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U.S. Mortgage REITs Industry Analysis
UpdatedMay 18, 2025
DataAggregated Company Financials
Companies40
- 7D3.7%
- 3M-7.6%
- 1Y-7.5%
- YTD0.4%
In the last week, the Mortgage REITs industry is up 3.7%, with AGNC Investment leading the way with a 4.4% gain. In the same time, Lument Finance Trust was down 6.8%. In the past year, the industry is down 7.5%. As for the next few years, earnings are expected to grow by 43% 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, 18 May 2025 | US$58.5b | US$10.5b | US$2.4b | 12.4x | 24x | 5.6x |
| Tue, 15 Apr 2025 | US$46.7b | US$11.2b | US$3.6b | 10.3x | 13.1x | 4.2x |
| Thu, 13 Mar 2025 | US$56.1b | US$11.2b | US$3.6b | 12.2x | 15.8x | 5x |
| Sat, 08 Feb 2025 | US$56.6b | US$11.4b | US$4.2b | 10.7x | 13.6x | 5x |
| Mon, 06 Jan 2025 | US$53.9b | US$10.3b | US$2.5b | 10.4x | 21.8x | 5.2x |
| Wed, 04 Dec 2024 | US$56.1b | US$10.3b | US$2.5b | 10.4x | 22.7x | 5.4x |
| Fri, 01 Nov 2024 | US$53.0b | US$9.9b | US$2.2b | 11x | 24.5x | 5.3x |
| Sun, 29 Sep 2024 | US$42.9b | US$8.7b | US$1.8b | 15.3x | 23.3x | 4.9x |
| Tue, 27 Aug 2024 | US$41.5b | US$8.7b | US$1.8b | 15.6x | 22.5x | 4.8x |
| Thu, 25 Jul 2024 | US$46.4b | US$8.9b | US$2.3b | 10.6x | 19.8x | 5.2x |
| Sat, 22 Jun 2024 | US$46.8b | US$9.5b | US$2.9b | 10.1x | 15.9x | 4.9x |
| Mon, 20 May 2024 | US$48.2b | US$9.5b | US$2.9b | 10.2x | 16.4x | 5.1x |
| Wed, 17 Apr 2024 | US$42.8b | US$8.8b | US$2.3b | 12.8x | 18.8x | 4.9x |
| Fri, 15 Mar 2024 | US$45.9b | US$8.8b | US$2.3b | 12.9x | 20.1x | 5.2x |
| Sun, 11 Feb 2024 | US$43.9b | US$8.1b | US$2.1b | 10.3x | 21.4x | 5.4x |
| Tue, 09 Jan 2024 | US$47.8b | US$8.3b | US$2.4b | 11.3x | 19.8x | 5.8x |
| Thu, 07 Dec 2023 | US$46.1b | US$8.3b | US$2.4b | 9.9x | 19.1x | 5.6x |
| Sat, 04 Nov 2023 | US$43.3b | US$8.1b | US$2.6b | 10.9x | 16.8x | 5.3x |
| Mon, 02 Oct 2023 | US$43.0b | US$8.0b | US$2.2b | 10.9x | 19.5x | 5.4x |
| Wed, 30 Aug 2023 | US$45.7b | US$8.0b | US$2.2b | 11.9x | 20.8x | 5.7x |
| Fri, 28 Jul 2023 | US$46.1b | US$7.5b | US$1.3b | 13.8x | 34.9x | 6.2x |
| Sun, 25 Jun 2023 | US$36.2b | US$7.3b | US$1.3b | 12.4x | 27.3x | 4.9x |
| Tue, 23 May 2023 | US$33.7b | US$7.3b | US$1.3b | 11.3x | 25.4x | 4.6x |
| Thu, 20 Apr 2023 | US$39.7b | US$10.4b | US$4.8b | 8.2x | 8.3x | 3.8x |
| Sat, 18 Mar 2023 | US$37.6b | US$10.4b | US$4.8b | 8x | 7.9x | 3.6x |
| Mon, 13 Feb 2023 | US$48.5b | US$11.1b | US$5.0b | 9.6x | 9.8x | 4.4x |
| Wed, 11 Jan 2023 | US$45.3b | US$13.8b | US$6.9b | 8.3x | 6.6x | 3.3x |
| Fri, 09 Dec 2022 | US$45.8b | US$13.8b | US$6.9b | 8.6x | 6.6x | 3.3x |
| Sun, 06 Nov 2022 | US$46.0b | US$13.9b | US$6.3b | 9.6x | 7.3x | 3.3x |
| Tue, 04 Oct 2022 | US$44.4b | US$15.4b | US$7.1b | 9.8x | 6.2x | 2.9x |
| Thu, 01 Sep 2022 | US$58.6b | US$15.4b | US$7.1b | 11.8x | 8.2x | 3.8x |
| Sat, 30 Jul 2022 | US$62.9b | US$16.4b | US$8.0b | 12.6x | 7.9x | 3.8x |
| Mon, 27 Jun 2022 | US$57.6b | US$15.5b | US$7.0b | 11.2x | 8.2x | 3.7x |
| Wed, 25 May 2022 | US$60.7b | US$15.5b | US$7.0b | 11.8x | 8.6x | 3.9x |
Price to Earnings Ratio
8.6x
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 24.0x which is higher than its 3-year average PE of 16.4x.
- The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
- The earnings for companies in the Mortgage REITs industry have declined 30% per year over the last three years,
- Revenues have also declined 12% 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 | 5.34% | |
| Financials | 3.85% | |
| Mortgage REITs | 3.75% | |
| Mortgage REITs | 3.75% | |
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 | |
|---|---|---|---|---|---|
| AGNC AGNC Investment | US$9.18 | 4.4% +US$397.9m | -7.3% | PE28x | |
| NLY Annaly Capital Management | US$19.87 | 3.3% +US$387.3m | -2.4% | PE23.6x | |
| STWD Starwood Property Trust | US$20.27 | 5.7% +US$373.4m | -2.3% | PE22.1x | |
| RITM Rithm Capital | US$11.67 | 3.9% +US$233.3m | 1.7% | PE10.1x | |
| CIM Chimera Investment | US$14.04 | 11.2% +US$114.2m | 3.5% | PE9.1x |
