KREF vs ARI: Earnings, Dividends & Valuation

KKR Real Estate Finance Trust Inc. KREF | NYSE

$5.36 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $309.00 M

PE Ratio: -1.53

52-Week Range: $4.94 - $9.11

9.5-year Total Return: -43.6%

Dividend Yield (FWD): 7.46%

Apollo Commercial Real Estate Finance, Inc. ARI | NYSE

$2.32 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $305.31 M

PE Ratio: 2.94

52-Week Range: $2.26 - $11.24

9.5-year Total Return: +85.5%

Dividend Yield (FWD): 706.90%

9.5-year Total Returns with DRIP & Price Chart for KREF and ARI

1Y 2Y 5Y 10Y All

9.5-yr Total Returns KREF vs ARI

	KREF	ARI
Initial Balance	$10,000	$10,000
Initial Price	$22.13	$18.59
Initial Shares	451.88	537.92

Total Dividends	$8,358	$33,835
Last Dividend	$0.1	$4.1
Estimated Divs	$105 / quarter	$32774 / quarter
Yield-on-Cost	1.81%	88.22%
End Shares	1052.25 (+600.37)	7993.66 (+7455.74)
Last Shares Price	$5.36	$2.32
Total End Value	$5,640	$18,545
Total Return	-43.6%	+85.5%
Comparison start date: May 5, 2017

KREF & ARI Dividend Charts

Dividend Payments & Yield - KREF

KREF Dividend CAGR:1Y: -60.00%2Y: -36.75%5Y: -25.30%10Y: -9.42%

Dividend Payments & Yield - ARI

ARI Dividend CAGR:1Y: 1,540.00%2Y: 304.97%5Y: 63.58%10Y: 24.45%

Dividend Payout Ratio - KREF

Dividend Payout Ratio - ARI

Dividend to Free Cash Flow (FCF) Ratio - KREF

Dividend to Free Cash Flow (FCF) Ratio - ARI

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Fundamentals: Revenue, Earnings, Cash Flow, EBITDA & Shares Outstanding:

KREF - Revenue

KREF Revenue CAGR:1Y: 203.41%2Y: 45.72%5Y: 14.09%10Y: 21.80%

ARI - Revenue

ARI Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

KREF - Earnings Per Share (EPS)

KREF EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - Earnings Per Share (EPS)

ARI EPS CAGR:1Y: -8.33%2Y: -30.84%5Y: -23.51%10Y: 6.25%

KREF - Net Income

KREF Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - Net Income

ARI Net Income CAGR:1Y: 24.30%2Y: -15.12%5Y: -17.56%10Y: 9.57%

KREF - EBITDA

KREF EBITDA CAGR:1Y: -41.90%2Y: -23.80%5Y: -3.16%10Y: 16.91%

ARI - EBITDA

ARI EBITDA CAGR:1Y: -56.61%2Y: -38.03%5Y: -9.91%10Y: 9.40%

KREF - Free Cash Flow

KREF Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - Free Cash Flow

ARI Free Cash Flow CAGR:1Y: -20.13%2Y: 58.20%5Y: -20.45%10Y: -2.46%

KREF - Free Cash Flow / Share

KREF Free Cash Flow / Share CAGR:1Y: 79.56%2Y: -17.24%5Y: -7.26%10Y: 12.38%

ARI - Free Cash Flow / Share

ARI Free Cash Flow / Share CAGR:1Y: 61.34%2Y: 126.05%5Y: -8.31%10Y: -2.66%

KREF - Shares Outstanding

KREF Shares Outstanding CAGR:1Y: -12.49%2Y: -8.88%5Y: 0.58%10Y: 1.00%

ARI - Shares Outstanding

ARI Shares Outstanding CAGR:1Y: -5.47%2Y: -3.26%5Y: -5.08%10Y: 6.77%

KREF - Stock-Based Comp

KREF Stock-Based Comp CAGR:1Y: -100.00%2Y: -100.00%5Y: -100.00%10Y: N/A

ARI - Stock-Based Comp

ARI Stock-Based Comp CAGR:1Y: -10.38%2Y: -14.39%5Y: -6.90%10Y: 4.63%

KREF - Expenses

KREF Expenses CAGR:1Y: 515.41%2Y: 6.14%5Y: 14.62%10Y: 26.56%

ARI - Expenses

ARI Expenses CAGR:1Y: -53.26%2Y: -48.43%5Y: -1.25%10Y: 4.10%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

