Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, Dividend Yield is 9.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.3%, FCF Yield is 8.4%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50%

Low stock price volatility
Vol 12M is 18%

Megatrend and thematic drivers
Megatrends include Digital & Alternative Assets. Themes include Private Credit, and Private Equity.

Weak multi-year price returns
2Y Excs Rtn is -29%, 3Y Excs Rtn is -48%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 224%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11%

Key risks
LADR key risks include [1] a concentration of investments in the real estate sector and [2] high leverage that impacts its financial flexibility and dividend policy.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, Dividend Yield is 9.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.3%, FCF Yield is 8.4%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 50%
2 Low stock price volatility
Vol 12M is 18%
3 Megatrend and thematic drivers
Megatrends include Digital & Alternative Assets. Themes include Private Credit, and Private Equity.
4 Weak multi-year price returns
2Y Excs Rtn is -29%, 3Y Excs Rtn is -48%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 224%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11%
8 Key risks
LADR key risks include [1] a concentration of investments in the real estate sector and [2] high leverage that impacts its financial flexibility and dividend policy.

LADR in ETFs

Weight = LADR's share of each fund

VTI0.00%
ITOT0.00%
IWM0.04%
VB0.01%
IWN0.07%
FNDA0.04%
VTWO0.04%
VBR0.03%
+3 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Ladder Capital (LADR) stock has remained largely at the same level since 2/28/2026 because of the following key factors:

1. Solid Q1 2026 Earnings and Enhanced Capital Position.

Ladder Capital reported Q1 2026 distributable earnings of $0.22 per share on April 22 or 23, 2026. While revenue of $51.88 million fell below analyst estimates, the company significantly strengthened its financial capacity in February 2026 by securing $675 million in new unsecured capital commitments. This included a $400 million expansion of its unsecured revolving credit facility, bringing the total capacity to $1.25 billion, along with a new $275 million unsecured delayed draw term loan. This enhanced capital position provides flexibility for future investments.

2. Robust Loan Origination and Portfolio Growth.

The company demonstrated strong operational momentum by achieving its highest quarterly loan origination volume in four years during Q1 2026, originating $621 million in new loans. This positive trend continued into the second quarter, with an additional $372 million in loans closed through April 22, 2026. This aggressive deployment of capital led to a substantial increase in Ladder Capital's loan portfolio, which grew by nearly 60% year-over-year to $2.6 billion as of March 31, 2026. The asset quality remained strong with no new credit loss reserves added.

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Updated on 6/1/2026

Ladder Capital (LADR) stock has remained largely at the same level since 2/28/2026 because of the following key factors:

1. Solid Q1 2026 Earnings and Enhanced Capital Position.

Ladder Capital reported Q1 2026 distributable earnings of $0.22 per share on April 22 or 23, 2026. While revenue of $51.88 million fell below analyst estimates, the company significantly strengthened its financial capacity in February 2026 by securing $675 million in new unsecured capital commitments. This included a $400 million expansion of its unsecured revolving credit facility, bringing the total capacity to $1.25 billion, along with a new $275 million unsecured delayed draw term loan. This enhanced capital position provides flexibility for future investments.

2. Robust Loan Origination and Portfolio Growth.

The company demonstrated strong operational momentum by achieving its highest quarterly loan origination volume in four years during Q1 2026, originating $621 million in new loans. This positive trend continued into the second quarter, with an additional $372 million in loans closed through April 22, 2026. This aggressive deployment of capital led to a substantial increase in Ladder Capital's loan portfolio, which grew by nearly 60% year-over-year to $2.6 billion as of March 31, 2026. The asset quality remained strong with no new credit loss reserves added.

3. Consistent Shareholder Returns and Buyback Authorization.

Ladder Capital continued to prioritize shareholder returns by maintaining its quarterly dividend of $0.23 per share. This represents an attractive annual yield of 9.0%. Furthermore, in April 2026, the board approved a new $100 million stock repurchase authorization, which could enhance shareholder value, especially with shares trading below book value at a 0.91x price-to-book ratio. Management projected that distributable earnings would exceed dividend payments starting in Q2 2026.

