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Blackstone Mortgage Trust (BXMT) Competitors

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$19.57 +0.02 (+0.08%)
As of 03:09 PM Eastern
This is a fair market value 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 business? We will compare the two businesses based on the strength of their profitability, risk, media sentiment, dividends, institutional ownership, analyst recommendations, earnings and valuation.

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 9.6%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.1%. Blackstone Mortgage Trust pays out -408.7% of its earnings in the form of a dividend. Ares Commercial Real Estate pays out -240.0% 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.

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 hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Blackstone Mortgage Trust and Blackstone Mortgage Trust both had 2 articles in the media. Blackstone Mortgage Trust's average media sentiment score of 1.20 beat Ares Commercial Real Estate's score of -0.34 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
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Commercial Real Estate
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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$1.77B1.90-$204.09M-$0.46-42.55
Ares Commercial Real Estate$69.65M3.63-$34.99M-$0.25-18.38

Blackstone Mortgage Trust presently has a consensus price target of $20.10, indicating a potential upside of 2.68%. Ares Commercial Real Estate has a consensus price target of $5.58, indicating a potential upside of 21.35%. Given Ares Commercial Real Estate's higher possible upside, analysts clearly 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

Blackstone Mortgage Trust has a beta of 1.1, suggesting that its stock price is 10% more volatile than the S&P 500. Comparatively, Ares Commercial Real Estate has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.

Blackstone Mortgage Trust has a net margin of -4.99% compared to Ares Commercial Real Estate's net margin of -20.22%. Blackstone Mortgage Trust's return on equity of 6.74% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Mortgage Trust-4.99% 6.74% 1.23%
Ares Commercial Real Estate -20.22%-1.51%-0.46%

Summary

Blackstone Mortgage Trust beats Ares Commercial Real Estate on 9 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$3.36B$1.46B$12.39B$21.10B
Dividend Yield9.59%12.72%5.53%3.58%
P/E Ratio-42.5515.1619.0627.85
Price / Sales1.905.0026.3659.34
Price / Cash10.3011.0421.8423.00
Price / Book0.890.772.274.68
Net Income-$204.09M$79.73M$998.01M$994.49M
7 Day Performance1.79%1.14%0.78%1.53%
1 Month Performance-0.13%2.28%4.25%5.79%
1 Year Performance12.44%-11.77%540.68%11.35%

Blackstone Mortgage Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BXMT
Blackstone Mortgage Trust
2.7192 of 5 stars
$19.57
+0.1%
$20.10
+2.7%
+12.8%$3.36B$1.77B-42.53N/APositive News
Upcoming Earnings
ACRE
Ares Commercial Real Estate
2.9078 of 5 stars
$4.73
-0.3%
$5.58
+18.0%
-38.0%$259.90M$25.75M-18.903,200
ARI
Apollo Commercial Real Estate Finance
1.3916 of 5 stars
$9.98
+0.3%
$10.19
+2.1%
-6.7%$1.39B$179.60M-332.50N/AUpcoming Earnings
BRSP
BrightSpire Capital
2.2494 of 5 stars
$5.05
+0.5%
$6.79
+34.6%
-20.9%$658.17M$244.77M-9.0150News Coverage
Upcoming Earnings
EFC
Ellington Financial
2.1788 of 5 stars
$13.26
+0.3%
$14.30
+7.9%
+4.5%$1.25B$284.66M9.40170
FBRT
Franklin BSP Realty Trust
3.9462 of 5 stars
$10.94
0.0%
$15.30
+39.9%
-23.0%$899.02M$534.36M16.08N/APositive News
Upcoming Earnings
KREF
KKR Real Estate Finance Trust
4.5873 of 5 stars
$9.24
+0.1%
$11.88
+28.6%
-18.0%$626.23M$564.63M57.72N/ANews Coverage
Earnings Report
LADR
Ladder Capital
4.9006 of 5 stars
$11.19
+0.5%
$13.15
+17.6%
-5.0%$1.43B$506.84M13.6460Trending News
Earnings Report
Analyst Forecast
MFA
MFA Financial
4.2867 of 5 stars
$9.31
-0.6%
$12.21
+31.3%
-15.0%$955.16M$723.97M9.49350
NLY
Annaly Capital Management
3.5105 of 5 stars
$19.67
-0.3%
$20.90
+6.3%
+3.2%$11.75B$4.84B22.10160Trending News
Earnings Report
Analyst Forecast
Options Volume
STWD
Starwood Property Trust
3.4169 of 5 stars
$20.89
0.0%
$22.00
+5.3%
+0.9%$7.09B$844.65M21.98290Positive News

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This page (NYSE:BXMT) was last updated on 7/25/2025 by MarketBeat.com Staff
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