New York Mortgage Trust (NASDAQ:NYMTL – Get Free Report) and KKR Real Estate Finance Trust (NYSE:KREF – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations and risk.
Institutional and Insider Ownership
70.2% of KKR Real Estate Finance Trust shares are held by institutional investors. 2.1% of KKR Real Estate Finance Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Profitability
This table compares New York Mortgage Trust and KKR Real Estate Finance Trust’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| New York Mortgage Trust | N/A | N/A | N/A |
| KKR Real Estate Finance Trust | -47.33% | -1.53% | -0.27% |
Valuation & Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| New York Mortgage Trust | $273.96 million | N/A | N/A | N/A | N/A |
| KKR Real Estate Finance Trust | $435.60 million | 1.00 | -$47.05 million | ($3.28) | -2.28 |
New York Mortgage Trust has higher earnings, but lower revenue than KKR Real Estate Finance Trust.
Analyst Recommendations
This is a summary of recent ratings and recommmendations for New York Mortgage Trust and KKR Real Estate Finance Trust, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| New York Mortgage Trust | 0 | 0 | 0 | 0 | 0.00 |
| KKR Real Estate Finance Trust | 2 | 5 | 1 | 1 | 2.11 |
KKR Real Estate Finance Trust has a consensus price target of $8.92, indicating a potential upside of 19.37%. Given KKR Real Estate Finance Trust’s stronger consensus rating and higher possible upside, analysts plainly believe KKR Real Estate Finance Trust is more favorable than New York Mortgage Trust.
Dividends
New York Mortgage Trust pays an annual dividend of $1.72 per share and has a dividend yield of 6.9%. KKR Real Estate Finance Trust pays an annual dividend of $0.40 per share and has a dividend yield of 5.4%. KKR Real Estate Finance Trust pays out -12.2% of its earnings in the form of a dividend.
Summary
KKR Real Estate Finance Trust beats New York Mortgage Trust on 8 of the 12 factors compared between the two stocks.
About New York Mortgage Trust
New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. Its targeted investments include residential loans, including business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; non-agency residential mortgage-backed securities (RMBS); agency RMBS; commercial mortgage-backed securities (CMBS); single-family rental properties; and other mortgage, residential housing, and credit-related assets. The company also qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. New York Mortgage Trust, Inc. was incorporated in 2003 and is headquartered in New York, New York.
About KKR Real Estate Finance Trust
KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. The company has elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. KKR Real Estate Finance Trust Inc. was incorporated in 2014 and is headquartered in New York, New York.
Receive News & Ratings for New York Mortgage Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for New York Mortgage Trust and related companies with MarketBeat.com's FREE daily email newsletter.
