vs
Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and STRATASYS LTD. (SSYS). Click either name above to swap in a different company.
STRATASYS LTD. is the larger business by last-quarter revenue ($137.0M vs $73.3M, roughly 1.9× Apollo Commercial Real Estate Finance, Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs -40.6%, a 80.5% 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 -2.2%). Over the past eight quarters, Apollo Commercial Real Estate Finance, Inc.'s revenue compounded faster (-4.6% CAGR vs -7.4%).
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.
Stratasys, Ltd. is an American-Israeli manufacturer of 3D printers, software, and materials for polymer additive manufacturing as well as 3D-printed parts on-demand. The company is incorporated in Israel. Engineers use Stratasys systems to model complex geometries in a wide range of polymer materials, including: ABS, polyphenylsulfone (PPSF), polycarbonate (PC), polyetherimide and Nylon 12.
ARI vs SSYS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $137.0M |
| Net Profit | $29.2M | $-55.6M |
| Gross Margin | — | 41.0% |
| Operating Margin | 39.7% | -16.6% |
| Net Margin | 39.9% | -40.6% |
| Revenue YoY | 4.0% | -2.2% |
| Net Profit YoY | -28.2% | -109.0% |
| EPS (diluted) | $0.19 | — |
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 | — | ||
| Q3 25 | $61.6M | $137.0M | ||
| Q2 25 | $70.9M | $138.1M | ||
| Q1 25 | $65.8M | $136.0M | ||
| Q4 24 | $70.5M | — | ||
| Q3 24 | $71.6M | $140.0M | ||
| Q2 24 | $81.1M | $138.0M | ||
| Q1 24 | $80.5M | $144.1M |
| Q4 25 | $29.2M | — | ||
| Q3 25 | $50.8M | $-55.6M | ||
| Q2 25 | $20.7M | $-16.7M | ||
| Q1 25 | $26.0M | $-13.1M | ||
| Q4 24 | $40.7M | — | ||
| Q3 24 | $-91.5M | $-26.6M | ||
| Q2 24 | $35.8M | $-25.7M | ||
| Q1 24 | $-104.5M | $-26.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 41.0% | ||
| Q2 25 | — | 43.1% | ||
| Q1 25 | — | 44.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 44.8% | ||
| Q2 24 | — | 43.8% | ||
| Q1 24 | — | 44.4% |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 82.8% | -16.6% | ||
| Q2 25 | 29.4% | -12.0% | ||
| Q1 25 | 39.7% | -9.1% | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | -127.8% | -18.2% | ||
| Q2 24 | 44.2% | -18.9% | ||
| Q1 24 | -129.6% | -17.0% |
| Q4 25 | 39.9% | — | ||
| Q3 25 | 82.4% | -40.6% | ||
| Q2 25 | 29.3% | -12.1% | ||
| Q1 25 | 39.5% | -9.6% | ||
| Q4 24 | 57.7% | — | ||
| Q3 24 | -127.9% | -19.0% | ||
| Q2 24 | 44.1% | -18.6% | ||
| Q1 24 | -129.8% | -18.0% |
| Q4 25 | $0.19 | — | ||
| Q3 25 | $0.34 | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | $0.16 | — | ||
| Q4 24 | $0.25 | — | ||
| Q3 24 | $-0.69 | — | ||
| Q2 24 | $0.23 | — | ||
| Q1 24 | $-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 | $71.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $852.5M |
| Total Assets | $9.9B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | — | ||
| Q3 25 | $245.9M | $71.5M | ||
| Q2 25 | $177.6M | $71.1M | ||
| Q1 25 | $166.4M | $70.1M | ||
| Q4 24 | $317.4M | — | ||
| Q3 24 | $194.3M | $64.0M | ||
| Q2 24 | $174.7M | $70.9M | ||
| Q1 24 | $161.2M | $91.1M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $852.5M | ||
| Q2 25 | $1.8B | $902.4M | ||
| Q1 25 | $1.9B | $784.8M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | $831.8M | ||
| Q2 24 | $2.0B | $850.5M | ||
| Q1 24 | $2.0B | $866.1M |
| Q4 25 | $9.9B | — | ||
| Q3 25 | $9.5B | $1.1B | ||
| Q2 25 | $9.8B | $1.1B | ||
| Q1 25 | $8.8B | $1.0B | ||
| Q4 24 | $8.4B | — | ||
| Q3 24 | $9.1B | $1.1B | ||
| Q2 24 | $9.3B | $1.1B | ||
| Q1 24 | $9.2B | $1.1B |
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 | $6.9M |
| Free Cash FlowOCF − Capex | — | $2.5M |
| FCF MarginFCF / Revenue | — | 1.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | — | ||
| Q3 25 | $31.7M | $6.9M | ||
| Q2 25 | $63.2M | $-1.1M | ||
| Q1 25 | $39.3M | $4.5M | ||
| Q4 24 | $200.3M | — | ||
| Q3 24 | $47.2M | $-4.5M | ||
| Q2 24 | $50.2M | $-2.4M | ||
| Q1 24 | $52.8M | $7.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $-8.4M | ||
| Q1 25 | — | $789.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-6.3M | ||
| Q2 24 | — | $-4.9M | ||
| Q1 24 | — | $5.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -3.6% | ||
| Q1 24 | — | 3.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 1.6% |
| 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.
