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Blackstone Mortgage Trust (BXMT) Competitors

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$11.20 -0.01 (-0.04%)
Closing price 10/8/2026 03:59 PM Eastern
Extended Trading
$11.23 +0.04 (+0.35%)
As of 10/8/2026 07:31 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 Massive. Learn more.

BXMT vs. ACRE, BRSP, EFC, FBRT, and KREF

Should you buy Blackstone Mortgage Trust stock or one of its competitors? Blackstone Mortgage Trust's main competitors and comparable companies include Ares Commercial Real Estate (ACRE), BrightSpire Capital (BRSP), Ellington Financial (EFC), Franklin BSP Realty Trust (FBRT), and KKR Real Estate Finance Trust (KREF). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "mortgage reits" industry.

How does Blackstone Mortgage Trust compare to Ares Commercial Real Estate?

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

Blackstone Mortgage Trust presently has a consensus target price of $19.20, suggesting a potential upside of 71.51%. Ares Commercial Real Estate has a consensus target price of $5.25, suggesting a potential upside of 43.25%. Given Blackstone Mortgage Trust's stronger consensus rating and higher probable upside, equities research 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)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Ares Commercial Real Estate
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Mortgage Trust$1.36B1.39$109.57M$0.09124.39
Ares Commercial Real Estate$54.83M3.71-$900K-$0.08N/A

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 16.8%. Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 16.4%. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Commercial Real Estate pays out -750.0% of its earnings in the form of a dividend.

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. 1.2% of Blackstone Mortgage Trust shares are owned by insiders. Comparatively, 2.3% of Ares Commercial Real Estate shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Blackstone Mortgage Trust has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market. Comparatively, Ares Commercial Real Estate has a beta of 1.19, suggesting that its share price is 19% more volatile than the broader market.

Blackstone Mortgage Trust has a net margin of 1.57% compared to Ares Commercial Real Estate's net margin of -8.04%. Blackstone Mortgage Trust's return on equity of 7.72% beat Ares Commercial Real Estate's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Mortgage Trust1.57% 7.72% 1.35%
Ares Commercial Real Estate -8.04%4.08%1.23%

In the previous week, Blackstone Mortgage Trust had 7 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 7 mentions for Blackstone Mortgage Trust and 0 mentions for Ares Commercial Real Estate. Blackstone Mortgage Trust's average media sentiment score of 1.14 beat Ares Commercial Real Estate's score of 0.00 indicating that Blackstone Mortgage Trust is being referred to more favorably in the media.

Company Overall Sentiment
Blackstone Mortgage Trust Positive
Ares Commercial Real Estate Neutral

Summary

Blackstone Mortgage Trust beats Ares Commercial Real Estate on 14 of the 18 factors compared between the two stocks.

How does Blackstone Mortgage Trust compare to BrightSpire Capital?

BrightSpire Capital (NYSE:BRSP) and Blackstone Mortgage Trust (NYSE:BXMT) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, valuation, earnings, dividends and media sentiment.

BrightSpire Capital presently has a consensus price target of $6.00, suggesting a potential upside of 53.65%. Blackstone Mortgage Trust has a consensus price target of $19.20, suggesting a potential upside of 71.51%. Given Blackstone Mortgage Trust's higher possible upside, analysts plainly believe Blackstone Mortgage Trust is more favorable than BrightSpire Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BrightSpire Capital
2 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.50
Blackstone Mortgage Trust
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Blackstone Mortgage Trust has a net margin of 1.57% compared to BrightSpire Capital's net margin of -20.43%. Blackstone Mortgage Trust's return on equity of 7.72% beat BrightSpire Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
BrightSpire Capital-20.43% 7.01% 1.80%
Blackstone Mortgage Trust 1.57%7.72%1.35%

BrightSpire Capital pays an annual dividend of $0.64 per share and has a dividend yield of 16.4%. Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 16.8%. BrightSpire Capital pays out -278.3% of its earnings in the form of a dividend. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Blackstone Mortgage Trust had 5 more articles in the media than BrightSpire Capital. MarketBeat recorded 7 mentions for Blackstone Mortgage Trust and 2 mentions for BrightSpire Capital. Blackstone Mortgage Trust's average media sentiment score of 1.14 beat BrightSpire Capital's score of -0.42 indicating that Blackstone Mortgage Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BrightSpire Capital
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blackstone Mortgage Trust
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackstone Mortgage Trust has higher revenue and earnings than BrightSpire Capital. BrightSpire Capital is trading at a lower price-to-earnings ratio than Blackstone Mortgage Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BrightSpire Capital$194.89M2.54-$31.15M-$0.23N/A
Blackstone Mortgage Trust$1.36B1.39$109.57M$0.09124.39

56.6% of BrightSpire Capital shares are owned by institutional investors. Comparatively, 64.2% of Blackstone Mortgage Trust shares are owned by institutional investors. 2.8% of BrightSpire Capital shares are owned by company insiders. Comparatively, 1.2% of Blackstone Mortgage Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

BrightSpire Capital has a beta of 1.31, suggesting that its share price is 31% more volatile than the broader market. Comparatively, Blackstone Mortgage Trust has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market.