4. Mixed Commercial Real Estate Market Conditions.

The broader U.S. commercial real estate market in Q1 2026 presented a mixed picture, contributing to the stock's stable trend. While the market saw resilient fundamentals and strong leasing activity, with overall investment activity expected to increase by 16% in 2026, underlying macroeconomic uncertainties persisted. These included rising interest rates and persistent inflation concerns. The office sector, a component of commercial real estate, remained bifurcated, with prime assets performing better while weaker office properties continued to face stress. This blend of positive and challenging factors in the commercial real estate environment likely balanced investor sentiment regarding LADR.

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Stock Movement Drivers

Fundamental Drivers

The 0.7% change in LADR stock from 2/28/2026 to 6/18/2026 was primarily driven by a 17.7% change in the company's P/E Multiple.
(LTM values as of)22820266182026Change
Stock Price ($)10.1310.200.7%
Change Contribution By: 
Total Revenues ($ Mil)2132130.2%
Net Income Margin (%)30.1%25.8%-14.5%
P/E Multiple19.823.317.7%
Shares Outstanding (Mil)125125-0.2%
Cumulative Contribution0.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/18/2026
ReturnCorrelation
LADR0.7% 
Market (SPY)9.2%32.5%
Sector (XLF)4.7%54.8%

Fundamental Drivers

The -3.5% change in LADR stock from 11/30/2025 to 6/18/2026 was primarily driven by a -25.5% change in the company's Net Income Margin (%).
(LTM values as of)113020256182026Change
Stock Price ($)10.5710.20-3.5%
Change Contribution By: 
Total Revenues ($ Mil)230213-7.3%
Net Income Margin (%)34.6%25.8%-25.5%
P/E Multiple16.623.339.8%
Shares Outstanding (Mil)1251250.0%
Cumulative Contribution-3.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/18/2026
ReturnCorrelation
LADR-3.5% 
Market (SPY)9.9%31.5%
Sector (XLF)1.3%48.8%

Fundamental Drivers

The 5.7% change in LADR stock from 5/31/2025 to 6/18/2026 was primarily driven by a 98.3% change in the company's P/E Multiple.
(LTM values as of)53120256182026Change
Stock Price ($)9.6510.205.7%
Change Contribution By: 
Total Revenues ($ Mil)261213-18.3%
Net Income Margin (%)39.6%25.8%-34.9%
P/E Multiple11.723.398.3%
Shares Outstanding (Mil)1261250.2%
Cumulative Contribution5.7%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/18/2026
ReturnCorrelation
LADR5.7% 
Market (SPY)28.1%35.1%
Sector (XLF)6.7%49.9%

Fundamental Drivers

The 37.7% change in LADR stock from 5/31/2023 to 6/18/2026 was primarily driven by a 267.2% change in the company's P/E Multiple.
(LTM values as of)53120236182026Change
Stock Price ($)7.4110.2037.7%
Change Contribution By: 
Total Revenues ($ Mil)332213-35.6%
Net Income Margin (%)43.9%25.8%-41.3%
P/E Multiple6.323.3267.2%
Shares Outstanding (Mil)124125-0.7%
Cumulative Contribution37.7%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/18/2026
ReturnCorrelation
LADR37.7% 
Market (SPY)85.7%46.8%
Sector (XLF)77.0%56.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LADR Return31%-9%25%6%7%-6%59%
Peers Return28%-17%29%-2%5%-8%30%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
LADR Win Rate58%42%58%50%67%17% 
Peers Win Rate62%48%55%57%50%40% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
LADR Max Drawdown-13%-27%-23%-12%-15%-13% 
Peers Max Drawdown-16%-32%-27%-17%-21%-19% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: STWD, BXMT, RITM, ABR, ARI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventLADRS&P 500
2025 US Tariff Shock
  % Loss-13.7%-18.8%
  % Gain to Breakeven15.9%23.1%
  Time to Breakeven94 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-17.6%-9.5%
  % Gain to Breakeven21.3%10.5%
  Time to Breakeven22 days24 days
2023 SVB Regional Banking Crisis
  % Loss-23.2%-6.7%
  % Gain to Breakeven30.2%7.1%
  Time to Breakeven113 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-23.0%-24.5%
  % Gain to Breakeven29.9%32.4%
  Time to Breakeven124 days427 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-23.7%-12.2%
  % Gain to Breakeven31.1%13.9%
  Time to Breakeven58 days62 days
2014-2016 Oil Price Collapse
  % Loss-32.2%-6.8%
  % Gain to Breakeven47.5%7.3%
  Time to Breakeven226 days15 days

