vs
Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and VIEMED HEALTHCARE, INC. (VMD). Click either name above to swap in a different company.
VIEMED HEALTHCARE, INC. is the larger business by last-quarter revenue ($76.2M vs $73.3M, roughly 1.0× Apollo Commercial Real Estate Finance, Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs 7.4%, a 32.5% gap on every dollar of revenue. On growth, VIEMED HEALTHCARE, INC. posted the faster year-over-year revenue change (25.5% vs 4.0%). Over the past eight quarters, VIEMED HEALTHCARE, INC.'s revenue compounded faster (22.7% 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.
Viemed Healthcare, Inc. is a medical technology firm specializing in respiratory care solutions. It develops, manufactures and distributes portable ventilators, respiratory therapy devices and related support services, catering to acute care, post-acute care and home care segments across North America, Europe and key Asia-Pacific markets for patients with respiratory conditions.
ARI vs VMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $76.2M |
| Net Profit | $29.2M | $5.6M |
| Gross Margin | — | 57.9% |
| Operating Margin | 39.7% | 11.0% |
| Net Margin | 39.9% | 7.4% |
| Revenue YoY | 4.0% | 25.5% |
| Net Profit YoY | -28.2% | 30.7% |
| EPS (diluted) | $0.19 | $0.14 |
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 | $76.2M | ||
| Q3 25 | $61.6M | $71.9M | ||
| Q2 25 | $70.9M | $63.1M | ||
| Q1 25 | $65.8M | $59.1M | ||
| Q4 24 | $70.5M | $60.7M | ||
| Q3 24 | $71.6M | $58.0M | ||
| Q2 24 | $81.1M | $55.0M | ||
| Q1 24 | $80.5M | $50.6M |
| Q4 25 | $29.2M | $5.6M | ||
| Q3 25 | $50.8M | $3.5M | ||
| Q2 25 | $20.7M | $3.2M | ||
| Q1 25 | $26.0M | $2.6M | ||
| Q4 24 | $40.7M | $4.3M | ||
| Q3 24 | $-91.5M | $3.9M | ||
| Q2 24 | $35.8M | $1.5M | ||
| Q1 24 | $-104.5M | $1.6M |
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 57.5% | ||
| Q2 25 | — | 58.3% | ||
| Q1 25 | — | 56.3% | ||
| Q4 24 | — | 59.5% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | — | 59.8% | ||
| Q1 24 | — | 58.9% |
| Q4 25 | 39.7% | 11.0% | ||
| Q3 25 | 82.8% | 7.8% | ||
| Q2 25 | 29.4% | 8.1% | ||
| Q1 25 | 39.7% | 6.5% | ||
| Q4 24 | 57.9% | 10.6% | ||
| Q3 24 | -127.8% | 9.7% | ||
| Q2 24 | 44.2% | 6.6% | ||
| Q1 24 | -129.6% | 4.4% |
| Q4 25 | 39.9% | 7.4% | ||
| Q3 25 | 82.4% | 4.9% | ||
| Q2 25 | 29.3% | 5.0% | ||
| Q1 25 | 39.5% | 4.4% | ||
| Q4 24 | 57.7% | 7.1% | ||
| Q3 24 | -127.9% | 6.7% | ||
| Q2 24 | 44.1% | 2.7% | ||
| Q1 24 | -129.8% | 3.2% |
| Q4 25 | $0.19 | $0.14 | ||
| Q3 25 | $0.34 | $0.09 | ||
| Q2 25 | $0.12 | $0.08 | ||
| Q1 25 | $0.16 | $0.06 | ||
| Q4 24 | $0.25 | $0.10 | ||
| Q3 24 | $-0.69 | $0.10 | ||
| Q2 24 | $0.23 | $0.04 | ||
| Q1 24 | $-0.76 | $0.04 |
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 | $13.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $141.5M |
| Total Assets | $9.9B | $199.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $13.5M | ||
| Q3 25 | $245.9M | $11.1M | ||
| Q2 25 | $177.6M | $20.0M | ||
| Q1 25 | $166.4M | $10.2M | ||
| Q4 24 | $317.4M | $17.5M | ||
| Q3 24 | $194.3M | $11.3M | ||
| Q2 24 | $174.7M | $8.8M | ||
| Q1 24 | $161.2M | $7.3M |
| Q4 25 | $1.9B | $141.5M | ||
| Q3 25 | $1.9B | $133.6M | ||
| Q2 25 | $1.8B | $139.7M | ||
| Q1 25 | $1.9B | $134.8M | ||
| Q4 24 | $1.9B | $131.4M | ||
| Q3 24 | $1.9B | $125.0M | ||
| Q2 24 | $2.0B | $119.4M | ||
| Q1 24 | $2.0B | $116.3M |
| Q4 25 | $9.9B | $199.2M | ||
| Q3 25 | $9.5B | $202.4M | ||
| Q2 25 | $9.8B | $184.6M | ||
| Q1 25 | $8.8B | $178.1M | ||
| Q4 24 | $8.4B | $177.1M | ||
| Q3 24 | $9.1B | $169.5M | ||
| Q2 24 | $9.3B | $163.9M | ||
| Q1 24 | $9.2B | $154.9M |
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 | $18.4M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 11.5% |
| Cash ConversionOCF / Net Profit | 4.88× | 3.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $11.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $18.4M | ||
| Q3 25 | $31.7M | $18.4M | ||
| Q2 25 | $63.2M | $12.3M | ||
| Q1 25 | $39.3M | $2.9M | ||
| Q4 24 | $200.3M | $15.0M | ||
| Q3 24 | $47.2M | $12.7M | ||
| Q2 24 | $50.2M | $10.2M | ||
| Q1 24 | $52.8M | $1.2M |
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $10.7M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | — | $-12.6M | ||
| Q4 24 | — | $3.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $1.2M | ||
| Q1 24 | — | $-4.8M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | -21.4% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -9.5% |
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 26.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 16.3% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | 4.88× | 3.27× | ||
| Q3 25 | 0.62× | 5.23× | ||
| Q2 25 | 3.05× | 3.88× | ||
| Q1 25 | 1.51× | 1.09× | ||
| Q4 24 | 4.93× | 3.47× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | 1.40× | 6.94× | ||
| Q1 24 | — | 0.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
