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MFAMFA Financial, Inc.
$8.32$849M
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  4. Financial Ratios

MFA Financial, Inc. (MFA) Financial Ratios

Latest Ratios: P/E Ratio 5.0x · EV/EBITDA 16.8x · ROE 9.6%. (1998–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MFA Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$849M$980M$1.1B$1.2B$1.0B$2.2B$1.8B$3.6B$2.8B$3.1B$2.8B
Enterprise Value$11.6B$11.8B$9.9B$5.9B$7.5B$5.0B$2.8B$13.5B$3.5B$3.1B$2.7B
P/E Ratio →4.955.5412.4324.50—6.94—9.659.3410.039.54
P/S Ratio0.971.123.834.99—4.42—8.268.108.267.91
P/B Ratio0.480.540.580.610.510.850.701.060.240.300.24
P/FCF11.1412.865.3510.742.7819.9652.4416.7319.2017.5933.48
P/OCF11.1412.865.3510.742.7817.9645.8016.5819.0517.5033.20

P/E links to full P/E history page with 30-year chart

MFA EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—13.4435.5125.01—10.25—31.2410.208.297.46
EV / EBITDA16.8016.9915.4979.78—11.56—4080.594.159.998.57
EV / EBIT16.8517.0482.95—276.5511.14——11.759.568.54
EV / FCF—154.2549.6153.8220.6146.2383.0163.3024.1717.6531.55

MFA Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin96.2%96.2%87.4%85.4%163.4%85.6%100.0%100.0%67.4%74.8%79.3%
Operating Margin78.8%78.8%228.1%29.6%331.3%87.3%——153.5%19.9%25.9%
Net Profit Margin20.2%20.2%42.6%34.3%342.5%67.3%122.2%87.3%86.8%86.4%87.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.6%9.6%6.4%4.1%-10.2%13.0%-23.0%4.9%2.7%2.9%4.2%
ROA1.4%1.4%1.1%0.8%-2.5%4.1%-6.6%2.9%2.6%2.8%2.4%
ROIC4.4%4.4%5.5%0.7%-2.4%7.2%——3.5%0.5%0.9%
ROCE5.8%5.8%5.9%0.7%-2.5%5.5%——13.8%2.3%3.0%

MFA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity6.016.014.992.633.451.240.732.960.070.040.01
Debt / EBITDA15.8815.8814.3568.20—7.27—3023.390.911.490.31
Net Debt / Equity—5.904.812.473.281.120.412.940.060.00-0.01
Net Debt / EBITDA15.5715.5713.8263.86—6.57—3002.100.850.04-0.52
Debt / FCF—141.3944.2643.0917.8326.2730.5846.574.970.06-1.93
Interest Coverage1.341.340.23-0.010.113.73——1.301.641.62

MFA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio2.182.1830.452.0962.942.073.6150.440.010.060.03
Quick Ratio2.182.1830.452.0962.942.073.6150.44-0.020.040.02
Cash Ratio0.920.921.081.092.491.293.450.460.010.060.03
Asset Turnover—0.070.020.02-0.010.05-0.080.030.030.030.03
Inventory Turnover————————0.450.620.92
Days Sales Outstanding———————————

MFA Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield21.5%19.2%13.4%12.3%18.1%7.2%6.5%10.1%11.7%10.0%10.5%
Payout Ratio106.6%106.6%120.6%178.5%—47.5%—95.6%109.3%95.7%95.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield20.2%18.0%8.0%4.1%—14.4%—10.4%10.7%10.0%10.5%
FCF Yield9.0%7.8%18.7%9.3%36.0%5.0%1.9%6.0%5.2%5.7%3.0%
Buyback Yield1.8%1.6%0.1%0.0%10.1%4.0%2.9%0.0%0.0%0.0%0.0%
Total Shareholder Yield23.3%20.8%13.6%12.3%28.2%11.2%9.3%10.1%11.7%10.0%10.5%
Shares Outstanding—$105M$105M$104M$103M$118M$113M$117M$105M$97M$93M

Key Metrics

Growth RegimeAccelerating
ProfitabilityModerate
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

Leverage amplifies rate risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Valuation Discount Reflects Credit Risk

MFA trades at a P/E of 5.28x and a P/B of 0.51x, a significant discount to peers like Annaly (P/B 0.91x) and AGNC (P/B 0.88x), suggesting the market is pricing in higher credit risk and operational complexity from its hybrid model.

