ACRE vs. MFA, RWT, RC, NYMT, IVR, MITT, NLY, AGNC, STWD, and ARI
Should you be buying Ares Commercial Real Estate stock or one of its competitors? The main competitors of Ares Commercial Real Estate include MFA Financial (MFA), Redwood Trust (RWT), Ready Capital (RC), New York Mortgage Trust (NYMT), Invesco Mortgage Capital (IVR), AG Mortgage Investment Trust (MITT), Annaly Capital Management (NLY), AGNC Investment (AGNC), Starwood Property Trust (STWD), and Apollo Commercial Real Estate Finance (ARI). These companies are all part of the "mortgage reits" industry.
Ares Commercial Real Estate vs. Its Competitors
Ares Commercial Real Estate (NYSE:ACRE) and MFA Financial (NYSE:MFA) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, community ranking, institutional ownership, profitability and media sentiment.
In the previous week, MFA Financial had 2 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 5 mentions for MFA Financial and 3 mentions for Ares Commercial Real Estate. Ares Commercial Real Estate's average media sentiment score of 0.80 beat MFA Financial's score of 0.59 indicating that Ares Commercial Real Estate is being referred to more favorably in the media.
MFA Financial has a net margin of 16.47% compared to Ares Commercial Real Estate's net margin of -50.24%. MFA Financial's return on equity of 9.61% beat Ares Commercial Real Estate's return on equity.
Ares Commercial Real Estate has a beta of 1.32, suggesting that its share price is 32% more volatile than the S&P 500. Comparatively, MFA Financial has a beta of 1.66, suggesting that its share price is 66% more volatile than the S&P 500.
Ares Commercial Real Estate presently has a consensus target price of $5.50, suggesting a potential upside of 11.68%. MFA Financial has a consensus target price of $12.92, suggesting a potential upside of 34.20%. Given MFA Financial's stronger consensus rating and higher possible upside, analysts clearly believe MFA Financial is more favorable than Ares Commercial Real Estate.
MFA Financial received 55 more outperform votes than Ares Commercial Real Estate when rated by MarketBeat users. Likewise, 58.54% of users gave MFA Financial an outperform vote while only 58.01% of users gave Ares Commercial Real Estate an outperform vote.
41.3% of Ares Commercial Real Estate shares are owned by institutional investors. Comparatively, 65.3% of MFA Financial shares are owned by institutional investors. 1.8% of Ares Commercial Real Estate shares are owned by insiders. Comparatively, 0.8% of MFA Financial shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
MFA Financial has higher revenue and earnings than Ares Commercial Real Estate. Ares Commercial Real Estate is trading at a lower price-to-earnings ratio than MFA Financial, indicating that it is currently the more affordable of the two stocks.
Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.2%. MFA Financial pays an annual dividend of $1.44 per share and has a dividend yield of 15.0%. Ares Commercial Real Estate pays out -240.0% of its earnings in the form of a dividend. MFA Financial pays out 146.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MFA Financial has increased its dividend for 1 consecutive years. MFA Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Summary
MFA Financial beats Ares Commercial Real Estate on 17 of the 21 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding ACRE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Ares Commercial Real Estate Competitors List
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This page (NYSE:ACRE) was last updated on 6/14/2025 by MarketBeat.com Staff
