Starwood Property Trust Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Starwood Property Trust Inc (STWD) 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: Starwood Property Trust Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,008M vs 29,656M combined for its competitors (6.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months), vs decelerating (-72.0%) for its tracked peer group.
- Growth: Starwood Property Trust Inc generated 15.6% revenue growth year over year in Q2 2026, vs -68.0% for its competitors combined.
- Profitability: Its 2.9% net margin compares with 79.3% for the peer group.
- Scale: Starwood Property Trust Inc ranks #63 of 187 companies by market capitalization in the Real Estate Investment Trusts industry, holding 0.3% of industry market cap.
- Peer revenue share: Starwood Property Trust Inc accounted for 19.8% of combined revenue among its tracked peer group, up from 6.4% a year earlier.
- Peer differentiation: Revenue per employee of $6.20M compares with $1.62M for the peer group (3.8x).
- Structure: Starwood Property Trust Inc operates in the following segments: Commercial and Residential Lending, Infrastructure Lending, Property, Investing and Servicing Segment Property Portfolio, Corporate and Unallocated.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
STWD Sales vs. its Competitors, Q2 2026
Starwood Property Trust Inc reported revenue growth of 15.62 % year on year in Q2 2026, above its competitors' combined revenue change of -67.96 %.
With a net margin of 2.92 %, Starwood Property Trust Inc reported lower profitability than its competitors (79.33 %).
Starwood Property Trust Inc generated 19.82 % of the combined sales of its peer group, up from 6.41 % a year earlier.
API endpoints for this dataset
Starwood Property Trust Inc vs. its Competitors, Q2 2026
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 Starwood Property Trust Inc reports; 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 Starwood Property Trust Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Starwood Property Trust inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Starwood Property Trust Inc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -1.0% year over year, combined, vs 15.6% for Starwood Property Trust Inc. Starwood Property Trust Inc's share of combined industry revenue moved from 0.59% to 0.69%, a gain of 0.10 percentage points.
Starwood Property Trust Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Starwood Property Trust inc | Yes | Yes | Yes | No |
| Competitors combined (30) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) |
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.
STWD Stock Performance relative to its Competitors
STWD Stock Performance relative to Similar-Size Competitors
STWD Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Lument Finance Trust Inc | 282.9% | Outperformed |
| 2 | Granite Point Mortgage Trust Inc | 282.9% | Outperformed |
| 3 | Terra Property Trust Inc | 282.9% | Outperformed |
| 4 | Redwood Mortgage Investors Ix | 282.9% | Outperformed |
| 5 | Nexpoint Real Estate Finance Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Starwood Property Trust Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Starwood Property Trust inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Starwood Property Trust inc |
4,419.11 | 2,007.95 |
 Annaly Capital Management Inc |
14,331.74 | 7,228.06 |
 Mid america Apartment Communities Inc |
13,790.17 | 2,224.54 |
 Agnc Investment Corp |
10,540.39 | 4,497.00 |
 Bxp Inc |
10,377.48 | 3,525.68 |
 Rithm Capital Corp |
5,287.11 | 5,202.09 |
| SUBTOTAL | 70,789.52 | 31,647.01 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Starwood Property Trust inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Starwood Property Trust Inc's Competitors Named by the Company
Competitive relationships identified from Starwood Property Trust Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Kkr Real Estate Finance Trust Inc | Company report | 85% |
| Nexpoint Real Estate Finance Inc | Company report | 85% |
| Franklin Bsp Realty Trust Inc | Company report | 85% |
| Tpg Mortgage Investment Trust Inc | Company report | 85% |
| Redwood Mortgage Investors Ix | Company report | 85% |
| Acres Commercial Realty Corp | Company report | 85% |
| Ladder Capital Corp | Company report | 85% |
| Ready Capital Corporation | Company report | 85% |
| Western Asset Mortgage Capital Corporation | Company report | 85% |
| Granite Point Mortgage Trust Inc | Company report | 85% |
| Annaly Capital Management Inc | Company report | 85% |
| Chimera Investment Corporation | Company report | 85% |
| Lument Finance Trust Inc | Company report | 85% |
