Angel Oak Mortgage REIT Inc. (AOMR) vs Stratus Properties Inc. (STRS)

Angel Oak Mortgage REIT Inc. and Stratus Properties Inc. are both in the Real Estate sector (Reit Mortgage and Real Estate Diversified). Angel Oak Mortgage REIT Inc. and Stratus Properties Inc. are of similar size ($167.6M and $154.2M). Stratus Properties Inc. trades at the lower P/E: 6.6× against 9.1×. Angel Oak Mortgage REIT Inc. grew revenue faster over the last twelve months: 24.0% against −12.4%. Stratus Properties Inc. has the higher net margin (75.0% vs 11.9%) and the higher return on invested capital (4.43% vs 0.54%). Across the 21 metrics below, Stratus Properties Inc. leads on 14 and Angel Oak Mortgage REIT Inc. on 7.

Valuation

Metric AOMR STRS
P/E 9.10 6.65
P/S 1.09 4.93
P/B 0.73 0.40
Price to free cash flow n/m 1.50
EV/EBITDA 88.07 5.53
EV/Sales 13.81 7.35
Earnings yield 10.99% 15.04%
Free cash flow yield (262.14%) 66.54%

Profitability

Metric AOMR STRS
Gross margin 27.84% (32.50%)
Operating margin 12.19% 103.93%
Net margin 11.85% 74.96%
Free cash flow margin (286.14%) 328.08%
Return on equity 7.77% 6.68%
Return on assets 0.67% 4.03%
Return on invested capital 0.54% 4.43%

Growth

Metric AOMR STRS
Revenue growth (TTM) 23.97% (12.40%)
EPS growth (last fiscal year) 53.85% 512.50%
Revenue growth, 5-year CAGR 28.61% (7.57%)
Net income growth, 5-year CAGR 127.59% 0.00%

Health

Metric AOMR STRS
Debt to equity 8.76 0.41
Current ratio 7.16 3.70
Net debt to EBITDA 39.70 3.57

Dividend

Metric AOMR STRS
Dividend yield 17.80% —
Payout ratio 1.71 —

Size

Metric AOMR STRS
Market cap 167.61m 154.23m

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