Angel Oak Mortgage REIT (AOMR) owns and finances residential mortgage loans and mortgage-backed securities, with a book built largely on non-agency, non-QM loans that fall outside the government-backed channels. The structural case rests on that niche: non-agency residential credit is a smaller, less crowded market than agency MBS, and a $180M company can deploy capital in it without moving the price. The near-term driver is spread: with a 9.9x trailing P/E and 5.7x forward against 19.4% revenue growth, the market is pricing in margin pressure or earnings normalization that the reported numbers do not yet show. The 7.8% ROE and 47.9% operating margin are the figures to test, since a mortgage REIT's earnings are sensitive to funding costs and credit performance that can move quickly. Worth a deeper look for the portfolio manager who wants to understand whether the forward multiple reflects a real earnings decline or an overly pessimistic read of a small, specialized book.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 15 Oct 2026, 00:00 CEST | ACCE price target | $7.10 | first publication | $7.07 |
| 8 Oct 2026, 00:00 CEST | Fair value | $21.35 | $21.72 | $7.38 |
| 5 Oct 2026, 00:00 CEST | Fair value | $21.72 | $21.40 | $7.32 |
| 29 Sept 2026, 00:00 CEST | Fair value | $21.40 | $11.67 | $7.55 |
| 26 Sept 2026, 00:00 CEST | Fair value | $11.67 | $21.59 | $7.46 |
| 24 Sept 2026, 00:00 CEST | Fair value | $21.59 | $22.03 | $7.93 |
| 22 Sept 2026, 00:00 CEST | Fair value | $22.03 | $21.63 | $7.90 |
| 17 Sept 2026, 00:00 CEST | Fair value | $21.63 | $11.88 | $8.01 |
| 14 Sept 2026, 00:00 CEST | Fair value | $11.88 | $12.23 | $8.10 |
| 11 Sept 2026, 00:00 CEST | Fair value | $12.23 | $11.90 | $8.26 |
Answered from Angel Oak Mortgage REIT Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AOMR Angel Oak Mortgage REIT Inc. Common Stock | $7.37 | - | - | 10.0x | 7.8% | 67 | 62 |
| ACR ACRES Commercial Realty Corp. Common Stock | $11.69 | $17 | 33% below | - | 5.5% | 43 | 37 |
| ACRE Ares Commercial Real Estate Corporation Common Stock | $3.35 | $2 | 61% above | - | -0.9% | 50 | 44 |
| RC Ready Capital Corporation Common Stock | $1.05 | - | - | - | -33.5% | 46 | 42 |
| MITT TPG Mortgage Investment Trust Inc. Common Stock | $5.44 | - | - | 7.2x | 8.1% | 67 | 62 |
| CMTG Claros Mortgage Trust Inc. Common Stock | $1.21 | - | - | - | -36.0% | 50 | 25 |
| SEVN Seven Hills Realty Trust Common Stock | $6.20 | - | - | 9.1x | 4.0% | 54 | 41 |
Where AOMR ranks against its sector peers on each metric.