Comparing Angel Oak Mortgage REIT (NYSE:AOMR) & Millrose Properties (NYSE:MRP)

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Millrose Properties	$434.01 million	9.83	N/A	N/A	N/A
Angel Oak Mortgage REIT	$51.46 million	4.37	$33.71 million	$1.14	8.39

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

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Millrose Properties and Angel Oak Mortgage REIT, as reported by MarketBeat.

	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 presently has a consensus target price of $25.00, indicating a potential downside of 5.77%. Angel Oak Mortgage REIT has a consensus target price of $12.10, indicating a potential upside of 26.53%. Given Angel Oak Mortgage REIT’s higher possible upside, analysts plainly believe Angel Oak Mortgage REIT is more favorable than Millrose Properties.

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 13.4%. 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.

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%

Institutional & Insider Ownership

80.2% of Angel Oak Mortgage REIT shares are owned by institutional investors. 2.5% of Angel Oak Mortgage REIT shares are owned 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.