AG Mortgage Investment Trust Inc (MITT)vsStarwood Property Trust Inc (STWD)
MITT
AG Mortgage Investment Trust Inc
$6.56
-0.61%
REAL ESTATE · Cap: $215.31M
STWD
Starwood Property Trust Inc
$15.62
0.00%
REAL ESTATE · Cap: $6.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 629% more annual revenue ($597.28M vs $81.90M). MITT leads profitability with a 53.7% profit margin vs 38.2%. MITT trades at a lower P/E of 8.9x. MITT earns a higher WallStSmart Score of 60/100 (C).
MITT
Buy60
out of 100
Grade: C
STWD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MITT.
Margin of Safety
+84.8%
Fair Value
$118.70
Current Price
$15.62
$103.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 54 of every $100 in revenue as profit
Strong operational efficiency at 80.0%
Revenue surging 53.7% year-over-year
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Weak financial health signals
Earnings declined 15.5%
Expensive relative to growth rate
Moderate valuation
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MITT
The strongest argument for MITT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.7% and operating margin at 80.0%. Revenue growth of 53.7% demonstrates continued momentum.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin. Profitability is solid with margins at 38.2% and operating margin at -5.9%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : MITT
The primary concerns for MITT are Market Cap, Return on Equity, Piotroski F-Score. Debt-to-equity of 13.45 is elevated, increasing financial risk.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, P/E Ratio, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
MITT profiles as a growth stock while STWD is a mature play — different risk/reward profiles.
MITT carries more volatility with a beta of 1.71 — expect wider price swings.
MITT is growing revenue faster at 53.7% — sustainability is the question.
MITT generates stronger free cash flow (23M), providing more financial flexibility.
Bottom Line
MITT scores higher overall (60/100 vs 49/100), backed by strong 53.7% margins and 53.7% revenue growth. STWD offers better value entry with a 84.8% margin of safety. 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.
AG Mortgage Investment Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
AG Mortgage Investment Trust, Inc., a real estate investment trust, invests in a portfolio of securities backed by residential mortgages and credit investments 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
Want to dig deeper into these stocks?