Ladder Capital Corp Class A (LADR)vsStarwood Property Trust Inc (STWD)
LADR
Ladder Capital Corp Class A
$10.17
+0.59%
REAL ESTATE · Cap: $1.29B
STWD
Starwood Property Trust Inc
$17.05
-0.23%
REAL ESTATE · Cap: $6.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 169% more annual revenue ($580.84M vs $216.26M). STWD leads profitability with a 60.5% profit margin vs 25.4%. STWD appears more attractively valued with a PEG of 1.74. STWD earns a higher WallStSmart Score of 59/100 (C).
LADR
Hold48
out of 100
Grade: D+
STWD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.0%
Fair Value
$8.51
Current Price
$10.17
$1.66 premium
Margin of Safety
+84.7%
Fair Value
$117.88
Current Price
$17.05
$100.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 61 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 21.8% year-over-year
Areas to Watch
Expensive relative to growth rate
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
Expensive relative to growth rate
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Earnings declined 60.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : LADR
The strongest argument for LADR centers on Price/Book, Profit Margin. Profitability is solid with margins at 25.4% and operating margin at 6.1%.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 60.5% and operating margin at 17.4%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : LADR
The primary concerns for LADR are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.78 is elevated, increasing financial risk.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
LADR profiles as a value stock while STWD is a growth play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.03 — expect wider price swings.
STWD is growing revenue faster at 21.8% — sustainability is the question.
LADR generates stronger free cash flow (-8M), providing more financial flexibility.
Bottom Line
STWD scores higher overall (59/100 vs 48/100), backed by strong 60.5% margins and 21.8% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ladder Capital Corp Class A
REAL ESTATE · REIT - MORTGAGE · USA
Ladder Capital Corp is a real estate investment trust in the United States. The company is headquartered in New York, New York.
Visit Website →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.
Compare with Other REIT - MORTGAGE Stocks
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