Compare to STWD, BXMT, RITM, ABR, ARI

In The Past

Ladder Capital's stock fell -13.7% during the 2025 US Tariff Shock. Such a loss loss requires a 15.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventLADRS&P 500
2023 SVB Regional Banking Crisis
  % Loss-23.2%-6.7%
  % Gain to Breakeven30.2%7.1%
  Time to Breakeven113 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-23.0%-24.5%
  % Gain to Breakeven29.9%32.4%
  Time to Breakeven124 days427 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-23.7%-12.2%
  % Gain to Breakeven31.1%13.9%
  Time to Breakeven58 days62 days
2014-2016 Oil Price Collapse
  % Loss-32.2%-6.8%
  % Gain to Breakeven47.5%7.3%
  Time to Breakeven226 days15 days

Compare to STWD, BXMT, RITM, ABR, ARI

In The Past

Ladder Capital's stock fell -13.7% during the 2025 US Tariff Shock. Such a loss loss requires a 15.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Ladder Capital (LADR)

Ladder Capital (LADR) is a diversified commercial real estate finance company operating as a Real Estate Investment Trust (REIT). Its business model revolves around originating and investing in various commercial real estate-related assets, primarily through three distinct but complementary segments: Loans, Securities, and Real Estate. As a REIT, the company typically distributes at least 90% of its taxable income to shareholders, which exempts it from federal corporate income taxes.

The company's core products and services span these segments. In its Loans segment, Ladder Capital originates first mortgage loans for both stable, cash-flowing commercial properties and those undergoing transition, such as lease-up, renovation, or repositioning. It also invests in structured finance products like subordinated debt and mezzanine financing. Through its Securities segment, LADR invests in commercial mortgage-backed securities (CMBS), U.S. Agency Securities, corporate bonds, and equity securities. Lastly, the Real Estate segment involves direct ownership and investment in a diverse portfolio of commercial and residential properties, including office buildings, hotels, student housing, and industrial properties. This broad approach allows Ladder Capital to serve a wide market within the commercial real estate sector, including property owners, developers, and other real estate investors, by offering a variety of debt, equity, and direct ownership solutions.

AI Analysis | Feedback

1. Imagine a smaller, specialized version of Blackstone's real estate and credit investment platforms, focused primarily on commercial properties.

2. It's like a blend of a major commercial real estate lender, similar to a specialized division of Wells Fargo, and a diversified property owner, much like a large equity REIT such as Simon Property Group (though LADR's property types are more varied).

AI Analysis | Feedback

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  • Commercial Real Estate Loans: Ladder Capital originates and invests in various first mortgage loans, subordinated debt, mezzanine debt, and other structured finance products secured by commercial real estate.
  • Securities Investments: The company invests in commercial mortgage-backed securities, U.S. Agency Securities, corporate bonds, and equity securities.
  • Real Estate Ownership & Investment: Ladder Capital owns and invests in a diverse portfolio of commercial and residential real estate properties.
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AI Analysis | Feedback

Ladder Capital (LADR) primarily sells its services and properties to other companies and professional real estate entities. Based on its business segments, its major customers fall into the following categories:

  • Commercial Real Estate Developers and Investors: These are companies and sophisticated investment firms that borrow capital from Ladder Capital for the acquisition, development, construction, renovation, or repositioning of commercial real estate properties across various asset classes (e.g., office, industrial, retail, hospitality).
  • Commercial Tenants: Businesses and organizations that lease commercial spaces within Ladder Capital's owned real estate portfolio, including office buildings, industrial facilities, and retail units in shopping centers.