Summary

Blackstone Mortgage Trust beats BrightSpire Capital on 11 of the 18 factors compared between the two stocks.

How does Blackstone Mortgage Trust compare to Ellington Financial?

Ellington Financial (NYSE:EFC) and Blackstone Mortgage Trust (NYSE:BXMT) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, media sentiment, analyst recommendations, earnings, risk and institutional ownership.

Ellington Financial has a net margin of 52.43% compared to Blackstone Mortgage Trust's net margin of 1.57%. Ellington Financial's return on equity of 16.61% beat Blackstone Mortgage Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Ellington Financial52.43% 16.61% 1.38%
Blackstone Mortgage Trust 1.57%7.72%1.35%

In the previous week, Blackstone Mortgage Trust had 3 more articles in the media than Ellington Financial. MarketBeat recorded 7 mentions for Blackstone Mortgage Trust and 4 mentions for Ellington Financial. Blackstone Mortgage Trust's average media sentiment score of 1.14 beat Ellington Financial's score of 0.42 indicating that Blackstone Mortgage Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ellington Financial
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blackstone Mortgage Trust
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ellington Financial currently has a consensus target price of $14.50, suggesting a potential upside of 24.73%. Blackstone Mortgage Trust has a consensus target price of $19.20, suggesting a potential upside of 71.51%. Given Blackstone Mortgage Trust's stronger consensus rating and higher possible upside, analysts plainly believe Blackstone Mortgage Trust is more favorable than Ellington Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ellington Financial
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Blackstone Mortgage Trust
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Ellington Financial has a beta of 0.97, indicating that its stock price is 3% less volatile than the broader market. Comparatively, Blackstone Mortgage Trust has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ellington Financial$189.96M7.89$146.87M$1.647.09
Blackstone Mortgage Trust$1.36B1.39$109.57M$0.09124.39

Ellington Financial pays an annual dividend of $1.56 per share and has a dividend yield of 13.4%. Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 16.8%. Ellington Financial pays out 95.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

55.6% of Ellington Financial shares are owned by institutional investors. Comparatively, 64.2% of Blackstone Mortgage Trust shares are owned by institutional investors. 3.2% of Ellington Financial shares are owned by company insiders. Comparatively, 1.2% of Blackstone Mortgage Trust shares are owned by company 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.

Summary

Ellington Financial and Blackstone Mortgage Trust tied by winning 9 of the 18 factors compared between the two stocks.

How does Blackstone Mortgage Trust compare to Franklin BSP Realty Trust?

Franklin BSP Realty Trust (NYSE:FBRT) and Blackstone Mortgage Trust (NYSE:BXMT) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability, media sentiment and valuation.

Franklin BSP Realty Trust presently has a consensus target price of $11.00, indicating a potential upside of 75.58%. Blackstone Mortgage Trust has a consensus target price of $19.20, indicating a potential upside of 71.51%. Given Franklin BSP Realty Trust's higher possible upside, research analysts clearly believe Franklin BSP Realty Trust is more favorable than Blackstone Mortgage Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin BSP Realty Trust
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33
Blackstone Mortgage Trust
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

59.9% of Franklin BSP Realty Trust shares are held by institutional investors. Comparatively, 64.2% of Blackstone Mortgage Trust shares are held by institutional investors. 1.3% of Franklin BSP Realty Trust shares are held by insiders. Comparatively, 1.2% 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.

Franklin BSP Realty Trust has a beta of 0.97, indicating that its share price is 3% less volatile than the broader market. Comparatively, Blackstone Mortgage Trust has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market.

Blackstone Mortgage Trust has higher revenue and earnings than Franklin BSP Realty Trust. Franklin BSP Realty Trust is trading at a lower price-to-earnings ratio than Blackstone Mortgage Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin BSP Realty Trust$270.07M1.93$82.27M$0.4414.24
Blackstone Mortgage Trust$1.36B1.39$109.57M$0.09124.39

In the previous week, Franklin BSP Realty Trust and Franklin BSP Realty Trust both had 7 articles in the media. Blackstone Mortgage Trust's average media sentiment score of 1.14 beat Franklin BSP Realty Trust's score of 1.14 indicating that Blackstone Mortgage Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin BSP Realty Trust
5 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blackstone Mortgage Trust
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Franklin BSP Realty Trust pays an annual dividend of $0.80 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 16.8%. Franklin BSP Realty Trust pays out 181.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Franklin BSP Realty Trust has a net margin of 20.49% compared to Blackstone Mortgage Trust's net margin of 1.57%. Blackstone Mortgage Trust's return on equity of 7.72% beat Franklin BSP Realty Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin BSP Realty Trust20.49% 5.82% 1.17%
Blackstone Mortgage Trust 1.57%7.72%1.35%

Summary

Blackstone Mortgage Trust beats Franklin BSP Realty Trust on 9 of the 16 factors compared between the two stocks.

