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U.S. Mortgage REITs Industry Analysis

UpdatedMay 28, 2022
DataAggregated Company Financials
Companies46
  • 7D5.2%
  • 3M-3.7%
  • 1Y-18.9%
  • YTD-12.8%

Over the last 7 days, the Mortgage REITs industry has risen 5.2%, and Annaly Capital Management contributed the most with a gain of 5.1%. In the past year, the industry is down 19%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the U.S. Mortgage REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sun, 29 May 2022US$63.0bUS$15.5bUS$7.0b12x
Tue, 26 Apr 2022US$68.0bUS$16.8bUS$7.8b12.1x
Thu, 24 Mar 2022US$71.4bUS$16.8bUS$7.8b11.8x
Sat, 19 Feb 2022US$72.0bUS$16.9bUS$8.0b10.3x
Mon, 17 Jan 2022US$78.4bUS$17.9bUS$9.5b10.2x
Wed, 15 Dec 2021US$77.0bUS$17.9bUS$9.5b9.4x
Fri, 12 Nov 2021US$83.8bUS$18.0bUS$9.5b10.7x
Sun, 10 Oct 2021US$76.3bUS$17.4bUS$10.7b9.8x
Tue, 07 Sep 2021US$75.7bUS$17.5bUS$10.7b9.4x
Thu, 05 Aug 2021US$75.2bUS$17.6bUS$10.8b9.2x
Sun, 09 May 2021US$74.3bUS$21.7bUS$13.3b8.4x
Wed, 10 Feb 2021US$41.7bUS$6.6b-US$592,101,710.0015.7x
Tue, 03 Nov 2020US$41.4bUS$6.7b-US$461,491,470.0016.6x
Fri, 07 Aug 2020US$33.3bUS$5.2b-US$2,768,027,198.0021.1x
Thu, 30 Apr 2020US$18.8bUS$4.5b-US$506,584,547.0017.7x
Sun, 02 Feb 2020US$70.1bUS$10.9bUS$4.6b13.6x
Wed, 06 Nov 2019US$54.3bUS$8.2bUS$1.9b14.6x
Sat, 10 Aug 2019US$48.7bUS$7.1bUS$1.8b14x
Median PE Ratio

12.8x


Total Market Cap: US$57.1bTotal Earnings: US$2.3bTotal Revenue: US$6.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Mortgage REITs Industry Median PE3Y Average 13.7x202020212022
Current Industry PE
  • Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 13.7x.
Past Earnings Growth
  • The earnings for companies in the Mortgage REITs industry have grown 46% per year over the last three years.
  • Revenues for these companies have grown 31% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Mortgage REITs compare with similar industries?

US Market5.92%
Financials7.33%
Mortgage REITs5.17%
Mortgage REITs5.17%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NLY Annaly Capital ManagementUS$6.645.1%
+US$499.5m		-28.4%PS4.1x
CIM Chimera InvestmentUS$9.864.8%
+US$468.5m		-30.2%PS15.3x
STWD Starwood Property TrustUS$23.935.8%
+US$402.1m		-5.8%PS11.3x
NRZ New Residential InvestmentUS$11.276.0%
+US$298.7m		6.5%PS4.8x
BXMT Blackstone Mortgage TrustUS$31.335.9%
+US$293.3m		-2.2%PS12x
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Latest News

STWD

US$23.93

Starwood Property Trust

7D

5.8%

1Y

-5.8%
May 28

Starwood Property Trust: 8.3% Safe Yield And Inflation Protection

Starwood Property Trust produced strong asset growth in the commercial loan segment during the pandemic. The trust out-earned its dividend with distributable earnings in 1Q-22. Asset base creates a buffer against inflation.

AGNC

US$12.21

AGNC Investment

7D

3.8%

1Y

-34.1%
May 26

AGNC Investment: We Continue To Stay Out After A 20% Correction

AGNC Investment stock has lost more than 20% since I last cautioned that it is being pressured by yield spread narrowing . Now I see the possibility even higher for the yield curve spread to keep narrowing or even to invert. Yet, it is still trading at a historically fair valuation. Given the risks ahead, I do not feel the current valuation justifies an investment here.

NRZ

US$11.27

New Residential Investment

7D

6.0%

1Y

6.5%
May 24

New Residential: Ready For High Interest Rates?

The yield curve has briefly inverted in April 2022, and the spread between 10-year and 2-year treasury rates jittered below 0% briefly. Such inversion has historically been the leading signal for a turbulent equity market, especially in the mREITs sector. New Residential will have its fair share of difficulties when the spread further narrows. But it's better positioned. The Caliber acquisition helps to diversify its profits and dampen its rate sensitivity.

TWO

US$5.39

Two Harbors Investment

7D

9.1%

1Y

-25.0%

HASI

US$40.23

Hannon Armstrong Sustainable Infrastructure Capital

7D

5.9%

1Y

-18.2%

CIM

US$9.86

Chimera Investment

7D

4.8%

1Y

-30.2%

NLY

US$6.64

Annaly Capital Management

7D

5.1%

1Y

-28.4%
May 09

Annaly Capital: You Are Overpaying Right Now

Annaly Capital’s book value-per-share dropped 15% in Q1 2022. The trust will be less diversified after selling its Middle Market Lending portfolio. Annaly Capital should trade at a large discount to book value after recent book value drop.

BXMT

US$31.33

Blackstone Mortgage Trust

7D

5.9%

1Y

-2.2%

CMTG

US$20.15

Claros Mortgage Trust

7D

-0.2%

1Y

n/a