KREF - REVENUE: Actual + Estimates

KREF Actual Revenue CAGR:1Y: 203.41%2Y: 45.72%5Y: 14.09%10Y: 21.80%

ARI - REVENUE: Actual + Estimates

ARI Actual Revenue CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

KREF - EPS: Actual + Estimates

KREF Actual EPS CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - EPS: Actual + Estimates

ARI Actual EPS CAGR:1Y: -8.33%2Y: -30.84%5Y: -23.51%10Y: 6.25%

KREF - NET INCOME: Actual + Estimates

KREF Actual Net Income CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - NET INCOME: Actual + Estimates

ARI Actual Net Income CAGR:1Y: 24.30%2Y: -15.12%5Y: -17.56%10Y: 9.57%

KREF - EBITDA: Actual + Estimates

KREF Actual EBITDA CAGR:1Y: -41.90%2Y: -23.80%5Y: -3.16%10Y: 16.91%

ARI - EBITDA: Actual + Estimates

ARI Actual EBITDA CAGR:1Y: -56.61%2Y: -38.03%5Y: -9.91%10Y: 9.40%

Ratios, Profit Margins & Return on Capital:

KREF - Net Profit Margin

KREF Net Profit Margin CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ARI - Net Profit Margin

ARI Net Profit Margin CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

KREF - Gross Profit Margin

KREF Gross Profit Margin CAGR:1Y: -6.95%2Y: -2.30%5Y: -4.06%10Y: -2.05%

ARI - Gross Profit Margin

ARI Gross Profit Margin CAGR:1Y: 39.53%2Y: 15.99%5Y: 7.55%10Y: 1.29%

KREF - Price to Earnings

ARI - Price to Earnings

KREF - Price To Sales Ratio

ARI - Price To Sales Ratio

KREF - Return on Capital Employed

ARI - Return on Capital Employed

KREF - Return on Invested Capital

ARI - Return on Invested Capital

Combined Charts: Earnings, Cash Flow, Valuation, Cash & Debt:

KREF - EPS vs PE Ratio

ARI - EPS vs PE Ratio

KREF - FCF vs FCF/Share

ARI - FCF vs FCF/Share

KREF - EPS vs FCF per Share

ARI - EPS vs FCF per Share

KREF - FCF vs Stock Based Comp

ARI - FCF vs Stock Based Comp

KREF - Revenue vs Net Income

ARI - Revenue vs Net Income

KREF - Cash & Debt

ARI - Cash & Debt

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Combined 44% Lifetime Discount

Dividend History Tables

KREF Dividends Info:

Estimated Annual Dividend: $0.4

Forward Yield: 7.46%

Ex-Dividend Date: 2026-09-30

Lifetime Dividends / Share: $14.00

KREF Dividend History: Dates, Payments & Yield list

Below is a schedule of all KREF dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/30/2026	10/02/2026	$0.100	6.44%	6.49%	$6.16
06/30/2026	07/02/2026	$0.100	5.85%	5.69%	$7.03
03/31/2026	04/02/2026	$0.250	16.34%	16.08%	$6.22
12/31/2025	01/02/2026	$0.250	12.17%	12.08%	$8.28
09/30/2025	10/02/2025	$0.250	11.11%	11.19%	$8.94
06/30/2025	07/02/2025	$0.250	11.4%	11.15%	$8.97
03/31/2025	04/02/2025	$0.250	9.26%	9.44%	$10.59
12/31/2024	01/02/2025	$0.250	9.9%	9.79%	$10.21
09/30/2024	10/02/2024	$0.250	8.1%	8.4%	$11.91
06/28/2024	07/01/2024	$0.250	11.05%	11.25%	$8.89
03/27/2024	03/29/2024	$0.250	10.04%	10.42%	$9.60
12/28/2023	01/01/2024	$0.430	12.75%	13.37%	$12.86
09/28/2023	10/02/2023	$0.430	14.56%	15.32%	$11.23
06/29/2023	07/03/2023	$0.430	14.21%	14.04%	$12.25
03/30/2023	04/03/2023	$0.430	15.5%	15.33%	$11.22
12/29/2022	01/13/2023	$0.430	12.44%	11.1%	$15.49
09/29/2022	10/14/2022	$0.430	10.66%	10.15%	$16.95
06/29/2022	07/15/2022	$0.430	9.86%	9.57%	$17.97
03/30/2022	04/15/2022	$0.430	8.39%	8.37%	$20.54
12/30/2021	01/14/2022	$0.430	8.26%	7.75%	$22.18
09/29/2021	10/15/2021	$0.430	8.06%	7.82%	$22.00
06/29/2021	07/15/2021	$0.430	7.98%	8.1%	$21.24
05/27/2021	06/15/2021	$0.266	5.02%	4.68%	$22.77
03/30/2021	04/15/2021	$0.430	9.22%	8.7%	$19.76
12/30/2020	01/15/2021	$0.430	9.63%	9.58%	$17.96
09/29/2020	10/15/2020	$0.430	10.4%	9.88%	$17.41
06/29/2020	07/15/2020	$0.430	10.36%	10.34%	$16.63
03/30/2020	04/15/2020	$0.430	11.78%	11.44%	$15.04
12/30/2019	01/15/2020	$0.430	8.41%	8.3%	$20.73
09/27/2019	10/16/2019	$0.430	8.82%	8.82%	$19.51
06/27/2019	07/15/2019	$0.430	8.69%	8.52%	$20.19
03/28/2019	04/12/2019	$0.430	8.6%	8.49%	$20.27
12/27/2018	01/11/2019	$0.430	9.02%	8.6%	$20.01
09/27/2018	10/12/2018	$0.430	8.61%	8.78%	$19.59
06/28/2018	07/13/2018	$0.430	8.69%	8.31%	$20.71
03/28/2018	04/13/2018	$0.400	7.91%	8.15%	$19.64
12/28/2017	01/12/2018	$0.370	7.32%	7.47%	$19.80
09/28/2017	10/12/2017	$0.370	7.05%	6.93%	$21.36
06/28/2017	07/14/2017	$0.250	4.59%	4.72%	$21.19

