | ||
| Q2 24 | 44.1% | 33.9% | ||
| Q1 24 | -129.8% | 36.7% |
| Q4 25 | $0.19 | $0.59 | ||
| Q3 25 | $0.34 | $0.43 | ||
| Q2 25 | $0.12 | $0.53 | ||
| Q1 25 | $0.16 | $0.35 | ||
| Q4 24 | $0.25 | $0.46 | ||
| Q3 24 | $-0.69 | $0.69 | ||
| Q2 24 | $0.23 | $0.24 | ||
| Q1 24 | $-0.76 | $0.30 |
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 | $111.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $510.9M |
| Total Assets | $9.9B | $644.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $111.0M | ||
| Q3 25 | $245.9M | $101.2M | ||
| Q2 25 | $177.6M | $102.8M | ||
| Q1 25 | $166.4M | $99.7M | ||
| Q4 24 | $317.4M | $98.1M | ||
| Q3 24 | $194.3M | $92.7M | ||
| Q2 24 | $174.7M | $209.9M | ||
| Q1 24 | $161.2M | $207.0M |
| Q4 25 | $1.9B | $510.9M | ||
| Q3 25 | $1.9B | $492.4M | ||
| Q2 25 | $1.8B | $480.2M | ||
| Q1 25 | $1.9B | $464.9M | ||
| Q4 24 | $1.9B | $460.5M | ||
| Q3 24 | $1.9B | $446.8M | ||
| Q2 24 | $2.0B | $424.8M | ||
| Q1 24 | $2.0B | $419.7M |
| Q4 25 | $9.9B | $644.0M | ||
| Q3 25 | $9.5B | $619.0M | ||
| Q2 25 | $9.8B | $602.3M | ||
| Q1 25 | $8.8B | $588.3M | ||
| Q4 24 | $8.4B | $581.5M | ||
| Q3 24 | $9.1B | $565.2M | ||
| Q2 24 | $9.3B | $529.6M | ||
| Q1 24 | $9.2B | $527.4M |
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 | $31.7M |
| Free Cash FlowOCF − Capex | — | $14.4M |
| FCF MarginFCF / Revenue | — | 36.6% |
| Capex IntensityCapex / Revenue | — | 43.8% |
| Cash ConversionOCF / Net Profit | 4.88× | 1.46× |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $31.7M | ||
| Q3 25 | $31.7M | $25.3M | ||
| Q2 25 | $63.2M | $22.9M | ||
| Q1 25 | $39.3M | $20.3M | ||
| Q4 24 | $200.3M | $26.0M | ||
| Q3 24 | $47.2M | $20.8M | ||
| Q2 24 | $50.2M | $11.4M | ||
| Q1 24 | $52.8M | $15.7M |
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $5.9M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $13.9M | ||
| Q4 24 | — | $13.2M | ||
| Q3 24 | — | $10.8M | ||
| Q2 24 | — | $9.0M | ||
| Q1 24 | — | $14.6M |
| Q4 25 | — | 36.6% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 34.5% | ||
| Q1 24 | — | 48.1% |
| Q4 25 | — | 43.8% | ||
| Q3 25 | — | 48.6% | ||
| Q2 25 | — | 45.2% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 32.9% | ||
| Q3 24 | — | 33.3% | ||
| Q2 24 | — | 9.4% | ||
| Q1 24 | — | 3.7% |
| Q4 25 | 4.88× | 1.46× | ||
| Q3 25 | 0.62× | 1.58× | ||
| Q2 25 | 3.05× | 1.17× | ||
| Q1 25 | 1.51× | 1.56× | ||
| Q4 24 | 4.93× | 1.48× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | 1.40× | 1.30× | ||
| Q1 24 | — | 1.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARI
Segment breakdown not available.
SD
| Oil Reserves | $19.0M | 48% |
| Natural Gas Reserves | $11.6M | 30% |
| Natural Gas Liquids Reserves | $8.7M | 22% |
