STWD vs RITM Stock Comparison

Starwood Property Trust and Rithm Capital Prices as of Oct 26, 2026 Peers: Industry group
RITM Rithm Capital Corp.
$9.22 +0.9% 1M -15.1% 1Y
Market cap
$5.24B
P/E
14.6x
Revenue (TTM)
—
Div. yield
–
Mortgage REITs Financial Services
5 wins

Head to Head

7 decided of 12

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

QuestionSTWDRITMLeader
Larger companyMarket capitalisation $4.56B $5.24B RITM
Cheaper on earningsLower P/E, profitable companies only 20.0x 14.6x RITM
Cheaper on forward earningsLower price / next fiscal year consensus EPS 9.1x 4.1x RITM
Faster revenue growthRevenue growth, trailing twelve months +11.8% — –
More profitableNet margin, trailing twelve months 11.4% — –
Better return on capitalReturn on invested capital 7.0% — –
Less leveragedLower net debt / EBITDA 7.5x — –
Higher dividend yieldTrailing dividend yield 0.15% 0.00% –
Better 1-year returnPrice return, last 12 months -32.8% -15.1% RITM
Better 5-year returnAnnualised price return, 5 years -13.1%/yr -4.0%/yr RITM
Less volatileAnnualised volatility, 1 year 19.8% 26.4% STWD
Higher overall scoreMean of the five percentile scores vs peers 43/100 39/100 STWD

Percentile Scorecard

STWDRITM

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

AxisSTWDRITM
Valuation 53 #81 of 170 63 #63 of 170
Growth 41 #95 of 160 16 #134 of 160
Profitability 53 #71 of 149 –
Financial Health 30 #111 of 158 –
Shareholder Returns 40 #82 of 135 37 #86 of 135
Overall 43 39
  • STWD ranked among 175 companies in Lending and Credit
  • RITM ranked among 175 companies in Lending and Credit

Price Performance

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

Returns

PeriodSTWDRITMSPY
1 month -12.8%+0.9% -0.8%
3 months -24.4%-0.1% +3.5%
6 months -31.6%-8.9% +7.0%
Year to date -30.4%-15.4% +12.2%
1 year -32.8%-15.1% +13.0%
3 years -27.4%+0.9% +86.3%
3 years, per year -10.1%+0.3% +23.1%
5 years -50.5%-18.6% +68.6%
5 years, per year -13.1%-4.0% +11.0%
10 years -44.0%-34.0% +258.0%
10 years, per year -5.6%-4.1% +13.6%

Risk

MeasureSTWDRITMSPY
Volatility, 1Y 19.8%26.4% 12.7%
Downside volatility, 1Y 21.1%26.7% 12.7%
Beta vs S&P 500, 1Y 0.290.72 1.00
Return / volatility, 1Y -1.65-0.57 1.02
Max drawdown, 5Y -54.4%-39.2% -25.4%
From 52-week high -32.7%-23.5% -1.8%
52-week high $18.61$12.06 $779.14
52-week low $11.98$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.

MultipleSTWDRITM
P/E now vs peer median 20.1xmedian 11.0x 14.4xmedian 11.0x
P/S now vs peer median 2.3xmedian 2.6x 1.0xmedian 2.6x
EV/EBITDA now vs peer median 10.0xmedian 13.1x —median 13.1x
P/FCF now vs peer median -11.7xmedian 6.9x -2.1xmedian 6.9x
P/B now vs peer median 0.7xmedian 0.7x 0.6xmedian 0.7x
PEG now vs peer median -0.68median 0.32 -0.59median 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 monthsSTWDRITM
Revenue $2.01B –
Net income $264.72M $529.24M
Free cash flow -$397.40M –
EPS (diluted) $0.62 $0.63
Cash & equivalents $367.59M –
Total debt $14.00B –
Shares (diluted) 366.73M 568.26M
Enterprise value $3.10B $5.24B

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
MetricSTWDRITM
P/E 20.1x 14.4x
P/FCF -11.7x -2.1x
P/Operating cash flow 4.3x –
P/S 2.3x 1.0x
P/B 0.7x 0.6x
P/Tangible book 0.7x 0.6x
EV/EBITDA 10.0x –
EV/EBIT 11.1x –
EV/Revenue 9.1x –
EV/FCF -46.0x –
EV/Operating cash flow 16.8x –
PEG (3Y EPS CAGR) -0.68 -0.59

