CMTG vs KREF
CMTG: A commercial real estate finance company focused on originating and managing senior mortgage loans and distressed real estate assets. KREF: An externally-managed REIT specializing in senior loans for institutional-quality commercial real estate, sponsored by KKR.
Side-by-side fundamentals
| Metric | CMTG | KREF | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $1.77 | $6.96 | |
| Market cap as of 2026-08-03 | $250M | $408M | |
| PEG as of 2026-08-03 | -0.02 | -0.01 | CMTG lower |
| Net margin as of 2026-08-03 | -105.5% | -44.6% | KREF higher |
| Gross margin as of 2026-08-03 | +32.6% | +28.8% | CMTG higher |
| Operating margin as of 2026-08-03 | -100.0% | -45.5% | KREF higher |
| ROE as of 2026-08-03 | -28.5% | -16.7% | KREF higher |
| ROA as of 2026-08-03 | -9.2% | -2.8% | KREF higher |
| Debt / equity as of 2026-08-03 | 1.76 | 4.63 | CMTG lower |
| Revenue growth (YoY) as of 2026-08-03 | -31.9% | -19.3% | KREF higher |
| Revenue CAGR (3y) SEC XBRL | -13.2% | n/a | |
| Dividend yield as of 2026-08-03 | +8.4% | +5.7% | CMTG higher |
| Dividend streak (yrs) SEC XBRL | 1 | 2 | KREF higher |
| Beta as of 2026-08-03 | 1.11 | 0.79 | |
| 1-year return as of 2026-07-31 close | -37.9% | -23.0% | KREF higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.