KKR Real Estate Finance Trust (KREF) vs TPG Mortgage Investment Trust Inc. (MITT)
KKR Real Estate Finance Trust and TPG Mortgage Investment Trust Inc. are both Reit Mortgage companies. KKR Real Estate Finance Trust is the larger, with a market value of $369.4M against $193.7M — 1.9× the size. KKR Real Estate Finance Trust has negative trailing earnings, so its P/E is not meaningful; TPG Mortgage Investment Trust Inc. trades at 8.3×. TPG Mortgage Investment Trust Inc. grew revenue faster over the last twelve months: 18.8% against −24.3%. TPG Mortgage Investment Trust Inc. has the higher net margin (4.47% vs −173.6%) and the higher return on invested capital (4.05% vs −2.26%). Both pay a dividend; TPG Mortgage Investment Trust Inc. yields more (11.9% vs 11.8%). Across the 18 metrics below, TPG Mortgage Investment Trust Inc. leads on 14 and KKR Real Estate Finance Trust on 4.
Valuation
Profitability
| Metric | KREF | MITT | Reit Mortgage median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | (157.87%) | 98.41% | 35.40% |
| Net margin | (173.57%) | 4.47% | 11.85% |
| Free cash flow margin | 20.50% | 15.68% | 26.68% |
| Return on equity | (18.18%) | 7.17% | 4.81% |
| Return on assets | (3.12%) | 0.30% | 0.62% |
| Return on invested capital | (2.26%) | 4.05% | 1.22% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack