Ladder Capital Corp Class A (LADR)vsStarwood Property Trust Inc (STWD)
LADR
Ladder Capital Corp Class A
$9.45
+0.21%
REAL ESTATE · Cap: $1.20B
STWD
Starwood Property Trust Inc
$15.00
+0.40%
REAL ESTATE · Cap: $6.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Starwood Property Trust Inc generates 175% more annual revenue ($597.28M vs $217.52M). STWD leads profitability with a 38.2% profit margin vs 24.0%. STWD appears more attractively valued with a PEG of 1.74. LADR earns a higher WallStSmart Score of 54/100 (C-).
LADR
Buy54
out of 100
Grade: C-
STWD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.5%
Fair Value
$8.61
Current Price
$9.45
$0.84 premium
Margin of Safety
+84.7%
Fair Value
$118.26
Current Price
$15.00
$103.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
2.2% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
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 : LADR
The strongest argument for LADR centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 28.2%.
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 : LADR
The primary concerns for LADR are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.80 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
LADR profiles as a value stock while STWD is a mature play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.03 — expect wider price swings.
STWD is growing revenue faster at 13.4% — sustainability is the question.
LADR generates stronger free cash flow (39M), providing more financial flexibility.
Bottom Line
LADR scores higher overall (54/100 vs 49/100), backed by strong 24.0% margins. STWD offers better value entry with a 84.7% margin of safety. Both earn "Buy" 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.
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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