| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 62 | 11.7x | 17.8x | Around median | |
Growth | 61 | 7.7% | 7.1% | Around median | |
Quality | 41 | 3.0% | 4.5% | Around median | |
Safety | 26 | 20.0x | 2.6x | Bottom tier | |
Capital Return | 50 | 10.27% | 2.12% | Around median | |
Momentum | 29 | -18.9% | 2.9% | Bottom tier | |
Sentiment | 45 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Rithm Capital Corp. is a diversified financial and investment platform that combines asset management, mortgage origination and servicing, real estate lending, and investment in office properties. The company manages more than $100 billion in investable assets, including approximately $61 billion in third-party assets through Rithm, Sculptor, and Crestline, with more than 200 clients and limited partners. Its sources of income include asset management and performance fees, profits from loan origination and servicing, returns from its mortgage servicing rights MSR portfolio, income from Genesis construction, bridge, and renovation loans, as well as rental income and real estate asset gains at Elecor.
In fiscal Q2 2026, EDGAR data showed revenue of $1.3 billion, net income of $56.3 million, and earnings per share of $0.04, equivalent to a calculated net income margin of approximately 4.3%. For the trailing twelve months ended in 2026, revenue totaled $5.1 billion, net income was $465.5 million, and earnings per share were approximately $0.82. By comparison, fiscal 2025 recorded revenue of $4.6 billion, net income of $697.1 million, and earnings per share of $1.04, showing higher revenue alongside lower profitability based on the periods presented.
The business mix reflects contributions from different platforms with distinct earnings drivers: Newrez generated pre-tax income, excluding mark-to-market adjustments, of $308 million and a return on equity of 22% in fiscal Q2 2026, while Genesis generated approximately $42 million in pre-tax income and an annualized operating return on equity of 17%. In asset management, the Sculptor multi-strategy fund delivered a net return of approximately 8% during the first half of 2026, while Elecor comprises ten core office assets totaling 9.9 million square feet with an overall leased rate of 86.5%.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $13, within a range of $12.50 to $14, with a “Buy” consensus; the average is slightly above the 52-week range high of $12.74, while the highest target exceeds that high by approximately 9.9%. Conversely, an August 10, 2026 news report indicated a 17% discount to book value, but the decline in trailing twelve-month net income to $465.5 million from $697.1 million in fiscal 2025, incentive-fee volatility, and mortgage origination pressures help explain the continued discount despite the positive analyst target.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Rithm combines asset management, mortgages, real estate lending, and ownership of office properties. Rithm, Sculptor, and Crestline manage approximately $61 billion in third-party assets, generating management and performance fees. Newrez generates income from loan origination, servicing, and mortgage servicing rights, while Genesis originates construction, bridge, and renovation loans. Elecor also earns income from ten core office assets totaling 9.9 million square feet.
EDGAR data showed revenue of $1.3 billion, net income of $56.3 million, and earnings per share of $0.04 in fiscal Q2 2026. The company reported distributable earnings of $338.9 million, or $0.60 per diluted share. Liquidity and cash totaled $2.1 billion at the end of the period, while reported book value was $12.33 per share. Rithm paid a cash dividend of $0.25 per share for the quarter.
Newrez is one of the largest mortgage origination and servicing platforms in the United States and serves more than four million homeowners. The unit generated pre-tax income, excluding mark-to-market adjustments, of $308 million and a return on equity of 22% in fiscal Q2 2026. Funded loan volume totaled $15.9 billion, and the platform added eight clients and $27 billion in new loans to its servicing business. The company targets annual savings exceeding $65 million following the planned migration to the Valon system in early 2027.
Third-party assets under management totaled approximately $61 billion in fiscal Q2 2026, compared with approximately zero when the company began building this business in 2023. Long-dated assets represent 71% of total assets under management, and the platform serves more than 200 clients and limited partners. The Sculptor multi-strategy fund delivered a net return of approximately 8% during the first half of 2026 and 12.3% over three years. However, approximately 70% of Sculptor's incentive fees are typically recognized in the fourth quarter, making their quarterly contribution volatile.
Elecor comprises ten core office assets totaling 9.9 million square feet, including approximately seven million square feet in New York and the remainder in San Francisco. The overall leased rate was 86.5% at the end of fiscal Q2 2026, with an average in-place rent of $90 per square foot and a weighted average lease term of 8.3 years. New York's leased rate reached 91.6%, while San Francisco's was approximately 64.9% after increasing by approximately six percentage points quarter over quarter. The company is implementing capital improvements at 1633 Broadway, 712 Fifth Avenue, One Market Plaza, and One Front Street to support rents and occupancy in 2026 and beyond.
Newrez's daily mortgage origination pace declined from $350–400 million to $200–250 million according to the July 28, 2026 call, while competition is also pressuring gain-on-sale margins. Elecor's San Francisco portfolio leased rate remains relatively low at 64.9%, with the assets requiring additional capital investment. Trailing twelve-month net income ended in 2026 declined to $465.5 million, compared with $697.1 million in fiscal 2025, despite revenue growth. Some asset management earnings also depend on volatile incentive fees, and approximately 70% of Sculptor's fees are typically concentrated in the fourth quarter.
