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Blackstone Mortgage Trust (BXMT) Competitors

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$18.52 -0.03 (-0.17%)
Closing price 10/15/2025 03:59 PM Eastern
Extended Trading
$18.51 0.00 (-0.02%)
As of 10/15/2025 06:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

BXMT vs. ACRE, ARI, BRSP, EFC, FBRT, KREF, LADR, MFA, NLY, and STWD

Should you be buying Blackstone Mortgage Trust stock or one of its competitors? The main competitors of Blackstone Mortgage Trust include Ares Commercial Real Estate (ACRE), Apollo Commercial Real Estate Finance (ARI), BrightSpire Capital (BRSP), Ellington Financial (EFC), Franklin BSP Realty Trust (FBRT), KKR Real Estate Finance Trust (KREF), Ladder Capital (LADR), MFA Financial (MFA), Annaly Capital Management (NLY), and Starwood Property Trust (STWD). These companies are all part of the "reit - mtge trust" industry.

Blackstone Mortgage Trust vs. Its Competitors

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

Blackstone Mortgage Trust presently has a consensus price target of $19.63, suggesting a potential upside of 5.98%. Ares Commercial Real Estate has a consensus price target of $4.83, suggesting a potential upside of 3.83%. Given Blackstone Mortgage Trust's stronger consensus rating and higher possible upside, analysts clearly believe Blackstone Mortgage Trust is more favorable than Ares Commercial Real Estate.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Mortgage Trust
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Ares Commercial Real Estate
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Mortgage Trust$1.77B1.80-$204.09M-$0.07-264.54
Ares Commercial Real Estate$69.65M3.68-$34.99M-$0.34-13.69

In the previous week, Blackstone Mortgage Trust and Blackstone Mortgage Trust both had 5 articles in the media. Blackstone Mortgage Trust's average media sentiment score of 1.42 beat Ares Commercial Real Estate's score of 0.37 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
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Commercial Real Estate
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 10.2%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.9%. 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.

Blackstone Mortgage Trust has a beta of 1.15, suggesting that its share price is 15% more volatile than the S&P 500. Comparatively, Ares Commercial Real Estate has a beta of 1.32, suggesting that its share price is 32% more volatile than the S&P 500.

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%

64.2% of Blackstone Mortgage Trust shares are owned by institutional investors. Comparatively, 41.3% of Ares Commercial Real Estate shares are owned by institutional investors. 1.0% of Blackstone Mortgage Trust shares are owned by company insiders. Comparatively, 1.8% of Ares Commercial Real Estate shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Blackstone Mortgage Trust beats Ares Commercial Real Estate on 11 of the 17 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 BXMT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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.
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BXMT vs. The Competition

MetricBlackstone Mortgage TrustREIT IndustryFinance SectorNYSE Exchange
Market Cap$3.18B$1.53B$12.66B$21.89B
Dividend Yield10.14%13.11%5.56%3.62%
P/E Ratio-264.5413.1029.9730.12
Price / Sales1.804.1830.4166.78
Price / Cash9.759.2722.8024.26
Price / Book0.840.782.324.70
Net Income-$204.09M$83.78M$1.02B$1.01B
7 Day Performance3.06%1.70%0.27%0.49%
1 Month Performance-4.40%-1.33%-0.10%1.61%
1 Year Performance-1.18%-11.85%535.79%13.30%

Blackstone Mortgage Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BXMT
Blackstone Mortgage Trust
3.6004 of 5 stars
$18.52
-0.2%
$19.63
+6.0%
+0.9%$3.18B$1.77B-264.54N/APositive News
ACRE
Ares Commercial Real Estate
2.8989 of 5 stars
$4.46
+1.1%
$4.83
+8.4%
-29.6%$242.57M$69.65M-13.123,200
ARI
Apollo Commercial Real Estate Finance
2.1585 of 5 stars
$9.93
+2.5%
$10.38
+4.5%
+15.1%$1.34B$303.67M-70.89N/A
BRSP
BrightSpire Capital
2.4706 of 5 stars
$5.24
+3.3%
$6.79
+29.7%
-1.2%$659.07M$325.33M-23.8050News Coverage
Analyst Forecast
EFC
Ellington Financial
3.447 of 5 stars
$13.48
+0.3%
$14.46
+7.3%
+8.9%$1.34B$136.41M10.87170
FBRT
Franklin BSP Realty Trust
4.1465 of 5 stars
$10.69
+1.1%
$14.67
+37.2%
-17.4%$869.65M$516.24M10.91N/APositive News
KREF
KKR Real Estate Finance Trust
4.1557 of 5 stars
$8.61
+2.1%
$11.44
+32.8%
-27.0%$553.65M$564.63M-13.05N/APositive News
Upcoming Earnings
LADR
Ladder Capital
4.7477 of 5 stars
$10.65
+2.0%
$12.00
+12.7%
-4.6%$1.33B$506.84M15.2160Upcoming Earnings
MFA
MFA Financial
4.0981 of 5 stars
$9.14
+0.3%
$11.75
+28.6%
-27.1%$935.31M$723.97M10.50350
NLY
Annaly Capital Management
3.3906 of 5 stars
$20.82
+1.4%
$21.13
+1.5%
+4.3%$13.18B$4.84B20.61160Upcoming Earnings
STWD
Starwood Property Trust
4.4521 of 5 stars
$18.73
+1.8%
$21.13
+12.8%
-6.6%$6.76B$1.95B17.18290Positive News

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This page (NYSE:BXMT) was last updated on 10/16/2025 by MarketBeat.com Staff
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