GPMT vs CBRE vs JLL vs TRTX vs BXMT

For growth investors, Granite Point Mortgage Trust Inc.

(GPMT) is the stronger pick with 187. 8% revenue growth year-over-year, versus -14. 0% for Blackstone Mortgage Trust, Inc. (BXMT). TPG RE Finance Trust, Inc. (TRTX) offers the better valuation at 14. 9x trailing P/E (8. 1x forward), making it the more compelling value choice. Analysts rate CBRE Group, Inc. (CBRE) a "Buy" — based on 20 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, TPG RE Finance Trust, Inc.

(TRTX) is the cheapest at 14. 9x versus CBRE Group, Inc. at 38. 1x. On forward P/E, TPG RE Finance Trust, Inc. is actually cheaper at 8. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Jones Lang LaSalle Incorporated wins at 0. 89x versus CBRE Group, Inc. 's 1. 65x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, CBRE Group, Inc.

(CBRE) delivered a total return of +68. 8%, compared to -65. 3% for Granite Point Mortgage Trust Inc. (GPMT). Over 10 years, the gap is even starker: CBRE returned +405. 3% versus GPMT's -50. 0%. 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), Blackstone Mortgage Trust, Inc.

(BXMT) is the lower-risk stock at 0. 74β versus Granite Point Mortgage Trust Inc. 's 1. 44β — meaning GPMT is approximately 94% more volatile than BXMT relative to the S&P 500. On balance sheet safety, Jones Lang LaSalle Incorporated (JLL) carries a lower debt/equity ratio of 44% versus 5% for Blackstone Mortgage Trust, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Granite Point Mortgage Trust Inc.

(GPMT) is pulling ahead at 187. 8% versus -14. 0% for Blackstone Mortgage Trust, Inc. (BXMT). On earnings-per-share growth, the picture is similar: Blackstone Mortgage Trust, Inc. grew EPS 154. 7% year-over-year, compared to -26. 0% for TPG RE Finance Trust, Inc.. Over a 3-year CAGR, GPMT leads at 22. 9% annualised revenue growth. 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.

TPG RE Finance Trust, Inc.

(TRTX) is the more profitable company, earning 18. 1% net margin versus -28. 3% for Granite Point Mortgage Trust Inc. — meaning it keeps 18. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TRTX leads at 73. 0% versus 3. 2% for CBRE. At the gross margin level — before operating expenses — JLL leads at 99. 0%, 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, Jones Lang LaSalle Incorporated (JLL) is the more undervalued stock at a PEG of 0. 89x versus CBRE Group, Inc. 's 1. 65x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, TPG RE Finance Trust, Inc. (TRTX) trades at 8. 1x forward P/E versus 19. 2x for CBRE Group, Inc. — 11. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GPMT: 61. 3% to $2. 50.

In this comparison, GPMT (14.

0% yield), TRTX (13. 5% yield), BXMT (9. 9% yield) pay a dividend. CBRE, JLL do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Blackstone Mortgage Trust, Inc.

(BXMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 9. 9% yield). Both have compounded well over 10 years (BXMT: +50. 5%, JLL: +191. 8%), 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.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: GPMT is a small-cap high-growth stock; CBRE is a mid-cap quality compounder stock; JLL is a mid-cap quality compounder stock; TRTX is a small-cap high-growth stock; BXMT is a small-cap income-oriented stock. GPMT, TRTX, BXMT pay a dividend while CBRE, JLL do not, making them suitable for different income and tax situations. 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.