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LADR vs. ARI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LADR vs. ARI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ladder Capital Corp (LADR) and Apollo Commercial Real Estate Finance, Inc. (ARI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LADR achieves a -4.97% return, which is significantly lower than ARI's 14.60% return. Over the past 10 years, LADR has underperformed ARI with an annualized return of 6.25%, while ARI has yielded a comparatively higher 7.52% annualized return.


LADR

1D
0.89%
1M
1.90%
YTD
-4.97%
6M
-6.32%
1Y
4.88%
3Y*
7.11%
5Y*
5.71%
10Y*
6.25%

ARI

1D
1.03%
1M
-1.37%
YTD
14.60%
6M
13.46%
1Y
22.16%
3Y*
10.54%
5Y*
4.00%
10Y*
7.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LADR vs. ARI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LADR
Ladder Capital Corp
-4.97%6.69%5.53%25.22%-8.95%31.28%-40.80%26.36%24.54%8.52%
ARI
Apollo Commercial Real Estate Finance, Inc.
14.60%23.83%-16.51%24.46%-7.12%29.66%-29.03%21.15%-0.03%22.51%

Correlation

The correlation between LADR and ARI is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.80

Correlation (10Y)
Calculated over the trailing 10-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2014

0.65

The correlation between LADR and ARI shifts across timeframes, from 0.65 (all time) to 0.80 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LADR:

$1.29B

ARI:

$1.51B

EPS

LADR:

$0.44

ARI:

$0.91

PE Ratio

LADR:

23.39

ARI:

11.89

PEG Ratio

LADR:

1.11

ARI:

0.00

PS Ratio

LADR:

3.21

ARI:

2.54

PB Ratio

LADR:

0.89

ARI:

0.84

Total Revenue (TTM)

LADR:

$400.28M

ARI:

$595.26M

Gross Profit (TTM)

LADR:

$284.72M

ARI:

$429.14M

EBITDA (TTM)

LADR:

$276.22M

ARI:

$372.79M

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Return for Risk

LADR vs. ARI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LADR
LADR Risk / Return Rank: 4747
Overall Rank
LADR Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
LADR Sortino Ratio Rank: 4343
Sortino Ratio Rank
LADR Omega Ratio Rank: 4242
Omega Ratio Rank
LADR Calmar Ratio Rank: 5050
Calmar Ratio Rank
LADR Martin Ratio Rank: 5151
Martin Ratio Rank

ARI
ARI Risk / Return Rank: 7474
Overall Rank
ARI Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
ARI Sortino Ratio Rank: 7373
Sortino Ratio Rank
ARI Omega Ratio Rank: 6868
Omega Ratio Rank
ARI Calmar Ratio Rank: 7878
Calmar Ratio Rank
ARI Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LADR vs. ARI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ladder Capital Corp (LADR) and Apollo Commercial Real Estate Finance, Inc. (ARI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LADRARIDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-1.30

Omega ratioGain probability vs. loss probability

1.06

1.21

-0.15

Calmar ratioReturn relative to maximum drawdown

0.33

2.22

-1.88

Martin ratioReturn relative to average drawdown

0.73

4.97

-4.23

LADR vs. ARI - Sharpe Ratio Comparison

The current LADR Sharpe Ratio is 0.27, which is lower than the ARI Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of LADR and ARI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LADR vs. ARI - Drawdown Comparison

The maximum LADR drawdown since its inception was -81.63%, which is greater than ARI's maximum drawdown of -77.39%. Use the drawdown chart below to compare losses from any high point for LADR and ARI.


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Drawdown Indicators


LADRARIDifference

Max Drawdown

Largest peak-to-trough decline

-81.63%

-77.39%

-4.24%

Max Drawdown (1Y)

Largest decline over 1 year

-14.68%

-10.04%

-4.64%

Max Drawdown (3Y)

Largest decline over 3 years

-20.22%

-24.73%

+4.51%

Max Drawdown (5Y)

Largest decline over 5 years

-26.97%

-40.95%

+13.98%

Max Drawdown (10Y)

Largest decline over 10 years

-81.63%

-77.39%

-4.24%

Current Drawdown

Current decline from peak

-9.32%

-3.48%

-5.84%

Average Drawdown

Average peak-to-trough decline

-18.28%

-9.04%

-9.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.66%

4.47%

+2.19%

Volatility

LADR vs. ARI - Volatility Comparison

Ladder Capital Corp (LADR) has a higher volatility of 5.72% compared to Apollo Commercial Real Estate Finance, Inc. (ARI) at 4.36%. This indicates that LADR's price experiences larger fluctuations and is considered to be riskier than ARI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LADRARIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

4.36%

+1.36%

Volatility (6M)

Calculated over the trailing 6-month period

14.53%

13.69%

+0.84%

Volatility (1Y)

Calculated over the trailing 1-year period

18.39%

19.06%

-0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.76%

30.73%

-5.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.24%

43.99%

+4.25%

Dividends

LADR vs. ARI - Dividend Comparison

LADR's dividend yield for the trailing twelve months is around 9.02%, less than ARI's 9.23% yield.


PositionTTM20252024202320222021202020192018201720162015
ARI
Apollo Commercial Real Estate Finance, Inc.
9.23%10.33%13.86%11.93%13.01%10.64%12.98%10.06%11.04%9.97%11.07%10.33%
LADR
Ladder Capital Corp
9.02%8.37%8.22%7.99%8.76%6.67%9.61%7.54%9.92%8.91%9.37%17.91%

Financials

LADR vs. ARI - Financials Comparison

This section allows you to compare key financial metrics between Ladder Capital Corp and Apollo Commercial Real Estate Finance, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20222023202420252026
103.34M
58.63M
(LADR) Total Revenue
(ARI) Total Revenue
Values in USD except per share items

LADR vs. ARI - Profitability Comparison

The chart below illustrates the profitability comparison between Ladder Capital Corp and Apollo Commercial Real Estate Finance, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
70.8%
0
Portfolio components
LADR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ladder Capital Corp reported a gross profit of 73.11M and revenue of 103.34M. Therefore, the gross margin over that period was 70.8%.

ARI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported a gross profit of 0.00 and revenue of 58.63M. Therefore, the gross margin over that period was 0.0%.

LADR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ladder Capital Corp reported an operating income of 54.63M and revenue of 103.34M, resulting in an operating margin of 52.9%.

ARI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported an operating income of 0.00 and revenue of 58.63M, resulting in an operating margin of 0.0%.

LADR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ladder Capital Corp reported a net income of 2.61M and revenue of 103.34M, resulting in a net margin of 2.5%.

ARI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported a net income of 26.23M and revenue of 58.63M, resulting in a net margin of 44.7%.


Frequently Asked Questions


LADR and ARI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LADR has higher volatility (5.72%) compared to ARI (4.36%). In terms of maximum drawdown, LADR dropped -81.63% vs ARI's -77.39%.

ARI currently has the higher Sharpe Ratio (1.17 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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