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STWDStarwood Property Trust, Inc.
$14.36$5.3B
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  4. Financial Ratios

Starwood Property Trust, Inc. (STWD) Financial Ratios

Latest Ratios: P/E Ratio 11.8x · EV/EBITDA 17.8x · ROE 5.6%. (2009–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

STWD 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$5.3B$6.1B$6.1B$6.5B$5.2B$7.2B$5.5B$7.1B$5.4B$5.6B$5.3B
Enterprise Value$26.9B$27.7B$14.7B$15.2B$14.6B$14.5B$11.9B$18.3B$16.0B$13.2B$10.9B
P/E Ratio →11.7714.7616.9219.645.9315.9916.6413.8914.0814.0514.63
P/S Ratio2.833.232.983.183.336.074.795.374.886.356.75
P/B Ratio0.650.810.840.930.721.081.121.381.111.221.16
P/FCF7.518.579.8212.9627.47—5.34—10.24—6.73
P/OCF5.446.219.4012.3524.23—5.21—9.28—9.53

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

STWD 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—14.717.207.419.4212.1810.4513.8714.3314.9913.85
EV / EBITDA17.7718.268.7210.3713.1416.4116.0818.6521.2226.3515.98
EV / EBIT18.7915.758.388.208.1515.3014.7517.2719.1117.8417.96
EV / FCF—39.0323.7730.1877.58—11.65—30.05—13.80

STWD 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 Margin80.5%80.5%86.2%85.8%80.5%62.2%61.5%64.4%53.1%53.9%59.8%
Operating Margin76.2%76.2%80.5%68.9%68.4%67.1%56.6%65.8%55.6%46.3%78.2%
Net Profit Margin21.9%21.9%17.6%16.5%56.1%37.7%29.2%38.7%34.7%45.5%46.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE5.6%5.6%5.1%4.8%12.6%7.8%6.6%10.2%8.1%8.8%8.4%
ROA0.7%0.7%0.5%0.5%1.1%0.5%0.4%0.7%0.6%0.6%0.4%
ROIC4.8%4.8%7.8%6.6%5.2%4.7%3.5%4.1%3.4%2.7%4.8%
ROCE2.7%2.7%2.5%1.9%1.3%1.0%0.8%1.2%4.6%3.6%6.1%

STWD Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.952.951.251.261.351.121.442.292.201.741.36
Debt / EBITDA14.5914.595.346.058.728.489.4712.0114.3115.929.10
Net Debt / Equity—2.881.201.231.311.091.322.182.151.661.22
Net Debt / EBITDA14.2614.265.125.928.498.238.7011.4313.9915.188.20
Debt / FCF—30.4713.9517.2250.11—6.31—19.82—7.08
Interest Coverage1.381.381.301.292.252.131.922.082.052.502.63

STWD Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.090.09—0.36——0.42—0.020.020.02
Quick Ratio0.090.09—0.36——0.42—0.020.020.02
Cash Ratio0.060.06—0.20——0.36—0.000.010.01
Asset Turnover—0.030.030.030.020.010.010.020.020.010.01
Inventory Turnover———————————
Days Sales Outstanding———————————

STWD 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 Yield13.8%11.0%10.2%9.2%11.4%7.7%10.0%7.6%9.4%9.0%8.6%
Payout Ratio162.5%162.5%172.3%177.2%67.9%123.7%164.9%105.6%132.2%125.2%125.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield8.5%6.8%5.9%5.1%16.9%6.3%6.0%7.2%7.1%7.1%6.8%
FCF Yield13.3%11.7%10.2%7.7%3.6%—18.7%—9.8%—14.9%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.6%0.0%0.2%0.0%0.4%
Total Shareholder Yield13.8%11.0%10.2%9.2%11.4%7.7%10.7%7.6%9.6%9.0%9.0%
Shares Outstanding—$337M$321M$311M$282M$297M$282M$285M$276M$262M$242M

Key Metrics

Growth RegimeDecelerating
ProfitabilityStrained
Balance SheetAdequate
Cash FlowDeteriorating
Top Statement Risk

CECL reserves and EPS miss

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

P/FFO Premium Masks Earnings Decline

STWD's P/FFO of 19.6x in 2026Q2, up from 21.3x a year earlier, appears elevated despite a 70% FFO drop, per reported quarterly data.