How does Blackstone Mortgage Trust compare to KKR Real Estate Finance Trust?

Blackstone Mortgage Trust (NYSE:BXMT) and KKR Real Estate Finance Trust (NYSE:KREF) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, analyst recommendations, institutional ownership, profitability, valuation, media sentiment, dividends and risk.

Blackstone Mortgage Trust pays an annual dividend of $1.88 per share and has a dividend yield of 16.8%. KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 6.3%. Blackstone Mortgage Trust pays out 2,088.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. KKR Real Estate Finance Trust pays out -12.2% of its earnings in the form of a dividend.

Blackstone Mortgage Trust has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market. Comparatively, KKR Real Estate Finance Trust has a beta of 0.88, suggesting that its share price is 12% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Mortgage Trust$1.36B1.39$109.57M$0.09124.39
KKR Real Estate Finance Trust$52.84M7.07-$47.05M-$3.28N/A

In the previous week, Blackstone Mortgage Trust had 7 more articles in the media than KKR Real Estate Finance Trust. MarketBeat recorded 7 mentions for Blackstone Mortgage Trust and 0 mentions for KKR Real Estate Finance Trust. Blackstone Mortgage Trust's average media sentiment score of 1.14 beat KKR Real Estate Finance Trust's score of 1.02 indicating that Blackstone Mortgage Trust is being referred to more favorably in the media.

Company Overall Sentiment
Blackstone Mortgage Trust Positive
KKR Real Estate Finance Trust Positive

Blackstone Mortgage Trust has a net margin of 1.57% compared to KKR Real Estate Finance Trust's net margin of -47.33%. Blackstone Mortgage Trust's return on equity of 7.72% beat KKR Real Estate Finance Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Mortgage Trust1.57% 7.72% 1.35%
KKR Real Estate Finance Trust -47.33%-1.53%-0.27%

64.2% of Blackstone Mortgage Trust shares are owned by institutional investors. Comparatively, 70.2% of KKR Real Estate Finance Trust shares are owned by institutional investors. 1.2% of Blackstone Mortgage Trust shares are owned by insiders. Comparatively, 2.1% of KKR Real Estate Finance Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Blackstone Mortgage Trust presently has a consensus price target of $19.20, suggesting a potential upside of 71.51%. KKR Real Estate Finance Trust has a consensus price target of $8.92, suggesting a potential upside of 39.91%. Given Blackstone Mortgage Trust's stronger consensus rating and higher probable upside, equities analysts plainly believe Blackstone Mortgage Trust is more favorable than KKR Real Estate Finance Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Mortgage Trust
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
KKR Real Estate Finance Trust
2 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.11

Summary

Blackstone Mortgage Trust beats KKR Real Estate Finance Trust on 14 of the 19 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 TrustMortgage Real Estate Investment Trusts (REITs) IndustryFinance SectorNYSE Exchange
Market Cap$1.89B$1.45B$13.35B$22.80B
Dividend Yield16.79%14.08%6.06%3.73%
P/E Ratio124.399.8324.6428.55
Price / Sales1.392.62479.9220.71
Price / Cash9.005.8243.4536.44
Price / Book0.540.512.714.70
Net Income$109.57M$180.72M$1.32B$1.07B
7 Day Performance2.67%-1.60%-0.52%0.16%
1 Month Performance-19.09%-13.90%-2.64%-4.01%
1 Year Performance-37.70%-23.66%10.06%6.27%

Blackstone Mortgage Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BXMT
Blackstone Mortgage Trust
4.9359 of 5 stars
$11.20
0.0%
$19.20
+71.5%
-39.1%$1.89B$1.36B124.3929
ACRE
Ares Commercial Real Estate
3.5263 of 5 stars
$4.12
+0.1%
$5.25
+27.6%
-19.1%$228.30M$54.83MN/A4,250
BRSP
BrightSpire Capital
4.4717 of 5 stars
$4.08
+0.4%
$6.50
+59.5%
-24.5%$515.57M$194.89MN/A47
EFC
Ellington Financial
3.601 of 5 stars
$12.23
+0.2%
$14.50
+18.6%
-14.6%$1.58B$189.96M7.46500
FBRT
Franklin BSP Realty Trust
4.8366 of 5 stars
$6.82
+1.6%
$11.00
+61.4%
-41.7%$565.92M$270.07M15.49223

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This page (NYSE:BXMT) was last updated on 10/9/2026 by MarketBeat.com Staff.
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