Real Estate · SIC 6500

Angel Oak Mortgage REIT, Inc.

AOMR

Watch

Latest revenue

$-53.4M

as of 2022-09-30

Latest net income

$-83.3M

as of 2022-09-30

Net margin

156.0%

as of 2022-09-30

7.5
of 10

ActaClear Score

Above avg
#11 of 42 in Real Estate
new
Profitability·25%
8.4
Growth·15%
9.3
Value·20%
9.3
Quality·20%
Momentum·20%
3.2

Computed from 5 years of SEC fundamentals + latest market data, ranked within Real Estate (42 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.05
Price / FV

Fair value · DCF

Deeply undervalued
~2067% upside at this growth
25.0% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$8.28
DCF fair value
$179
FCF base (last FY)
$44.02M
Net debt
$-1.04B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

-3.9% / yr 23.6 pts / yr vs S&P 500 13.5% total
Compare:

Live market

delayed ≤15 min
$8.28
Market cap
$196.8M
Enterprise value
$265.7M
P/E (trailing)
4.5×
Forward P/E
P/B
0.77×
Dividend yield
15.5%
52-wk high
$10.14
52-wk low
$7.96
Beta
Shares out
23.8M

5-year trend

What this company does

AI

PART I Item 1. Business The Company Angel Oak Mortgage REIT, Inc. is a real estate finance company focused on acquiring and investing in first and second lien non-QM loans and other mortgage-related assets in the U.S. mortgage market. Our strategy is to make credit-sensitive investments primarily in newly-originated non-QM loans and other mortgage assets that are primarily made to higher-quality borrowers and sourced from the proprietary mortgage lending platform of our affiliate, Angel Oak Mortgage Lending, and other originators through our relationship with Angel Oak Capital. We may also invest in other residential mortgage loans, RMBS, and other mortgage‑related assets as defined in…

AI summary unavailable — showing raw filing excerpt

Generated from AOMR's filing dated 2026-03-03

Key risks

AI

Item 1A. Risk Factors An investment in our securities involves significant risks. Before making a decision to invest in our securities, you should carefully consider the following risks in addition to the other information contained in this Annual Report on Form 10-K. The risks discussed in this Annual Report on Form 10-K can materially adversely affect our business, financial condition, liquidity, results of operations and prospects and our ability to make distributions to our stockholders (which we refer to collectively as “materially and adversely affecting us” or having “a material adverse effect on us,” and comparable phrases). This could cause the market price of our securities to…

AI summary unavailable — showing raw filing excerpt

Generated from AOMR's filing dated 2026-03-03

Profitability

Net margin

30.6%

17.7%

Return on equity

16.5%

36.8%

Return on assets

425.2%

33468.0%

Leverage

Debt / equity

-0.96×

111.3%

Long-term debt / equity

0.20×

Debt / assets

-2483.8%

2876.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q3 2023

2023-09-30

$5.1M

Q2 2023

2023-06-30

$-3.2M

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate · SIC 6500

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Insider activity

No insider transactions on file for AOMR in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns AOMR

Institutional value

$29.4M

Total shares held

3.7M

Distinct holders

42

-38 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.906.6K$7.5M-17.0K (-1.8%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC779.7K$6.4MNew
3JPMORGAN CHASE & CO575.0K$4.7M+378.8K (+193.0%)Added
4WOLVERINE ASSET MANAGEMENT LLC229.9K$1.9M-59.2K (-20.5%)Trimmed
5WELLS FARGO & COMPANY/MN211.3K$1.7M-1.9K (-0.9%)Trimmed
6RIVERBRIDGE PARTNERS LLC197.4K$1.6M+14.6K (+8.0%)Added
7CF Capital LLC136.4K$1.1M-113.2K (-45.3%)Trimmed
8VANGUARD FIDUCIARY TRUST CO95.8K$787.8KNew
9UBS Group AG95.3K$783.7K-33.2K (-25.8%)Trimmed
10VANGUARD PORTFOLIO MANAGEMENT LLC82.8K$680.6KNew
11Bank of New York Mellon Corp48.7K$400.4K-6.9K (-12.4%)Trimmed
12RHUMBLINE ADVISERS29.4K$241.8K+2 (+0.0%)Added
13O'SHAUGHNESSY ASSET MANAGEMENT, LLC28.7K$235.8K-26.1K (-47.6%)Trimmed
14Voya Investment Management LLC27.1K$222.9K+0 (+0.0%)No change
15Invesco Ltd.20.0K$164.2K-15.8K (-44.2%)Trimmed
16MARINER INVESTMENT GROUP LLC17.8K$145.9KNew
17Nuveen, LLC16.1K$132.0K+0 (+0.0%)No change
18SANDERS MORRIS HARRIS LLC16.0K$131.5KNew
19DEUTSCHE BANK AG\15.0K$123.0K+0 (+0.0%)No change
20Russell Investments Group, Ltd.13.7K$112.3K+8.4K (+160.7%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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