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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M 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 10.3%, a 29.6% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs 4.0%). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
ARI vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $103.6M |
| Net Profit | $29.2M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | 39.7% | 18.1% |
| Net Margin | 39.9% | 10.3% |
| Revenue YoY | 4.0% | 21.0% |
| Net Profit YoY | -28.2% | 9.4% |
| EPS (diluted) | $0.19 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $61.6M | $85.8M | ||
| Q2 25 | $70.9M | $78.9M | ||
| Q1 25 | $65.8M | $61.3M | ||
| Q4 24 | $70.5M | $85.6M | ||
| Q3 24 | $71.6M | $73.1M | ||
| Q2 24 | $81.1M | $73.2M | ||
| Q1 24 | $80.5M | $61.1M |
| Q4 25 | $29.2M | $10.6M | ||
| Q3 25 | $50.8M | $8.2M | ||
| Q2 25 | $20.7M | $3.2M | ||
| Q1 25 | $26.0M | $-3.0M | ||
| Q4 24 | $40.7M | $9.7M | ||
| Q3 24 | $-91.5M | $5.2M | ||
| Q2 24 | $35.8M | $4.3M | ||
| Q1 24 | $-104.5M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | 39.7% | 18.1% | ||
| Q3 25 | 82.8% | 12.8% | ||
| Q2 25 | 29.4% | 5.2% | ||
| Q1 25 | 39.7% | -7.4% | ||
| Q4 24 | 57.9% | 14.6% | ||
| Q3 24 | -127.8% | 9.3% | ||
| Q2 24 | 44.2% | 8.0% | ||
| Q1 24 | -129.6% | -4.9% |
| Q4 25 | 39.9% | 10.3% | ||
| Q3 25 | 82.4% | 9.6% | ||
| Q2 25 | 29.3% | 4.1% | ||
| Q1 25 | 39.5% | -4.9% | ||
| Q4 24 | 57.7% | 11.4% | ||
| Q3 24 | -127.9% | 7.1% | ||
| Q2 24 | 44.1% | 5.9% | ||
| Q1 24 | -129.8% | -3.6% |
| Q4 25 | $0.19 | $0.45 | ||
| Q3 25 | $0.34 | $0.36 | ||
| Q2 25 | $0.12 | $0.14 | ||
| Q1 25 | $0.16 | $-0.13 | ||
| Q4 24 | $0.25 | $0.40 | ||
| Q3 24 | $-0.69 | $0.21 | ||
| Q2 24 | $0.23 | $0.18 | ||
| Q1 24 | $-0.76 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $1.9B | $218.9M |
| Total Assets | $9.9B | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $83.4M | ||
| Q3 25 | $245.9M | $66.0M | ||
| Q2 25 | $177.6M | $81.5M | ||
| Q1 25 | $166.4M | $83.6M | ||
| Q4 24 | $317.4M | $94.4M | ||
| Q3 24 | $194.3M | $82.1M | ||
| Q2 24 | $174.7M | $73.6M | ||
| Q1 24 | $161.2M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $1.9B | $218.9M | ||
| Q3 25 | $1.9B | $204.9M | ||
| Q2 25 | $1.8B | $194.9M | ||
| Q1 25 | $1.9B | $205.6M | ||
| Q4 24 | $1.9B | $216.6M | ||
| Q3 24 | $1.9B | $207.9M | ||
| Q2 24 | $2.0B | $200.7M | ||
| Q1 24 | $2.0B | $193.5M |
| Q4 25 | $9.9B | $273.9M | ||
| Q3 25 | $9.5B | $259.2M | ||
| Q2 25 | $9.8B | $273.0M | ||
| Q1 25 | $8.8B | $280.2M | ||
| Q4 24 | $8.4B | $297.9M | ||
| Q3 24 | $9.1B | $287.7M | ||
| Q2 24 | $9.3B | $278.8M | ||
| Q1 24 | $9.2B | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | — | $16.8M |
| FCF MarginFCF / Revenue | — | 16.2% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | 4.88× | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | — | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $17.3M | ||
| Q3 25 | $31.7M | $10.3M | ||
| Q2 25 | $63.2M | $14.8M | ||
| Q1 25 | $39.3M | $417.0K | ||
| Q4 24 | $200.3M | $16.3M | ||
| Q3 24 | $47.2M | $10.3M | ||
| Q2 24 | $50.2M | $13.1M | ||
| Q1 24 | $52.8M | $924.0K |
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $38.0K | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | $12.6M | ||
| Q1 24 | — | $442.0K |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 0.8% |
| Q4 25 | 4.88× | 1.63× | ||
| Q3 25 | 0.62× | 1.26× | ||
| Q2 25 | 3.05× | 4.59× | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | 4.93× | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | 1.40× | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARI
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