| Rithm Capital Corp | Company report | 85% |
| Tpg Re Finance Trust Inc | Company report | 85% |
| Agnc Investment Corp | Company report | 85% |
| Terra Property Trust Inc | Company report | 85% |
| Broadmark Realty Capital Inc | Company report | 85% |
| Rithm Property Trust Inc | Company report | 85% |
| Cim Real Estate Finance Trust Inc | Company report | 85% |
| Altisource Portfolio Solutions S a | Company report | 85% |
| Brightspire Capital Inc | Company report | 85% |
| Ellington Credit Company | Company report | 85% |
| Advanced Flower Capital Inc | Company report | 85% |
| Apollo Commercial Real Estate Finance Inc | Company report | 85% |
| Ares Commercial Real Estate Corporation | Company report | 85% |
| Blackstone Mortgage Trust Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Starwood Property Trust Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Starwood Property Trust Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Starwood Property Trust inc | Commercial and Residential Lending 69.16 % |
| Mid america Apartment Communities Inc | Same Store 93.36 % |
| Rithm Capital Corp | Origination and Servicing 75.64 % |
| Jll Income Property Trust Inc | Residential 34.54 % |
| Ares Commercial Real Estate Corporation | Reportable 100.00 % |
| Altisource Portfolio Solutions S a | Servicer and Real Estate Solutions 72.75 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Starwood Property Trust Inc'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 |
|---|---|---|---|
| Starwood Property Trust inc | 4,419 | 6,197,377 | 817,046 |
| Annaly Capital Management Inc | 14,332 | 37,843,225 | 5,939,686 |
| Mid america Apartment Communities Inc | 13,790 | 878,570 | 155,082 |
| Agnc Investment Corp | 10,540 | 83,277,778 | 1,907,407 |
| Bxp Inc | 10,377 | 4,268,383 | 500,507 |
| Rithm Capital Corp | 5,287 | 718,520 | 71,996 |
| PEERS TOTAL | 66,370 | 1,620,418 | 113,540 |
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Starwood Property Trust Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Brightspire Capital Inc | United States 100.00 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Starwood Property Trust Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 181 companies in Starwood Property Trust Inc's industry classification, broader than the peer set above. Market cap in millions of $.Starwood Property Trust Inc ranks #63 of 181 companies by market capitalization in its industry, holding 0.29 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 413, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 180,807 | 12.02 % |
| 2 | Prologis Inc | 121,613 | 8.09 % |
| 3 | Equinix Inc | 100,396 | 6.67 % |
| 4 | American Tower Corporation | 88,026 | 5.85 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Public Storage | 1,234 | 5.2% |
| 8 | Realty Income Corporation | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Crown Castle Inc | 1,234 | 5.2% |
| 63 | Starwood Property Trust inc | 4,419 | 0.29 % |
Market cap and industry share for the rest of Starwood Property Trust Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Starwood Property Trust Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 58 | Howard Hughes Holdings Inc | 4,598 | -3.46 % |
| 59 | Americold Realty Trust Inc | 4,593 | 21.38 % |
| 60 | Epr Properties | 4,583 | 20.92 % |
| 61 | Tanger Inc | 4,468 | 12.87 % |
| 62 | Apple Hospitality Reit Inc | 1,234 | 12.3% |
| 63 | Starwood Property Trust inc | 4,419 | -32.54 % |
| 64 | Kilroy Realty Corporation | 1,234 | 12.3% |
| 65 | Copt Defense Properties | 1,234 | 12.3% |
| 66 | Sl green Realty corp | 1,234 | 12.3% |
| 67 | Lxp Industrial Trust | 1,234 | 12.3% |
| 68 | Independence Realty Trust Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Starwood Property Trust Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Starwood Property Trust Inc'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 (283 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 95.97 % | 42.02 % (avg) | +53.9 pp |
| Operating Margin | 51.28 % | industry median | +24.2 pp |
| EBITDA Margin | 22.58 % | 38.49 % (avg) | -15.9 pp |
| Capital Intensity (Capex / Revenue) | 43.02 % | 28.31 % (avg) | +14.7 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.
Starwood Property Trust Inc's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Investment Trusts industry average (283 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 | 31.1x | 30.7x | +0.4x |
| EV / EBITDA | 79.4x | 17.6x | +61.8x |
| P/B | 0.9x | 1.9x | -0.9x |
| Return on Equity | 3.76 % | industry aggregate | -1.84 % |
| Return on Invested Capital | 1.37 % | 2.23 % (avg) | -0.86 % |
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.
