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Upturn AI SWOT - About
EFC 
Ellington Financial Inc. (EFC)
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Upturn Advisory Summary
10/31/2025: EFC (3-star) is a STRONG-BUY. BUY since 13 days. Simulated Profits (-1.70%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14.56
1 Year Target Price $14.56
| 2 | Strong Buy |
| 4 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.63% | Avg. Invested days 62 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.33B USD | Price to earnings Ratio 10.92 | 1Y Target Price 14.56 |
Price to earnings Ratio 10.92 | 1Y Target Price 14.56 | ||
Volume (30-day avg) 8 | Beta 1 | 52 Weeks Range 10.37 - 13.67 | Updated Date 11/2/2025 |
52 Weeks Range 10.37 - 13.67 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 11.76% | Basic EPS (TTM) 1.22 |
Earnings Date
Report Date 2025-11-10 | When - | Estimate 0.4307 | Actual - |
Profitability
Profit Margin 45.37% | Operating Margin (TTM) 56.59% |
Management Effectiveness
Return on Assets (TTM) 0.9% | Return on Equity (TTM) 8.85% |
Valuation
Trailing PE 10.92 | Forward PE 9.07 | Enterprise Value 15931789312 | Price to Sales(TTM) 4.26 |
Enterprise Value 15931789312 | Price to Sales(TTM) 4.26 | ||
Enterprise Value to Revenue 57.86 | Enterprise Value to EBITDA - | Shares Outstanding 99893894 | Shares Floating 97504432 |
Shares Outstanding 99893894 | Shares Floating 97504432 | ||
Percent Insiders 3.26 | Percent Institutions 52.23 |
Upturn AI SWOT
Ellington Financial Inc.
Company Overview
History and Background
Ellington Financial Inc. was founded in 2007. It is a specialty finance company that acquires and manages mortgage-related and financial assets.
Core Business Areas
- Residential Mortgage Loans: Invests in and manages residential mortgage loans, including both performing and non-performing loans.
- Commercial Mortgage Loans: Invests in and manages commercial mortgage loans and other commercial real estate debt.
- Mortgage-Backed Securities: Invests in mortgage-backed securities (MBS), including agency and non-agency MBS.
- Consumer Loans: Invests in consumer loans and related assets.
Leadership and Structure
Laurence Penn is the Chief Executive Officer. The company operates with a management team overseeing various investment strategies and operational functions.
Top Products and Market Share
Key Offerings
- Market Share (%):
- Number of Users:
- Residential Mortgage Loans: Acquires and manages residential mortgage loans. Market share data for specific loan types is difficult to ascertain. Competitors include other mortgage REITs and private equity firms specializing in mortgage investments.
- Revenue:
- Market Share (%):
- Mortgage-Backed Securities (MBS): Invests in a variety of MBS. Market share is dependent on the specific security type. Competitors include Annaly Capital Management (NLY) and AGNC Investment Corp. (AGNC).
- Number of Users:
- Revenue:
Market Dynamics
Industry Overview
The specialty finance industry is influenced by interest rates, housing market conditions, and regulatory changes. Mortgage REITs compete for investments in mortgage-related assets.
Positioning
Ellington Financial Inc. positions itself as a flexible and opportunistic investor in mortgage and financial assets, seeking attractive risk-adjusted returns.
Total Addressable Market (TAM)
The TAM for mortgage-related assets is substantial, encompassing trillions of dollars. Ellington Financial Inc.'s positioning involves selectively targeting segments within this vast market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible investment strategy
- Diversified asset base
- Access to capital markets
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on external financing
- Complexity of investment strategies
- Management of non-performing loans
Opportunities
- Distressed asset acquisitions
- Expansion into new asset classes
- Increased demand for mortgage credit
- Securitization opportunities
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- IVR
Competitive Landscape
Ellington Financial Inc. competes with other mortgage REITs and investment firms. Its competitive advantage lies in its flexible investment strategy and experienced management team. Disadvantages include sensitivity to interest rate risk.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on investment performance and capital deployment. Historical performance varies.
Future Projections: Analyst estimates vary. Review analyst reports for specific revenue and earnings growth projections.
Recent Initiatives: Consult press releases and investor presentations for recent strategic initiatives.
Summary
Ellington Financial is a specialty finance company investing in mortgage-related assets. Its strength lies in its flexible investment approach. A key risk is its sensitivity to interest rate movements. Future growth depends on identifying and capitalizing on attractive investment opportunities and managing risk effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Press releases
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share information is estimated and may not be precise.
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 Ellington Financial Inc.
Exchange NYSE | Headquaters Old Greenwich, CT, United States | ||
IPO Launch date 2010-10-08 | CEO, President & Director Mr. Laurence Eric Penn | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 400 | |
Full time employees 400 | |||
Ellington Financial Inc., through its subsidiary, Ellington Financial Operating Partnership LLC, acquires and manages mortgage-related, consumer-related, corporate-related, and other financial assets in the United States. It operates in two segments, Investment Portfolio and Longbridge. The company acquires and manages residential mortgage-backed securities (RMBS) backed by prime jumbo, Alt-A, non-QM, manufactured housing, subprime residential, and single-family-rental mortgage loans; RMBS for which the principal and interest payments are guaranteed by the U.S. government agency or the U.S. government-sponsored entity; residential and commercial mortgage loans; residential mortgage-backed securities; commercial mortgage-backed securities; consumer loans and asset-backed securities backed by consumer loans; investments referencing mortgage servicing rights on traditional forward mortgage loans; collateralized loan obligations; non-mortgage- and mortgage-related derivatives; debt and equity investments in loan origination companies; and other strategic investments. It also offers reverse mortgage loans, including associated financial assets, financing, hedging, and allocated expenses. The company qualifies as a real estate investment trust (REIT) for federal income tax purposes. As a REIT, it intends to distribute at least 90% of its taxable income as dividends to shareholders. Ellington Financial Inc. was incorporated in 2007 and is headquartered in Old Greenwich, Connecticut.
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