ACR vs RITM vs BXMT Stock Comparison

ACRES Commercial Realty, Rithm Capital and Blackstone Mortgage Trust Prices as of Oct 28, 2026 Peers: Industry group
RITM Rithm Capital Corp.
$9.28 +2.1% 1M -14.3% 1Y
Market cap
$5.18B
P/E
14.5x
Revenue (TTM)
—
Div. yield
10.78%
Mortgage REITs Financial Services
5 wins

Head to Head

8 decided of 12

Rithm Capital leads on 5 of the 12 questions below (Rithm Capital 5, Blackstone Mortgage Trust 2, ACRES Commercial Realty 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionACRRITMBXMTLeader
Larger companyMarket capitalisation $92.40M $5.18B $1.78B RITM
Cheaper on earningsLower P/E, profitable companies only 3.2x 14.5x 115.5x ACR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 48.2x 4.1x 10.0x RITM
Faster revenue growthRevenue growth, trailing twelve months — — +39.6% –
More profitableNet margin, trailing twelve months — — — –
Better return on capitalReturn on invested capital — — 15.9% –
Less leveragedLower net debt / EBITDA — — 0.8x –
Higher dividend yieldTrailing dividend yield 0.00% 10.78% 17.82% BXMT
Better 1-year returnPrice return, last 12 months -34.2% -14.3% -41.8% RITM
Better 5-year returnAnnualised price return, 5 years -4.4%/yr -4.0%/yr -20.4%/yr RITM
Less volatileAnnualised volatility, 1 year 40.0% 26.5% 26.7% RITM
Higher overall scoreMean of the five percentile scores vs peers — 39/100 66/100 BXMT

Percentile Scorecard

ACRRITMBXMT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisACRRITMBXMT
Valuation 100 #1 of 169 61 #66 of 169 95 #10 of 169
Growth – 18 #133 of 162 40 #97 of 162
Profitability – – 77 #35 of 149
Financial Health 20 #127 of 158 – 62 #60 of 158
Shareholder Returns – 38 #85 of 136 56 #61 of 136
Overall – 39 66
  • ACR ranked among 174 companies in Lending and Credit
  • RITM ranked among 174 companies in Lending and Credit
  • BXMT ranked among 174 companies in Lending and Credit

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodACRRITMBXMTSPY
1 month +21.0%+2.1%-15.1% +0.9%
3 months -32.7%-7.0%-35.7% +5.9%
6 months -39.4%-3.9%-44.7% +8.5%
Year to date -41.3%-14.9%-44.9% +13.3%
1 year -34.2%-14.3%-41.8% +12.4%
3 years +69.6%+1.5%-45.8% +88.1%
3 years, per year +19.3%+0.5%-18.5% +23.5%
5 years -20.3%-18.3%-67.9% +68.2%
5 years, per year -4.4%-4.0%-20.4% +11.0%
10 years -66.0%-33.3%-64.7% +263.4%
10 years, per year -10.2%-4.0%-9.9% +13.8%

Risk

MeasureACRRITMBXMTSPY
Volatility, 1Y 40.0%26.5%26.7% 12.7%
Downside volatility, 1Y 42.1%26.7%30.0% 12.7%
Beta vs S&P 500, 1Y -0.010.730.45 1.00
Return / volatility, 1Y -0.85-0.54-1.56 0.98
Max drawdown, 5Y -58.4%-39.2%-69.9% -25.4%
From 52-week high -47.9%-23.1%-48.9% -0.9%
52-week high $24.04$12.06$20.63 $779.14
52-week low $9.99$8.36$10.19 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleACRRITMBXMT
P/E now vs peer median 3.2xmedian 11.4x 14.5xmedian 11.4x 115.5xmedian 11.4x
P/S now vs peer median —median 2.7x 1.0xmedian 2.7x -3.4xmedian 2.7x
EV/EBITDA now vs peer median —median 11.3x —median 11.3x 2.7xmedian 11.3x
P/FCF now vs peer median —median 6.9x -2.1xmedian 6.9x 5.0xmedian 6.9x
P/B now vs peer median 0.2xmedian 0.7x 0.6xmedian 0.7x 0.5xmedian 0.7x
PEG now vs peer median —median 0.34 -0.60median 0.34 -1.90median 0.34

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsACRRITMBXMT
Revenue – – -$527.24M
Net income $27.98M $529.24M $15.43M
Free cash flow – – $353.06M
EPS (diluted) – $0.63 $0.09
Cash & equivalents $83.77M – $432.83M
Total debt $1.54B – $1.22B
Shares (diluted) 7.31M 568.26M 168.96M
Enterprise value -$11.28M $5.70B -$31.25M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricACRRITMBXMT
P/E 3.2x 14.5x 115.5x
P/FCF – -2.1x 5.0x
P/Operating cash flow – – 5.0x
P/S – 1.0x -3.4x
P/B 0.2x 0.6x 0.5x
P/Tangible book 0.2x 0.6x 0.5x
EV/EBITDA – – 2.7x
EV/EBIT – – 2.7x
EV/Revenue – – -4.9x
EV/FCF – – 7.3x
EV/Operating cash flow – – 7.3x
PEG (3Y EPS CAGR) – -0.60 -1.90

