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ACRES Commercial Realty Corp. (ACR-PD) Stock Fundamental Analysis & AI Rating 2026

ACR-PD NYSE Real Estate Investment Trusts MD CIK: 0001332551
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
80% Confidence
STRONG AGREEMENT
SELL
78% Conf
SELL
83% Conf

📊 ACR-PD Key Takeaways

Revenue: $79.9M
Net Margin: 35.0%
Free Cash Flow: $4.1M
Current Ratio: N/A
Debt/Equity: 3.68x
EPS: $0.03
AI Rating: SELL with 78% confidence
ACRES Commercial Realty Corp. (ACR-PD) receives a SELL rating with 80% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $79.9M, net profit margin of 35.0%, and return on equity (ROE) of 6.6%, ACRES Commercial Realty Corp. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete ACR-PD stock analysis for 2026.

Is ACRES Commercial Realty Corp. (ACR-PD) a Good Investment?

Claude

ACRES demonstrates severe financial distress with dangerously low interest coverage (0.5x), indicating inability to service debt obligations from operating income. While net margin appears strong at 35%, this is driven by a massive one-time gain (evidenced by 11,605.9% YoY net income growth), masking underlying operational weakness with revenue declining 32.9% YoY and weak free cash flow generation of only $4.1M against $1.6B in long-term debt.

ChatGPT

ACRES Commercial Realty shows headline profitability, but the quality of earnings looks weak given the sharp 32.9% revenue decline, very low operating cash flow relative to net income, and diluted EPS collapsing 97.4% despite reported net income growth. The balance sheet is heavily levered, and interest coverage of 0.5x suggests earnings are not comfortably supporting debt costs, which materially weakens the fundamental outlook.

Why Buy ACRES Commercial Realty Corp. Stock? ACR-PD Key Strengths

Claude
  • + Operating margin of 34.9% shows profitable core operations when excluding one-time items
  • + Maintains $83.8M cash position providing near-term liquidity buffer
  • + Total assets of $2.2B represent substantial real estate holdings backing equity value
ChatGPT
  • + Positive net income and operating income in the latest period
  • + Asset base remains substantial at $2.16B with $420.80M of equity
  • + Free cash flow is positive and capital spending requirements appear minimal

ACR-PD Stock Risks: ACRES Commercial Realty Corp. Investment Risks

Claude
  • ! Interest coverage of 0.5x is critically dangerous - operating income cannot cover interest expense, requiring asset sales or equity dilution to survive
  • ! Revenue collapsed 32.9% YoY suggesting severe portfolio underperformance or market deterioration
  • ! Debt/Equity ratio of 3.68x combined with low operating cash flow ($4.1M) creates high refinancing risk; company is not generating sufficient cash from operations to sustain debt load
  • ! Diluted EPS crashed 97.4% YoY indicating massive shareholder value destruction despite reported net income growth
  • ! Operating cash flow of $4.1M is negligible relative to $1.6B long-term debt - unsustainable capital structure
ChatGPT
  • ! Revenue contraction of 32.9% points to weakening core earnings power
  • ! Debt/Equity of 3.68x and interest coverage of 0.5x indicate elevated financial risk
  • ! Net income growth appears low quality because EPS fell sharply and operating cash flow was only $4.10M

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must improve above 1.5x to indicate viability
  • * Operating cash flow trends - critical to determine if $4.1M is sustainable or further deteriorating
  • * Revenue stabilization - must reverse 32.9% decline to show portfolio stabilization
  • * Debt refinancing success - monitor upcoming debt maturities and refinancing terms
  • * One-time gain driver - understand if net income gain is repeatable or non-recurring
ChatGPT
  • * Interest coverage and refinancing/debt-servicing capacity
  • * Revenue trend versus operating cash flow conversion

ACRES Commercial Realty Corp. (ACR-PD) Financial Metrics & Key Ratios

Revenue
$79.9M
Net Income
$28.0M
EPS (Diluted)
$0.03
Free Cash Flow
$4.1M
Total Assets
$2.2B
Cash Position
$83.8M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

ACR-PD Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 34.9%
Net Margin 35.0%
ROE 6.6%
ROA 1.3%
FCF Margin 5.1%

ACR-PD vs Real Estate Sector: How ACRES Commercial Realty Corp. Compares

How ACRES Commercial Realty Corp. compares to Real Estate sector averages

Net Margin
ACR-PD 35.0%
vs
Sector Avg 20.0%
ACR-PD Sector
ROE
ACR-PD 6.6%
vs
Sector Avg 8.0%
ACR-PD Sector
Current Ratio
ACR-PD 0.0x
vs
Sector Avg 1.5x
ACR-PD Sector
Debt/Equity
ACR-PD 3.7x
vs
Sector Avg 1.5x
ACR-PD Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ACRES Commercial Realty Corp. Stock Overvalued? ACR-PD Valuation Analysis 2026

Based on fundamental analysis, ACRES Commercial Realty Corp. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
6.6%
Sector avg: 8%
Net Profit Margin
35.0%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.68x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ACRES Commercial Realty Corp. Balance Sheet: ACR-PD Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.68x
Debt/Assets
74.5%
Interest Coverage
0.45x
Long-term Debt
$1.6B

ACR-PD Revenue & Earnings Growth: 5-Year Financial Trend

ACR-PD 5-year financial data: Year 2021: Revenue $61.2M, Net Income N/A, EPS $2.43. Year 2022: Revenue $75.2M, Net Income N/A, EPS $-19.33. Year 2023: Revenue $91.1M, Net Income N/A, EPS $1.85. Year 2024: Revenue $91.1M, Net Income N/A, EPS $-1.00. Year 2025: Revenue $91.1M, Net Income $21.8M, EPS $0.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ACRES Commercial Realty Corp.'s revenue has grown significantly by 49% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.35 reflects profitable operations.

ACR-PD Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.1%
Free cash flow / Revenue

ACR-PD Quarterly Earnings & Performance

Quarterly financial performance data for ACRES Commercial Realty Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $21.0M -$730.0K $0.36
Q2 2025 $20.9M -$730.0K $-0.10
Q1 2025 $17.0M -$730.0K $0.07
Q3 2024 $22.4M $2.3M $0.15
Q2 2024 $20.9M $2.3M $0.10
Q1 2024 $18.8M $2.3M $0.07
Q3 2023 $20.9M $2.1M $0.08
Q2 2023 $20.1M $2.1M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

ACRES Commercial Realty Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$4.1M
Cash generated from operations
Stock Buybacks
$22.3M
Shares repurchased (TTM)
Dividends Paid
$8.8M
Returned to shareholders

ACR-PD SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for ACRES Commercial Realty Corp. (CIK: 0001332551)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 4 xslF345X06/tm2610974-1_4seq1.xml View →
Mar 18, 2026 4 xslF345X06/tm269305-1_4seq1.xml View →
Mar 10, 2026 10-K acr-20251231.htm View →
Mar 6, 2026 4 xslF345X05/ownership.xml View →
Mar 6, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about ACR-PD

What is the AI rating for ACR-PD?

ACRES Commercial Realty Corp. (ACR-PD) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ACR-PD's key strengths?

Claude: Operating margin of 34.9% shows profitable core operations when excluding one-time items. Maintains $83.8M cash position providing near-term liquidity buffer. ChatGPT: Positive net income and operating income in the latest period. Asset base remains substantial at $2.16B with $420.80M of equity.

What are the risks of investing in ACR-PD?

Claude: Interest coverage of 0.5x is critically dangerous - operating income cannot cover interest expense, requiring asset sales or equity dilution to survive. Revenue collapsed 32.9% YoY suggesting severe portfolio underperformance or market deterioration. ChatGPT: Revenue contraction of 32.9% points to weakening core earnings power. Debt/Equity of 3.68x and interest coverage of 0.5x indicate elevated financial risk.

What is ACR-PD's revenue and growth?

ACRES Commercial Realty Corp. reported revenue of $79.9M.

Does ACR-PD pay dividends?

ACRES Commercial Realty Corp. pays dividends, with $8.8M distributed to shareholders in the trailing twelve months.

Where can I find ACR-PD SEC filings?

Official SEC filings for ACRES Commercial Realty Corp. (CIK: 0001332551) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ACR-PD's EPS?

ACRES Commercial Realty Corp. has a diluted EPS of $0.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ACR-PD a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ACRES Commercial Realty Corp. has a SELL rating with 80% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ACR-PD stock overvalued or undervalued?

Valuation metrics for ACR-PD: ROE of 6.6% (sector avg: 8%), net margin of 35.0% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy ACR-PD stock in 2026?

Our dual AI analysis gives ACRES Commercial Realty Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ACR-PD's free cash flow?

ACRES Commercial Realty Corp.'s operating cash flow is $4.1M, with capital expenditures of $0.0. FCF margin is 5.1%.

How does ACR-PD compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 35.0% (avg: 20%), ROE 6.6% (avg: 8%), current ratio N/A (avg: 1.5).

Is ACRES Commercial Realty Corp. carrying too much debt?

ACR-PD has a debt-to-equity ratio of 3.68x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI