Acres Commercial Realty Corp (ACR)vsStarwood Property Trust Inc (STWD)
ACR
Acres Commercial Realty Corp
$13.36
+0.07%
REAL ESTATE · Cap: $97.41M
STWD
Starwood Property Trust Inc
$14.94
-0.93%
REAL ESTATE · Cap: $6.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 608% more annual revenue ($597.28M vs $84.41M). STWD leads profitability with a 38.2% profit margin vs 16.6%. STWD earns a higher WallStSmart Score of 49/100 (D+).
ACR
Hold49
out of 100
Grade: D+
STWD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-26.6%
Fair Value
$14.39
Current Price
$13.36
$1.03 premium
Margin of Safety
+84.7%
Fair Value
$118.26
Current Price
$14.94
$103.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 272.2% YoY
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Revenue declined 14.8%
Operating margin of -2.2%
Expensive relative to growth rate
Moderate valuation
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ACR
The strongest argument for ACR centers on Price/Book, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at -2.2%.
Bull Case : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin. Profitability is solid with margins at 38.2% and operating margin at -5.9%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : ACR
The primary concerns for ACR are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 4.43 is elevated, increasing financial risk.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, P/E Ratio, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
ACR profiles as a declining stock while STWD is a mature play — different risk/reward profiles.
ACR carries more volatility with a beta of 1.06 — expect wider price swings.
STWD is growing revenue faster at 13.4% — sustainability is the question.
ACR generates stronger free cash flow (5M), providing more financial flexibility.
Bottom Line
ACR scores higher overall (49/100 vs 49/100), backed by strong 16.6% margins. STWD offers better value entry with a 84.7% margin of safety. Both earn "Hold" and "Hold" 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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