Starwood Property Trust is a mortgage REIT whose core book is commercial real estate senior loans and CMBS, funded in part by its Starwood Capital-linked origination platform and its Woodbridge and infrastructure lending arms. Its edge is origination scale and access to deal flow sourced through the wider Starwood franchise, which lets it pick through a lending market where smaller balance sheets have pulled back. Revenue growth of 13.4% is the number to watch, though it sits against a thin 3.7% ROE and an operating margin of -5.9%, so the earnings base is far less clean than the headline line item suggests. The forward P/E of 10.0 against a trailing 21.0 says the market expects earnings to recover sharply, and that expectation is the thing to test: it depends on credit quality holding in office and multifamily exposures and on net interest spreads widening as higher-rate loans reprice. With a $4.8B market cap, no index membership and a score of 42/100, this is a name that needs a deeper look at loan-level credit and the dividend coverage math before anything else.
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.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 11 Oct 2026, 00:00 CEST | ACCE price target | $13.30 | first publication | $12.71 |
| 9 Oct 2026, 00:00 CEST | Fair value | $24.32 | $24.66 | $12.66 |
| 6 Oct 2026, 00:00 CEST | Fair value | $24.66 | $24.94 | $13.05 |
| 29 Sept 2026, 00:00 CEST | Fair value | $24.94 | $25.22 | $14.36 |
| 22 Sept 2026, 00:00 CEST | Fair value | $25.22 | $25.64 | $14.94 |
| 19 Sept 2026, 00:00 CEST | Fair value | $25.64 | $25.32 | $15.08 |
| 17 Sept 2026, 00:00 CEST | Fair value | $25.32 | $25.93 | $15.20 |
| 14 Sept 2026, 00:00 CEST | Fair value | $25.93 | $25.20 | $15.62 |
| 12 Sept 2026, 00:00 CEST | Fair value | $25.20 | $25.56 | $15.62 |
| 30 Aug 2026, 00:00 CEST | Fair value | $25.56 | $26.30 | $15.94 |
Answered from STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| STWD STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. | $12.58 | - | - | 21.0x | 3.7% | 45 | 42 |
| RITM Rithm Capital Corp. Common Stock | $8.68 | - | - | 15.7x | 5.6% | 49 | 41 |
| AGNCP AGNC Investment Corp. Depositary Shares Each Representing a 1/1000th Interest in a Share of 6.125% Series F Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock | $24.67 | - | - | - | 0.9% | 62 | 59 |
| DX Dynex Capital Inc. Common Stock | $11.05 | - | - | 39.5x | -2.0% | 46 | 54 |
| AGNCM AGNC Investment Corp. Depositary Shares rep 6.875% Series D Fixed-to-Floating Cumulative Redeemable Preferred Stock | $24.49 | - | - | - | 0.9% | 62 | 58 |
| AGNCN AGNC Investment Corp. Depositary Shares Each Representing a 1/1000th Interest in a Share of 7.00% Series C Fixed-To-Floating Rate Cumulative Redeemable Preferred Stock | $25.22 | - | - | - | 0.9% | 62 | 58 |
| AGNC AGNC Investment Corp. Common Stock | $8.89 | - | - | 177.8x | 0.9% | 62 | 60 |
Where STWD ranks against its sector peers on each metric.