BrightSpire Capital Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Der Umsatz von BrightSpire Capital wird voraussichtlich um 11.4% pro Jahr zurückgehen, während der Jahresgewinn um 172.1% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 164% pro Jahr steigen.
Wichtige Informationen
172.1%
Wachstumsrate der Gewinne
163.99%
EPS-Wachstumsrate
| Mortgage REITs Gewinnwachstum | 21.6% |
| Wachstumsrate der Einnahmen | -11.4% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 10 Aug 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Jul 31
BrightSpire Capital: The Loan Book Is Finally Doing The Talking
Summary BrightSpire trades at a deep discount to book, offering a nearly 13% yield while the loan portfolio improves. BRSP's loan book is growing toward $3.5 billion, the watch list is shrinking, and the Albertsons sale removes a key refinancing risk. I rate BRSP a Buy—not for a quick re-rate, but for being paid to wait as the portfolio gets cleaner and the price-book gap narrows. Key risks include uncovered dividend, rising CECL reserves, and potential for further book value drift. Read the full article on Seeking Alpha
Narrative-Update • Jun 24
BRSP: Mixed Rating Shifts And Buybacks Will Shape Future Risk Balance
BrightSpire Capital's analyst price target has shifted modestly, with a $0.50 reduction cited alongside updated views on discount rates, expected revenue trends, profitability, and a slightly lower forward P/E, reflecting the mixed tone of recent analyst research. Analyst Commentary Recent Street research on BrightSpire Capital reflects a more cautious tone, with the modest price target cut underscoring concerns about how current fundamentals line up with the stock's valuation.Narrative-Update • Jun 03
BRSP: Cautious Earnings Assumptions And New Buybacks Will Shape Future Risk Balance
Analysts have trimmed their average BrightSpire Capital price target by $0.50, reflecting updated views on discount rates, revenue trends, profit margins and future P/E assumptions following both a recent target cut and an upgrade. Analyst Commentary Recent research has highlighted a mixed setup for BrightSpire Capital, with the trimmed average price target pointing to a more cautious stance on how the stock is valued against its earnings profile and business risks.Narrative-Update • Feb 21
BRSP: Higher Price View And Buybacks Will Shape Future Risk Balance
Analysts have raised their price target on BrightSpire Capital to $6 from $5, reflecting updated assumptions about fair value, discount rate, revenue trends, profit margins, and projected P/E multiples. Analyst Commentary Even with the higher fair value estimate at US$6, bearish analysts remain cautious and frame the move as a fine tuning of assumptions rather than a shift to a more optimistic stance on the stock.
Neues Narrative • May 29
CRE Financing Trends Will Build A Resilient Loan Portfolio
Portfolio expansion, optimization, and focus on high-quality assets aim to drive revenue growth, boost profitability, and reduce earnings volatility.Analyseartikel • May 08
We Think BrightSpire Capital, Inc.'s (NYSE:BRSP) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights BrightSpire Capital will host its Annual General Meeting on 14th of May Total pay for CEO Mike Mazzei...Seeking Alpha • Mar 01
Buy The Dip With 10% Yield: BrightSpire Capital
Summary After multiple quarters of playing entirely defense, BRSP is switching gears to ramping up its portfolio. You can unlock high yields by investing in downtrodden sectors. I collect income from sources all over the economy. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Collect Income, Watch The Future Brighten: BrightSpire
Summary The best time to buy income is when others put it on sale. I buy income at steep discounts and get both high yields and capital gains. Total return? Yes, mine is wonderful. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
BrightSpire Capital: Loan Loss Risk Remains Elevated But Positive Signs Are Emerging
