STWD logo

Starwood Property Trust, Inc. Stock Price

NYSE:STWD Community·US$6.2b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

STWD Share Price Performance

US$17.14
-2.15 (-11.15%)
US$20.57
Fair Value
US$17.14
-2.15 (-11.15%)
16.7% undervalued intrinsic discount
US$20.57
Fair Value
Price US$17.14
AnalystConsensusTarget US$20.57

STWD Community Narratives

·
Fair Value US$20.57 16.7% undervalued intrinsic discount

Alternative Income Demand And Diversified Lending Will Stabilize Mortgage REITs

1users have liked this narrative
0users have commented on this narrative
34users have followed this narrative
US$20.57
16.7% undervalued intrinsic discount
Revenue
67.15% p.a.
Profit Margin
22.82%
Future PE
19.84x
Price in 2029
US$25.52

Trending Discussion

Updated Narratives

STWD logo

STWD: Future Earnings And Buybacks Will Offset Dilution And Credit Noise

Fair Value: US$20.57 16.7% undervalued intrinsic discount
34 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential second-rate dividend payer.

3 Risks
2 Rewards

Starwood Property Trust, Inc. Key Details

US$580.8m

Revenue

US$69.1m

Cost of Revenue

US$511.7m

Gross Profit

US$170.1m

Other Expenses

US$341.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.92
88.10%
58.82%
316.0%
View Full Analysis

About STWD

Founded
2009
Employees
324
CEO
Barry Sternlicht
WebsiteView website
www.starwoodpropertytrust.com

Starwood Property Trust, Inc. operates as a real estate investment trust (REIT) in the United States and internationally. It operates through four segments: Commercial and Residential Lending; Infrastructure Lending; Property; and Investing and Servicing. The Commercial and Residential Lending segment originates, acquires, finances, and manages commercial first mortgages, non-agency residential mortgages, subordinated mortgages, mezzanine loans, preferred equity, commercial mortgage-backed securities (CMBS), and residential mortgage-backed securities, as well as other real estate and real estate-related debt investments, including distressed or non-performing loans. Its Infrastructure Lending segment originates, acquires, finances, and manages infrastructure debt investments. The Property segment engages primarily in acquiring and managing equity interests in stabilized and to be stabilized commercial real estate properties, including multifamily properties, multi-tenant medical office net lease properties and diversified single-tenant triple net lease properties that are held for investment. Its Investing and Servicing segment manages and works out problem assets; acquires and manages unrated, investment grade, and non-investment grade rated CMBS comprising subordinated interests of securitization and re-securitization transactions; originates conduit loans for the primary purpose of selling these loans into securitization transactions; and acquires commercial real estate assets that include properties acquired from CMBS trusts. The company qualifies as a REIT for federal income tax purposes and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Starwood Property Trust, Inc. was incorporated in 2009 and is headquartered in Miami Beach, Florida.

Recent STWD News & Updates

Seeking Alpha May 11

Starwood Property Trust Q1: Struggling To Digest

Summary Starwood Property Trust, Inc. remains the premier mortgage REIT, evolving through diversification into owned property and infrastructure lending. STWD's Q1 saw top-line growth over $500M (+20% YoY), but distributable earnings fell short at $0.39/share due to integration and nonrecurring costs. Management maintains the $0.48 quarterly dividend, underpinned by strong liquidity, despite short-term earnings dilution from the Fundamental Net Lease acquisition. I retain a Buy rating on STWD, citing long-term value creation potential, but note ongoing risks from integration, net lease execution, and macro headwinds. Read the full article on Seeking Alpha

Recent updates

No updates