AOMR vs TPVG vs MITT vs HRZN vs MFA

For growth investors, MFA Financial, Inc.

(MFA) is the stronger pick with 213. 0% revenue growth year-over-year, versus 14. 4% for TPG Mortgage Investment Trust Inc (MITT). Horizon Technology Finance Corporation (HRZN) offers the better valuation at 4. 3x trailing P/E (6. 1x 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, Horizon Technology Finance Corporation (HRZN) is the cheapest at 4.

3x versus TPG Mortgage Investment Trust Inc at 8. 7x. On forward P/E, Horizon Technology Finance Corporation is actually cheaper at 6. 1x. 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, MFA Financial, Inc.

(MFA) delivered a total return of -0. 6%, compared to -32. 8% for Horizon Technology Finance Corporation (HRZN). 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 TPG Mortgage Investment Trust Inc's 0. 90β — meaning MITT is approximately 34% 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 14% for TPG Mortgage Investment Trust Inc — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), MFA Financial, Inc.

(MFA) is pulling ahead at 213. 0% versus 14. 4% for TPG Mortgage Investment Trust Inc (MITT). On earnings-per-share growth, the picture is similar: Horizon Technology Finance Corporation grew EPS 756. 3% year-over-year, compared to -26. 8% for TPG Mortgage Investment Trust Inc. 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 -6. 6% for Horizon Technology Finance Corporation — 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 -4. 0% for HRZN. At the gross margin level — before operating expenses — MFA leads at 96. 2%, 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, Horizon Technology Finance Corporation (HRZN) trades at 6. 1x forward P/E versus 7. 2x for TPG Mortgage Investment Trust Inc — 1. 1x 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.

Horizon Technology Finance Corporation (HRZN) offers the highest yield at 27. 8%, versus 10. 0% for TPG Mortgage Investment Trust Inc (MITT).

For long-horizon retirement investors, Horizon Technology Finance Corporation (HRZN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

70), 27. 8% yield). Both have compounded well over 10 years (HRZN: +52. 9%, MITT: -16. 9%), 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) and MITT (Real Estate) and HRZN (Financial Services) and MFA (Unknown)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AOMR is a small-cap high-growth stock; TPVG is a small-cap high-growth stock; MITT is a small-cap deep-value stock; HRZN is a small-cap high-growth stock; MFA is a small-cap high-growth stock. 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.