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
Ares Commercial Real Estate (NYSE:ACRE) and Blackstone Mortgage Trust (NYSE:BXMT) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, earnings, dividends, media sentiment, profitability, risk, institutional ownership and analyst recommendations.
41.3% of Ares Commercial Real Estate shares are held by institutional investors. Comparatively, 64.2% of Blackstone Mortgage Trust shares are held by institutional investors. 1.8% of Ares Commercial Real Estate shares are held by insiders. Comparatively, 1.0% of Blackstone Mortgage Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 12.8%. Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 10.0%. Ares Commercial Real Estate pays out -176.5% of its earnings in the form of a dividend. Blackstone Mortgage Trust pays out -2,685.7% 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 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.
Ares Commercial Real Estate has higher earnings, but lower revenue 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.
In the previous week, Blackstone Mortgage Trust had 4 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 4 mentions for Blackstone Mortgage Trust and 0 mentions for Ares Commercial Real Estate. Blackstone Mortgage Trust's average media sentiment score of 1.30 beat Ares Commercial Real Estate's score of 0.00 indicating that Blackstone Mortgage Trust is being referred to more favorably in the news media.
Ares Commercial Real Estate has a beta of 1.32, indicating that its stock price is 32% more volatile than the S&P 500. Comparatively, Blackstone Mortgage Trust has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500.
Ares Commercial Real Estate presently has a consensus price target of $4.75, suggesting a potential upside of 1.37%. Blackstone Mortgage Trust has a consensus price target of $19.50, suggesting a potential upside of 3.47%. Given Blackstone Mortgage Trust's stronger consensus rating and higher possible upside, analysts plainly believe Blackstone Mortgage Trust is more favorable than Ares Commercial Real Estate.
Summary
Blackstone Mortgage Trust beats Ares Commercial Real Estate on 13 of the 18 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.
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.
Blackstone Mortgage Trust Competitors List
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This page (NYSE:BXMT) was last updated on 10/6/2025 by MarketBeat.com Staff
