vs
Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and SITIME Corp (SITM). Click either name above to swap in a different company.
SITIME Corp is the larger business by last-quarter revenue ($113.6M vs $73.3M, roughly 1.6× Apollo Commercial Real Estate Finance, Inc.). On growth, SITIME Corp posted the faster year-over-year revenue change (88.3% vs 4.0%). Over the past eight quarters, SITIME Corp's revenue compounded faster (60.9% 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.
SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.
ARI vs SITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $113.6M |
| Net Profit | $29.2M | — |
| Gross Margin | — | 59.0% |
| Operating Margin | 39.7% | 30.2% |
| Net Margin | 39.9% | — |
| Revenue YoY | 4.0% | 88.3% |
| Net Profit YoY | -28.2% | — |
| EPS (diluted) | $0.19 | $-0.20 |
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.
| Q1 26 | — | $113.6M | ||
| Q4 25 | $73.3M | $113.3M | ||
| Q3 25 | $61.6M | $83.6M | ||
| Q2 25 | $70.9M | $69.5M | ||
| Q1 25 | $65.8M | $60.3M | ||
| Q4 24 | $70.5M | $68.1M | ||
| Q3 24 | $71.6M | $57.7M | ||
| Q2 24 | $81.1M | $43.9M |
| Q1 26 | — | — | ||
| Q4 25 | $29.2M | $9.2M | ||
| Q3 25 | $50.8M | $-8.0M | ||
| Q2 25 | $20.7M | $-20.2M | ||
| Q1 25 | $26.0M | $-23.9M | ||
| Q4 24 | $40.7M | $-18.8M | ||
| Q3 24 | $-91.5M | $-19.3M | ||
| Q2 24 | $35.8M | $-26.8M |
| Q1 26 | — | 59.0% | ||
| Q4 25 | — | 56.4% | ||
| Q3 25 | — | 53.5% | ||
| Q2 25 | — | 51.9% | ||
| Q1 25 | — | 50.3% | ||
| Q4 24 | — | 52.6% | ||
| Q3 24 | — | 51.1% | ||
| Q2 24 | — | 49.1% |
| Q1 26 | — | 30.2% | ||
| Q4 25 | 39.7% | 1.6% | ||
| Q3 25 | 82.8% | -19.2% | ||
| Q2 25 | 29.4% | -35.4% | ||
| Q1 25 | 39.7% | -46.6% | ||
| Q4 24 | 57.9% | -33.8% | ||
| Q3 24 | -127.8% | -43.1% | ||
| Q2 24 | 44.2% | -73.7% |
| Q1 26 | — | — | ||
| Q4 25 | 39.9% | 8.1% | ||
| Q3 25 | 82.4% | -9.6% | ||
| Q2 25 | 29.3% | -29.0% | ||
| Q1 25 | 39.5% | -39.6% | ||
| Q4 24 | 57.7% | -27.6% | ||
| Q3 24 | -127.9% | -33.5% | ||
| Q2 24 | 44.1% | -61.0% |
| Q1 26 | — | $-0.20 | ||
| Q4 25 | $0.19 | $0.44 | ||
| Q3 25 | $0.34 | $-0.31 | ||
| Q2 25 | $0.12 | $-0.84 | ||
| Q1 25 | $0.16 | $-1.01 | ||
| Q4 24 | $0.25 | $-0.80 | ||
| Q3 24 | $-0.69 | $-0.83 | ||
| Q2 24 | $0.23 | $-1.16 |
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 | $498.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $9.9B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $498.5M | ||
| Q4 25 | $139.8M | — | ||
| Q3 25 | $245.9M | — | ||
| Q2 25 | $177.6M | — | ||
| Q1 25 | $166.4M | — | ||
| Q4 24 | $317.4M | — | ||
| Q3 24 | $194.3M | — | ||
| Q2 24 | $174.7M | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.9B | $692.5M | ||
| Q4 24 | $1.9B | $699.7M | ||
| Q3 24 | $1.9B | $696.2M | ||
| Q2 24 | $2.0B | $692.5M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $9.9B | $1.3B | ||
| Q3 25 | $9.5B | $1.3B | ||
| Q2 25 | $9.8B | $1.3B | ||
| Q1 25 | $8.8B | $872.1M | ||
| Q4 24 | $8.4B | $885.0M | ||
| Q3 24 | $9.1B | $877.9M | ||
| Q2 24 | $9.3B | $878.6M |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $142.5M | $25.4M | ||
| Q3 25 | $31.7M | $31.4M | ||
| Q2 25 | $63.2M | $15.3M | ||
| Q1 25 | $39.3M | $15.0M | ||
| Q4 24 | $200.3M | $13.5M | ||
| Q3 24 | $47.2M | $8.2M | ||
| Q2 24 | $50.2M | $-181.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $26.3M | ||
| Q2 25 | — | $-2.9M | ||
| Q1 25 | — | $-1.3M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $-2.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 31.5% | ||
| Q2 25 | — | -4.2% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -3.5% | ||
| Q3 24 | — | -11.6% | ||
| Q2 24 | — | -6.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 6.1% | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 23.3% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.88× | 2.77× | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 3.05× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | 4.93× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.40× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
