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New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2030 (NYMTG)
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Upturn Advisory Summary
08/14/2025: NYMTG (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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 3.43% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.18 - 24.61 | Updated Date 05/13/2025 |
52 Weeks Range 22.18 - 24.61 | Updated Date 05/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2030
Company Overview
History and Background
New York Mortgage Trust, Inc. (NYMT) is a real estate investment trust (REIT) founded in 2003. It focuses on investing in mortgage-related assets and operates primarily in the U.S. NYMT has evolved from focusing solely on residential mortgage-backed securities to a broader range of mortgage-related investments.
Core Business Areas
- Multi-family: Investments in multi-family CMBS, preferred equity and mezzanine loans, and common equity.
- Single-family: Investments in residential mortgage loans, including distressed mortgages.
- Residential Lending: Origination of residential mortgage loans.
Leadership and Structure
The company is led by a board of directors and an executive management team. Steven R. Mumma is the CEO. NYMT operates as a REIT, meaning it's structured to distribute a large portion of its taxable income to shareholders.
Top Products and Market Share
Key Offerings
- Residential Mortgage-Backed Securities (RMBS): Investments in RMBS. Market share data specific to NYMT's RMBS holdings is not readily available. Competitors include Annaly Capital Management (NLY) and AGNC Investment Corp. (AGNC).
- Mortgage Loans: Investments in and origination of mortgage loans. Market share data is fragmented across various loan types. Competitors are numerous, including traditional banks and other mortgage REITs.
- Multi-family Investments: Investments in multi-family properties. Market share data specific to NYMT's multi-family holdings is not readily available. Competitors include Apartment Investment and Management Company (AIV).
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, economic growth, and housing market conditions. The industry is sensitive to changes in the yield curve and credit spreads.
Positioning
NYMT positions itself as a diversified mortgage REIT, investing in a variety of mortgage-related assets to generate income and capital appreciation. It seeks to identify undervalued assets and capitalize on market inefficiencies.
Total Addressable Market (TAM)
The total addressable market for mortgage-related investments is vast, encompassing trillions of dollars. NYMT's positioning allows it to tap into various segments of this market, but its actual TAM is dependent on its investment strategy and capital allocation. Precise TAM value is not readily available.
Upturn SWOT Analysis
Strengths
- Diversified investment portfolio
- Experienced management team
- REIT structure provides tax advantages
- Focus on undervalued assets
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on external financing
- Complex investment portfolio
- Potential for credit losses
Opportunities
- Expanding into new mortgage-related asset classes
- Capitalizing on distressed mortgage opportunities
- Growing demand for multi-family housing
- Strategic acquisitions
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Changes in government regulations
Competitors and Market Share
Key Competitors
- Annaly Capital Management (NLY)
- AGNC Investment Corp. (AGNC)
- Starwood Property Trust (STWD)
- Blackstone Mortgage Trust (BXMT)
Competitive Landscape
NYMT faces stiff competition from larger, more established mortgage REITs. NYMT's smaller size and diversified investment strategy can be both an advantage and a disadvantage. Its ability to identify and capitalize on niche investment opportunities is key to its success.
Growth Trajectory and Initiatives
Historical Growth: Due to restrictions, specific financial details are unavailable
Future Projections: Due to restrictions, specific financial details are unavailable
Recent Initiatives: Due to restrictions, specific financial details are unavailable
Summary
New York Mortgage Trust (NYMT) is a mortgage REIT that invests in a diversified portfolio of mortgage-related assets. The company's performance is highly sensitive to interest rate movements and economic conditions. While it possesses a diversified approach to mitigate risks, challenges include external financing reliance and intricate investment portfolios. Navigating interest rate risks and maintaining a stable financial base are crucial for sustained growth. The company should also evaluate expanding into new asset classes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market reports
- Analyst estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary based on source. Financial data may be delayed.
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. 9.125% Senior Notes Due 2030
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2025-01-15 | CEO & Director Mr. Jason T. Serrano | ||
Sector - | Industry - | 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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