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Upturn AI SWOT - About
New York Mortgage Trust, Inc. 9.125% Senior Notes Due 2029 (NYMTI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $
Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.88% | Avg. Invested days 85 | 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 06/27/2025 |
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 focuses on investing in mortgage-related assets, including residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), and other real estate-related investments. The 9.125% Senior Notes Due 2029 are a specific debt instrument issued by NYMT to raise capital.
Core Business Areas
- Residential Investments: Investments in residential mortgage-backed securities, including agency and non-agency RMBS.
- Commercial Investments: Investments in commercial mortgage-backed securities and other commercial real estate debt.
- Single-Family Rentals: Direct investments in single-family rental properties.
Leadership and Structure
NYMT is led by a board of directors and a management team. Steven R. Mumma is the Chairman, CEO, and President. The organizational structure includes investment, finance, and operations departments.
Top Products and Market Share
Key Offerings
- Agency RMBS: Investments in RMBS guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. Market share is related to overall RMBS market which is very large and dispersed. Competitors include other REITs and institutional investors in RMBS.
- Non-Agency RMBS: Investments in RMBS not guaranteed by GSEs, carrying higher risk but potentially higher returns. Market share is dependent on the non-agency RMBS market. Competitors include hedge funds, REITs, and other institutional investors in riskier debt.
- SFR Investments: Direct investments in single-family rental properties. Market share depends on the fragmented SFR market. Competitors include Invitation Homes, American Homes 4 Rent, and local landlords.
Market Dynamics
Industry Overview
The REIT industry is influenced by interest rates, economic growth, and real estate market conditions. Mortgage REITs are particularly sensitive to interest rate changes and credit spreads.
Positioning
NYMT is a mid-sized mortgage REIT focused on a diversified portfolio of mortgage-related assets. Its competitive advantage lies in its expertise in managing a complex portfolio and identifying attractive investment opportunities.
Total Addressable Market (TAM)
The TAM includes the entire mortgage-backed securities market and the single-family rental market. NYMT is positioned to capture a portion of this market through its investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Access to capital markets
- High Dividend Yield from Senior Notes
Weaknesses
- Sensitivity to interest rate changes
- Complex portfolio management
- Reliance on external financing
- Potential for credit losses
Opportunities
- Expansion into new asset classes
- Increased demand for rental housing
- Distressed asset opportunities
- Financing deals with smaller firms
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- AGNC
- ARR
- IVR
Competitive Landscape
NYMT competes with other mortgage REITs for investment opportunities. Its competitive advantage lies in its specialized expertise and ability to manage risk.
Growth Trajectory and Initiatives
Historical Growth: NYMT's growth has been driven by its ability to raise capital and deploy it into attractive investment opportunities.
Future Projections: Future growth is dependent on market conditions and the company's ability to execute its investment strategy. Analyst estimates are subject to change.
Recent Initiatives: Recent initiatives include focusing on core mortgage-related assets and managing risk in a volatile market environment.
Summary
New York Mortgage Trust, Inc. is a REIT that invests in mortgage-related assets. While NYMT's diversified portfolio and experienced management are strengths, it faces weaknesses due to interest rate sensitivity and market volatility. Opportunities exist in expanding into new assets and capitalizing on distressed opportunities. However, rising interest rates and economic recession pose significant threats, making senior debt a risky investment despite the high yield.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), industry reports, analyst estimates.
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance 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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