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BXMT vs CDP

BXMT
Blackstone Mortgage Trust, Inc.
BEARISH
Price
$20.08
Market Cap
$3.39B
Sector
Real Estate
AI Confidence
85%
CDP
COPT Defense Properties
NEUTRAL
Price
$32.11
Market Cap
$3.71B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
BXMT
31.38
CDP
23.96
Forward P/E
BXMT
10.33
CDP
22.61
P/B Ratio
BXMT
0.98
CDP
2.39
P/S Ratio
BXMT
7.7
CDP
4.84
EV/EBITDA
BXMT
--
CDP
15.7

Profitability

Gross Margin
BXMT
100.0%
CDP
57.76%
Operating Margin
BXMT
23.33%
CDP
29.64%
Profit Margin
BXMT
24.91%
CDP
19.87%
ROE
BXMT
3.0%
CDP
10.13%
ROA
BXMT
0.55%
CDP
3.25%

Growth

Revenue Growth
BXMT
49.4%
CDP
7.6%
Earnings Growth
BXMT
9.7%
CDP
6.9%

Financial Health

Debt/Equity
BXMT
4.62
CDP
1.77
Current Ratio
BXMT
94.52
CDP
1.06
Quick Ratio
BXMT
94.38
CDP
0.95

Dividends

Dividend Yield
BXMT
9.36%
CDP
3.85%
Payout Ratio
BXMT
293.75%
CDP
91.04%

AI Verdict

BXMT BEARISH

BXMT presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a current price ($20.08) that significantly exceeds both its Graham Number ($17.19) and Intrinsic Value ($13.79). The most critical red flag is a dividend payout ratio of 293.75%, indicating the current yield is fundamentally unsustainable. This is compounded by a disastrous recent earnings track record, including a -866.7% surprise in the most recent quarter and zero beats in the last four reports. Despite strong top-line revenue growth, the combination of high leverage (Debt/Equity 4.62) and bearish insider activity suggests a value trap.

Strengths
Strong year-over-year revenue growth of 49.40%
Price-to-Book ratio of 0.98 suggests the stock is trading near its book value
Healthy profit margins (24.91%) and operating margins (23.33%)
Risks
Extreme dividend payout ratio (293.75%) signaling an imminent dividend cut
Severe earnings deterioration with a recent Q/Q EPS growth of -962.5%
High financial leverage with a Debt/Equity ratio of 4.62
CDP NEUTRAL

CDP exhibits a stable financial profile with a Piotroski F-Score of 4/9, though it is currently trading at a significant premium to its Graham Number ($20.12) and Intrinsic Value ($23.25). While the company maintains strong operating margins and a healthier debt-to-equity ratio than its sector peers, the valuation is stretched. The combination of a very high dividend payout ratio (91.04%) and bearish insider sentiment offsets the positive analyst consensus and recent price momentum.

Strengths
Strong operating margins (29.64%) and gross margins (57.76%)
Debt/Equity ratio (1.77) is significantly lower than the sector average (2.82)
Consistent positive revenue and earnings growth (approx 7% YoY)
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
High dividend payout ratio (91.04%) leaves little room for earnings volatility
Bearish insider sentiment with recent selling activity

Compare Another Pair

BXMT vs CDP: Head-to-Head Comparison

This page compares Blackstone Mortgage Trust, Inc. (BXMT) and COPT Defense Properties (CDP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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