Análisis Argos
STWD
STWDEn su precio1 señal de riesgo
Starwood Property Trust, Inc. · Real Estate
US$ 16.66
precio al 2026-07-28
Valor justo Argos*
US$ 16–18
vs. su valor justo
6% por debajo
Score Argos
46/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (1.8%) en línea con lo que la empresa demuestra (2.4%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 14% el último año.
Reparte dividendo sostenible (11.52%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (-0.67)
VALOR3/6FUTURO2/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos46de 100En su precio
Ingresos8%
US$ 1.9 B
Margen operativo5%
76.2%
Flujo de caja libre15%
US$ 0.7 B
Deuda neta
US$ 21.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.2B
P/E15x
EV/EBITDA18.3x
FCF yield11.5%
ROIC4.7%
Margen operativo76.2%
Crecim. ingresos-7.9%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 7 jul
Starwood Property Trust: An 11.6% Yield At A 52-Week Low Heading Into The End Of The Year
Starwood Property Trust trades at a 13% discount to undepreciated book value, offering an 11.6% dividend yield amid market overreaction to temporary earnings noise. Q1 distributable earnings of $0.39 were impacted by transient factors; adjusted DE would have nearly covered the $0.48 dividend, with operational progress aligning with management's guidance. STWD deployed $2.5 billion in Q1 and another $1.5 billion post-quarter, grew undepreciated assets to $31.7 billion, improved credit quality, and executed buybacks below book value.
seekingalpha.com · 6 jul
Dividend Harvesting Portfolio Week 279: $27,900 Allocated, $3,136.31 In Projected Dividends
The Dividend Harvesting Portfolio has grown to $39,685.82 from $27,900 invested, now generating $3,136.31 in forward annualized dividend income. I continue to prioritize rate-sensitive sectors, adding to NEOS MLP & Energy Infrastructure High Income ETF (MLPI) and Starwood Property Trust (STWD) for high yields and future growth. Dividend income growth remains robust, with 2026 income already at 62.53% of 2025's total after just 27 weeks, driven by reinvestment and sector diversification.
prnewswire.com · 1 jul
Starwood Capital Group Raises $10.2 Billion Opportunistic Real Estate Fund
Successful fundraising in challenging environment demonstrates enthusiasm for firm's core focus on real assets globally, extensive team experience and expertise across asset classes and geographies MIAMI, July 1, 2026 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a leading global private investment firm, today announced the successful final closing of its latest opportunistic real estate fund, Starwood Distressed Opportunity Fund XIII ("SOF XIII"), with capital commitments in excess of $10.2 billion. Together with existing commitments to Starwood Capital's other investment vehicles, the firm's assets under management now total approximately $130 billion.
fool.com · 28 jun
3 Dividend Stocks Yielding Over 8.5% to Buy With $1,000 Right Now -- and Hold for a Lifetime of Passive Income
Starwood Property Trust has maintained its current dividend for more than a decade. Main Street Capital has raised its monthly dividend for 12 quarters in a row.
prnewswire.com · 25 jun
Starwood Property Trust Announces Pricing of Private Offering of Sustainability Bonds
MIAMI BEACH, Fla., June 25, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $500 million aggregate principal amount of its 5.875% unsecured senior notes due 2029 (the "Notes").
prnewswire.com · 25 jun
Starwood Property Trust Announces Private Offering of Sustainability Bonds
MIAMI BEACH, Fla., June 25, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that, subject to market and other conditions, it is offering $500 million aggregate principal amount of its unsecured senior notes due 2029 (the "Notes") in a private offering.
seekingalpha.com · 23 jun
Starwood: Is This 11.5% Yield In Jeopardy?
Starwood Property Trust (STWD) offers an 11.5% yield and trades below book value, creating a compelling income opportunity. STWD's diversified portfolio, limited office exposure, and recent net lease acquisition support distributable earnings and risk mitigation. Dividend coverage concerns are mitigated by management's clear path to improved earnings, asset resolutions, and capital deployment ramp.
247wallst.com · 18 jun
Why Mortgage REIT Dividends Just Got Safer After Three Fed Cuts
The iShares Mortgage Real Estate ETF (NYSEARCA:REM) is the go-to vehicle for investors who want concentrated exposure to mortgage REITs and the double-digit distribution yield that comes with them. REM holds $531.5 million in net assets across 37 positions, and almost every dollar of its distribution flows up from the dividends those underlying mREITs pay.... Why Mortgage REIT Dividends Just Got Safer After Three Fed Cuts

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.