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Brian Harris

Founder & Chief Executive Officer

Brian Harris co-founded Ladder Capital in October 2008. Prior to forming Ladder, he served as the Head of Global Commercial Real Estate at Dillon Read Capital Management, a wholly-owned subsidiary of UBS, where he managed over $500 million of equity capital for global commercial real estate activities. He also held the role of Head of Global Commercial Real Estate at UBS, managing UBS' proprietary commercial real estate activities worldwide, and was a Member of the Board of Directors of UBS Investment Bank. Additionally, he served as Head of Commercial Mortgage Trading at Credit Suisse. Mr. Harris made a personal investment of $25 million in Ladder at its inception. He has over 37 years of experience in the real estate and financial markets.

Paul Miceli

Chief Financial Officer

Paul Miceli was appointed Chief Financial Officer of Ladder Capital effective March 1, 2021. He previously served as the company's Director of Finance, a position he held since joining Ladder in July 2019. Before joining Ladder, Mr. Miceli was a Managing Director in the accounting and finance group of Colony Capital, Inc., and prior to that, he was the Deputy Chief Financial Officer of NorthStar Asset Management Group. His experience also includes working as a Manager in the real estate audit practice at Ernst & Young LLP, where his client base included REITs and real estate private equity firms. Mr. Miceli is a Certified Public Accountant.

Pamela McCormack

Founder & President

Pamela McCormack is a co-founder and the President of Ladder Capital, which she helped establish in October 2008. Before co-founding Ladder Capital, Ms. McCormack served as Head/Co-Head of Transaction Management for Global Commercial Real Estate at both Dillon Read Capital Management and UBS Investment Bank. In these roles, she was responsible for managing teams involved in the structuring, negotiation, and closing of real estate investments globally. Prior to her tenure at UBS, Ms. McCormack was a Vice President and Counsel at Credit Suisse.

Robert Perelman

Founder & Head of Asset Management

Robert Perelman is a co-founder of Ladder Capital and leads the Asset Management division, having established the company in October 2008 with his co-founders. Prior to the formation of Ladder Capital, Mr. Perelman served as a Director and Head of Asset Management at UBS/Dillon Read Capital Management. His earlier career also included roles as an attorney at law firms such as Brown Raysman Millstein Felder & Steiner LLP, Hahn & Hessen LLP, and Kaye Scholer Fierman Hays & Handler, and he was a Managing Director at Hudson Realty Capital LLC.

Kelly Porcella

Chief Administrative Officer, General Counsel

Kelly Porcella serves as the Chief Administrative Officer and General Counsel for Ladder Capital. Before joining Ladder, Ms. Porcella was a Member of the Global Commercial Real Estate group at UBS/Dillon Read Capital Management.

AI Analysis | Feedback

The key risks to Ladder Capital's business include:

  1. Commercial Real Estate Market Fluctuations: Ladder Capital's business is highly concentrated in the commercial real estate (CRE) sector, making it vulnerable to market fluctuations and economic downturns. This includes risks such as declining property valuations, increased vacancy rates, and tenant defaults across its loan portfolio, owned properties, and commercial mortgage-backed securities (CMBS) investments. A recession, for instance, could lead to further depreciation in real estate prices and an increase in bankruptcies among borrowers. The company's significant exposure to office and multifamily subsectors further exposes it to specific challenges within those markets.

  2. Interest Rate Risk and Leverage: Changes in interest rates significantly impact Ladder Capital's profitability and asset quality. Rising interest rates can increase the company's borrowing costs, affect the valuation of its fixed-income investments, and potentially strain borrowers' ability to repay loans. Although Ladder Capital aims for a conservative financial position, a high leverage ratio in a rising interest rate environment can exacerbate these risks.

  3. Credit Risk and Loan Performance: As an originator and investor in various types of commercial real estate loans, Ladder Capital faces substantial credit risk. A deterioration in the credit quality of its loan portfolio, an increase in non-accruals, or higher loan loss reserves can directly impact its financial performance. This risk is amplified by challenging economic conditions for CRE borrowers, which may necessitate loan modifications or result in increased credit losses.

AI Analysis | Feedback

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AI Analysis | Feedback

Ladder Capital (LADR) operates within several significant addressable markets in the United States, primarily focused on commercial and residential real estate financing and investment.

