Rithm Capital Corp. (RITM) vs STARWOOD PROPERTY TRUST, INC. (STWD)

Rithm Capital Corp. and STARWOOD PROPERTY TRUST, INC. are both Reit Mortgage companies. Rithm Capital Corp. is the larger, with a market value of $5.3B against $4.8B — 1.1× the size. Rithm Capital Corp. trades at the lower P/E: 14.6× against 21.8×. STARWOOD PROPERTY TRUST, INC. grew revenue faster over the last twelve months: 11.8% against 5.98%. STARWOOD PROPERTY TRUST, INC. has the higher net margin (10.9% vs 9.89%) and the lower return on invested capital (0.06% vs 3.53%). Both pay a dividend; STARWOOD PROPERTY TRUST, INC. yields more (14.9% vs 10.6%). Across the 22 metrics below, Rithm Capital Corp. leads on 12 and STARWOOD PROPERTY TRUST, INC. on 10.

Valuation

Metric RITM STWD Reit Mortgage median
P/E 14.55 21.80 14.55
P/S 1.46 2.35 1.72
P/B 0.70 0.69 0.52
Price to free cash flow n/m 7.72 4.35
EV/EBITDA 15.17 182.30 28.27
EV/Sales 12.44 13.83 15.73
Earnings yield 6.87% 4.59% 0.23%
Free cash flow yield (30.22%) 12.95% 13.86%

Profitability

Metric RITM STWD Reit Mortgage median
Gross margin 100.00% 29.13% 100.00%
Operating margin 76.32% 1.54% 31.94%
Net margin 9.89% 10.86% (1.81%)
Free cash flow margin (44.06%) 30.39% 27.05%
Return on equity 4.86% 3.21% (0.49%)
Return on assets 0.69% 0.35% (0.06%)
Return on invested capital 3.53% 0.06% 0.79%

Growth

Metric RITM STWD Reit Mortgage median
Revenue growth (TTM) 5.98% 11.78% 1.39%
EPS growth (last fiscal year) (37.72%) 4.55% 45.25%
Revenue growth, 5-year CAGR 64.52% 10.17% 14.60%
Net income growth, 5-year CAGR 0.00% 3.94% 0.00%

Health

Metric RITM STWD Reit Mortgage median
Debt to equity 4.62 3.47 2.91
Current ratio 0.55 1.46 0.82
Net debt to EBITDA 15.22 160.93 18.31

Dividend

Metric RITM STWD Reit Mortgage median
Dividend yield 10.57% 14.93% 17.37%
Payout ratio 1.59 3.25 1.87

Size

Metric RITM STWD Reit Mortgage median
Market cap 5.28b 4.77b 409.49m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack