57V (Angel Oak Mortgage REIT Inc) vs DAX Index Comparison

57V

DAX Index

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

57V

DAX Index

Difference

1Y 3Y 5Y 10Y 15Y 20Y

57V

DAX Index

Add Stock

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

DAX Index

57V

0K76

NLY

AGNC

STWD

Add Stock

1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Angel Oak Mortgage REIT Inc
Glance View

Market Cap

212.8m EUR

Industry

Real Estate

Angel Oak Mortgage REIT, Inc. is a real estate finance company, which focuses on acquiring and investing in first lien non-QM loans and other mortgage-related assets in the U.S. mortgage market. The company is headquartered in Atlanta, Georgia and currently employs 300 full-time employees. The company went IPO on 2021-06-17. Its strategy is to make credit-sensitive investments primarily in newly originated first lien non-qualified mortgage (non-QM) loans that are primarily made to non-QM loan borrowers and primarily sourced from the Company’s mortgage lending platform, Angel Oak Mortgage Lending, which operates through wholesale and retail channels and has a national origination footprint. The company also may invest in other residential mortgage loans and other mortgage-related assets. The company may identify and acquire its target assets through the secondary market when market conditions and asset prices are conducive to making attractive purchases. Its objective is to generate attractive risk-adjusted returns for its stockholders, through cash distributions and capital appreciation, across interest rate and credit cycles. The firm is externally managed and advised by Falcons I, LLC (the Manager).

View 57V Analysis

57V Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

US	N	New Residential Investment Corp LSE:0K76	Add
US		Annaly Capital Management Inc NYSE:NLY	Add
US		AGNC Investment Corp NASDAQ:AGNC	Add
US		Starwood Property Trust Inc NYSE:STWD	Add
US		Rithm Capital Corp NYSE:RITM	Add
US		Hannon Armstrong Sustainable Infrastructure Capital Inc NYSE:HASI	Add
US		Blackstone Mortgage Trust Inc NYSE:BXMT	Add
US		Arbor Realty Trust Inc NYSE:ABR	Add
US		Ladder Capital Corp NYSE:LADR	Add
US		Apollo Commercial Real Estate Finance Inc NYSE:ARI	Add

US	N	New Residential Investment Corp LSE:0K76	Select
US		Annaly Capital Management Inc NYSE:NLY	Select
US		AGNC Investment Corp NASDAQ:AGNC	Select
US		Starwood Property Trust Inc NYSE:STWD	Select
US		Rithm Capital Corp NYSE:RITM	Select
US		Hannon Armstrong Sustainable Infrastructure Capital Inc NYSE:HASI	Select
US		Blackstone Mortgage Trust Inc NYSE:BXMT	Select
US		Arbor Realty Trust Inc NYSE:ABR	Select
US		Ladder Capital Corp NYSE:LADR	Select
US		Apollo Commercial Real Estate Finance Inc NYSE:ARI	Select

US	N	New Residential Investment Corp LSE:0K76	Add
US		Annaly Capital Management Inc NYSE:NLY	Add
US		AGNC Investment Corp NASDAQ:AGNC	Add
US		Starwood Property Trust Inc NYSE:STWD	Add
US		Rithm Capital Corp NYSE:RITM	Add
US		Hannon Armstrong Sustainable Infrastructure Capital Inc NYSE:HASI	Add
US		Blackstone Mortgage Trust Inc NYSE:BXMT	Add
US		Arbor Realty Trust Inc NYSE:ABR	Add
US		Ladder Capital Corp NYSE:LADR	Add
US		Apollo Commercial Real Estate Finance Inc NYSE:ARI	Add

CA	A	Advance Lithium Corp XTSX:AALI	Add
US	G	GE Vernova LLC NYSE:GEV	Add
NL	N	Nepi Rockcastle NV JSE:NRP	Add
US		Schlumberger NV NYSE:SLB	Add
US	B	Baker Hughes Co NASDAQ:BKR	Add
ID		Amman Mineral Internasional Tbk PT IDX:AMMN	Add
US	R	Reddit Inc NYSE:RDDT	Add
CH	G	Galderma Group AG SIX:GALD	Add
US		Halliburton Co NYSE:HAL	Add
IN		Jio Financial Services Ltd NSE:JIOFIN	Add

	Franklin Covey Co NYSE:FC	36.53 USD -1.43%
	Mohawk Industries Inc NYSE:MHK	119.575 USD 1.93%
	Ardmore Shipping Corp NYSE:ASC	12.525 USD 1.5%
	ASGN Inc NYSE:ASGN	85.77 USD 0.85%
	Skyworks Solutions Inc NASDAQ:SWKS	90.4275 USD 1.78%
	Weatherford International PLC NASDAQ:WFRD	73.9 USD 1.21%

57V

vs

DAX Index

Stocks Performance
57V vs DAX Index

Performance Gap
57V vs DAX Index

Performance By Year
57V vs DAX Index

Competitors Performance
Angel Oak Mortgage REIT Inc vs Peers

Angel Oak Mortgage REIT Inc
Glance View

Company

Help

Tools

Stocks

	Johnson & Johnson NYSE:JNJ	144.03 USD -0.11%
	Bank of America Corp NYSE:BAC	45.41 USD 1.34%
	Mastercard Inc NYSE:MA	518.635 USD -0.52%
	Salesforce Inc NYSE:CRM	334.56 USD 0.5%
	Abbvie Inc NYSE:ABBV	180.875 USD -0.19%
	Home Depot Inc NYSE:HD	392.63 USD 0.89%

	Arista Networks Inc NYSE:ANET	118.98 USD 3.28%
	Visa Inc NYSE:V	313.04 USD -0.59%
	Texas Pacific Land Corp NYSE:TPL	1 226.63 USD 1.29%
	KLA Corp NASDAQ:KLAC	689.175 USD 4.9%
	Manhattan Associates Inc NASDAQ:MANH	272.505 USD -0.12%
	Pinduoduo Inc NASDAQ:PDD	99.02 USD 2.27%

	Salesforce Inc NYSE:CRM	334.56 USD 0.5%
	ServiceNow Inc NYSE:NOW	1 078.3 USD 0.42%
	EOG Resources Inc NYSE:EOG	127.46 USD 0.7%
	Copart Inc NASDAQ:CPRT	56.9416 USD 0.06%
	Applied Materials Inc NASDAQ:AMAT	178.15 USD 4.76%
	Synopsys Inc NASDAQ:SNPS	505.325 USD 2.35%

	Johnson & Johnson NYSE:JNJ	144.03 USD -0.11%
	Berkshire Hathaway Inc NYSE:BRK.A	676 604 USD -0.71%
	Bank of America Corp NYSE:BAC	45.41 USD 1.34%
	Mastercard Inc NYSE:MA	518.635 USD -0.52%
	UnitedHealth Group Inc NYSE:UNH	516.04 USD 0.59%
	Exxon Mobil Corp NYSE:XOM	108.86 USD 0.93%

57V vs DAX Index

Stocks Performance 57V vs DAX Index

Performance Gap 57V vs DAX Index

Performance By Year 57V vs DAX Index

Competitors Performance Angel Oak Mortgage REIT Inc vs Peers

Angel Oak Mortgage REIT Inc Glance View

Company

Help

Tools

Stocks

57V

vs

DAX Index

Stocks Performance
57V vs DAX Index

Performance Gap
57V vs DAX Index

Performance By Year
57V vs DAX Index

Competitors Performance
Angel Oak Mortgage REIT Inc vs Peers

Angel Oak Mortgage REIT Inc
Glance View