The P/FFO multiple has remained in the 19-22x range over the past year, even as FFO per share collapsed from $0.50 to $0.11. This suggests the market is pricing in a recovery in earnings, but the lack of forward guidance and the recent EPS miss introduce significant uncertainty. The implied cap rate, derived from NOI and enterprise value, likely compresses as property values stabilize, but the current valuation seems to assume a swift return to normalized earnings power.

NOI Margin Compression Signals Cost Pressures

NOI margin fell from 87.5% in 2024Q1 to 75.4% in 2026Q2, a 12.1 percentage point decline, indicating rising property-level costs or mix shift, per STWD's income statement.

The margin compression is substantial and appears to be driven by a combination of higher operating expenses and a shift toward lower-margin lending segments. While the Property segment provides stable NOI, the overall profitability is increasingly reliant on interest income, which is more volatile. The net margin of 21.89% suggests that non-cash items like CECL provisions are weighing on reported earnings, but the underlying cash flow may be stronger than GAAP suggests.

Dividend Coverage Hinges on AFFO Recovery

STWD's FFO payout ratio spiked to 136% in 2025Q4, while AFFO turned negative at -$0.45 per share in 2026Q2, indicating dividend coverage is under pressure, per reported figures.

The FFO payout ratio has been erratic, swinging from 2-4% in quarters with large non-cash gains to over 130% in others. The negative AFFO in 2026Q2 is particularly concerning, as it suggests that maintenance capex and other non-cash adjustments are consuming more cash than FFO generates. The dividend yield of 12% is attractive, but investors should monitor whether management can restore AFFO to positive territory without cutting the distribution.

Leverage Surge Raises Refinancing Risk

STWD's debt-to-equity ratio climbed from 1.28 in 2024Q1 to 3.30 in 2026Q2, while interest coverage fell to 1.06x, indicating heightened leverage and refinancing risk, per balance sheet data.

The rapid increase in debt, from $9.0B to $23.7B, has outpaced equity growth, leaving the balance sheet more vulnerable to rising interest rates and credit spread widening. Interest coverage of 1.06x is thin, meaning that a modest increase in borrowing costs could erode earnings. The company's reliance on unsecured debt and secured facilities suggests that refinancing risk is a key concern, especially if credit markets tighten.

Occupancy and Mix Shift Cloud Quality

STWD's portfolio is shifting toward infrastructure and residential lending, but occupancy rates and same-store NOI trends are not disclosed, obscuring organic performance, per segment data.

The strategic pivot away from commercial office exposure is prudent, but it complicates the assessment of portfolio quality. The Property segment's NOI has remained relatively stable, but the overall revenue mix is becoming more reliant on lending, which carries higher credit risk. The lack of same-store metrics makes it difficult to gauge whether the portfolio is genuinely improving or merely benefiting from new investments.

P/E Misleads Due to Depreciation and CECL

STWD's P/E of 13.57 is distorted by depreciation and CECL provisions, which are non-cash charges that understate earnings, per GAAP financials.

For a mortgage REIT, standard P/E is deeply misleading because it fails to account for the non-cash nature of depreciation and credit loss reserves. STWD's GAAP net income of $6.6M in 2026Q2 is far below FFO of $41.8M, highlighting the gap. Investors should use P/FFO or P/AFFO instead, but even these metrics require adjustments for maintenance capex and realized gains to reflect true cash generation.

Download Financial Ratios Data

Includes 30+ ratios · 17 years · Updated daily

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STWD — Frequently Asked Questions

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

What is Starwood Property Trust, Inc.'s P/E ratio?

Starwood Property Trust, Inc.'s current P/E ratio is 11.8x. The historical average is 13.5x. This places it at the 31th percentile of its historical range.

What is Starwood Property Trust, Inc.'s EV/EBITDA?

Starwood Property Trust, Inc.'s current EV/EBITDA is 17.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 16.4x.

What is Starwood Property Trust, Inc.'s ROE?

Starwood Property Trust, Inc.'s return on equity (ROE) is 5.6%. The historical average is 7.7%.

Is STWD stock overvalued?

Based on historical data, Starwood Property Trust, Inc. is trading at a P/E of 11.8x. This is at the 31th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Starwood Property Trust, Inc.'s dividend yield?

Starwood Property Trust, Inc.'s current dividend yield is 13.82% with a payout ratio of 162.5%.

What are Starwood Property Trust, Inc.'s profit margins?

Starwood Property Trust, Inc. has 80.5% gross margin and 76.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Starwood Property Trust, Inc. have?

Starwood Property Trust, Inc.'s Debt/EBITDA ratio is 14.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.