Compare stocks

ACRE vs RITM

vs

Ares Commercial Real Estate Corporation and Rithm Capital Corp.

Sources and methodology ↗

Compare any two stock symbols.

2 of 3 daily views used · 1 remaining. Refreshes and chart changes do not use another view.

Daily close · 2026-11-09

Price return

Both stocks start at 0% on the first shared trading day.

ACRE-67.80%
RITM-0.42%
Price return: ACRE and RITMHistorical recorded observations on the same scale. Missing metrics leave gaps.-82%-47%-13%22%56%202120222023202420252026

Use left and right arrow keys to inspect historical line observations. Financial bars can be focused individually.

Split-adjusted closing prices. Dividends are excluded.Year ranges begin January 1 of the end year minus the selected years.
Aurora
AURORA

Ask about these stocks.

CONTEXT ATTACHEDACRE + RITMPrices, financials and SEC filing evidence

Uses research tokens · Agent runs can use more

Similarity
56.8%
3 shared / 4 total tags

How similar are their businesses?

The score compares business activities in annual filings released in 2025. Core activities receive four times the weight of material activities. Industries that fewer companies share carry more weight.

BankingFinancial ServicesReal Estate
How we measure overlap ↗
The businesses behind the score

Industry overlap

Filing-derived business activity overlapCounts of retained positive business classifications. Circle sizes do not encode the counts or the weighted similarity score.ACRE only0Shared3RITM only1

ACRE only · 0

No activities in this group.

Shared activities · 3

RITM only · 1

Positive activities from the two selected annual filings. Expand each group to view all its activities, or use the complete table below. These are classification sets, not revenue shares. The weighted similarity score also accounts for exposure and how common each activity is.
Show business activity table · 4 rows, 3 columns

Core activities receive full weight; material activities receive one quarter. Select a tag to read the filing evidence.

Business activityACRERITM
CoreMaterial
CoreCore
MaterialMaterial
Not taggedMaterial

Banking

ACRE Core

Annual filing released 2025-02-12 · GPT 6 Luna

We are a specialty finance company primarily engaged in directly originating and investing in commercial real estate (“CRE”) loans and related investments. We are externally managed by Ares Commercial Real Estate Management LLC (“ACREM” or our “Manager”), a subsidiary of Ares Management Corporation (NYSE: ARES) (“Ares Management”), a publicly traded, leading global alternative asset manager, pursuant to the terms of the Amended and Restated Management Agreement dated July 26, 2022, between us and our Manager (the “Management Agreement”). From the commencement of our operations in late 2011, we have been primarily focused on directly originating and managing a diversified portfolio of CRE debt-related investments for our own account.
We target borrowers whose capital needs are not being suitably met by traditional bank or capital markets sources by offering these borrowers customized financing solutions. We implement a strategy focused on direct origination combined with experienced portfolio management. Targeted borrowers are generally pursuing value improving business plans on commercial real estate which we believe often face challenges in raising capital to meet their financing needs through traditional bank and capital markets sources. As a result, we continue to find increasing demand from borrowers and sponsors for customized solutions in this segment of the market. We act as a single “one stop” source of financing for our customers through our customized financing solutions. We generally hold our loans for investment and earn interest and interest-related income. Direct Origination
Read the annual filing ↗

RITM Material

Annual filing released 2025-02-18 · GPT 6 Luna

We have a multi-channel residential lending platform, offering purchase and refinance loan products. We believe that our multi-channel origination mortgage platform provides us with a competitive advantage and enables us to provide borrowers with various products to ultimately originate both purchase and refinance loans across different market conditions. As further described below, we originate loans through our Retail channel, offer purchase, refinance and closed-end second opportunities to eligible new and existing servicing customers through our Direct to Consumer channel and purchase originated loans through our Wholesale and Correspondent channels.
Our Investment Portfolio segment also includes the activity from several wholly-owned subsidiaries or minority investments in companies that perform various services in the mortgage and real estate sectors. This includes our strategic partnership with Darwin to run a property management platform, APM. All of our SFR properties are currently managed through APM. Residential Transitional Lending Through our wholly-owned subsidiary Genesis, we specialize in originating and managing a portfolio of primarily short-term business purpose mortgage loans to fund single-family and multi-family real estate developers with construction, renovation and bridge loans as set forth below. •Construction — Loans provided for ground-up construction, including mid-construction refinancing of ground-up construction and the acquisition of such properties.
Read the annual filing ↗

Financial Services

ACRE Core

Annual filing released 2025-02-12 · GPT 6 Luna

We are a specialty finance company primarily engaged in directly originating and investing in commercial real estate (“CRE”) loans and related investments. We are externally managed by Ares Commercial Real Estate Management LLC (“ACREM” or our “Manager”), a subsidiary of Ares Management Corporation (NYSE: ARES) (“Ares Management”), a publicly traded, leading global alternative asset manager, pursuant to the terms of the Amended and Restated Management Agreement dated July 26, 2022, between us and our Manager (the “Management Agreement”). From the commencement of our operations in late 2011, we have been primarily focused on directly originating and managing a diversified portfolio of CRE debt-related investments for our own account.
We target borrowers whose capital needs are not being suitably met by traditional bank or capital markets sources by offering these borrowers customized financing solutions. We implement a strategy focused on direct origination combined with experienced portfolio management. Targeted borrowers are generally pursuing value improving business plans on commercial real estate which we believe often face challenges in raising capital to meet their financing needs through traditional bank and capital markets sources. As a result, we continue to find increasing demand from borrowers and sponsors for customized solutions in this segment of the market. We act as a single “one stop” source of financing for our customers through our customized financing solutions. We generally hold our loans for investment and earn interest and interest-related income. Direct Origination
Read the annual filing ↗

RITM Core

Annual filing released 2025-02-18 · GPT 6 Luna

We have a multi-channel residential lending platform, offering purchase and refinance loan products. We believe that our multi-channel origination mortgage platform provides us with a competitive advantage and enables us to provide borrowers with various products to ultimately originate both purchase and refinance loans across different market conditions. As further described below, we originate loans through our Retail channel, offer purchase, refinance and closed-end second opportunities to eligible new and existing servicing customers through our Direct to Consumer channel and purchase originated loans through our Wholesale and Correspondent channels.
Our Asset Management segment primarily operates through our wholly-owned subsidiaries, Sculptor and RCM Manager. Sculptor is a leading global alternative asset manager and a specialist in opportunistic investing with approximately $34.0 billion in AUM as of December 31, 2024. Sculptor provides asset management services and investment products across credit, real estate and multi-strategy platforms through commingled funds, separate accounts and other alternative investment vehicles. 3
Read the annual filing ↗

Real Estate

ACRE Material

Annual filing released 2025-02-12 · GPT 6 Luna

On September 19, 2024, we acquired legal title to an office property located in North Carolina through a deed in lieu of foreclosure. Prior to September 19, 2024, the office property collateralized a $68.6 million senior mortgage loan that we held that was in maturity default due to the failure of the borrower to repay the outstanding principal balance of the loan by the May 2024 maturity date. In conjunction with the deed in lieu of foreclosure, we derecognized the $68.6 million senior mortgage loan and recognized the office property as real estate owned. Revenues from this property consist primarily of rental revenue from operating leases. For the period from September 19, 2024 to December 31, 2024, revenue from real estate owned related to this property was $2.8 million.
On September 8, 2023, we acquired legal title to a mixed-use property located in Florida through a consensual foreclosure. Prior to September 8, 2023, the mixed-use property collateralized an $82.9 million senior mortgage loan that we held that was in maturity default due to the failure of the borrower to repay the outstanding principal balance of the loan by the February 2023 maturity date. In conjunction with the consensual foreclosure, we derecognized the $82.9 million senior mortgage loan and recognized the mixed-use property as real estate owned. Revenues from this property consist primarily of rental revenue from operating leases. For the year ended December 31, 2024, revenue from real estate owned related to this property was $13.2 million. For the period from September 8, 2023 to December 31, 2023, revenue from real estate owned related to this property was $4.0 million.
Read the annual filing ↗

RITM Material

Annual filing released 2025-02-18 · GPT 6 Luna

Our subsidiary, Adoor LLC (“Adoor”), is focused on the acquisition and management of our SFR property business. Our strategy with respect to the SFR property business involves purchasing, renovating, maintaining and managing a large number of geographically diversified high-quality residential properties and leasing them to qualified tenants, including through the purchase of residential properties in “build-to-rent” (“BTR”) communities and leasing them to qualified tenants.
Our revenues are derived primarily from rents collected from tenants for our SFR properties pursuant to lease agreements which typically have a term of one to two years. Our rental rates and occupancy levels are affected by macroeconomic factors and local and property-level factors, including market conditions, seasonality and tenant defaults, and the amount of time it takes to turn properties when tenants vacate.
Read the annual filing ↗

Asset Management

ACRE Not tagged

Annual filing released 2025-02-12 · GPT 6 Luna

This activity has no positive tag in the selected filing snapshot.

