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v0.1
AOMR$8.15-0.97%
Fair $8.15+0.0%

AOMR

Angel Oak Mortgage REIT, Inc.

Real Estate / REIT - MortgageNYSE

$8.15

-0.08 (-0.97%)

Fairly Valued+0.0%Fair Value $8.15Fund rank 16/100 · Data gapFallback financials|
SA 22/D
F-Score: 3/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 48.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

22/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 1unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 8.31, above the 2.0 threshold
Thesis & Journal · AOMRLocal privado en este navegador · Angel Oak Mortgage REIT, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$203M

P/E

12.9x

↑

EV/EBITDA

N/A

•

ROE

16.5%

↑

Gross Margin

N/A

•

Debt/Equity

8.31

↑
52-Week Range$8
$8$10

TradingView lightweight chart

AOMR price, volumen y niveles de valoración

Último $8.150Periodo -56.3%
Fair value: $8.150

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

+8.4%

FCF CAGR

—

FCF margin

-667.2%

FCF / Net income

-9.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.0M · net income $44.0M · FCF $-407.0M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

72.2%+70.4% pts

FCF margin

-667.2%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$61.0M$61.0M$51.5M$54.9M$-157.9M$60.6M$40.8M
Net Income$44.0M$44.0M$28.8M$33.7M$-187.8M$21.1M$736000.00
EPS1.801.801.171.35-7.651.010.05
Net Margin72.2%72.2%55.9%61.5%118.9%34.9%1.8%
Balance Sheet
Debt/Equity8.318.317.415.706.95——
Current Ratio6.666.66—————
Cash Flow
Free Cash Flow$-407.0M$-407.0M$-221.5M$306.4M$-331.1M——
Returns
ROE16.5%16.5%12.0%13.2%-79.4%4.3%0.3%
Valuation
P/E12.9412.948.157.71———
P/B0.740.740.971.010.67——
Growth & Yield
Revenue Growth18.5%18.5%-6.2%134.7%—48.3%—
EPS Growth53.8%53.8%-13.3%117.6%—1920.0%—
Dividend Yield15.7%15.7%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-26.2%

fácil

EPS terminal req.

$0.72

Spread vs growth

80.1%

5Y implied EPS CAGR

-13.4%

fácil

EPS terminal req.

$0.88

Spread vs growth

67.3%

10Y implied EPS CAGR

-2.4%

fácil

EPS terminal req.

$1.41

Spread vs growth

56.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +5.2%

Total return

+5.2%

Start / end P/E

7.8x → 4.5x

EPS bridge

1.17 → 1.80

Residual

-22.5%

EPS growth+53.8%
Multiple rerating-41.8%
Dividend+15.7%
Residual / FX / buybacks / cross-term-22.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.