Ladder Capital Corp Class A (LADR)vsStarwood Property Trust Inc (STWD)
LADR
Ladder Capital Corp Class A
$9.99
+0.91%
REAL ESTATE · Cap: $1.26B
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 154% more annual revenue ($547.93M vs $215.38M). STWD leads profitability with a 75.1% profit margin vs 29.8%. LADR appears more attractively valued with a PEG of 1.89. STWD earns a higher WallStSmart Score of 67/100 (B-).
LADR
Buy54
out of 100
Grade: C-
STWD
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-204.0%
Fair Value
$3.47
Current Price
$9.99
$6.52 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 30.7%
Keeps 30 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
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
Weak financial health signals
ROE of 6.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LADR
The strongest argument for LADR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 29.8% and operating margin at 30.7%.
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 : LADR
The primary concerns for LADR are PEG Ratio, Market Cap, Return on Equity. Debt-to-equity of 2.37 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
LADR profiles as a declining stock while STWD is a growth play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.11 — 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 54/100), 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.
Ladder Capital Corp Class A
REAL ESTATE · REIT - MORTGAGE · USA
Ladder Capital Corp is a real estate investment trust in the United States. The company is headquartered in New York, New York.
Visit Website →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.
Compare with Other REIT - MORTGAGE Stocks
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