Starwood Property Trust

Alternative Income Demand And Diversified Lending Will Stabilize Mortgage REITs

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

07 May 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-9.4%

7D

0.6%

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1Y

-9.4%

7D

0.6%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

US$21.8616.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 May 25

Fair value Decreased 2.86%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.85%

AnalystConsensusTarget has decreased revenue growth from 127.3% to 76.1%, increased profit margin from 14.1% to 24.1% and increased future PE multiple from 14.6x to 21.4x.

AnalystConsensusTarget Fair Value

US$21.86

16.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

39.30%

Mortgage REITs revenue growth rate

N/A

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.46%

Calculation

US$585.41m

Earnings '28

x

20.64x

PE Ratio '28

=

US$12.08b

Market Cap '28

US$12.08b

Market Cap '28

/

449.76m

No. shares '28

=

US$26.86

Share Price '28

US$26.86 Share Price '28

Discounted to 2025 @ 7.17% p.a.

=

US$21.82

Fair Value '25