ACRES Commercial Realty Corp. (ACR) vs Claros Mortgage Trust, Inc. (CMTG)

ACRES Commercial Realty Corp. and Claros Mortgage Trust, Inc. are both Reit Mortgage companies. Claros Mortgage Trust, Inc. is the larger, with a market value of $183.4M against $147.4M — 1.2× the size. ACRES Commercial Realty Corp. grew revenue faster over the last twelve months: −3.37% against −30.9%. ACRES Commercial Realty Corp. has the higher net margin (−8.40% vs −354.1%) and the higher return on invested capital (0.29% vs −0.77%). Across the 20 metrics below, ACRES Commercial Realty Corp. leads on 15 and Claros Mortgage Trust, Inc. on 5.

Valuation

Metric ACR CMTG Reit Mortgage median
P/E n/m n/m 7.80
P/S 0.88 1.22 1.90
P/B 0.13 0.15 0.61
Price to free cash flow 16.62 2.79 5.90
EV/EBITDA 73.64 881.80 28.40
EV/Sales 22.68 15.26 16.02
Earnings yield (10.31%) (292.37%) 7.68%
Free cash flow yield 6.02% 35.80% 11.60%

Profitability

Metric ACR CMTG Reit Mortgage median
Gross margin 92.11% 80.32% 100.00%
Operating margin 13.40% (27.39%) 35.40%
Net margin (8.40%) (354.13%) 11.85%
Free cash flow margin 4.11% 43.62% 26.68%
Return on equity (1.36%) (35.96%) 4.81%
Return on assets (0.32%) (11.15%) 0.62%
Return on invested capital 0.29% (0.77%) 1.22%

Growth

Metric ACR CMTG Reit Mortgage median
Revenue growth (TTM) (3.37%) (30.92%) 4.70%
EPS growth (last fiscal year) (97.39%) (118.13%) —
Revenue growth, 5-year CAGR 9.71% (7.25%) 14.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACR CMTG Reit Mortgage median
Debt to equity 3.24 1.81 3.30
Current ratio 108.63 0.00 1.00
Net debt to EBITDA 50.61 67.18 18.31

Dividend

Metric ACR CMTG Reit Mortgage median
Dividend yield — 12.64% 13.05%
Payout ratio 0.00 3.61 1.24

Size

Metric ACR CMTG Reit Mortgage median
Market cap 147.44m 183.41m 517.48m

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