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ACREAres Commercial Real Estate Corporation
$4.52$251M
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Ares Commercial Real Estate Corporation (ACRE) Financial Ratios

Latest Ratios: P/E Ratio -275.6x · EV/EBITDA 18.1x · ROE -0.2%. (2012–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ACRE Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$251M$262M$321M$562M$536M$621M$395M$457M$374M$368M$392M
Enterprise Value$1.3B$1.3B$1.4B$2.1B$2.1B$2.5B$1.8B$1.8B$742M$719M$494M
P/E Ratio →-275.61———18.0510.2418.0512.389.6612.069.74
P/S Ratio2.943.073.65510.774.926.085.025.916.767.958.68
P/B Ratio0.490.510.590.900.720.910.841.070.240.210.91
P/FCF12.7113.309.0212.029.3812.8712.5614.859.5311.7847.85
P/OCF11.7412.299.0212.029.3812.8412.4514.089.5311.7845.87

P/E links to full P/E history page with 30-year chart

ACRE EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—15.0016.281879.1019.5524.2222.2623.1313.4215.5110.96
EV / EBITDA18.0818.2422.75——24.63——4.097.446.05
EV / EBIT20.5420.73———21.56——19.0022.9116.11
EV / FCF—64.9340.2144.2237.2951.2955.6358.0918.9122.9860.39

ACRE Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin57.4%57.4%100.0%100.0%100.0%81.8%100.0%100.0%86.6%85.8%86.4%
Operating Margin72.4%72.4%71.6%-2261.0%—59.9%——184.6%65.7%67.5%
Net Profit Margin-1.1%-1.1%-39.9%-3530.2%27.3%59.2%27.8%47.9%69.8%65.6%89.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-0.2%-0.2%-6.0%-5.7%4.2%10.5%4.9%3.7%2.3%2.8%9.1%
ROA-0.1%-0.1%-1.7%-1.6%1.2%2.7%1.2%2.2%2.3%1.9%2.9%
ROIC2.9%2.9%2.5%-0.8%—2.1%——3.8%1.7%2.8%
ROCE5.8%5.8%3.5%-1.0%—2.7%——7.8%3.3%3.3%

ACRE Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.062.062.172.582.322.803.033.130.240.220.35
Debt / EBITDA14.9214.9218.66——18.95——2.093.921.83
Net Debt / Equity—2.002.052.412.132.732.873.120.230.200.24
Net Debt / EBITDA14.5114.5117.64——18.44——2.033.631.26
Debt / FCF—51.6231.1832.2027.9138.4243.0743.249.3811.2112.54
Interest Coverage0.950.950.59-0.21—2.29-0.02-0.010.620.610.83

ACRE Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.080.084.21———6.452.39———
Quick Ratio0.080.084.21———6.452.39———
Cash Ratio0.030.030.175.63——0.260.0120.500.040.08
Asset Turnover—0.050.050.000.040.040.040.040.030.030.03
Inventory Turnover———————————
Days Sales Outstanding———————————

ACRE Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield15.7%14.9%18.6%12.9%13.4%9.4%10.8%8.2%8.6%8.3%7.5%
Payout Ratio————241.1%96.6%195.8%101.3%83.1%100.4%72.9%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield————5.5%9.8%5.5%8.1%10.4%8.3%10.3%
FCF Yield7.9%7.5%11.1%8.3%10.7%7.8%8.0%6.7%10.5%8.5%2.1%
Buyback Yield0.0%0.0%0.0%0.8%0.0%0.0%0.0%0.0%0.0%0.0%0.4%
Total Shareholder Yield15.7%14.9%18.6%13.7%13.4%9.4%10.8%8.2%8.6%8.3%7.9%
Shares Outstanding—$55M$54M$54M$52M$43M$33M$29M$29M$29M$29M

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

CRE credit loss exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount Reflects Asset Uncertainty

According to recent market data, ACRE trades at a price-to-book ratio of 0.49, a significant discount that suggests investors are pricing in substantial future credit losses within the loan portfolio rather than relying on the reported book value of the underlying commercial real estate assets.

The absence of a meaningful P/FFO multiple, coupled with the negative net income, indicates that traditional valuation metrics are currently ineffective for assessing the company's intrinsic value. This valuation gap relative to peers suggests that the market remains skeptical of the company's ability to resolve distressed office loans without further eroding shareholder equity.

Dividend Sustainability Remains Highly Precarious

Based on reported figures from 2025Q3, the FFO payout ratio reached 125.6%, which indicates that the company is distributing more cash than it generates from operations, thereby undermining the long-term viability of the current dividend policy in the face of persistent credit-related earnings volatility.

The inability to consistently cover distributions with recurring FFO suggests that the dividend is currently being funded through capital recycling or balance sheet liquidity rather than organic earnings. Investors should monitor whether management chooses to reduce the payout to preserve capital as the portfolio continues to face non-accrual pressures.

Elevated Leverage Amplifies Portfolio Risk

As reported in quarterly financial filings, ACRE maintains a debt-to-equity ratio of 2.58x as of 2026Q1, a level that leaves the company's capital structure highly sensitive to further declines in the valuation of its underlying senior mortgage loan portfolio during this period of market distress.

While this leverage profile is lower than some larger-cap mortgage REIT peers, the combination of high debt and a negative net margin creates a dangerous feedback loop where interest expenses consume the remaining cash flow. The reliance on secured credit facilities warrants further investigation into the company's ability to refinance maturing debt if collateral values continue to deteriorate.

Misapplication of Standard P/E Multiples

The most commonly misapplied metric for ACRE is the standard P/E ratio, which fails to account for the significant non-cash depreciation and CECL provisions that distort GAAP earnings, thereby obscuring the true cash-generating capacity of the mortgage REIT's underlying loan portfolio.

Analysts should instead prioritize FFO and AFFO, as these metrics strip away the non-cash accounting noise that renders the P/E ratio misleading for this sector. Relying on P/E in this context ignores the fundamental reality that ACRE's earnings are driven by interest spreads on real estate debt rather than traditional corporate operational profits.

Download Financial Ratios Data

Includes 30+ ratios · 14 years · Updated daily

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ACRE — Frequently Asked Questions

Quick answers to the most common questions about buying ACRE stock.

What is Ares Commercial Real Estate Corporation's P/E ratio?

Ares Commercial Real Estate Corporation's current P/E ratio is -275.6x. The historical average is 13.1x.

What is Ares Commercial Real Estate Corporation's EV/EBITDA?

Ares Commercial Real Estate Corporation's current EV/EBITDA is 18.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 19.9x.

What is Ares Commercial Real Estate Corporation's ROE?

Ares Commercial Real Estate Corporation's return on equity (ROE) is -0.2%. The historical average is 3.1%.

Is ACRE stock overvalued?

Based on historical data, Ares Commercial Real Estate Corporation is trading at a P/E of -275.6x. Compare with industry peers and growth rates for a complete picture.

What is Ares Commercial Real Estate Corporation's dividend yield?

Ares Commercial Real Estate Corporation's current dividend yield is 15.72%.

What are Ares Commercial Real Estate Corporation's profit margins?

Ares Commercial Real Estate Corporation has 57.4% gross margin and 72.4% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Ares Commercial Real Estate Corporation have?

Ares Commercial Real Estate Corporation's Debt/EBITDA ratio is 14.9x, indicating high leverage. A ratio above 4x may signal elevated financial risk.