Summary BrightSpire Capital faces challenges due to high office sector exposure and elevated loan loss provisioning, impacting earnings and net asset value. Approximately 20% of BRSP’s portfolio is on the watchlist, with ongoing risks necessitating careful observation despite most loans being current in interest payments. BRSP trades at a significant discount to net asset value, with no near-term catalysts for revaluation, warranting a "Hold" rating for cautious investors. Read the full article on Seeking AlphaSeeking Alpha • Aug 14
12% Yield And Conservative Management. Yes!: BrightSpire
Summary When a dividend cut occurs, it's time to analyze the data again and evaluate the outcomes. My portfolio has seen 20 hikes and 4 cuts, but every cut deserves focused attention. We provide an in-depth review of BrightSpire Capital, Inc. and their recent earnings to look for systemic issues. Read the full article on Seeking AlphaSeeking Alpha • Aug 05
BrightSpire Capital: Looking For Income In Alderaan Places
Summary Markets play out themes on long timeframes, destroying income-chasing mentality slowly. BrightSpire delivered another blow to the perpetually poor performance with another dividend cut. We dig in and tell you why it is not too late to hit the exit. Read the full article on Seeking AlphaSeeking Alpha • Jun 30
Bargain Alert: 14% Yield And Big Discount: BrightSpire Capital
Summary I love a great discounted opportunity. The mREIT sector is heavily beaten down, but you should focus on the best-run companies. Buy a wonderful company at a wonderful price. Read the full article on Seeking AlphaAnalyseartikel • May 10
It's Unlikely That BrightSpire Capital, Inc.'s (NYSE:BRSP) CEO Will See A Huge Pay Rise This Year
Key Insights BrightSpire Capital's Annual General Meeting to take place on 16th of May Total pay for CEO Mike Mazzei...Seeking Alpha • Mar 10
BrightSpire: My Income Portfolio Doesn't Quit
Summary You need income that has an unkillable spirit. BrightSpire Capital, Inc. has carefully and effectively managed the commercial real estate market. More income. Less stress. The benefits of income investing. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
Bargain Alert! I Earn 10% Yield From BrightSpire Capital
Summary Shh, we can't tell you that we're telling you this truth. Understanding the real-world benefits of this principle can revolutionize your retirement and life. Don't read this article unless you want to have your eyes opened. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
BrightSpire Capital: Will Benefit From Higher Average Interest Rate
Summary BrightSpire Capital offers a dividend yield of around 12% and has solid financials, despite its stock trading downward due to concerns about office market exposure. The company's strategy of holding floating-rate loans within multifamily, office, and hotel properties is advantageous in a high-interest rate environment. As interest rates have risen over time, so has BRSP's net interest income. Management has maneuvered well throughout a rough economic cycle and has been building a strong cash position. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
BrightSpire Capital: Still Below Book Value With A 12% Dividend
Summary BrightSpire Capital is a mortgage REIT with a loan portfolio of $3.4 billion. The company's portfolio consists of floating rate loans primarily for multifamily, office, and hotel projects. The stock is trading at a steep discount to book value due to concerns about the high proportion of office loans and potential defaults. However, there is still a lot of potential upside to the stock. I present my bullish analysis on the stock. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
BrightSpire Capital: A Fairly Valued 12%+ Yielder
Summary BrightSpire Capital, Inc. trades at a discount due to concerns over its exposure to the office market. Signs of a potential turnaround in BrightSpire's portfolio risk profile could lead to a reevaluation of the stock. The company's dividend yield appears sustainable, supported by adjusted distributable earnings. Read the full article on Seeking AlphaSeeking Alpha • Jun 22
BrightSpire Capital: Trades At A Major Discount To Book Value
