COMPARE · Data as of August 21, 2026
BXMT vs EFC
Verdict: Side-by-side breakdown using the Bull Rankings model. BXMT scored 65.0, EFC scored 65.0 — tied at the top.
Compare another set
Different reporting periods. BXMT's fundamentals are as of June 2026, but EFC's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BXMT
Blackstone Mortgage Trust, Inc.
58Fin
$14.27 · $2.4B
fundamentals as of
Strength gap
20.0
EFC leads
EFC
Ellington Financial Inc.
78Fin
$13.63 · $1.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBXMT+12.1%
- Strongest balance sheetBXMT4.85
Side by side · every name on one set of axes
Fundamentals, head-to-head
BXMT
EFC
13.0%C+
Yield
11.4%C+
+12.1%B+
Rev
+8.6%B
4.85D
D/E
9.29D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
BXMTBlackstone Mortgage Trust, Inc.
Why now
REIT - Mortgage · market cap $2.4b. Down 31% from 52-week high of $20.67 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $18.86 (implying +32% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
D/E 4.85 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 2350% of earnings on a 13.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
EFCEllington Financial Inc.
Why now
REIT - Mortgage · market cap $1.8b. 3% off the 52-week high of $14.12. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $14.86 (implying +9% upside).
Moat
Net margin 52% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
D/E 9.29 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 98% of earnings on a 11.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.