ARI Dividends Info:

Estimated Annual Dividend: $16.4

Forward Yield: 706.9%

Ex-Dividend Date: 2026-10-30

Lifetime Dividends / Share: $36.99

ARI Dividend History: Dates, Payments & Yield list

Below is a schedule of all ARI dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
10/30/2026	11/02/2026	$4.100	703.86%	709.96%	$2.31
07/16/2026	07/20/2026	$3.750	213.68%	219.62%	$6.83
06/30/2026	07/15/2026	$3.750	140.45%	142.31%	$10.54
03/31/2026	04/02/2026	$0.250	9.47%	9.41%	$10.63
12/31/2025	01/02/2026	$0.250	10.33%	10.14%	$9.86
09/30/2025	10/02/2025	$0.250	9.87%	9.78%	$10.23
06/30/2025	07/02/2025	$0.250	10.33%	10.08%	$9.92
03/31/2025	04/02/2025	$0.250	10.45%	10.55%	$9.48
12/31/2024	01/02/2025	$0.250	11.55%	11.36%	$8.80
09/29/2024	10/15/2024	$0.250	10.6%	11.29%	$8.86
09/30/2024	10/02/2024	$0.250	10.88%	11.27%	$8.87
06/28/2024	07/01/2024	$0.350	14.3%	14.51%	$9.65
03/27/2024	03/29/2024	$0.350	12.77%	13.23%	$10.58
12/28/2023	01/01/2024	$0.350	11.55%	11.96%	$11.71
09/28/2023	10/02/2023	$0.350	13.74%	14.23%	$9.84
06/29/2023	07/03/2023	$0.350	12.4%	12.42%	$11.27
03/30/2023	04/03/2023	$0.350	15.44%	15.15%	$9.24
12/29/2022	01/13/2023	$0.350	12.9%	11.93%	$11.74
09/29/2022	10/14/2022	$0.350	16.75%	15.42%	$9.08
06/29/2022	07/15/2022	$0.350	13.63%	13.17%	$10.63
03/30/2022	04/15/2022	$0.350	10.11%	10.06%	$13.91
12/30/2021	01/15/2022	$0.350	10.73%	10.04%	$13.95
09/29/2021	10/15/2021	$0.350	9.33%	9.14%	$15.32
06/29/2021	07/15/2021	$0.350	8.84%	9.16%	$15.29
03/30/2021	04/15/2021	$0.350	9.85%	9.35%	$14.98
12/30/2020	01/15/2021	$0.350	12.46%	12.17%	$11.50
09/29/2020	10/15/2020	$0.350	15.57%	15.14%	$9.25
06/29/2020	07/15/2020	$0.350	14.2%	14.43%	$9.70
03/30/2020	04/15/2020	$0.400	22.07%	19.73%	$8.11
12/30/2019	01/15/2020	$0.460	10.08%	10.03%	$18.35
09/27/2019	10/15/2019	$0.460	9.62%	9.7%	$18.97
06/27/2019	07/15/2019	$0.460	10.07%	9.87%	$18.64
03/28/2019	04/15/2019	$0.460	10.09%	9.94%	$18.52
12/28/2018	01/15/2019	$0.460	10.93%	10.5%	$17.52
09/27/2018	10/15/2018	$0.460	9.76%	9.87%	$18.65
06/28/2018	07/16/2018	$0.460	10.04%	9.86%	$18.66
03/28/2018	04/16/2018	$0.460	10.32%	10.29%	$17.88
12/28/2017	01/16/2018	$0.460	9.88%	10.06%	$18.29
09/28/2017	10/16/2017	$0.460	10.14%	10%	$18.40
06/28/2017	07/17/2017	$0.460	9.86%	10.09%	$18.24
03/29/2017	04/17/2017	$0.460	9.83%	9.7%	$18.97
12/28/2016	01/17/2017	$0.460	11.17%	10.77%	$17.09
09/28/2016	10/17/2016	$0.460	11.17%	11.4%	$16.14
06/28/2016	07/15/2016	$0.460	11.64%	11.4%	$16.14
