Ares Commercial Real Estate Corp. (ACRE)
NYSEReal EstateReit - MortgageSnapshot 2026-09-04
NYSEReal EstateReit - MortgageSnapshot 2026-09-04
QuarterlyIQ Insights · ACRE
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $4.57 ACRE trades at 11× p/e, in line with its 9.7× p/e peer median, and our $4.61 fair value agrees. We hold it with medium confidence: this sector is better valued on book value or cash flow than the earnings/sales multiple shown here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| ddm gordon | 12M | $1.32 | — | — | TTM | high |
| graham number | 12M | $9.06 | — | — | TTM | high |
| Peer P/FCF | 12M | $1.91 | 8.1 | 0.23 | TTM | high |
| Peer P/S | 12M | $1.73 | 1.8 | 0.98 | TTM | high |
| residual income | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2016-Q3, 2017-Q1, 2017-Q2, 2017-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $7.28 |
| — |
| — |
| TTM |
| high |
| Own P/E history | 12M | $4.65 | 11.1 | 0.42 | TTM | high |
| triangulated | 12M | $3.80 | 9.7 | 0.39 | Triangulated | high |
| Peer P/FCF | 3Y | $0.49 | 8.1 | 0.06 | Hist. CAGR(prov.) | low |
| Peer P/S | 3Y | $1.69 | 1.8 | 0.96 | Analyst | low |
| Own P/E history | 3Y | $5.19 | 11.1 | 0.47 | Analyst | low |
| Peer P/S | 5Y | $1.67 | 1.8 | 0.95 | Analyst | medium |
| Own P/E history | 5Y | $5.12 | 11.1 | 0.46 | Analyst | medium |