U.S. Commercial Real Estate Lending Market

For Ladder Capital's activities in originating and investing in first mortgage loans secured by commercial real estate, the total commercial and multifamily mortgage debt outstanding in the U.S. was approximately $4.79 trillion at the end of 2024. Furthermore, the total commercial mortgage origination volume in the U.S. was forecasted to reach $633.7 billion in 2025 and is projected to increase to $805.5 billion in 2026.

U.S. Commercial Mortgage-Backed Securities (CMBS) Market

In the segment of investing in commercial mortgage-backed securities, the outstanding commercial and multifamily mortgages held by CMBS, collateralized debt obligation (CDO), and other asset-backed securities (ABS) issues in the U.S. totaled $626 billion at the end of 2024. The private-label CMBS issuance volume in the U.S. increased to $125.6 billion in 2025.

U.S. Structured Finance Products Market (including subordinated and mezzanine debt)

While specific market size data for commercial real estate-focused subordinated debt and mezzanine debt is not readily isolated, the broader North American Mortgage-Backed Securities (MBS) market (which includes both residential and commercial) was estimated at $15.55 trillion in 2025. More broadly, the global structured finance market, where commercial real estate debt is a significant component, was valued at approximately USD 11,323.79 billion in 2023, with North America holding the largest market share.

U.S. Commercial and Residential Real Estate Investment Markets

For Ladder Capital's direct ownership and investment in commercial and residential real estate properties:

  • The total value of commercial real estate in the U.S. was estimated at $20.7 trillion as of Q2 2021.
  • The total value of the U.S. housing market (residential real estate) reached a record $55.1 trillion in June 2025.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Ladder Capital (LADR) over the next 2-3 years:
  1. Expansion of Loan Originations and Portfolio Growth: Ladder Capital's primary focus for future revenue growth is on significantly increasing new loan originations and expanding its overall loan portfolio. Management anticipates growing its asset base to surpass $6 billion by year-end 2026, assuming stable capital markets and deal flow. The slowing rate of loan paydowns is also expected to contribute to the net growth of the loan book.
  2. Leveraging Investment-Grade Credit Ratings: Having achieved investment-grade credit ratings from Moody's and Fitch in 2025, and a subsequent upgrade from S&P, Ladder Capital has significantly enhanced its access to deeper and more stable capital markets. This achievement has lowered its cost of funds and strengthened its liquidity profile, which is expected to drive future earnings growth by improving net interest margins on new and existing loans.
  3. Strategic Capital Reallocation: The company is actively reallocating capital from its securities segment towards its lending and capital markets activities. This strategic shift aims to optimize the deployment of capital into higher-yielding opportunities within its loan origination business, thereby boosting overall revenue and earnings.
  4. Selective Growth in Real Estate Equity Investments: Ladder Capital plans to selectively increase its investments in its real estate equity portfolio. While being discerning about opportunities, the growth in this segment is expected to contribute to future revenue through rental income and potential appreciation in property values.

AI Analysis | Feedback

Here is a summary of Ladder Capital's (LADR) capital allocation decisions over the last 3-5 years:

Share Repurchases

  • Ladder Capital repurchased $10.2 million of its common stock in 2025, with $90.6 million remaining authorized for future repurchases as of December 31, 2025.
  • In 2023, the company repurchased $2.5 million of Class A common stock, with $44.3 million remaining under its repurchase authorization as of December 31, 2023.
  • On July 27, 2022, Ladder Capital's Board of Directors authorized repurchases of up to $50.0 million in aggregate of its Class A common stock.

Share Issuance

  • The number of Class A common shares issued increased by approximately 907,572 shares in 2025, from 129,883,019 at December 31, 2024, to 130,790,591 at December 31, 2025.
  • In January 2022, annual stock awards with an aggregate grant date fair value of $18 million (representing 1,517,627 shares of Class A common stock) were granted to management employees in connection with 2021 performance.

Inbound Investments

  • In 2025, Ladder Capital issued $500 million of 5.500% Senior Notes due 2030, an offering that was oversubscribed by over 5.5 times, following the company's achievement of investment-grade credit ratings.
  • The company's consolidated senior unsecured notes, net of debt issuance costs, stood at approximately $1,562.7 million as of March 31, 2025, and $1,563.4 million as of December 31, 2024, indicating continued utilization of unsecured debt in its capital structure.

