Rithm's total assets expanded from $42.0B in Q2 2024 to $56.7B in Q3 2026 while equity rose only from $7.3B to $8.6B, suggesting growth has been funded largely by borrowing, with debt-to-equity reaching 4.43 in Q3 2026.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 23, 2026 | $0.55+10.2% vs $0.50 | $1.8B+19.6% vs $1.5B |
Q3 2026 Jul 28, 2026 | $0.60+20.7% vs $0.50 | $1.3B-10.1% vs $1.4B |
Q2 2026 Apr 28, 2026 | $0.51-3.8% vs $0.53 | $1.4B+8.7% vs $1.3B |
Q1 2026 Feb 3, 2026 | $0.74+34.5% vs $0.55 | $1.3B-5.5% vs $1.4B |
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Rithm (RITM) and SoFi Technologies, Inc. (SOFI). But which of these two companies is the best option for those looking for undervalued stocks?
Dividend-paying stocks, especially 'LoPrice/HiYield Dividend Dogs,' are positioned for strong total returns as market sentiment shifts from growth to income. Top ten LoPrice/HiYield Dogs are projected to deliver average net gains of 51.9% by October 2027, with some individual names like BXMT estimated at 76.17%. Twenty-nine of forty-two featured stocks show 'safer' dividends, supported by positive free cash flow, but thirteen rely on borrowed funds for payouts.
Rithm Capital remains a Buy as Q3 results validated its differentiated business model and book value resilience amid sector-wide mortgage REIT pressures. RITM's diversified portfolio—only ~20% traditional mortgage, ~80% operating businesses—insulates it from CRE credit and rate-driven sector headwinds. The mortgage servicing rights book demonstrated strength in Q3, benefiting from slower prepayment speeds and longer-lasting servicing fees as rates rose.
The average of price targets set by Wall Street analysts indicates a potential upside of 35.4% in Rithm (RITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Benchmark RITM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rithm Capital Corp. (RITM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.23 | $5.15B | 10.49 | 19.99% | 8.29% | 5.34% | 12.34% | |
| $8.78 | $10.08B | 178.82 | -60.79% | 1.68% | 0.48% | 17.81% | |
| $18.75 | $14.07B | 12.64 | 5.35% | 14.55% | 6.94% | 15.66% | |
| $6.21 | $634M | -50.45 | 213.02% | -2% | -0.66% | 28.82% | |
| $3.12 | $390.67M | -12.07 | 2.18% | -4.66% | -3.46% | 24.35% | |
| $7.85 | $684.54M | 8.25 | 245.81% | 5.27% | 4.49% | 20.41% |
Rithm Capital Corp. (RITM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Rithm Capital Corp. (RITM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 23, 2026·SEC
Jul 28, 2026·SEC
May 21, 2026·SEC
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Rithm Capital Corp. (RITM) stock FAQ — growth, dividends, profitability & financials explained
Rithm Capital Corp. (RITM) reported $6.08B in revenue over the trailing twelve months. Revenue was $5.69B in fiscal year 2025. That is 13387% more than the $42.2M of fiscal year 2012.
Rithm Capital Corp. (RITM) grew revenue by 22.1% over the trailing twelve months, compared with the twelve months before.
Yes. Rithm Capital Corp. (RITM) earned $504.0M in net income over the trailing twelve months (a 8.3% net margin).
Yes. Rithm Capital Corp. (RITM) pays a dividend that yields 12.34% at the current price, a high yield.
Rithm Capital Corp. (RITM) had a return on equity (ROE) of 5.3% over the trailing twelve months. That is below the market's typical 10-15%.
Rithm Capital Corp. (RITM) generated Funds From Operations (FFO) of $818.6M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Rithm Capital Corp. (RITM) offers a 12.34% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
