Shareholders May Not Be So Generous With Ladder Capital Corp's (NYSE:LADR) CEO Compensation And Here's Why
May 31
U.S. Mortgage REITs Industry Analysis
UpdatedJun 03, 2024
DataAggregated Company Financials
Companies40
- 7D1.1%
- 3M0.7%
- 1Y0.9%
- YTD-5.2%
In the last week, the Mortgage REITs industry is up 1.1%, with Starwood Property Trust up 2.6%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 41% 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 |
|---|---|---|---|---|---|---|
| Mon, 03 Jun 2024 | US$46.7b | US$9.5b | US$2.9b | 10.5x | 15.9x | 4.9x |
| Wed, 01 May 2024 | US$44.5b | US$9.3b | US$2.9b | 11x | 15.4x | 4.8x |
| Fri, 29 Mar 2024 | US$46.2b | US$8.8b | US$2.3b | 13.2x | 20.2x | 5.3x |
| Sun, 25 Feb 2024 | US$44.7b | US$8.8b | US$2.2b | 11x | 20.1x | 5.1x |
| Tue, 23 Jan 2024 | US$47.6b | US$8.3b | US$2.4b | 11.2x | 19.7x | 5.7x |
| Thu, 21 Dec 2023 | US$50.6b | US$8.3b | US$2.4b | 11.3x | 20.9x | 6.1x |
| Sat, 18 Nov 2023 | US$44.8b | US$8.3b | US$2.4b | 9.9x | 18.6x | 5.4x |
| Mon, 16 Oct 2023 | US$41.1b | US$8.0b | US$2.2b | 10.6x | 18.7x | 5.2x |
| Wed, 13 Sep 2023 | US$46.0b | US$8.0b | US$2.2b | 11.8x | 20.9x | 5.8x |
| Fri, 11 Aug 2023 | US$45.6b | US$8.0b | US$2.2b | 11.6x | 20.9x | 5.7x |
| Sun, 09 Jul 2023 | US$37.7b | US$7.3b | US$1.3b | 12.4x | 28.4x | 5.1x |
| Tue, 06 Jun 2023 | US$35.3b | US$7.3b | US$1.3b | 10.6x | 26.6x | 4.8x |
| Thu, 04 May 2023 | US$29.8b | US$8.4b | US$2.5b | 8.3x | 12x | 3.5x |
| Sat, 01 Apr 2023 | US$39.5b | US$10.4b | US$4.8b | 8.4x | 8.3x | 3.8x |
| Mon, 27 Feb 2023 | US$45.5b | US$10.6b | US$5.0b | 9.6x | 9.1x | 4.3x |
| Wed, 25 Jan 2023 | US$47.0b | US$13.8b | US$6.9b | 8.3x | 6.8x | 3.4x |
| Fri, 23 Dec 2022 | US$44.9b | US$13.8b | US$6.9b | 8.4x | 6.5x | 3.3x |
| Sun, 20 Nov 2022 | US$45.6b | US$13.8b | US$6.9b | 8.6x | 6.6x | 3.3x |
| Tue, 18 Oct 2022 | US$44.0b | US$15.4b | US$7.1b | 9.8x | 6.2x | 2.8x |
| Thu, 15 Sep 2022 | US$58.2b | US$15.4b | US$7.1b | 11.7x | 8.2x | 3.8x |
| Sat, 13 Aug 2022 | US$62.9b | US$15.4b | US$7.1b | 12.5x | 8.8x | 4.1x |
| Mon, 11 Jul 2022 | US$56.4b | US$15.5b | US$7.0b | 11x | 8x | 3.6x |
| Wed, 08 Jun 2022 | US$63.0b | US$15.5b | US$7.0b | 12.1x | 9x | 4.1x |
| Fri, 06 May 2022 | US$62.1b | US$16.7b | US$7.5b | 11.9x | 8.2x | 3.7x |
| Sun, 03 Apr 2022 | US$72.2b | US$16.8b | US$7.8b | 12.3x | 9.3x | 4.3x |
| Tue, 01 Mar 2022 | US$70.9b | US$16.8b | US$7.8b | 10.5x | 9x | 4.2x |
| Thu, 27 Jan 2022 | US$74.6b | US$17.9b | US$9.5b | 9.4x | 7.9x | 4.2x |
| Sat, 25 Dec 2021 | US$78.6b | US$17.9b | US$9.5b | 9.7x | 8.3x | 4.4x |
| Mon, 22 Nov 2021 | US$81.0b | US$18.0b | US$9.5b | 9.5x | 8.5x | 4.5x |
| Wed, 20 Oct 2021 | US$78.1b | US$17.4b | US$10.7b | 9.8x | 7.3x | 4.5x |
| Fri, 17 Sep 2021 | US$75.9b | US$17.4b | US$10.8b | 9.5x | 7.1x | 4.4x |
| Sun, 15 Aug 2021 | US$76.0b | US$17.6b | US$10.8b | 9.3x | 7x | 4.3x |
| Thu, 10 Jun 2021 | US$74.7b | US$21.7b | US$13.3b | 8.4x | 5.6x | 3.4x |
Price to Earnings Ratio
5.6x
Current Industry PE
- Investors are optimistic on the American Mortgage REITs industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.9x which is higher than its 3-year average PE of 12.8x.
- The industry is trading close to its 3-year average PS ratio of 4.5x.
Past Earnings Growth
- The earnings for companies in the Mortgage REITs industry have declined 40% per year over the last three years,
- Revenues have also declined 24% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Financials industry?
| US Market | -0.62% | |
| Financials | -0.16% | |
| Mortgage REITs | 1.06% | |
| Mortgage REITs | 1.06% | |
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 | |
|---|---|---|---|---|---|
| STWD Starwood Property Trust | US$19.44 | 2.6% +US$158.0m | 6.8% | PE14.1x | |
| NLY Annaly Capital Management | US$19.70 | 1.1% +US$110.1m | 0.6% | PB1x | |
| RITM Rithm Capital | US$11.21 | 1.7% +US$91.9m | 30.5% | PE7.5x | |
| CMTG Claros Mortgage Trust | US$7.89 | 8.5% +US$86.0m | -26.6% | PS25x | |
| ABR Arbor Realty Trust | US$13.68 | 2.3% +US$58.4m | 0.8% | PE8.5x |