Outbound Investments

  • Ladder Capital originated $1.4 billion in new loans during 2025, marking its highest annual loan origination volume since 2021.
  • During 2025, the company reallocated capital from T-bills into AAA securities, increasing its holdings by over 90% to $2.1 billion, and acquired $413 million of primarily AAA-rated commercial real estate securities in the fourth quarter of 2025.
  • As of December 31, 2025, Ladder held a portfolio of 73 balance sheet first mortgage loans valued at $2.2 billion and $7.3 million in mezzanine loans.

Capital Expenditures

  • Capital improvements to the company's real estate portfolio amounted to $1.373 million for the nine months ended September 30, 2024.
  • For the nine months ended September 30, 2023, capital improvements of real estate totaled $626,000.
  • In 2022, improvements made to its real estate assets amounted to $6.949 million.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

LADRSTWDBXMTRITMABRARIMedian
NameLadder C.Starwood.Blacksto.Rithm Ca.Arbor Re.Apollo C. 
Mkt Price10.2016.7018.099.195.2010.8310.52
Mkt Cap1.36.13.15.11.01.52.3
Rev LTM2138225853,264485263535
Op Inc LTM-------
FCF LTM108420345-2,61521428161
FCF 3Y Avg94603387-1,35537359233
CFO LTM108833345-2,613214116165
CFO 3Y Avg94758387-1,310373173273

Growth & Margins

LADRSTWDBXMTRITMABRARIMedian
NameLadder C.Starwood.Blacksto.Rithm Ca.Arbor Re.Apollo C. 
Rev Chg LTM-18.3%-2.7%22.5%18.3%-18.7%45.6%7.8%
Rev Chg 3Y Avg-13.4%-9.3%-2.4%10.0%-9.0%-6.4%-7.7%
Rev Chg Q1.0%-4.2%25.5%80.9%-12.3%-13.8%-1.6%
QoQ Delta Rev Chg LTM0.2%-0.9%5.8%13.9%-3.2%-3.5%-0.3%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM50.5%101.3%59.0%-80.1%44.0%44.1%47.3%
CFO/Rev 3Y Avg38.8%84.2%68.8%-44.9%60.7%76.7%64.7%
FCF/Rev LTM50.5%51.1%59.0%-80.1%44.0%10.5%47.3%
FCF/Rev 3Y Avg38.8%65.6%68.8%-46.5%60.7%24.3%49.8%

Valuation

LADRSTWDBXMTRITMABRARIMedian
NameLadder C.Starwood.Blacksto.Rithm Ca.Arbor Re.Apollo C. 
Mkt Cap1.36.13.15.11.01.52.3
P/S6.07.45.21.62.15.75.5
P/Op Inc-------
P/EBIT-------
P/E23.317.429.57.18.511.914.6
P/CFO11.97.48.9-2.04.713.08.1
Total Yield13.5%16.9%13.9%14.1%40.9%17.8%15.5%
Dividend Yield9.2%11.2%10.5%0.0%29.1%9.4%9.9%
FCF Yield 3Y Avg7.0%9.3%11.4%-25.7%17.4%3.9%8.2%
D/E2.42.15.26.96.85.45.3
Net D/E2.22.15.05.66.45.35.2

Returns

LADRSTWDBXMTRITMABRARIMedian
NameLadder C.Starwood.Blacksto.Rithm Ca.Arbor Re.Apollo C. 
1M Rtn2.6%-0.8%1.7%2.1%-7.8%0.1%0.9%
3M Rtn4.4%-2.9%-2.4%4.5%-31.6%6.7%1.0%
6M Rtn-6.6%-4.4%-5.5%-14.0%-31.1%12.4%-6.1%
12M Rtn4.9%-7.7%3.3%-10.0%-42.4%22.2%-2.2%
3Y Rtn22.9%15.7%25.0%31.1%-45.8%35.1%24.0%
1M Excs Rtn0.6%-2.8%-0.3%0.1%-9.8%-1.9%-1.1%
3M Excs Rtn-9.1%-16.4%-15.9%-9.0%-45.2%-6.9%-12.5%
6M Excs Rtn-15.2%-13.6%-16.1%-22.9%-44.1%4.4%-15.7%
12M Excs Rtn-19.4%-32.2%-20.4%-34.5%-67.2%-2.1%-26.3%
3Y Excs Rtn-48.0%-55.8%-44.8%-39.0%-118.7%-35.5%-46.4%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20232022202120202019
Loans228216129154278
Real Estate761951239572
Securities302013-544
Corporate/Other-44-82-90-92-93
Total289349175152301


