Acres Commercial Realty Corp (ACR)vsStarwood Property Trust Inc (STWD)
ACR
Acres Commercial Realty Corp
$19.04
+0.21%
REAL ESTATE · Cap: $138.43M
STWD
Starwood Property Trust Inc
$17.48
+0.63%
REAL ESTATE · Cap: $6.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 525% more annual revenue ($547.93M vs $87.69M). STWD leads profitability with a 75.1% profit margin vs 24.3%. STWD trades at a lower P/E of 15.1x. STWD earns a higher WallStSmart Score of 67/100 (B-).
ACR
Buy62
out of 100
Grade: C+
STWD
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1201.4%
Fair Value
$1.40
Current Price
$19.04
$17.64 premium
Margin of Safety
+66.4%
Fair Value
$53.82
Current Price
$17.48
$36.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 33.9%
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Revenue surging 62.6% year-over-year
Earnings expanding 78.0% YoY
Attractively priced relative to earnings
Areas to Watch
2.7% earnings growth
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACR
The strongest argument for ACR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 24.3% and operating margin at 33.9%.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 75.1% and operating margin at 11.2%. Revenue growth of 62.6% demonstrates continued momentum.
Bear Case : ACR
The primary concerns for ACR are EPS Growth, Market Cap, Return on Equity. A P/E of 633.3x leaves little room for execution misses. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Bear Case : STWD
The primary concerns for STWD are Return on Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ACR profiles as a declining stock while STWD is a growth play — different risk/reward profiles.
ACR carries more volatility with a beta of 1.17 — expect wider price swings.
STWD is growing revenue faster at 62.6% — sustainability is the question.
STWD generates stronger free cash flow (190M), providing more financial flexibility.
Bottom Line
STWD scores higher overall (67/100 vs 62/100), backed by strong 75.1% margins and 62.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acres Commercial Realty Corp
REAL ESTATE · REIT - MORTGAGE · USA
ACRES Commercial Realty Corp. The company is headquartered in Westbury, New York.
Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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