The deep price-to-book discount indicates the market is not fully valuing MFA's asset base at par, likely due to concerns over the credit quality of its non-agency loan portfolio and the elevated 6.56x leverage ratio. The implied cap rate, using the reported NOI margin and enterprise value, is not directly calculable from the provided data, but the valuation gap versus pure-play agency REITs suggests investors demand a higher yield premium for MFA's credit-sensitive strategy.

NOI Margin Volatility Masks Core Earnings

NOI margin has swung wildly from 29.2% in Q3 2025 to 95.8% in Q2 2026, a pattern that suggests reported profitability is heavily influenced by portfolio composition changes and fair value accounting rather than stable operational performance.

The extreme margin volatility, coupled with FFO per share swinging from a loss of $0.01 to a profit of $0.45 in a single quarter, indicates that traditional margin analysis is of limited use. The high margin in recent quarters appears to reflect a shift toward higher-yielding whole loans and the scaling of the Lima One platform, but the sustainability of this mix is unproven and exposes earnings to credit cycle turns.

Payout Ratio Volatility Undermines Safety

The FFO payout ratio has fluctuated between 5.4% and 149.0% over the past ten quarters, with the most recent Q2 2026 ratio of 80.0% suggesting current coverage, but the historical inconsistency raises serious questions about the reliability of the 20.2% dividend yield.

The erratic payout ratio history demonstrates that MFA's dividend has not been consistently covered by core earnings, implying that past distributions may have been supported by realized gains or other non-recurring items. The current 80% ratio appears adequate, but given the volatile FFO trajectory and the 6.56x leverage, investors should monitor whether the company can sustain this payout without further portfolio expansion or asset sales.

Leverage Surge Amplifies Rate Sensitivity

MFA's debt-to-equity ratio has ballooned to 6.56x in Q2 2026 from 2.72x in Q1 2024, a level that appears highly elevated and suggests the balance sheet is now structured to amplify returns in a favorable credit environment but is vulnerable to spread widening.

The rapid increase in leverage, funded entirely through debt as equity has remained flat, indicates a strategic bet on credit spreads and asset yields. The interest coverage ratio of 1.34x in Q2 2026, while improved from negative levels, remains thin and leaves minimal buffer for rising funding costs or asset impairments, warranting close monitoring of the repo and securitization markets.

Operational Scale Masks Legacy Credit Drag

While the Lima One platform grew originations 44% to $316 million in Q2 2026, distributable earnings were weighed down by realized losses on legacy multifamily loans, indicating that portfolio quality is bifurcated between new high-yield assets and older, stressed positions.

The operational momentum in the origination business is a positive signal for future yield, but the ongoing resolution of legacy non-performing loans suggests that credit losses are not fully behind the company. The lack of detailed occupancy or property-type data, typical for a mortgage REIT, means investors must rely on delinquency and loss severity metrics to assess true portfolio health, which are not provided in the current dataset.

P/E Ratio Misleads on REIT Earnings

The reported P/E ratio of 5.28x is the most commonly misapplied metric for MFA, as it is distorted by fair value accounting and does not reflect the cash flow available for distribution, which is the true driver of value for a mortgage REIT.

For REITs like MFA, standard P/E is misleading because net income includes non-cash unrealized gains and losses on the investment portfolio, which can swing wildly quarter-to-quarter. The appropriate metric is P/FFO or P/AFFO, which adjusts for these items to show recurring earnings power. The absence of a reported P/FFO in the current data makes valuation assessment challenging and highlights the need for investors to focus on distributable earnings rather than GAAP net income.

Download Financial Ratios Data

Includes 30+ ratios · 28 years · Updated daily

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MFA — Frequently Asked Questions

Quick answers to the most common questions about buying MFA stock.

What is MFA Financial, Inc.'s P/E ratio?

MFA Financial, Inc.'s current P/E ratio is 5.0x. The historical average is 14.6x.

What is MFA Financial, Inc.'s EV/EBITDA?

MFA Financial, Inc.'s current EV/EBITDA is 16.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 15.6x.

What is MFA Financial, Inc.'s ROE?

MFA Financial, Inc.'s return on equity (ROE) is 9.6%. The historical average is 6.5%.

Is MFA stock overvalued?

Based on historical data, MFA Financial, Inc. is trading at a P/E of 5.0x. Compare with industry peers and growth rates for a complete picture.

What is MFA Financial, Inc.'s dividend yield?

MFA Financial, Inc.'s current dividend yield is 21.51% with a payout ratio of 106.6%.

What are MFA Financial, Inc.'s profit margins?

MFA Financial, Inc. has 96.2% gross margin and 78.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does MFA Financial, Inc. have?

MFA Financial, Inc.'s Debt/EBITDA ratio is 15.9x, indicating high leverage. A ratio above 4x may signal elevated financial risk.