Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026)
Ares Commercial Real Estate (ACRE) posted Net Margin of 30.53% for the quarter ended Jun 30, 2026, up 118.35 percentage points from -87.82% a year earlier and up 101.89 percentage points from the prior quarter.
Ares Commercial Real Estate (ACRE) Net Margin (2012 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Net Margin at Ares Commercial Real Estate was -8.04%, up 21.52 percentage points year-over-year; for the year ended Dec 31, 2025, it was -1.64%, up 48.60 percentage points from the prior year.
- Annual Net Margin shows a five-year change of -28.05 percentage points (years ended Dec 2020 to Dec 2025).
- In prior years, Ares Commercial Real Estate's Net Margin was -50.24% in the year ended Dec 31, 2024 (-8.42 pp), -41.83% in the year ended Dec 31, 2023 (-69.70 pp), 27.88% in the year ended Dec 31, 2022 (-31.36 pp) and 59.23% in the year ended Dec 31, 2021 (+32.82 pp).
- Quarterly Net Margin has run from a low of -224.56% in the quarter ended Dec 31, 2023 to a high of 67.44% in the quarter ended Mar 31, 2022 over five years.
- On a year-over-year basis, Net Margin increased in five of the last eight quarters, with an average year-over-year change of +31.43 percentage points.
- The strongest year-over-year quarter for Net Margin in the past five years was the quarter ended Dec 31, 2024, with a gain of 163.64 percentage points; the weakest was the quarter ended Dec 31, 2023, with a drop of 234.12 percentage points.
- According to Business Quant data, Net Margin for the three prior quarters was -71.36% (quarter ended Mar 31, 2026), -29.25% (quarter ended Dec 31, 2025) and 32.99% (quarter ended Sep 30, 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 8.26% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 32.04% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 2.65% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 2.02% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 138.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 18.21% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 52.47% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Ares Commercial Real Estate | 213.60 Mn | -4.28 Mn | - | 30.53% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 30.53% |
| Mar 31, 2026 | -71.36% |
| Dec 31, 2025 | -29.25% |
| Sep 30, 2025 | 32.99% |
| Jun 30, 2025 | -87.82% |
| Mar 31, 2025 | 62.52% |
| Dec 31, 2024 | -60.91% |
| Sep 30, 2024 | -35.31% |
| Jun 30, 2024 | -36.46% |
| Mar 31, 2024 | -65.93% |
| Dec 31, 2023 | -224.56% |
| Sep 30, 2023 | 38.45% |
| Jun 30, 2023 | -8.80% |
| Mar 31, 2023 | -24.30% |
| Dec 31, 2022 | 9.57% |
| Sep 30, 2022 | 2.36% |
| Jun 30, 2022 | 39.89% |
| Mar 31, 2022 | 67.44% |
| Dec 31, 2021 | 56.97% |
| Sep 30, 2021 | 36.58% |
Ares Commercial Real Estate Net Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=net-margin&ticker=ACRE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-margin", "ticker": "ACRE", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=net-margin&ticker=ACRE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();