Capstead Mortgage's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Capstead Mortgage (CMO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Capstead Mortgage vs Its Competitors
- TTM: Trailing 12-month revenue of 99M vs 332M combined for tracked competitors (23.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-26.9% annualized vs trailing 12 months), vs decelerating (-71.0%) for its tracked peer group.
- Growth: Capstead Mortgage generated -30.8% revenue growth year over year in Q2 2021, vs -53.9% for its tracked competitors combined.
- Profitability: Its 85.5% net margin compares with 95.3% for the peer group.
- Peer revenue share: Capstead Mortgage accounted for 43.0% of combined revenue among its tracked peer group, up from 33.4% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CMO Sales vs. its Competitors, Q2 2021
Capstead Mortgage reported revenue contraction of 30.82 % year on year in Q2 2021, above its competitors' combined revenue change of -53.94 %.
With a net margin of 85.50 %, Capstead Mortgage reported lower profitability than its competitors (95.28 %).
Capstead Mortgage generated 42.99 % of the combined sales of its peer group, up from 33.42 % a year earlier.
Capstead Mortgage vs. its Competitors, Q2 2021
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Capstead Mortgage and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Capstead Mortgage Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Capstead Mortgage's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs -30.8% for Capstead Mortgage. Capstead Mortgage's share of combined industry revenue moved from 0.04% to 0.03%, a loss of 0.01 percentage points.
Capstead Mortgage's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Capstead Mortgage Corporation | Yes | - | - | No |
| Competitors combined (2) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CMO Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Franklin Bsp Realty Trust Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Capstead Mortgage's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Capstead Mortgage Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Capstead Mortgage Corporation | 626.95 | 99.37 |
| Franklin Bsp Realty Trust Inc | 541.58 | 310.34 |
| Arlington Asset Investment Corp | 135.91 | 22.02 |
| SUBTOTAL | 1,304.44 | 431.73 |
Sources: Capstead Mortgage Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Capstead Mortgage Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Capstead Mortgage's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Arlington Asset Investment Corp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Capstead Mortgage's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Capstead Mortgage's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Capstead Mortgage Corporation | 627 | - | - |
| Franklin Bsp Realty Trust Inc | 542 | - | - |
| Arlington Asset Investment Corp | 136 | 710,387 | 13,742 |
| PEERS TOTAL | 677 | 10,721,226 | 2,096,419 |
Capstead Mortgage's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (193 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 87.40 % | 70.51 % (avg) | +16.9 pp |
| Operating Margin | 87.68 % | industry median | +61.0 pp |
| EBITDA Margin | 102.34 % | 37.73 % (avg) | +64.6 pp |
| Capital Intensity (Capex / Revenue) | 0.00 % | 24.26 % (avg) | -24.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Capstead Mortgage's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Investment Trusts industry average (193 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Real Estate Investment Trusts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 9.1x | 33.2x | -24.1x |
| EV / EBITDA | 4.7x | 17.6x | -13.0x |
| P/B | 0.7x | 2.0x | -1.4x |
| Return on Equity | 9.65 % | industry aggregate | 3.35 % |
| Return on Invested Capital | 0.96 % | 2.03 % (avg) | -1.07 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Capstead Mortgage's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | -88.75 % | -119.71 % | -458.43 % | - | - | - | - |
| Operating Margin | - | - | - | - | 114.39 % | 108.22 % | 155.02 % | 111.32 % |
| Return on Invested Capital | - | - | - | - | -0.39 % | -1.12 % | -0.27 % | -1.34 % |
| P/E | - | - | 7.1x | 12.2x | 13.5x | 21.5x | 43.9x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Capstead Mortgage's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 24.26 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Capstead Mortgage's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Capstead Mortgage's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Capstead Mortgage's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Capstead Mortgage falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Capstead Mortgage's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 61.0 points above the industry median.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-26.9% annualized vs trailing 12 months).
Opportunities
- A meaningful share of tracked competitors (100.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-71.0% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Capstead Mortgage's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Capstead Mortgage Corporation | 4.16 | 6.58 | 0.11 |
| Franklin Bsp Realty Trust Inc | 0.14 | 0.61 | 4.32 |
| Arlington Asset Investment Corp | 0.03 | 0.07 | 2.77 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Capstead Mortgage's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Capstead Mortgage Corporation | Q2 2021 | -30.8 % | -31.6 % |
| Franklin Bsp Realty Trust Inc | Q2 2026 | +32.5 % | -33.3 % |
| Arlington Asset Investment Corp | Q3 2023 | -27.5 % | - |
| PEERS TOTAL | +7.4 % | -50.1 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Capstead Mortgage's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Capstead Mortgage Corporation | Q2 2021 | - | - |
| Franklin Bsp Realty Trust Inc | Q2 2026 | - | - |
| Arlington Asset Investment Corp | Q3 2023 | - | - |
Capstead Mortgage's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Capstead Mortgage Corporation | 1.06% | 1.06% | 9.65% |
| Franklin Bsp Realty Trust Inc | 1.03% | 0.80% | 4.28% |
| Arlington Asset Investment Corp | 0.05% | 0.05% | 0.20% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Capstead Mortgage's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Capstead Mortgage Corporation | 9.25 | 6.31 |
| Franklin Bsp Realty Trust Inc | 9.13 | 1.75 |
| Arlington Asset Investment Corp | - | 6.17 |
| PEERS AVERAGE | 8.59 | 3.02 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.