Read the annual filing ↗

RITM Material

Annual filing released 2025-02-18 · GPT 6 Luna

Our Asset Management segment primarily operates through our wholly-owned subsidiaries, Sculptor and RCM Manager. Sculptor is a leading global alternative asset manager and a specialist in opportunistic investing with approximately $34.0 billion in AUM as of December 31, 2024. Sculptor provides asset management services and investment products across credit, real estate and multi-strategy platforms through commingled funds, separate accounts and other alternative investment vehicles. 3
Growth in AUM in Sculptor’s funds and positive investment performance of Sculptor’s funds drive growth in our Asset Management revenue and earnings. Conversely, poor investment performance slows our growth by decreasing our AUM and increasing the potential for redemptions from our funds, which would have a negative effect on our revenues and earnings. The Asset Management business generates its revenues primarily through Sculptor management fees and incentive income.
Read the annual filing ↗
What each company does

Compare the businesses

Ares Commercial Real Estate Corporation

ACRE · XNYS

Ares Commercial Real Estate Corporation, a specialty finance company, engages in originating and investing in commercial real estate (CRE) loans and related investments in the United States. It provides loan opportunities for the owners, operators, and sponsors of CRE properties. The company's investments includes senior mortgage loans, subordinate debt, preferred equity products, mezzanine loans, and other CRE investments, including commercial mortgage-backed securities. It has elected and qualified to be taxed as a real estate investment trust for the United States federal income tax purposes under the Internal Revenue Code of 1986. Ares Commercial Real Estate Corporation was incorporated in 2011 and is based in New York, New York.

Open ACRE dashboard ↗

Rithm Capital Corp.

RITM · XNYS

Rithm Capital Corp. operates as an asset manager focused on real estate, credit, and financial services in the United States. It operates through Origination and Servicing, Investment Portfolio, Residential Transitional Lending, and Asset Management segments. The company's investment portfolio primarily comprises of single-family rental properties, title, appraisal and property preservation and maintenance businesses; real estate securities, call rights, SFR properties, and residential mortgage loans; consumer and business purpose loans; and asset management related investments. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as New Residential Investment Corp. and changed its name to Rithm Capital Corp. in August 2022. Rithm Capital Corp. was incorporated in 2011 and is based in New York, New York.

Open RITM dashboard ↗
Financial data

Fundamentals side by side

Explore financial charts ↑
Show fundamentals table · 11 rows, 3 columns
MetricACRERITM
ExchangeXNYSXNYS
SectorReal EstateReal Estate
IndustryREIT - MortgageREIT - Mortgage
Market observation2026-11-092026-11-09
Closing price (USD)$3.68$9.44
Market cap (USD)$204.17M$5.27B
P/E (TTM)Unavailable10.60×
Latest annual period2025-12-312025-12-31
Revenue (annual, USD)$54.83M$4.59B
Net income (annual, USD)$-902,000.00$697.06M
Gross margin (annual)UnavailableUnavailable

USD values from stored observations. Fiscal period endings and availability dates may differ.

ACRE period ended 2025-12-31 · available 2026-02-10 · SEC filing ↗RITM period ended 2025-12-31 · available 2026-02-19 · SEC filing ↗

Related stock comparisons

Browse all ACRE comparisons ↗ · Browse all RITM comparisons ↗

Behind the comparison

Sources and methodology

Price return uses split-adjusted daily closes and excludes dividends. Both stocks start on the first shared trading day within the selected window. Unavailable metrics leave gaps.

Financials use SEC canonical statements available by the displayed cutoff, retaining each company's fiscal period end. Annual and quarterly amounts are shown separately. P/E is unavailable when earnings do not support a positive ratio.

Business overlap uses industry tags from annual filings released in 2025. Each core activity receives full weight; each material activity receives one quarter of that weight. Rarer industries carry more weight. We sum the smaller exposure for each shared activity and divide it by the sum of the larger exposure for every activity in either company. This measures business overlap, rather than price correlation or expected returns.

Search eligibility requires distinct issuers, a shared core category and at least 20% weighted overlap, supported by industry or sector evidence and specific business activities. Broad classifications require stronger overlap within the same sector. Comparisons also need at least 252 shared price observations within two years, recent trading and a common sourced revenue or net-income trend. Missing P/E or gross margin alone does not exclude a comparison. The eligibility snapshot refreshes daily. Related comparisons use a separate, stricter peer rule; their ten-peer discovery limit does not limit search eligibility. Other stock pairs remain available in the comparison tool.

Statements available through 2026-11-11. Industry snapshot: 2025-12-31 · 5,721 classified issuers.

Opening chat…

Preparing your conversation.