Growth

14 metrics
MetricSTWDRITM
Revenue growth (1Y) 11.8% –
Revenue CAGR (3Y) 2.7% –
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) – –
Operating income CAGR (3Y) – –
Net income growth (1Y) -33.4% -42.4%
Net income CAGR (3Y) -26.8% -13.0%
EPS growth (1Y) -43.3% -55.3%
EPS CAGR (3Y) -29.7% -24.2%
Operating cash flow growth (1Y) 58.3% –
Operating cash flow CAGR (3Y) 76.6% –
Free cash flow growth (1Y) -160.2% –
Free cash flow CAGR (3Y) -5.4% –

Profitability

14 metrics
MetricSTWDRITM
Gross margin – –
EBITDA margin 90.6% –
Operating margin – –
Pretax margin 14.9% –
Net margin 11.4% –
FCF margin -19.8% –
Operating cash flow margin 54.3% –
Return on equity 3.8% 5.8%
Return on assets 0.4% 1.0%
Return on invested capital 7.0% –
Return on capital employed – –
Asset turnover 0.0x –
Cash conversion (OCF / net income) 4.1x –
Stock comp / revenue 2.7% –

Financial Health

11 metrics
MetricSTWDRITM
Debt / assets 22.9% –
Debt / equity 2.1x –
Net debt / EBITDA 7.5x –
Debt / FCF -35.2x –
Liabilities / assets 88.8% 83.2%
Equity / assets 11.2% 16.1%
Interest coverage 1.2x –
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricSTWDRITM
Dividend yield 15.3% 10.8%
Net buyback yield -10.9% –
Shareholder yield 4.4% 10.8%
Payout ratio (earnings) 264.4% –
Payout ratio (FCF) -176.1% –
Dividend growth (1Y) 9.2% –
Dividend CAGR (3Y) 5.4% –

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.

ConsensusSTWDRITM
Forward P/E 9.1xFY2026 4.1xFY2026
EPS, next fiscal year $1.37FY2026 $2.26FY2026
EPS growth, next FY -18.9%FY2026 -3.8%FY2026
EPS growth, the year after +29.2% +1.3%
Revenue, next fiscal year $1.99BFY2026 $5.78BFY2026
Revenue growth, next FY +8.4%FY2026 +25.9%FY2026
Revenue growth, the year after +22.4% +5.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSTWDRITM
Held by institutions 49.9% 58.7%
Institutions holding 516 510
Change in shares held, QoQ +1.0% -1.7%
Institutions buying 256 246
Institutions selling 161 176
Buyers to sellers 1.59 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.

STWDRITM
STWD 1.00 0.56
RITM 0.56 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, STWD and RITM?

Rithm Capital (RITM) is the largest by market capitalisation: Starwood Property Trust (STWD) $4.56B, Rithm Capital (RITM) $5.24B.

Which stock is cheaper, STWD and RITM?

Rithm Capital (RITM) trades on the lowest price-to-earnings ratio (Starwood Property Trust (STWD) 20.0x, Rithm Capital (RITM) 14.6x). On next year's consensus earnings, Rithm Capital (RITM) is cheapest (Starwood Property Trust (STWD) 9.1x, Rithm Capital (RITM) 4.1x). 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: Starwood Property Trust (STWD) -32.8%, Rithm Capital (RITM) -15.1%. Over five years, Rithm Capital (RITM) compounded fastest (Starwood Property Trust (STWD) -13.1%/yr, Rithm Capital (RITM) -4.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Starwood Property Trust (STWD) 0.15%, Rithm Capital (RITM) 0.00%. Rithm Capital (RITM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Starwood Property Trust (STWD) has been the steadiest (Starwood Property Trust (STWD) 19.8%, Rithm Capital (RITM) 26.4%). Volatility measures how widely the price swings, not the risk of the business.

Do STWD and RITM move together?

Their daily returns over the past year have a correlation of 0.56, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, STWD 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 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.