STWD vs. ACRE, ARI, BXMT, CIM, EFC, KREF, LADR, MFA, NLY, and RITM
Should you be buying Starwood Property Trust stock or one of its competitors? The main competitors of Starwood Property Trust include Ares Commercial Real Estate (ACRE), Apollo Commercial Real Estate Finance (ARI), Blackstone Mortgage Trust (BXMT), Chimera Investment (CIM), Ellington Financial (EFC), KKR Real Estate Finance Trust (KREF), Ladder Capital (LADR), MFA Financial (MFA), Annaly Capital Management (NLY), and Rithm Capital (RITM). These companies are all part of the "finance" sector.
Starwood Property Trust vs. Its Competitors
Ares Commercial Real Estate (NYSE:ACRE) and Starwood Property Trust (NYSE:STWD) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, valuation, profitability, analyst recommendations, risk, dividends and earnings.
Starwood Property Trust has a net margin of 20.58% compared to Ares Commercial Real Estate's net margin of -29.57%. Starwood Property Trust's return on equity of 8.72% beat Ares Commercial Real Estate's return on equity.
41.3% of Ares Commercial Real Estate shares are owned by institutional investors. Comparatively, 49.8% of Starwood Property Trust shares are owned by institutional investors. 1.8% of Ares Commercial Real Estate shares are owned by insiders. Comparatively, 5.9% of Starwood Property Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Ares Commercial Real Estate currently has a consensus price target of $4.83, indicating a potential upside of 8.37%. Starwood Property Trust has a consensus price target of $21.13, indicating a potential upside of 12.82%. Given Starwood Property Trust's stronger consensus rating and higher probable upside, analysts plainly believe Starwood Property Trust is more favorable than Ares Commercial Real Estate.
In the previous week, Starwood Property Trust had 1 more articles in the media than Ares Commercial Real Estate. MarketBeat recorded 8 mentions for Starwood Property Trust and 7 mentions for Ares Commercial Real Estate. Starwood Property Trust's average media sentiment score of 1.36 beat Ares Commercial Real Estate's score of 0.37 indicating that Starwood Property Trust is being referred to more favorably in the news media.
Starwood Property 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 Starwood Property Trust, indicating that it is currently the more affordable of the two stocks.
Ares Commercial Real Estate pays an annual dividend of $0.60 per share and has a dividend yield of 13.5%. Starwood Property Trust pays an annual dividend of $1.92 per share and has a dividend yield of 10.3%. Ares Commercial Real Estate pays out -176.5% of its earnings in the form of a dividend. Starwood Property Trust pays out 176.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Commercial Real Estate is clearly the better dividend stock, given its higher yield and lower payout ratio.
Ares Commercial Real Estate has a beta of 1.32, suggesting that its share price is 32% more volatile than the S&P 500. Comparatively, Starwood Property Trust has a beta of 1.29, suggesting that its share price is 29% more volatile than the S&P 500.
Summary
Starwood Property Trust beats Ares Commercial Real Estate on 15 of the 18 factors compared between the two stocks.
Get Starwood Property Trust News Delivered to You Automatically
Sign up to receive the latest news and ratings for STWD and its competitors with MarketBeat's FREE daily newsletter.
New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding STWD 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.
Starwood Property Trust Competitors List
Related Companies and Tools
This page (NYSE:STWD) was last updated on 10/14/2025 by MarketBeat.com Staff
