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New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029 (NYMTI)
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Upturn Advisory Summary
11/25/2025: NYMTI (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.
Analysis of Past Performance
Type Stock | Historic Profit 8.68% | Avg. Invested days 130 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/25/2025 |
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 1.97 | 52 Weeks Range 22.44 - 24.73 | Updated Date 06/29/2025 |
52 Weeks Range 22.44 - 24.73 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.08% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -75.88% | Operating Margin (TTM) -98.76% |
Management Effectiveness
Return on Assets (TTM) -2.53% | Return on Equity (TTM) -10.29% |
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 89757188 |
Shares Outstanding - | Shares Floating 89757188 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029
Company Overview
History and Background
New York Mortgage Trust, Inc. (NYMT) is a real estate investment trust (REIT) founded in 2003. It primarily focuses on investing in mortgage-related assets. Over time, it has adjusted its investment strategies based on market conditions.
Core Business Areas
- Residential Mortgage-Backed Securities (RMBS): Investments in agency and non-agency RMBS.
- Multi-Family: Investments in multi-family mortgage loans.
- Single-Family: Investments in single family home loans.
Leadership and Structure
The leadership team consists of seasoned professionals in real estate and finance. The organizational structure typically includes departments for investment, finance, and operations.
Top Products and Market Share
Key Offerings
- RMBS: Investments in residential mortgage-backed securities, focused on generating income from interest payments. Market share is difficult to precisely pinpoint as it is spread across many investors, but NYMT is a significant player in its niche. Competitors include other REITs and institutional investors.
- Multi-Family Mortgage Loans: Origination and investment in multi-family mortgage loans. Market share varies regionally. Competitors include banks, credit unions, and other REITs.
Market Dynamics
Industry Overview
The REIT industry is influenced by interest rates, economic growth, and real estate market conditions. Fluctuations in these factors impact profitability and investment strategies.
Positioning
NYMT positions itself as an opportunistic investor in mortgage-related assets, seeking to capitalize on market inefficiencies. Its competitive advantage lies in its expertise in evaluating and managing complex mortgage investments.
Total Addressable Market (TAM)
The TAM for mortgage-related investments is substantial, encompassing trillions of dollars. NYMT's positioning allows it to capture a portion of this market by focusing on specific segments and strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Established track record in mortgage investing
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on external financing
- Complex investment strategies
Opportunities
- Expansion into new mortgage-related asset classes
- Increased demand for multi-family housing
- Strategic acquisitions of distressed assets
Threats
- Rising interest rates
- Economic downturn
- Increased competition
Competitors and Market Share
Key Competitors
- AGNC Investment Corp. (AGNC)
- Annaly Capital Management, Inc. (NLY)
- Two Harbors Investment Corp. (TWO)
Competitive Landscape
NYMT faces competition from larger, more established REITs. Its competitive advantage lies in its ability to identify and capitalize on niche opportunities within the mortgage market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends would be analyzed given the specific financial data provided.
Future Projections: Future growth projections based on analyst estimates would be provided with the inclusion of that data.
Recent Initiatives: Recent strategic initiatives would be highlighted given any initiatives reported.
Summary
New York Mortgage Trust is a REIT focusing on mortgage-related assets. Its strength lies in experienced management and diversified investments, but is vulnerable to interest rate fluctuations. Key opportunities involve expanding into new asset classes, while threats include economic downturns. They have competition from larger more established REITs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K, 10-Q)
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data and market conditions are subject to change.
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 2029
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2024-07-01 | CEO & Director Mr. Jason T. Serrano | ||
Sector - | Industry - | Full time employees 81 | Website https://www.nymtrust.com |
Full time employees 81 | 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. Its targeted investments include residential loans, including business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; non-agency residential mortgage-backed securities (RMBS); agency RMBS; commercial mortgage-backed securities (CMBS); single-family rental properties; and other mortgage, residential housing, and credit-related assets. The company also 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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