Summary BrightSpire Capital is a mortgage REIT with a loan portfolio of $3.4 billion, half of which is invested in residential multifamily loans. The stock trades at a 45% discount to book value, providing a margin of safety unless more than 20% of loans default. Investors can potentially benefit from a 100% upside and a 12% dividend yield, although the dividend may not be the safest if defaults increase. Read the full article on Seeking AlphaSeeking Alpha • Jun 01
BrightSpire Capital: Office Loans Have The Market Exiting, I'm Entering (Slowly)
Summary BrightSpire Capital is benefiting from higher interest rates, but economic stress may cause some loans to default, particularly in the office property sector. I believe the market has priced in a complete write-off of the office part of the portfolio, providing a large margin of safety for investors. BRSP is rated a "BUY" at $5.92 per share, but investors should be cautious about the sustainability of the current dividend. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
BrightSpire Capital Q4 2022 Earnings Preview
BrightSpire Capital (NYSE:BRSP) is scheduled to announce Q4 earnings results on Tuesday, February 21st, before market open. The consensus EPS Estimate is $0.24 (-11.1% Y/Y) and the consensus Revenue Estimate is $54.85M (+53.9% Y/Y). Over the last 2 years, BRSP has beaten EPS estimates 75% of the time and has beaten revenue estimates 50% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 1 downward.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2027 | 274 | 37 | N/A | N/A | 2 |
| 12/31/2026 | 274 | 7 | N/A | N/A | 2 |
| 6/30/2026 | 333 | -29 | 85 | 85 | N/A |
| 3/31/2026 | 336 | -34 | 73 | 73 | N/A |
| 12/31/2025 | 331 | -33 | 73 | 73 | N/A |
| 9/30/2025 | 331 | -38 | 83 | 83 | N/A |
| 6/30/2025 | 335 | -27 | 84 | 84 | N/A |
| 3/31/2025 | 341 | -72 | 89 | 89 | N/A |
| 12/31/2024 | 359 | -134 | 103 | 103 | N/A |
| 9/30/2024 | 378 | -130 | 115 | 115 | N/A |
| 6/30/2024 | 393 | -130 | 122 | 122 | N/A |
| 3/31/2024 | 401 | -69 | 123 | 123 | N/A |
| 12/31/2023 | 415 | -16 | 138 | 138 | N/A |
| 9/30/2023 | 416 | 5 | 138 | 138 | N/A |
| 6/30/2023 | 410 | -29 | 133 | 133 | N/A |
| 3/31/2023 | 396 | 12 | 133 | 133 | N/A |
| 12/31/2022 | 365 | 44 | 125 | 125 | N/A |
| 9/30/2022 | 382 | 121 | 139 | 139 | N/A |
| 6/30/2022 | 372 | 72 | 162 | 162 | N/A |
| 3/31/2022 | 328 | 19 | 9 | 9 | N/A |
| 12/31/2021 | 192 | -101 | -21 | -21 | N/A |
| 9/30/2021 | 396 | -235 | -19 | -19 | N/A |
| 6/30/2021 | 406 | -160 | -62 | -62 | N/A |
| 3/31/2021 | 384 | -367 | 41 | 41 | N/A |
| 12/31/2020 | 444 | -354 | 96 | 96 | N/A |
| 9/30/2020 | 378 | -268 | 69 | 69 | N/A |
| 6/30/2020 | 430 | -629 | 104 | 104 | N/A |
| 3/31/2020 | 564 | -510 | N/A | 157 | N/A |
| 12/31/2019 | 589 | -417 | N/A | 137 | N/A |
| 9/30/2019 | 618 | -578 | N/A | 150 | N/A |
| 6/30/2019 | 625 | -274 | N/A | 135 | N/A |
| 3/31/2019 | 610 | -151 | N/A | 120 | N/A |
| 12/31/2018 | 501 | -170 | N/A | 101 | N/A |
| 9/30/2018 | 454 | -17 | N/A | 97 | N/A |
| 6/30/2018 | 345 | 56 | N/A | 89 | N/A |
| 3/31/2018 | 256 | 61 | N/A | 94 | N/A |
| 12/31/2017 | 189 | 89 | N/A | 107 | N/A |
| 9/30/2017 | 181 | 89 | N/A | 98 | N/A |
| 12/31/2016 | 158 | 76 | N/A | 89 | N/A |
| 12/31/2015 | 131 | 81 | N/A | 65 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: BRSP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.7%).
Ertrag vs. Markt: BRSP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: BRSP wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: BRSPDie Einnahmen des Unternehmens werden in den nächsten 3 Jahren voraussichtlich zurückgehen (-11.4% pro Jahr).
Hohe Wachstumseinnahmen: BRSPDie Einnahmen des Unternehmens werden in den nächsten drei Jahren voraussichtlich zurückgehen (-11.4% pro Jahr).
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von BRSP in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/13 00:05 |
| Aktienkurs zum Tagesende | 2026/08/13 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
BrightSpire Capital, Inc. wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Terry Ma | Barclays |
| Derek Hewett | BofA Global Research |