Price
No data yet.
Social Signal Score
Revenue
$-261.37M-405.85%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Stuart A. Rothstein
- Sector
- Real Estate
- Industry
- REIT - Mortgage
- Employees
- 0
- Beta
- 1.44
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 1.06
Financials
Revenue
$-261.37M-405.8%Net Income
$25.78M-62.9%EBITDA
$64.02M+65.1%Free Cash Flow
$46.75M+34.9%EPS (diluted)
$0.11-86.7%Shares Outstanding (diluted)
131.60M+80.6%Operating Expenses
$5.81MCash & Debt
$1.24BReturn of Capital
$131.06MDividend per Share
$3.75Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $710.49M | $126.72M | $0.81 |
| 2024 | $701.53M | $-119.64M | $-0.97 |
| 2023 | $777.00M | $58.13M | $0.29 |
| 2022 | $641.34M | $265.23M | $1.77 |
| 2021 | $421.23M | $223.51M | $1.48 |
| 2020 | $342.84M | $18.38M | $0.01 |
| 2019 | $489.05M | $230.17M | $1.41 |
| 2018 | $413.60M | $219.99M | $1.52 |
| 2017 | $288.17M | $193.03M | $1.54 |
| 2016 | $296.76M | $157.88M | $1.73 |
| 2015 | $196.89M | $103.26M | $1.53 |
| 2014 | $123.35M | $82.74M | $1.72 |
| 2013 | $77.31M | $52.48M | $1.26 |
| 2012 | $56.45M | $40.18M | $1.64 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ARI's reported EPS growth of -5.3% a year over 13 years.
- EPS in 5 years
- $0.70
- Implied price
- $8.34
- Return from $6.81
- 4.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $4.15 — -39.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 8 | 10 | 12 | 14 | 16 |
|---|---|---|---|---|---|
| -15.3% | -14.1% | -10.2% | -6.9% | -3.9% | -1.3% |
| -10.3% | -9.0% | -4.9% | -1.4% | 1.7% | 4.5% |
| -5.3% | -4.0% | 0.4% | 4.1% | 7.4% | 10.3% |
| -0.3% | 1.1% | 5.7% | 9.6% | 13.1% | 16.1% |
| 4.7% | 6.2% | 11.0% | 15.1% | 18.7% | 22.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
93Social Signal Score
Mentions (1)
- Newsseekingalpha.com·5h ago·Neutral
…, to vote on a formal Plan of Complete Liquidation and Dissolution; HDO recommends voting "FOR." Within 30 days of shareholder approval (expected late October 2026), ARI will distribute excess balance sheet cash of $3.70 to $4.00 per share. Following the initial cash payout, ARI will convert into a Liquidating Trust managed at a reduced 0.50% base fee on net assets.
View source ↗
Earnings
Thu, Oct 29(in 8 weeks)
Consensus estimate $-0.20 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 10$0.15 vs $0.11beat
- Tue, Apr 28$0.22 vs $0.29miss
- Tue, Feb 10$0.26 vs $0.27miss
- Thu, Oct 30$0.30 vs $0.25beat
- Tue, Jul 29$0.26 vs $0.26beat
- Thu, Apr 24$0.24 vs $0.25miss
Estimates and results for ARI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ARI officers and directors.
- Bought
- $406k
- Sold
- $9.3m
2 trades
34 trades
- Salvati Michaelsold
- Salvati Michaelsold
- Whonder Carmencita N.m.sold
- Rothstein Stuartsold
- Rothstein Stuartsold
- Rothstein Stuartsold
- Biderman Mark Csold
- Rothstein Stuartsold
64 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.