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U.S. Mortgage REITs Industry Analysis
UpdatedApr 27, 2025
DataAggregated Company Financials
Companies40
- 7D4.6%
- 3M-7.7%
- 1Y-8.0%
- YTDn/a
In the last week, the Mortgage REITs industry is up 4.6%, with Annaly Capital Management leading the way, up 7.3%. Meanwhile, PennyMac Mortgage Investment Trust actually underperformed within the industry, shrinking 6.1% in the last week. In contrast, the industry has lost 8.0% in the last 12 months. As for the next few years, earnings are expected to grow by 36% per annum.
Industry Valuation and Performance
Has the U.S. Mortgage REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 27 Apr 2025 | US$51.5b | US$10.7b | US$3.0b | 12.7x | 16.9x | 4.8x |
| Tue, 25 Mar 2025 | US$57.2b | US$11.2b | US$3.6b | 12.1x | 16.1x | 5.1x |
| Thu, 20 Feb 2025 | US$57.8b | US$11.1b | US$3.9b | 11.7x | 15x | 5.2x |
| Sat, 18 Jan 2025 | US$53.8b | US$10.3b | US$2.5b | 11x | 21.8x | 5.2x |
| Mon, 16 Dec 2024 | US$55.8b | US$10.3b | US$2.5b | 10.7x | 22.6x | 5.4x |
| Wed, 13 Nov 2024 | US$56.2b | US$10.3b | US$2.5b | 11x | 22.7x | 5.4x |
| Fri, 11 Oct 2024 | US$40.7b | US$8.7b | US$1.8b | 14.1x | 22.1x | 4.7x |
| Sun, 08 Sep 2024 | US$41.5b | US$8.7b | US$1.8b | 15.3x | 22.5x | 4.8x |
| Tue, 06 Aug 2024 | US$40.7b | US$8.4b | US$1.9b | 12.1x | 21x | 4.8x |
| Thu, 04 Jul 2024 | US$42.5b | US$9.4b | US$2.7b | 9.4x | 15.8x | 4.5x |
| Sat, 01 Jun 2024 | US$46.1b | US$9.5b | US$2.9b | 10.5x | 15.7x | 4.8x |
| Mon, 29 Apr 2024 | US$45.5b | US$9.1b | US$2.7b | 11.8x | 17x | 5x |
| Wed, 27 Mar 2024 | US$46.4b | US$8.8b | US$2.3b | 13.4x | 20.3x | 5.3x |
| Fri, 23 Feb 2024 | US$44.7b | US$8.8b | US$2.3b | 12.4x | 19.6x | 5.1x |
| Sun, 21 Jan 2024 | US$47.4b | US$8.3b | US$2.4b | 11.3x | 19.6x | 5.7x |
| Tue, 19 Dec 2023 | US$50.0b | US$8.3b | US$2.4b | 11.2x | 20.7x | 6x |
| Thu, 16 Nov 2023 | US$45.6b | US$8.3b | US$2.4b | 10.1x | 18.9x | 5.5x |
| Sat, 14 Oct 2023 | US$41.1b | US$8.0b | US$2.2b | 10.6x | 18.7x | 5.2x |
| Mon, 11 Sep 2023 | US$45.3b | US$8.0b | US$2.2b | 11.8x | 20.6x | 5.7x |
| Wed, 09 Aug 2023 | US$45.9b | US$8.0b | US$2.2b | 11.9x | 21x | 5.8x |
| Fri, 07 Jul 2023 | US$37.0b | US$7.3b | US$1.3b | 12.3x | 27.9x | 5x |
| Sun, 04 Jun 2023 | US$35.3b | US$7.3b | US$1.3b | 10.9x | 26.6x | 4.8x |
| Tue, 02 May 2023 | US$31.0b | US$8.5b | US$3.0b | 8.4x | 10.5x | 3.6x |
| Thu, 30 Mar 2023 | US$39.4b | US$10.4b | US$4.8b | 8.4x | 8.3x | 3.8x |
| Sat, 25 Feb 2023 | US$45.5b | US$10.6b | US$5.0b | 9.6x | 9x | 4.3x |
| Mon, 23 Jan 2023 | US$47.1b | US$13.8b | US$6.9b | 8.3x | 6.8x | 3.4x |
| Wed, 21 Dec 2022 | US$44.0b | US$13.8b | US$6.9b | 8.4x | 6.4x | 3.2x |
| Fri, 18 Nov 2022 | US$45.3b | US$13.7b | US$6.9b | 8.3x | 6.6x | 3.3x |
| Sun, 16 Oct 2022 | US$44.0b | US$15.4b | US$7.1b | 9.8x | 6.2x | 2.8x |
| Tue, 13 Sep 2022 | US$59.7b | US$15.4b | US$7.1b | 11.8x | 8.4x | 3.9x |
| Thu, 11 Aug 2022 | US$62.4b | US$15.4b | US$7.1b | 12.5x | 8.7x | 4.1x |
| Sat, 09 Jul 2022 | US$56.4b | US$15.5b | US$7.0b | 11x | 8x | 3.6x |
| Mon, 06 Jun 2022 | US$62.7b | US$15.5b | US$7.0b | 12.1x | 8.9x | 4.1x |
| Wed, 04 May 2022 | US$62.3b | US$16.9b | US$7.7b | 11.9x | 8.1x | 3.7x |
Price to Earnings Ratio
8.1x
Current Industry PE
- Investors are relatively neutral on the American Mortgage REITs 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 16.1x.
- The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
- The earnings for companies in the Mortgage REITs industry have declined 27% per year over the last three years,
- Revenues have also declined 14% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does U.S. Mortgage REITs compare with similar industries?
| US Market | 4.78% | |
| Financials | 3.36% | |
| Mortgage REITs | 4.60% | |
| Mortgage REITs | 4.60% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NLY Annaly Capital Management | US$19.21 | 7.3% +US$782.8m | 1.7% | PE13.5x | |
| AGNC AGNC Investment | US$8.85 | 6.1% +US$763.7m | -5.1% | PE25.1x | |
| RITM Rithm Capital | US$10.54 | 3.9% +US$212.1m | -6.0% | PE8.7x | |
| ARR ARMOUR Residential REIT | US$15.99 | 11.8% +US$163.6m | -13.7% | PS29.2x | |
| DX Dynex Capital | US$12.23 | 4.8% +US$127.5m | 2.6% | PE19.8x |