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Side-by-side financial comparison of Apollo Commercial Real Estate Finance, Inc. (ARI) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
ZIPRECRUITER, INC. is the larger business by last-quarter revenue ($111.7M vs $73.3M, roughly 1.5× Apollo Commercial Real Estate Finance, Inc.). Apollo Commercial Real Estate Finance, Inc. runs the higher net margin — 39.9% vs -0.7%, a 40.6% 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 0.6%). Over the past eight quarters, ZIPRECRUITER, INC.'s revenue compounded faster (-4.4% 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.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
ARI vs ZIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $73.3M | $111.7M |
| Net Profit | $29.2M | $-835.0K |
| Gross Margin | — | 89.1% |
| Operating Margin | 39.7% | 3.6% |
| Net Margin | 39.9% | -0.7% |
| Revenue YoY | 4.0% | 0.6% |
| Net Profit YoY | -28.2% | 92.3% |
| EPS (diluted) | $0.19 | $-0.03 |
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 | $111.7M | ||
| Q3 25 | $61.6M | $115.0M | ||
| Q2 25 | $70.9M | $112.2M | ||
| Q1 25 | $65.8M | $110.1M | ||
| Q4 24 | $70.5M | $111.0M | ||
| Q3 24 | $71.6M | $117.1M | ||
| Q2 24 | $81.1M | $123.7M | ||
| Q1 24 | $80.5M | $122.2M |
| Q4 25 | $29.2M | $-835.0K | ||
| Q3 25 | $50.8M | $-9.8M | ||
| Q2 25 | $20.7M | $-9.5M | ||
| Q1 25 | $26.0M | $-12.8M | ||
| Q4 24 | $40.7M | $-10.8M | ||
| Q3 24 | $-91.5M | $-2.6M | ||
| Q2 24 | $35.8M | $7.0M | ||
| Q1 24 | $-104.5M | $-6.5M |
| Q4 25 | — | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | — | 89.3% | ||
| Q1 25 | — | 89.4% | ||
| Q4 24 | — | 89.6% | ||
| Q3 24 | — | 89.4% | ||
| Q2 24 | — | 89.5% | ||
| Q1 24 | — | 89.1% |
| Q4 25 | 39.7% | 3.6% | ||
| Q3 25 | 82.8% | -4.4% | ||
| Q2 25 | 29.4% | -5.9% | ||
| Q1 25 | 39.7% | -10.6% | ||
| Q4 24 | 57.9% | -3.6% | ||
| Q3 24 | -127.8% | -2.8% | ||
| Q2 24 | 44.2% | 7.6% | ||
| Q1 24 | -129.6% | -0.7% |
| Q4 25 | 39.9% | -0.7% | ||
| Q3 25 | 82.4% | -8.5% | ||
| Q2 25 | 29.3% | -8.5% | ||
| Q1 25 | 39.5% | -11.7% | ||
| Q4 24 | 57.7% | -9.7% | ||
| Q3 24 | -127.9% | -2.2% | ||
| Q2 24 | 44.1% | 5.7% | ||
| Q1 24 | -129.8% | -5.3% |
| Q4 25 | $0.19 | $-0.03 | ||
| Q3 25 | $0.34 | $-0.11 | ||
| Q2 25 | $0.12 | $-0.10 | ||
| Q1 25 | $0.16 | $-0.13 | ||
| Q4 24 | $0.25 | $-0.10 | ||
| Q3 24 | $-0.69 | $-0.03 | ||
| Q2 24 | $0.23 | $0.07 | ||
| Q1 24 | $-0.76 | $-0.07 |
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 | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $-77.2M |
| Total Assets | $9.9B | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $139.8M | $188.0M | ||
| Q3 25 | $245.9M | $211.8M | ||
| Q2 25 | $177.6M | $203.5M | ||
| Q1 25 | $166.4M | $221.1M | ||
| Q4 24 | $317.4M | $218.4M | ||
| Q3 24 | $194.3M | $225.6M | ||
| Q2 24 | $174.7M | $271.7M | ||
| Q1 24 | $161.2M | $282.5M |
| Q4 25 | $1.9B | $-77.2M | ||
| Q3 25 | $1.9B | $-76.1M | ||
| Q2 25 | $1.8B | $-65.9M | ||
| Q1 25 | $1.9B | $-11.3M | ||
| Q4 24 | $1.9B | $13.4M | ||
| Q3 24 | $1.9B | $13.6M | ||
| Q2 24 | $2.0B | $24.4M | ||
| Q1 24 | $2.0B | $12.7M |
| Q4 25 | $9.9B | $569.7M | ||
| Q3 25 | $9.5B | $573.6M | ||
| Q2 25 | $9.8B | $592.4M | ||
| Q1 25 | $8.8B | $629.4M | ||
| Q4 24 | $8.4B | $664.1M | ||
| Q3 24 | $9.1B | $652.0M | ||
| Q2 24 | $9.3B | $665.3M | ||
| Q1 24 | $9.2B | $662.4M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | — | $7.6M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 4.88× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $142.5M | $7.7M | ||
| Q3 25 | $31.7M | $2.6M | ||
| Q2 25 | $63.2M | $10.5M | ||
| Q1 25 | $39.3M | $-9.9M | ||
| Q4 24 | $200.3M | $12.5M | ||
| Q3 24 | $47.2M | $9.3M | ||
| Q2 24 | $50.2M | $21.9M | ||
| Q1 24 | $52.8M | $2.0M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $-10.2M | ||
| Q4 24 | — | $12.0M | ||
| Q3 24 | — | $9.2M | ||
| Q2 24 | — | $21.7M | ||
| Q1 24 | — | $1.9M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | -9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.1% |
| 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× | 3.12× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARI
Segment breakdown not available.
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
