Blackstone Mortgage Trust (BXMT) Competitors

Blackstone Mortgage Trust (NYSE:BXMT) and Ares Commercial Real Estate (NYSE:ACRE) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, risk, profitability, dividends, analyst recommendations, earnings, institutional ownership and valuation.

Is BXMT or ACRE more profitable?

Blackstone Mortgage Trust has a net margin of -0.83% compared to Ares Commercial Real Estate's net margin of -29.57%. Blackstone Mortgage Trust's return on equity of 5.17% beat Ares Commercial Real Estate's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Blackstone Mortgage Trust	-0.83%	5.17%	0.95%
Ares Commercial Real Estate	-29.57%	-5.44%	-1.78%

Is BXMT or ACRE a better dividend stock?

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 9.9%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.3%. Blackstone Mortgage Trust pays out -2,685.7% of its earnings in the form of a dividend. Ares Commercial Real Estate pays out -176.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Do analysts prefer BXMT or ACRE?

Blackstone Mortgage Trust currently has a consensus price target of $20.00, suggesting a potential upside of 4.90%. Ares Commercial Real Estate has a consensus price target of $5.31, suggesting a potential upside of 17.66%. Given Ares Commercial Real Estate's higher probable upside, analysts plainly believe Ares Commercial Real Estate is more favorable than Blackstone Mortgage Trust.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Blackstone Mortgage Trust	0 Sell rating(s)	4 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.33
Ares Commercial Real Estate	1 Sell rating(s)	4 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.80

Do institutionals and insiders believe in BXMT or ACRE?

64.2% of Blackstone Mortgage Trust shares are held by institutional investors. Comparatively, 41.3% of Ares Commercial Real Estate shares are held by institutional investors. 1.0% of Blackstone Mortgage Trust shares are held by company insiders. Comparatively, 1.8% of Ares Commercial Real Estate shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Does the media prefer BXMT or ACRE?

In the previous week, Blackstone Mortgage Trust had 8 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 10 mentions for Blackstone Mortgage Trust and 2 mentions for Ares Commercial Real Estate. Blackstone Mortgage Trust's average media sentiment score of 1.63 beat Ares Commercial Real Estate's score of 0.22 indicating that Blackstone Mortgage Trust is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Blackstone Mortgage Trust	10 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive
Ares Commercial Real Estate	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has higher valuation & earnings, BXMT or ACRE?

Ares Commercial Real Estate has lower revenue, but higher earnings than Blackstone Mortgage Trust. Blackstone Mortgage Trust is trading at a lower price-to-earnings ratio than Ares Commercial Real Estate, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Blackstone Mortgage Trust	$1.77B	1.85	-$204.09M	-$0.07	-272.36
Ares Commercial Real Estate	$69.65M	3.57	-$34.99M	-$0.34	-13.28

Which has more risk & volatility, BXMT or ACRE?

Blackstone Mortgage Trust has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500. Comparatively, Ares Commercial Real Estate has a beta of 1.33, suggesting that its share price is 33% more volatile than the S&P 500.

Summary

Blackstone Mortgage Trust beats Ares Commercial Real Estate on 11 of the 18 factors compared between the two stocks.