New York Mortgage Trust, Inc. (ADAM)vsStarwood Property Trust Inc (STWD)
ADAM
New York Mortgage Trust, Inc.
$7.53
+1.89%
REAL ESTATE · Cap: $664.99M
STWD
Starwood Property Trust Inc
$17.48
+0.63%
REAL ESTATE · Cap: $6.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 74% more annual revenue ($547.93M vs $315.03M). STWD leads profitability with a 75.1% profit margin vs 47.3%. ADAM appears more attractively valued with a PEG of 2.50. ADAM earns a higher WallStSmart Score of 69/100 (B-).
ADAM
Strong Buy69
out of 100
Grade: B-
STWD
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.6%
Fair Value
$8.54
Current Price
$7.53
$1.01 discount
Margin of Safety
+66.4%
Fair Value
$53.82
Current Price
$17.48
$36.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 48.4%
Revenue surging 189.6% year-over-year
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Revenue surging 62.6% year-over-year
Earnings expanding 78.0% YoY
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
0.6% earnings growth
Smaller company, higher risk/reward
ROE of 6.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADAM
The strongest argument for ADAM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 47.3% and operating margin at 48.4%. Revenue growth of 189.6% demonstrates continued momentum.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 75.1% and operating margin at 11.2%. Revenue growth of 62.6% demonstrates continued momentum.
Bear Case : ADAM
The primary concerns for ADAM are PEG Ratio, EPS Growth, Market Cap.
Bear Case : STWD
The primary concerns for STWD are Return on Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ADAM carries more volatility with a beta of 1.14 — expect wider price swings.
ADAM is growing revenue faster at 189.6% — sustainability is the question.
STWD generates stronger free cash flow (190M), providing more financial flexibility.
Monitor REIT - MORTGAGE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADAM scores higher overall (69/100 vs 67/100), backed by strong 47.3% margins and 189.6% revenue growth. STWD offers better value entry with a 66.4% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
New York Mortgage Trust, Inc.
REAL ESTATE · REIT - MORTGAGE · USA
Adamas Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. The company is headquartered in New York, New York.
Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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