Starwood Property Trust Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 26.07 % | 7.86 % | -5.04 % | 2.99 % | 32.72 % | 39.95 % | -5.03 % | -5.27 % |
| Operating Margin | 48.73 % | 56.64 % | 52.14 % | 53.57 % | 69.55 % | 67.78 % | 67.57 % | 72.61 % |
| Return on Invested Capital | 0.79 % | 0.86 % | 0.71 % | 0.74 % | 1.23 % | 1.49 % | 1.59 % | 1.70 % |
| P/E | 15.2x | 13.9x | 16.1x | 16.4x | 7.0x | 19.1x | 18.9x | 16.3x |
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.
Starwood Property Trust Inc's Strategic Group Map
Starwood Property Trust Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Starwood Property Trust Inc's trailing-12-month revenue growth of 11.8% and operating margin of 51.3% compares with an average of 10.4% growth and 52.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Starwood Property Trust Inc sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Starwood Property Trust Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Starwood Property Trust Inc falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue 2.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Starwood Property Trust Inc'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 |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 413 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 43.02 % vs industry average 28.31 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Starwood Property Trust Inc's dedicated Suppliers and Customers pages, not here.
Starwood Property Trust Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Starwood Property Trust Inc falls in the Medium attractiveness / Medium strength cell: Selective.
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.
Starwood Property Trust Inc'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 24.2 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.02x).
Opportunities
- A meaningful share of competitors (36.70 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-72.0% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Starwood Property Trust Inc'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 |
|---|---|---|---|
| Starwood Property Trust inc | 0.05 | 2.74 | 4.27 |
| Annaly Capital Management Inc | - | 1.96 | - |
| Mid america Apartment Communities Inc | 0.07 | 0.10 | 0.32 |
| Agnc Investment Corp | 0.01 | 0.58 | 7.39 |
| Bxp Inc | 0.75 | 0.89 | 1.45 |
| Rithm Capital Corp | 0.38 | 0.48 | 3.33 |
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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.
Starwood Property Trust Inc'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 |
|---|---|---|---|
| Starwood Property Trust inc | Q2 2026 | +15.6 % | -88.9 % |
| Annaly Capital Management Inc | Q3 2026 | - | - |
| Mid america Apartment Communities Inc | Q3 2026 | +1.0 % | -17.7 % |
| Agnc Investment Corp | Q3 2026 | - | - |
| Bxp Inc | Q2 2026 | +3.1 % | -14.0 % |
| Rithm Capital Corp | Q3 2026 | +58.9 % | +10.7 % |
| PEERS TOTAL | -52.3 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Starwood Property Trust Inc'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 |
|---|---|---|---|
| Starwood Property Trust inc | Q2 2026 | +81.3 % | - |
| Annaly Capital Management Inc | Q3 2026 | - | - |
| Mid america Apartment Communities Inc | Q3 2026 | - | +13.3 % |
| Agnc Investment Corp | Q3 2026 | - | - |
| Bxp Inc | Q2 2026 | +1.2 % | +13.1 % |
| Rithm Capital Corp | Q3 2026 | +277.5 % | - |
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Starwood Property Trust Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Starwood Property Trust inc | 0.43% | 0.39% | 3.76% |
| Annaly Capital Management Inc | 0.80% | 0.80% | 6.94% |
| Mid america Apartment Communities Inc | 3.27% | 3.06% | 6.97% |
| Agnc Investment Corp | 0.08% | 0.32% | 0.85% |
| Bxp Inc | 1.61% | 1.44% | 5.40% |
| Rithm Capital Corp | 0.96% | 0.85% | 5.75% |
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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).
Starwood Property Trust Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Starwood Property Trust inc | 21.52 | 2.20 |
| Annaly Capital Management Inc | 12.18 | 1.98 |
| Mid america Apartment Communities Inc | 36.06 | 6.20 |
| Agnc Investment Corp | 125.43 | 2.34 |
| Bxp Inc | 34.95 | 2.94 |
| Rithm Capital Corp | 14.42 | 1.02 |
| PEERS AVERAGE | 30.23 | 2.24 |
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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.