Operating Income by Segment
$ Mil201520142013
Loans190192196
Securities653668
Real Estate33215
Corporate and other-128-125-77
Total161124192


Net Income by Segment
$ Mil20252024202320222021
Loans151158196210135
Securities9442292013
Real Estate419812358
Corporate/Other-186-112-133-187-149
Total6410710116557


Assets by Segment
$ Mil20252024202320222021
Loans2,1981,5663,1393,8923,522
Securities2,0881,081486588703
Real Estate748691733706914
Corporate/Other1181,5081,155765712
Total5,1534,8455,5135,9515,851


Price Behavior

Price Behavior
Market Price$10.20 
Market Cap ($ Bil)1.3 
First Trading Date02/06/2014 
Distance from 52W High-7.9% 
   50 Days200 Days
DMA Price$10.18$10.33
DMA Trendindeterminateup
Distance from DMA0.2%-1.3%
 3M1YR
Volatility20.9%18.4%
Downside Capture28.2650.21
Upside Capture30.7041.95
Correlation (SPY)27.3%33.6%
LADR Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.640.820.600.610.600.70
Up Beta0.581.310.510.400.680.65
Down Beta1.420.270.991.120.710.69
Up Capture23%39%41%36%37%42%
Bmk +ve Days13283667141432
Stock +ve Days9192861124383
Down Capture88%80%67%69%66%91%
Bmk -ve Days7132757109318
Stock -ve Days10193259117342

