COMPARE · Data as of August 28, 2026
RITM vs STWD
Verdict: Side-by-side breakdown using the Bull Rankings model. RITM scored 59.0, STWD scored 61.0 — STWD leads.
Compare another set
RITM
Rithm Capital Corp.
74.5Fin
$10.08 · $5.6B
fundamentals as of
Strength gap
9.4
RITM 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 growthRITM-4.9%
- Strongest balance sheetSTWD3.31
Side by side · every name on one set of axes
Fundamentals, head-to-head
RITM
STWD
10.0%C+
Yield
12.0%C+
-4.9%D+
Rev
-13.8%D
3.88C
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
RITMRithm Capital Corp.
Why now
REIT - Mortgage · market cap $5.6b. Down 21% 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 $13.15 (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 10.0% 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.
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
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.