03/29/2016	04/15/2016	$0.460	11.42%	11.54%	$15.95
12/29/2015	01/15/2016	$0.460	10.53%	11.56%	$15.92
09/28/2015	10/15/2015	$0.440	11.26%	10.7%	$16.45
06/26/2015	07/15/2015	$0.440	10.48%	10.34%	$17.02
03/27/2015	04/15/2015	$0.440	10.31%	10.26%	$17.16
12/29/2014	01/15/2015	$0.400	9.64%	9.72%	$16.46
09/26/2014	10/15/2014	$0.400	9.96%	10.06%	$15.90
06/26/2014	07/15/2014	$0.400	9.76%	9.63%	$16.61
03/27/2014	04/14/2014	$0.400	9.76%	9.55%	$16.76
12/27/2013	01/13/2014	$0.400	9.74%	9.6%	$16.67
09/26/2013	10/11/2013	$0.400	10.42%	10.13%	$15.79
06/26/2013	07/12/2013	$0.400	10.04%	9.94%	$16.09
03/26/2013	04/12/2013	$0.400	9.29%	9.19%	$17.41
12/27/2012	01/14/2013	$0.400	9.81%	9.2%	$17.39
09/26/2012	10/12/2012	$0.400	9.29%	9.63%	$16.61
06/27/2012	07/12/2012	$0.400	9.95%	9.62%	$16.64
03/28/2012	04/12/2012	$0.400	10.2%	10.13%	$15.80
12/28/2011	01/12/2012	$0.400	12.2%	11.66%	$13.72
09/28/2011	10/12/2011	$0.400	11.98%	12.22%	$13.09
06/28/2011	07/12/2011	$0.400	9.96%	10%	$16.00
03/29/2011	04/12/2011	$0.400	9.79%	10.01%	$15.98
12/29/2010	01/12/2011	$0.400	9.81%	9.8%	$16.32
09/28/2010	10/12/2010	$0.400	9.89%	9.74%	$16.42
06/28/2010	07/12/2010	$0.350	8.26%	8.4%	$16.67
03/29/2010	04/12/2010	$0.350	7.84%	7.71%	$18.17

Projected Future Values & Dividends for KREF & ARI

Based on past 9.5 years performance, KREF had share price CAGR of -13.87%, and dividend CAGR of -13.18%.

During same period ARI had share price CAGR of -17.93%, and dividend CAGR of +23.78%.

Using these CAGR metrics, we can estimate that your initial $10,000 investment from 9.5 years ago, with dividends being reinvested (DRIP), is modelled to grow and collect dividends as follows:

Projection uses KREF applied at -13.87% price / -13.87% dividend; ARI applied at -17.93% price / 10.00% dividend.

	KREF	ARI
Start Value	$10,000	$10,000
Start Share Price	$5.36	$2.32
Start Shares	1,865.67	4,310.34

After 10 years:	KREF	ARI
Final Share Count	3,907.95	beyond this model's range
Dividends Payment	$0.02	$0.57
Annual Dividends	$351	$2,272,879
Share Price	$1.20	$0.32
Total Dividends	$5,597	$59,431,866
Final Value	$4,709	beyond this model's range

Estimated Future Returns - KREF

Estimated Future Returns - ARI

Estimate Dividend Snowball and total future returns for KREF and ARI with our dividend (DRIP) calculator.

Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).

We cannot guarantee that your actual returns will meet these metrics.

Compare Stocks: KREF vs ARI