Critical Analysis: Blackstone Mortgage Trust (NYSE:BXMT) & AGNC Investment (NASDAQ:AGNCZ)

Blackstone Mortgage Trust (NYSE:BXMT) and AGNC Investment (NASDAQ:AGNCZ) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, earnings, valuation, institutional ownership, risk and dividends.

Profitability

This table compares Blackstone Mortgage Trust and AGNC Investment’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Blackstone Mortgage Trust	8.75%	6.11%	1.08%
AGNC Investment	N/A	N/A	N/A

Earnings and Valuation

This table compares Blackstone Mortgage Trust and AGNC Investment”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Blackstone Mortgage Trust	$1.36 billion	2.29	$109.57 million	$0.61	30.22
AGNC Investment	$1.61 billion	N/A	N/A	N/A	N/A

Blackstone Mortgage Trust has higher earnings, but lower revenue than AGNC Investment.

Analyst Ratings

This is a summary of current recommendations and price targets for Blackstone Mortgage Trust and AGNC Investment, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Blackstone Mortgage Trust	0	3	3	0	2.50
AGNC Investment	0	0	0	0	0.00

Blackstone Mortgage Trust presently has a consensus target price of $21.13, suggesting a potential upside of 14.59%. Given Blackstone Mortgage Trust’s stronger consensus rating and higher probable upside, analysts clearly believe Blackstone Mortgage Trust is more favorable than AGNC Investment.

Institutional & Insider Ownership

64.2% of Blackstone Mortgage Trust shares are held by institutional investors. 1.2% of Blackstone Mortgage Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Blackstone Mortgage Trust beats AGNC Investment on 8 of the 9 factors compared between the two stocks.

About Blackstone Mortgage Trust

Blackstone Mortgage Trust, Inc., a real estate finance company, originates senior loans collateralized by commercial properties in North America, Europe, and Australia. The company originates and acquires senior floating rate mortgage loans that are secured by a first-priority mortgage on commercial real estate assets. It operates as a real estate investment trust for federal income tax purposes. The company was formerly known as Capital Trust, Inc. and changed its name to Blackstone Mortgage Trust, Inc. in May 2013. Blackstone Mortgage Trust, Inc. was incorporated in 1998 and is headquartered in New York, New York.