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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
Sprout Social, Inc. is the larger business by last-quarter revenue ($120.9M vs $73.3M, roughly 1.7× Apollo Commercial Real Estate Finance, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs 4.0%). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% 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.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
ARI vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $120.9M |
| Net Profit | $29.2M | — |
| Gross Margin | — | 77.6% |
| Operating Margin | 39.7% | -9.0% |
| Net Margin | 39.9% | — |
| Revenue YoY | 4.0% | 12.9% |
| Net Profit YoY | -28.2% | — |
| EPS (diluted) | $0.19 | $-0.18 |
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 | $120.9M | ||
| Q3 25 | $61.6M | $115.6M | ||
| Q2 25 | $70.9M | $111.8M | ||
| Q1 25 | $65.8M | $109.3M | ||
| Q4 24 | $70.5M | $107.1M | ||
| Q3 24 | $71.6M | $102.6M | ||
| Q2 24 | $81.1M | $99.4M | ||
| Q1 24 | $80.5M | $96.8M |
| Q4 25 | $29.2M | — | ||
| Q3 25 | $50.8M | $-9.4M | ||
| Q2 25 | $20.7M | $-12.0M | ||
| Q1 25 | $26.0M | $-11.2M | ||
| Q4 24 | $40.7M | — | ||
| Q3 24 | $-91.5M | $-17.1M | ||
| Q2 24 | $35.8M | $-16.9M | ||
| Q1 24 | $-104.5M | $-13.6M |
| Q4 25 | — | 77.6% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 77.7% | ||
| Q1 25 | — | 77.3% | ||
| Q4 24 | — | 78.1% | ||
| Q3 24 | — | 77.4% | ||
| Q2 24 | — | 77.5% | ||
| Q1 24 | — | 76.8% |
| Q4 25 | 39.7% | -9.0% | ||
| Q3 25 | 82.8% | -7.9% | ||
| Q2 25 | 29.4% | -11.0% | ||
| Q1 25 | 39.7% | -10.2% | ||
| Q4 24 | 57.9% | -12.8% | ||
| Q3 24 | -127.8% | -16.4% | ||
| Q2 24 | 44.2% | -16.6% | ||
| Q1 24 | -129.6% | -13.7% |
| Q4 25 | 39.9% | — | ||
| Q3 25 | 82.4% | -8.1% | ||
| Q2 25 | 29.3% | -10.7% | ||
| Q1 25 | 39.5% | -10.3% | ||
| Q4 24 | 57.7% | — | ||
| Q3 24 | -127.9% | -16.6% | ||
| Q2 24 | 44.1% | -17.0% | ||
| Q1 24 | -129.8% | -14.0% |
| Q4 25 | $0.19 | $-0.18 | ||
| Q3 25 | $0.34 | $-0.16 | ||
| Q2 25 | $0.12 | $-0.21 | ||
| Q1 25 | $0.16 | $-0.19 | ||
| Q4 24 | $0.25 | $-0.25 | ||
| Q3 24 | $-0.69 | $-0.30 | ||
| Q2 24 | $0.23 | $-0.30 | ||
| Q1 24 | $-0.76 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $1.9B | $203.4M |
| Total Assets | $9.9B | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $95.3M | ||
| Q3 25 | $245.9M | $90.6M | ||
| Q2 25 | $177.6M | $101.5M | ||
| Q1 25 | $166.4M | $100.9M | ||
| Q4 24 | $317.4M | $86.4M | ||
| Q3 24 | $194.3M | $82.9M | ||
| Q2 24 | $174.7M | $80.9M | ||
| Q1 24 | $161.2M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.9B | $203.4M | ||
| Q3 25 | $1.9B | $194.1M | ||
| Q2 25 | $1.8B | $184.6M | ||
| Q1 25 | $1.9B | $175.3M | ||
| Q4 24 | $1.9B | $166.6M | ||
| Q3 24 | $1.9B | $158.1M | ||
| Q2 24 | $2.0B | $152.1M | ||
| Q1 24 | $2.0B | $147.3M |
| Q4 25 | $9.9B | $523.1M | ||
| Q3 25 | $9.5B | $481.4M | ||
| Q2 25 | $9.8B | $422.9M | ||
| Q1 25 | $8.8B | $424.7M | ||
| Q4 24 | $8.4B | $428.3M | ||
| Q3 24 | $9.1B | $388.8M | ||
| Q2 24 | $9.3B | $393.6M | ||
| Q1 24 | $9.2B | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $10.9M |
| Free Cash FlowOCF − Capex | — | $9.9M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $10.9M | ||
| Q3 25 | $31.7M | $9.3M | ||
| Q2 25 | $63.2M | $5.1M | ||
| Q1 25 | $39.3M | $18.1M | ||
| Q4 24 | $200.3M | $4.1M | ||
| Q3 24 | $47.2M | $9.0M | ||
| Q2 24 | $50.2M | $2.1M | ||
| Q1 24 | $52.8M | $11.2M |
| Q4 25 | — | $9.9M | ||
| Q3 25 | — | $8.5M | ||
| Q2 25 | — | $4.2M | ||
| Q1 25 | — | $16.7M | ||
| Q4 24 | — | $3.3M | ||
| Q3 24 | — | $8.5M | ||
| Q2 24 | — | $1.6M | ||
| Q1 24 | — | $10.1M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 10.4% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | 4.88× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 3.05× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | 4.93× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
