BXMT vs RITM Stock Comparison

Blackstone Mortgage Trust and Rithm Capital Prices as of Oct 27, 2026 Peers: Industry group
RITM Rithm Capital Corp.
$9.39 +2.7% 1M -14.2% 1Y
Market cap
$5.24B
P/E
14.6x
Revenue (TTM)
—
Div. yield
10.65%
Mortgage REITs Financial Services
6 wins

Head to Head

8 decided of 12

Rithm Capital leads on 6 of the 12 questions below (Rithm Capital 6, Blackstone Mortgage Trust 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBXMTRITMLeader
Larger companyMarket capitalisation $1.80B $5.24B RITM
Cheaper on earningsLower P/E, profitable companies only 117.1x 14.6x RITM
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.1x 4.2x 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 17.57% 10.65% BXMT
Better 1-year returnPrice return, last 12 months -41.7% -14.2% RITM
Better 5-year returnAnnualised price return, 5 years -20.1%/yr -3.8%/yr RITM
Less volatileAnnualised volatility, 1 year 26.7% 26.5% RITM
Higher overall scoreMean of the five percentile scores vs peers 65/100 38/100 BXMT

Percentile Scorecard

BXMTRITM

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

AxisBXMTRITM
Valuation 94 #12 of 169 61 #66 of 169
Growth 42 #93 of 160 17 #133 of 160
Profitability 76 #36 of 149 –
Financial Health 62 #60 of 158 –
Shareholder Returns 50 #69 of 136 37 #86 of 136
Overall 65 38
  • BXMT ranked among 174 companies in Lending and Credit
  • RITM 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

PeriodBXMTRITMSPY
1 month -14.5%+2.7% -0.2%
3 months -35.7%-3.9% +3.9%
6 months -46.5%-4.7% +8.2%
Year to date -44.1%-13.9% +12.9%
1 year -41.7%-14.2% +12.3%
3 years -45.0%+2.7% +87.4%
3 years, per year -18.1%+0.9% +23.3%
5 years -67.5%-17.5% +67.9%
5 years, per year -20.1%-3.8% +10.9%
10 years -64.0%-32.3% +261.1%
10 years, per year -9.7%-3.8% +13.7%

Risk

MeasureBXMTRITMSPY
Volatility, 1Y 26.7%26.5% 12.7%
Downside volatility, 1Y 30.0%26.7% 12.7%
Beta vs S&P 500, 1Y 0.450.73 1.00
Return / volatility, 1Y -1.56-0.54 0.97
Max drawdown, 5Y -69.9%-39.2% -25.4%
From 52-week high -48.1%-22.1% -1.2%
52-week high $20.63$12.06 $779.14
52-week low $10.19$8.36 $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.

MultipleBXMTRITM
P/E now vs peer median 117.1xmedian 11.1x 14.6xmedian 11.1x
P/S now vs peer median -3.4xmedian 2.6x 1.0xmedian 2.6x
EV/EBITDA now vs peer median 2.7xmedian 13.5x —median 13.5x
P/FCF now vs peer median 5.1xmedian 7.0x -2.1xmedian 7.0x
P/B now vs peer median 0.6xmedian 0.7x 0.6xmedian 0.7x
PEG now vs peer median -1.93median 0.32 -0.60median 0.32

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 monthsBXMTRITM
Revenue -$527.24M –
Net income $15.43M $529.24M
Free cash flow $353.06M –
EPS (diluted) $0.09 $0.63
Cash & equivalents $432.83M –
Total debt $1.22B –
Shares (diluted) 168.96M 568.26M
Enterprise value -$5.97M $5.76B

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
MetricBXMTRITM
P/E 117.1x 14.6x
P/FCF 5.1x -2.1x
P/Operating cash flow 5.1x –
P/S -3.4x 1.0x
P/B 0.6x 0.6x
P/Tangible book 0.6x 0.6x
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) -1.93 -0.60

Growth

14 metrics
MetricBXMTRITM
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) 222.8% -42.4%
Net income CAGR (3Y) -61.9% -13.0%
EPS growth (1Y) 224.8% -55.3%
EPS CAGR (3Y) -60.8% -24.2%
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
MetricBXMTRITM
Gross margin – –
EBITDA margin – –
Operating margin – –
Pretax margin – –
Net margin – –
FCF margin – –
Operating cash flow margin -67.0% –
Return on equity 0.5% 5.8%
Return on assets 0.1% 1.0%
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
MetricBXMTRITM
Debt / assets 6.3% –
Debt / equity 0.4x –
Net debt / EBITDA 0.8x –
Debt / FCF 3.4x –
Liabilities / assets 83.2% 83.2%
Equity / assets 16.8% 16.1%
Interest coverage 1.0x –
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricBXMTRITM
Dividend yield 17.6% 10.6%
Net buyback yield 4.5% –
Shareholder yield 22.1% 10.6%
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.

ConsensusBXMTRITM
Forward P/E 10.1xFY2026 4.2xFY2026
EPS, next fiscal year $1.06FY2026 $2.26FY2026
EPS growth, next FY – -3.8%FY2026
EPS growth, the year after +35.8% +1.3%
Revenue, next fiscal year $588.88MFY2026 $5.78BFY2026
Revenue growth, next FY +60.3%FY2026 +25.9%FY2026
Revenue growth, the year after -7.5% +5.8%

Institutional Ownership

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

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.

BXMTRITM
BXMT 1.00 0.46
RITM 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BXMT and RITM?

Rithm Capital (RITM) is the largest by market capitalisation: Blackstone Mortgage Trust (BXMT) $1.80B, Rithm Capital (RITM) $5.24B.

Which stock is cheaper, BXMT and RITM?

Rithm Capital (RITM) trades on the lowest price-to-earnings ratio (Blackstone Mortgage Trust (BXMT) 117.1x, Rithm Capital (RITM) 14.6x). On next year's consensus earnings, Rithm Capital (RITM) is cheapest (Blackstone Mortgage Trust (BXMT) 10.1x, Rithm Capital (RITM) 4.2x). 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: Blackstone Mortgage Trust (BXMT) -41.7%, Rithm Capital (RITM) -14.2%. Over five years, Rithm Capital (RITM) compounded fastest (Blackstone Mortgage Trust (BXMT) -20.1%/yr, Rithm Capital (RITM) -3.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Blackstone Mortgage Trust (BXMT) has the highest dividend yield: Blackstone Mortgage Trust (BXMT) 17.57%, Rithm Capital (RITM) 10.65%.

Which stock is riskier?

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

Do BXMT and RITM move together?

Their daily returns over the past year have a correlation of 0.46, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, BXMT and RITM?

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 6. 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.