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Upturn AI SWOT - About
AG Mortgage Investment Trust Inc (MITT)
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Upturn Advisory Summary
06/27/2025: MITT (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.
Number of Analysts
7 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $15.71
1 Year Target Price $15.71
| 3 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.48% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 224.06M USD | Price to earnings Ratio 8.48 | 1Y Target Price 15.71 |
Price to earnings Ratio 8.48 | 1Y Target Price 15.71 | ||
Volume (30-day avg) 7 | Beta 1.59 | 52 Weeks Range 5.48 - 7.79 | Updated Date 06/30/2025 |
52 Weeks Range 5.48 - 7.79 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 10.57% | Basic EPS (TTM) 0.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 57.94% | Operating Margin (TTM) 72.38% |
Management Effectiveness
Return on Assets (TTM) 0.68% | Return on Equity (TTM) 8.55% |
Valuation
Trailing PE 8.48 | Forward PE 8.7 | Enterprise Value 7068378624 | Price to Sales(TTM) 2.8 |
Enterprise Value 7068378624 | Price to Sales(TTM) 2.8 | ||
Enterprise Value to Revenue 106.22 | Enterprise Value to EBITDA - | Shares Outstanding 29676300 | Shares Floating 28551312 |
Shares Outstanding 29676300 | Shares Floating 28551312 | ||
Percent Insiders 6.97 | Percent Institutions 36.11 |
Analyst Ratings
Rating 3 | Target Price 15.71 | Buy 2 | Strong Buy 3 |
Buy 2 | Strong Buy 3 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AG Mortgage Investment Trust Inc
Company Overview
History and Background
AG Mortgage Investment Trust, Inc. (MITT) was founded in 2011. It is a real estate investment trust (REIT) that focuses on investing in, acquiring, and managing a diversified portfolio of residential and commercial mortgage-backed securities (MBS) and other real estate-related assets.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Invests in agency and non-agency RMBS, including those backed by prime, Alt-A, and subprime mortgages. This segment constitutes a significant portion of their portfolio.
- Commercial Mortgage-Backed Securities (CMBS): Invests in CMBS, which are securities backed by commercial mortgages on properties such as office buildings, retail centers, and hotels.
- Other Real Estate-Related Assets: Invests in other real estate-related assets, including mortgage loans and other structured credit investments.
Leadership and Structure
David Roberts serves as the Chief Executive Officer. The company operates under a board of directors that oversees management and strategic direction.
Top Products and Market Share
Key Offerings
- Residential Mortgage-Backed Securities (RMBS): MITT's primary product is investing in RMBS. Market share data for specific RMBS investments is difficult to obtain due to the fragmented nature of the market. Competitors include other REITs and investment firms focused on mortgage-backed securities, such as Annaly Capital Management (NLY) and Two Harbors Investment Corp (TWO).
- Commercial Mortgage-Backed Securities (CMBS): MITT invests in CMBS to diversify its portfolio. Market share information is not readily available. Competitors include Blackstone Mortgage Trust (BXMT) and Starwood Property Trust (STWD).
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, economic conditions, and housing market trends. It is currently characterized by volatility due to fluctuating interest rates and uncertainty regarding the economic outlook.
Positioning
MITT operates in the mortgage REIT sector, focusing on a diversified portfolio of RMBS and CMBS. Its competitive advantage lies in its experienced management team and strategic asset allocation.
Total Addressable Market (TAM)
The TAM for mortgage REITs is significant, encompassing the total value of outstanding mortgages. Specific TAM for RMBS and CMBS is in the trillions. MITT is positioned to capitalize on a fraction of this TAM through its investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio
- Access to Capital Markets
- Established Investment Process
Weaknesses
- Sensitivity to Interest Rate Fluctuations
- High Leverage
- Complex Investment Strategies
- External Management Structure
Opportunities
- Expanding into New Asset Classes
- Capitalizing on Market Volatility
- Improving Funding Costs
- Increasing Operational Efficiency
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
- Regulatory Changes
Competitors and Market Share
Key Competitors
- NLY
- TWO
- BXMT
- STWD
Competitive Landscape
MITT faces intense competition from larger and more established mortgage REITs. Its smaller size and external management structure can be disadvantages. However, its experienced management team and flexible investment strategy can provide advantages.
Growth Trajectory and Initiatives
Historical Growth: MITT's growth has been influenced by market conditions and strategic decisions related to asset allocation and leverage.
Future Projections: Future growth projections are subject to market conditions and analyst estimates. Analyst consensus ratings and price targets vary.
Recent Initiatives: Recent initiatives may include portfolio adjustments, capital raising activities, and efforts to manage interest rate risk.
Summary
AG Mortgage Investment Trust operates in a volatile sector and is greatly affected by interest rates. While it benefits from a skilled management team, its sensitivity to interest rates and external management pose challenges. Recent initiatives to manage interest rate risk and diversify its portfolio are crucial. The competitive landscape requires continuous adaptation and strategic execution to maintain profitability. It is essential for MITT to manage leverage and funding costs to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Materials
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data 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 AG Mortgage Investment Trust Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-06-30 | President, CEO & Executive Director Mr. Thomas Durkin | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | Website https://www.agmit.com |
Full time employees - | Website https://www.agmit.com | ||
AG Mortgage Investment Trust, Inc. operates as a residential mortgage real estate investment trust in the United States. Its investment portfolio comprises residential investments, such as non-agency loans, agency-eligible loans, home equity loans, re-and non-performing loans, and non-agency residential mortgage-backed securities, as well as commercial loans and commercial mortgage-backed securities. 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. AG Mortgage Investment Trust, Inc. was incorporated in 2011 and is based in New York, New York. AG Mortgage Investment Trust, Inc. operates as a subsidiary of TPG Inc.
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