COMPARE · Data as of August 21, 2026
BXMT vs RITM
Verdict: Side-by-side breakdown using the Bull Rankings model. BXMT scored 65.0, RITM scored 59.0 — BXMT leads.
Compare another set
BXMT
Blackstone Mortgage Trust, Inc.
58Fin
$14.27 · $2.4B
fundamentals as of
Strength gap
17.4
RITM leads
RITM
Rithm Capital Corp.
75.4Fin
$10.19 · $5.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBXMT+12.1%
- Strongest balance sheetRITM3.88
Side by side · every name on one set of axes
Fundamentals, head-to-head
BXMT
RITM
13.0%C+
Yield
9.6%C+
+12.1%B+
Rev
-4.9%D+
4.85D
D/E
3.88C
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.
RITMRithm Capital Corp.
Why now
REIT - Mortgage · market cap $5.7b. Down 20% from 52-week high of $12.74 — deep drawdown territory. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $13.20 (implying +30% 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 3.88 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 167% of earnings on a 9.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.