Stocks / ARI vs ESBA

ARI vs ESBA: Which Stock Is the Better Buy?

Apollo Commercial Real Estate Finance, Inc. and Empire State Realty OP, L.P. side by side — fundamentals from SEC filings, refreshed nightly. Sector: Real Estate.

ESBA is the larger company ($1.5B vs $1.4B). On the fundamentals, ESBA grows revenue faster (4.7% vs -9.8%); ARI earns a higher net margin (68.7% vs 9.5%); ARI has the stronger return on equity (6.2% vs 4.0%). Both carry 1 potential red flag in the filings. Full numbers below — the stronger figure on each row is in green.

AI verdict — ARI vs ESBA, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Apollo Commercial Real Estate Finance, Inc. (ARI)Empire State Realty OP, L.P. (ESBA)
Market cap$1.4B$1.5B
Revenue (latest FY)$166.69M$768.27M
Net income (latest FY)$114.45M$72.98M
Revenue growth (5y CAGR)-9.8%4.7%
Net margin68.7%9.5%
Return on equity6.2%4.0%
P/E ratio13.525.8
Dividend yield9.1%2.6%
Profitable years (of last 10)98
Positive free cash flowYes

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See the full ARI vs ESBA breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open ARI's full financials →   Open ESBA's full financials →

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Frequently asked questions

Which is bigger, ARI or ESBA?

Empire State Realty OP, L.P. is larger by market capitalization — $1.5B versus $1.4B.

Which grows faster, ARI or ESBA?

Over the last five fiscal years, Empire State Realty OP, L.P. grew revenue faster — 4.7%/yr versus -9.8%/yr, computed from SEC-filed statements.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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