COMPARE · Data as of August 28, 2026
DX vs STWD
Verdict: Side-by-side breakdown using the Bull Rankings model. DX scored 76.0, STWD scored 61.0 — DX leads.
Compare another set
DX
Dynex Capital, Inc.
74.7Fin
$12.91 · $3.2B
fundamentals as of
Strength gap
9.6
DX leads
STWD
Starwood Property Trust, Inc.
65.1Fin
$15.81 · $6.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthDX+147.4%
- Strongest balance sheetSTWD3.31
Side by side · every name on one set of axes
Fundamentals, head-to-head
DX
STWD
15.8%C+
Yield
12.0%C+
+147.4%A
Rev
-13.8%D
7.13D
D/E
3.31C
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
DXDynex Capital, Inc.
Why now
REIT - Mortgage · market cap $3.2b. 14% off the 52-week high of $14.93. Revenue growing +147% — in hypergrowth territory. PEG 0.71 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $14.75 (implying +14% upside).
Moat
Net margin 87% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 7.13 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
STWDStarwood Property Trust, Inc.
Why now
REIT - Mortgage · market cap $6.0b. Down 24% from 52-week high of $20.84 — deep drawdown territory. Revenue -14% — in contraction; any catalyst that reverses this triggers re-rating. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $19.88 (implying +26% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
D/E 3.31 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Revenue contracting -14% — the operational turn is not yet visible in the top line. Dividend payout 325% of earnings on a 12.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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