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Upturn AI SWOT - About
NYMT 
New York Mortgage Trust Inc (NYMT)
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Upturn Advisory Summary
03/03/2025: NYMT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -25.12% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 587.78M USD | Price to earnings Ratio - | 1Y Target Price 9.5 |
Price to earnings Ratio - | 1Y Target Price 9.5 | ||
Volume (30-day avg) 667779 | Beta 1.99 | 52 Weeks Range 4.81 - 6.89 | Updated Date 04/1/2025 |
52 Weeks Range 4.81 - 6.89 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 12.33% | Basic EPS (TTM) -1.14 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -43.3% | Operating Margin (TTM) -7441.51% |
Management Effectiveness
Return on Assets (TTM) -1.13% | Return on Equity (TTM) -6.18% |
Valuation
Trailing PE - | Forward PE 16.45 | Enterprise Value 8539569664 | Price to Sales(TTM) 4.11 |
Enterprise Value 8539569664 | Price to Sales(TTM) 4.11 | ||
Enterprise Value to Revenue 19.38 | Enterprise Value to EBITDA - | Shares Outstanding 90567400 | Shares Floating 84844488 |
Shares Outstanding 90567400 | Shares Floating 84844488 | ||
Percent Insiders 7.22 | Percent Institutions 59.94 |
Analyst Ratings
Rating 3.56 | Target Price 9.93 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
New York Mortgage Trust Inc
Company Overview
History and Background
New York Mortgage Trust, Inc. (NYMT) was founded in 2003 and is a real estate investment trust (REIT) that focuses on investing in mortgage-related assets.
Core Business Areas
- Residential Lending: Acquires, originates, and manages residential mortgage loans and related assets, including single-family and multi-family properties.
- Commercial Real Estate Lending: Originates and invests in commercial real estate debt, including first mortgage loans, mezzanine loans, and other commercial real estate-related debt instruments.
- Agency RMBS: Invests in Agency residential mortgage-backed securities (RMBS), focusing on predictable cash flows and risk-adjusted returns.
Leadership and Structure
Steven Mumma serves as the Chief Executive Officer. The company has a board of directors overseeing its operations and strategic direction. Organizational structure involves various departments focusing on investment management, finance, and operations.
Top Products and Market Share
Key Offerings
- Residential Mortgage Loans: NYMT focuses on originating and acquiring residential mortgage loans. Competitors include other mortgage REITs such as Annaly Capital Management and AGNC Investment Corp. Market share data is difficult to pinpoint precisely due to the fragmented nature of the mortgage market.
- Commercial Real Estate Debt: NYMT provides financing solutions for commercial real estate properties through debt instruments. Competitors include Blackstone Mortgage Trust and Starwood Property Trust. Again, granular market share data is not easily available.
- Agency RMBS: Invests in agency residential mortgage-backed securities. Competitors include similar REITs. It's difficult to have exact market share.
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, economic growth, and housing market conditions. Changes in these factors can significantly impact the value of mortgage-related assets and the profitability of REITs.
Positioning
NYMT positions itself by diversifying its portfolio across different asset classes, including residential and commercial mortgages and Agency RMBS. This diversification helps mitigate risk and improve returns.
Total Addressable Market (TAM)
The TAM for mortgage-related assets is multi-trillion dollar. NYMT is positioned as a specialized player focusing on niche segments within this vast market.
Upturn SWOT Analysis
Strengths
- Diversified investment portfolio
- Experienced management team
- Access to capital markets
- Focus on risk management
Weaknesses
- Sensitivity to interest rate changes
- Reliance on external financing
- Complexity of mortgage-related assets
- Small capitalization compared to larger REITs
Opportunities
- Expansion into new asset classes
- Increased demand for mortgage financing
- Strategic acquisitions
- Technological innovation in mortgage servicing
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- AGNC
- ARR
- IVR
Competitive Landscape
NYMT competes with other mortgage REITs for investment opportunities and capital. Its competitive advantages include its diversified portfolio and experienced management team. However, it faces challenges from larger REITs with greater access to capital.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: NYMT's growth has been impacted by market conditions and strategic decisions. The company has focused on expanding its investment portfolio and diversifying its revenue streams.
Future Projections: Future growth projections are subject to market volatility and economic factors. Analyst estimates vary and should be interpreted with caution.
Recent Initiatives: Recent initiatives might include new investment strategies, acquisitions, or changes in portfolio allocation.
Summary
New York Mortgage Trust, Inc. is a mortgage REIT focusing on diversified mortgage-related assets. Its performance is highly sensitive to interest rate changes. They need to manage interest rate risks effectively. Diversified holdings, and economic downturns may pose significant challenges.
Similar Companies
AGNC
AGNC Investment Corp
AGNC
AGNC Investment Corp
ARR
ARMOUR Residential REIT Inc
ARR
ARMOUR Residential REIT Inc
IVR
Invesco Mortgage Capital Inc
IVR
Invesco Mortgage Capital Inc
TWO
Two Harbors Investments Corp
TWO
Two Harbors Investments Corp
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share estimates are approximate. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About New York Mortgage Trust Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2004-06-24 | CEO & Director Mr. Jason T. Serrano | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 70 | Website https://www.nymtrust.com |
Full time employees 70 | Website https://www.nymtrust.com | ||
New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. The company's targeted residential loans, including business purpose loans; agency RMBS; non-agency residential mortgage-backed securities (RMBS); structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; and other mortgage-, residential housing- and credit-related assets and strategic investments; and commercial mortgage-backed securities (CMBS). It also owns and manages single-family rental properties. The company 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.
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