Real Estate
Rithm Capital Corp.(RITM)
Live Price
Offline$9.19
-0.11% today
1Y Change
-18.17%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $5.47B
- Revenue Growth
- +20.0%
- EPS Growth
- -37.9%
- Dividend Yield
- 10.2%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Rithm Capital Corp. (RITM) is a Real Estate stock with a market cap of $5.47B and listed on NYSE. The stock last traded around $9.19 and down 18.2% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +20.0%, EPS growth of -37.9%, a dividend yield of 10.2%. What stands out right now is revenue +20.0%, EPS -37.9%, free cash flow +67.1% with operating margin 38.9% and ROIC 76.3%. The dividend matters to the case here, with a current yield around 10.2%. Valuation is more restrained than many high-expectation growth names at P/E 7.5 and price/sales 1.0. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines RITM price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Real Estate peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+20.0% vs +11.4% peer median
Operating Margin
Below sector median
+38.9% vs +59.6% peer median
P/E
Below sector median
7.5 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 24, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +20.0% and EPS is at -37.9%, with operating margin around 38.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 10.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.1% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 24, 2026 | โ | -0.1% | -3.4% | -8.6% |
2026 Feb 3, 2026 | +34.5% | -1.6% | -2.6% | -10.9% |
2025 Oct 30, 2025 | +0.0% | -0.2% | -0.3% | +4.5% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
RITM
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
RITM Max Drawdown
-30.51%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for RITM and SPY.
Company Overview
Rithm Capital Corp.
New York Stock Exchange
Rithm Capital Corp. provides capital and services to the real estate and financial services sectors in the United States. Its investment portfolio comprises mortgage servicing related assets, residential securities and loans, and consumer loans. It qualifies as a real estate investment trust for federal income tax purposes. The company 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 formerly known as New Residential Investment Corp. and changed its name to Rithm Capital Corp. in August 2022. Rithm Capital Corp. was incorporated in 2011 and is headquartered in New York, New York.
- Leadership
- Michael Nierenberg
- IPO Date
- May 2, 2013
- Employees
- 6.0k
- Street Address
- 799 Broadway
- Mailing
- New York City, NY, 10003
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212 850 7770
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 7.5
- EV/EBITDA
- 22.3
- Price/Sales
- 1.0
- Price/Book
- 0.6
Growth
- Revenue
- +20.0%
- EPS
- -37.9%
- Free Cash Flow
- +67.1%
Profitability
- Gross Margin
- 86.2%
- Operating Margin
- 38.9%
- Net Margin
- 13.0%
- ROE
- 8.7%
- ROIC
- 76.3%
Balance Sheet
- Debt/Equity
- 4.59
- Current Ratio
- 0.13
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.