Head-To-Head Analysis: Angel Oak Mortgage REIT (NYSE:AOMR) versus Millrose Properties (NYSE:MRP)

Millrose Properties (NYSE:MRP) and Angel Oak Mortgage REIT (NYSE:AOMR) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, dividends, profitability, risk and valuation.

Dividends

Millrose Properties pays an annual dividend of $0.38 per share and has a dividend yield of 1.4%. Angel Oak Mortgage REIT pays an annual dividend of $1.28 per share and has a dividend yield of 13.2%. Angel Oak Mortgage REIT pays out 112.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Earnings and Valuation

This table compares Millrose Properties and Angel Oak Mortgage REIT”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Millrose Properties	$434.01 million	9.80	N/A	N/A	N/A
Angel Oak Mortgage REIT	$51.46 million	4.42	$33.71 million	$1.14	8.49

Angel Oak Mortgage REIT has lower revenue, but higher earnings than Millrose Properties.

Profitability

This table compares Millrose Properties and Angel Oak Mortgage REIT’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Millrose Properties	N/A	N/A	N/A
Angel Oak Mortgage REIT	70.22%	-4.51%	-0.52%

Analyst Ratings

This is a breakdown of current ratings and target prices for Millrose Properties and Angel Oak Mortgage REIT, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Millrose Properties	0	0	0	1	4.00
Angel Oak Mortgage REIT	0	2	4	0	2.67

Millrose Properties currently has a consensus price target of $25.00, indicating a potential downside of 5.48%. Angel Oak Mortgage REIT has a consensus price target of $12.10, indicating a potential upside of 25.06%. Given Angel Oak Mortgage REIT’s higher possible upside, analysts plainly believe Angel Oak Mortgage REIT is more favorable than Millrose Properties.

Insider & Institutional Ownership

80.2% of Angel Oak Mortgage REIT shares are held by institutional investors. 2.5% of Angel Oak Mortgage REIT shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Millrose Properties beats Angel Oak Mortgage REIT on 7 of the 13 factors compared between the two stocks.

About Millrose Properties

Millrose Properties, Inc. is a real estate investment and management company that focuses on acquiring, developing, and managing high-quality commercial properties. They are headquartered in Purchase, New York.

About Angel Oak Mortgage REIT

Angel Oak Mortgage REIT, Inc., a real estate finance company, focuses on acquiring and investing in first lien non- qualified mortgage loans and other mortgage-related assets in the United States mortgage market. It offers investment securities; residential mortgage loans; and commercial mortgage loans. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was incorporated in 2018 and is headquartered in Atlanta, Georgia.