Growth

14 metrics
MetricACRRITMBXMT
Revenue growth (1Y) – – 39.6%
Revenue CAGR (3Y) – – -40.2%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) – – –
Operating income CAGR (3Y) – – –
Net income growth (1Y) -2.5% -42.4% 222.8%
Net income CAGR (3Y) 39.0% -13.0% -61.9%
EPS growth (1Y) – -55.3% 224.8%
EPS CAGR (3Y) – -24.2% -60.8%
Operating cash flow growth (1Y) – – 7.2%
Operating cash flow CAGR (3Y) – – -7.7%
Free cash flow growth (1Y) – – 7.2%
Free cash flow CAGR (3Y) – – -7.7%

Profitability

14 metrics
MetricACRRITMBXMT
Gross margin – – –
EBITDA margin – – –
Operating margin – – –
Pretax margin – – –
Net margin – – –
FCF margin – – –
Operating cash flow margin – – -67.0%
Return on equity – 5.8% 0.5%
Return on assets – 1.0% 0.1%
Return on invested capital – – 15.9%
Return on capital employed – – –
Asset turnover – – 0.0x
Cash conversion (OCF / net income) – – 22.9x
Stock comp / revenue – – -5.2%

Financial Health

11 metrics
MetricACRRITMBXMT
Debt / assets 71.4% – 6.3%
Debt / equity 2.8x – 0.4x
Net debt / EBITDA – – 0.8x
Debt / FCF – – 3.4x
Liabilities / assets 74.5% 83.2% 83.2%
Equity / assets 25.5% 16.1% 16.8%
Interest coverage – – 1.0x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricACRRITMBXMT
Dividend yield – 10.8% 17.8%
Net buyback yield – – 4.6%
Shareholder yield 0.0% 10.8% 22.4%
Payout ratio (earnings) – – 2,069%
Payout ratio (FCF) – – 90.4%
Dividend growth (1Y) – – -9.0%
Dividend CAGR (3Y) – – -9.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusACRRITMBXMT
Forward P/E 48.2xFY2026 4.1xFY2026 10.0xFY2026
EPS, next fiscal year $0.26FY2026 $2.26FY2026 $1.06FY2026
EPS growth, next FY – -3.8%FY2026 –
EPS growth, the year after +576.9% +1.3% +35.8%
Revenue, next fiscal year $79.33MFY2026 $5.78BFY2026 $588.88MFY2026
Revenue growth, next FY -0.7%FY2026 +25.9%FY2026 +60.3%FY2026
Revenue growth, the year after -11.7% +5.8% -7.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersACRRITMBXMT
Held by institutions 42.6% 58.7% 63.8%
Institutions holding 67 510 348
Change in shares held, QoQ -5.2% -1.7% +1.3%
Institutions buying 24 246 178
Institutions selling 25 176 99
Buyers to sellers 0.96 1.40 1.80

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ACRRITMBXMT
ACR 1.00 0.25 0.18
RITM 0.25 1.00 0.46
BXMT 0.18 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ACR, RITM and BXMT?

Rithm Capital (RITM) is the largest by market capitalisation: ACRES Commercial Realty (ACR) $92.40M, Rithm Capital (RITM) $5.18B, Blackstone Mortgage Trust (BXMT) $1.78B.

Which stock is cheaper, ACR, RITM and BXMT?

ACRES Commercial Realty (ACR) trades on the lowest price-to-earnings ratio (ACRES Commercial Realty (ACR) 3.2x, Rithm Capital (RITM) 14.5x, Blackstone Mortgage Trust (BXMT) 115.5x). On next year's consensus earnings, Rithm Capital (RITM) is cheapest (ACRES Commercial Realty (ACR) 48.2x, Rithm Capital (RITM) 4.1x, Blackstone Mortgage Trust (BXMT) 10.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which stock has performed better?

Over the past year Rithm Capital (RITM) returned the most: ACRES Commercial Realty (ACR) -34.2%, Rithm Capital (RITM) -14.3%, Blackstone Mortgage Trust (BXMT) -41.8%. Over five years, Rithm Capital (RITM) compounded fastest (ACRES Commercial Realty (ACR) -4.4%/yr, Rithm Capital (RITM) -4.0%/yr, Blackstone Mortgage Trust (BXMT) -20.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Blackstone Mortgage Trust (BXMT) has the highest dividend yield: ACRES Commercial Realty (ACR) 0.00%, Rithm Capital (RITM) 10.78%, Blackstone Mortgage Trust (BXMT) 17.82%. ACRES Commercial Realty (ACR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Rithm Capital (RITM) has been the steadiest (ACRES Commercial Realty (ACR) 40.0%, Rithm Capital (RITM) 26.5%, Blackstone Mortgage Trust (BXMT) 26.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ACR, RITM and BXMT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Rithm Capital (RITM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.