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BXMT vs COLD

BXMT
Blackstone Mortgage Trust, Inc.
BEARISH
Price
$20.08
Market Cap
$3.39B
Sector
Real Estate
AI Confidence
85%
COLD
Americold Realty Trust, Inc.
BEARISH
Price
$12.83
Market Cap
$3.68B
Sector
Real Estate
AI Confidence
95%

Valuation

P/E Ratio
BXMT
31.38
COLD
--
Forward P/E
BXMT
10.33
COLD
171.07
P/B Ratio
BXMT
0.98
COLD
1.27
P/S Ratio
BXMT
7.7
COLD
1.41
EV/EBITDA
BXMT
--
COLD
14.62

Profitability

Gross Margin
BXMT
100.0%
COLD
32.21%
Operating Margin
BXMT
23.33%
COLD
7.87%
Profit Margin
BXMT
24.91%
COLD
-4.41%
ROE
BXMT
3.0%
COLD
-3.7%
ROA
BXMT
0.55%
COLD
1.44%

Growth

Revenue Growth
BXMT
49.4%
COLD
-1.2%
Earnings Growth
BXMT
9.7%
COLD
--

Financial Health

Debt/Equity
BXMT
4.62
COLD
1.54
Current Ratio
BXMT
94.52
COLD
0.32
Quick Ratio
BXMT
94.38
COLD
0.3

Dividends

Dividend Yield
BXMT
9.36%
COLD
7.17%
Payout Ratio
BXMT
293.75%
COLD
763.64%

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
COLD BEARISH

Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Strengths
Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
Risks
Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)

Compare Another Pair

BXMT vs COLD: Head-to-Head Comparison

This page compares Blackstone Mortgage Trust, Inc. (BXMT) and Americold Realty Trust, Inc. (COLD) 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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