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LADR
LADR6.0%18.4%0.18-
Sector ETF (XLF)8.3%14.6%0.3349.3%
Equity (SPY)26.5%12.4%1.6133.8%
Gold (GLD)24.2%27.5%0.7710.5%
Commodities (DBC)19.8%18.8%0.83-10.3%
Real Estate (VNQ)11.0%13.7%0.5250.0%
Bitcoin (BTCUSD)-38.3%42.4%-1.0220.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LADR
LADR4.9%24.8%0.17-
Sector ETF (XLF)9.3%18.6%0.3762.2%
Equity (SPY)13.5%17.1%0.6255.4%
Gold (GLD)17.1%18.3%0.769.8%
Commodities (DBC)7.5%19.4%0.2916.8%
Real Estate (VNQ)1.9%18.9%0.0064.7%
Bitcoin (BTCUSD)11.6%54.2%0.4122.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LADR
LADR6.5%48.2%0.28-
Sector ETF (XLF)13.0%22.2%0.5448.0%
Equity (SPY)15.3%18.0%0.7341.7%
Gold (GLD)12.3%16.1%0.633.9%
Commodities (DBC)5.9%18.0%0.2615.0%
Real Estate (VNQ)5.3%20.7%0.2250.3%
Bitcoin (BTCUSD)60.4%66.8%1.0010.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity2.6 Mil
Short Interest: % Change Since 515202628.7%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest3.7 days
Basic Shares Quantity125.4 Mil
Short % of Basic Shares2.1%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/23/20262.0%0.0%-2.6%
2/5/2026-6.5%-4.6%-7.4%
10/23/20250.5%-2.1%-4.7%
7/24/20251.1%-0.5%0.5%
4/24/20250.3%2.2%0.1%
2/6/20254.3%2.4%4.2%
10/24/20243.7%4.0%7.1%
7/25/20242.5%1.4%-0.3%
...
SUMMARY STATS   
# Positive191313
# Negative51111
Median Positive2.0%2.3%5.2%
Median Negative-3.7%-2.1%-3.5%
Max Positive5.9%11.9%23.2%
Max Negative-6.5%-6.0%-10.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/23/20262.0%0.0%-2.6%
2/5/2026-6.5%-4.6%-7.4%
10/23/20250.5%-2.1%-4.7%
7/24/20251.1%-0.5%0.5%
4/24/20250.3%2.2%0.1%
2/6/20254.3%2.4%4.2%
10/24/20243.7%4.0%7.1%
7/25/20242.5%1.4%-0.3%
4/25/20242.9%3.8%5.2%
2/8/20240.9%-1.3%3.4%
10/26/20234.6%11.9%20.8%
7/26/2023-3.7%-6.0%-8.7%
4/27/20231.6%-1.7%4.1%
2/9/20235.9%7.6%-10.2%
10/27/20222.7%2.3%6.4%
7/28/20220.5%-3.0%-3.5%
4/28/2022-5.9%-5.0%-4.3%
2/10/2022-0.8%1.3%-0.7%
10/28/20210.8%0.9%-3.5%
7/29/2021-0.6%-2.5%-0.3%
5/6/20213.9%-0.2%6.7%
2/25/20212.9%1.6%6.7%
10/29/20201.4%4.2%23.2%
7/30/20200.8%-0.4%0.8%
SUMMARY STATS   
# Positive191313
# Negative51111
Median Positive2.0%2.3%5.2%
Median Negative-3.7%-2.1%-3.5%
Max Positive5.9%11.9%23.2%
Max Negative-6.5%-6.0%-10.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/27/202610-Q
12/31/202502/09/202610-K
09/30/202510/27/202510-Q
06/30/202507/28/202510-Q
03/31/202504/28/202510-Q
12/31/202402/10/202510-K
09/30/202410/28/202410-Q
06/30/202407/26/202410-Q
03/31/202404/29/202410-Q
12/31/202302/12/202410-K
09/30/202310/30/202310-Q
06/30/202307/28/202310-Q
03/31/202305/01/202310-Q
12/31/202202/13/202310-K
09/30/202210/31/202210-Q
06/30/202208/01/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202604/27/202610-Q
12/31/202502/09/202610-K
09/30/202510/27/202510-Q
06/30/202507/28/202510-Q
03/31/202504/28/202510-Q
12/31/202402/10/202510-K
09/30/202410/28/202410-Q
06/30/202407/26/202410-Q
03/31/202404/29/202410-Q
12/31/202302/12/202410-K
09/30/202310/30/202310-Q
06/30/202307/28/202310-Q
03/31/202305/01/202310-Q
12/31/202202/13/202310-K
09/30/202210/31/202210-Q
06/30/202208/01/202210-Q
03/31/202205/02/202210-Q
12/31/202102/14/202210-K
09/30/202110/29/202110-Q
06/30/202107/30/202110-Q
03/31/202105/07/202110-Q
12/31/202002/26/202110-K
09/30/202010/30/202010-Q
06/30/202007/31/202010-Q
03/31/202005/06/202010-Q
12/31/201902/28/202010-K
09/30/201911/08/201910-Q
06/30/201908/01/201910-Q

Insider Activity

Updated 6/3/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Perelman, RobertHead of Asset ManagementDirectSell602202610.2517,505179,4264,394,011Form
2Perelman, RobertHead of Asset ManagementDirectSell602202610.2617,495179,4994,577,899Form
3Harris, BrianChief Executive OfficerDirectBuy210202610.325,00051,600155,708Form
4Steiner, Jeffrey BDirectSell1028202510.8919,481212,148297,417Form
5Esposito, Anthony VincentChief Accounting OfficerDirectBuy1017202510.7959637492,575Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Perelman, RobertHead of Asset ManagementDirectSell602202610.2517,505179,4264,394,011Form
2Perelman, RobertHead of Asset ManagementDirectSell602202610.2617,495179,4994,577,899Form
3Harris, BrianChief Executive OfficerDirectBuy210202610.325,00051,600155,708Form
4Steiner, Jeffrey BDirectSell1028202510.8919,481212,148297,417Form
5Esposito, Anthony VincentChief Accounting OfficerDirectBuy1017202510.7959637492,575Form
6Alexander, Mark DavidDirectSell801202510.8626,795290,994317,427Form
7Alexander, Mark DavidDirectSell801202510.9330,000327,900612,342Form
8Alexander, Mark DavidDirectSell801202511.1234,587384,607956,587Form
Core Cache Last Updated: 6/18/2026