AOMR vs TPVG

For growth investors, Angel Oak Mortgage, Inc.

(AOMR) is the stronger pick with 158. 1% revenue growth year-over-year, versus 36. 6% for TriplePoint Venture Growth BDC Corp. (TPVG). Angel Oak Mortgage, Inc. (AOMR) offers the better valuation at 4. 9x trailing P/E (6. 8x forward), making it the more compelling value choice. Analysts rate Angel Oak Mortgage, Inc. (AOMR) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Angel Oak Mortgage, Inc.

(AOMR) is the cheapest at 4. 9x versus TriplePoint Venture Growth BDC Corp. at 4. 9x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 6. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Angel Oak Mortgage, Inc. wins at 0. 05x versus TriplePoint Venture Growth BDC Corp. 's 6. 41x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, TriplePoint Venture Growth BDC Corp.

(TPVG) delivered a total return of -13. 5%, compared to -18. 8% for Angel Oak Mortgage, Inc. (AOMR). Over 10 years, the gap is even starker: TPVG returned +93. 3% versus AOMR's -18. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Angel Oak Mortgage, Inc.

(AOMR) is the lower-risk stock at 0. 67β versus TriplePoint Venture Growth BDC Corp. 's 0. 83β — meaning TPVG is approximately 23% more volatile than AOMR relative to the S&P 500. On balance sheet safety, Angel Oak Mortgage, Inc. (AOMR) carries a lower debt/equity ratio of 115% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Angel Oak Mortgage, Inc.

(AOMR) is pulling ahead at 158. 1% versus 36. 6% for TriplePoint Venture Growth BDC Corp. (TPVG). On earnings-per-share growth, the picture is similar: Angel Oak Mortgage, Inc. grew EPS 53. 8% year-over-year, compared to 48. 8% for TriplePoint Venture Growth BDC Corp.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

TriplePoint Venture Growth BDC Corp.

(TPVG) is the more profitable company, earning 50. 6% net margin versus 33. 2% for Angel Oak Mortgage, Inc. — meaning it keeps 50. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AOMR leads at 110. 8% versus 77. 9% for TPVG. At the gross margin level — before operating expenses — AOMR leads at 90. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Angel Oak Mortgage, Inc. (AOMR) is the more undervalued stock at a PEG of 0. 05x versus TriplePoint Venture Growth BDC Corp. 's 6. 41x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, TriplePoint Venture Growth BDC Corp. (TPVG) trades at 6. 5x forward P/E versus 6. 8x for Angel Oak Mortgage, Inc. — 0. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 49. 4% to $8. 95.

All stocks in this comparison pay dividends.

TriplePoint Venture Growth BDC Corp. (TPVG) offers the highest yield at 17. 1%, versus 14. 4% for Angel Oak Mortgage, Inc. (AOMR).

For long-horizon retirement investors, Angel Oak Mortgage, Inc.

(AOMR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 67), 14. 4% yield). Both have compounded well over 10 years (AOMR: -18. 8%, TPVG: +93. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AOMR (Real Estate) and TPVG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.