AG Mortgage Investment Trust (NYSE:MITT) vs. W. P. Carey (NYSE:WPC) Head-To-Head Comparison

W. P. Carey (NYSE:WPC) and AG Mortgage Investment Trust (NYSE:MITT) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, analyst recommendations, institutional ownership, earnings, valuation, dividends and profitability.

Risk & Volatility

W. P. Carey has a beta of 0.97, suggesting that its share price is 3% less volatile than the S&P 500. Comparatively, AG Mortgage Investment Trust has a beta of 2, suggesting that its share price is 100% more volatile than the S&P 500.

Valuation & Earnings

This table compares W. P. Carey and AG Mortgage Investment Trust”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
W. P. Carey	$1.58 billion	8.35	$460.84 million	$2.09	28.91
AG Mortgage Investment Trust	$260.33 million	0.82	$53.78 million	$2.28	3.19

W. P. Carey has higher revenue and earnings than AG Mortgage Investment Trust. AG Mortgage Investment Trust is trading at a lower price-to-earnings ratio than W. P. Carey, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

73.7% of W. P. Carey shares are owned by institutional investors. Comparatively, 27.3% of AG Mortgage Investment Trust shares are owned by institutional investors. 1.2% of W. P. Carey shares are owned by insiders. Comparatively, 3.2% of AG Mortgage Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for W. P. Carey and AG Mortgage Investment Trust, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
W. P. Carey	1	5	3	0	2.22
AG Mortgage Investment Trust	0	1	3	0	2.75

W. P. Carey presently has a consensus target price of $62.38, indicating a potential upside of 3.24%. AG Mortgage Investment Trust has a consensus target price of $8.25, indicating a potential upside of 13.40%. Given AG Mortgage Investment Trust’s stronger consensus rating and higher probable upside, analysts plainly believe AG Mortgage Investment Trust is more favorable than W. P. Carey.

Dividends

W. P. Carey pays an annual dividend of $3.52 per share and has a dividend yield of 5.8%. AG Mortgage Investment Trust pays an annual dividend of $0.76 per share and has a dividend yield of 10.4%. W. P. Carey pays out 168.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. AG Mortgage Investment Trust pays out 33.3% of its earnings in the form of a dividend. AG Mortgage Investment Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares W. P. Carey and AG Mortgage Investment Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
W. P. Carey	29.11%	5.37%	2.61%
AG Mortgage Investment Trust	20.19%	9.70%	0.46%

Summary

AG Mortgage Investment Trust beats W. P. Carey on 8 of the 15 factors compared between the two stocks.

About W. P. Carey

W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,424 net lease properties covering approximately 173 million square feet and a portfolio of 89 self-storage operating properties as of December 31, 2023. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent escalations.

About AG Mortgage Investment Trust

AG Mortgage Investment Trust, Inc. operates as a residential mortgage real estate investment trust in the United States. Its investment portfolio includes residential investments, including non-agency loans, agency-eligible loans, re-and non-performing loans, and non-agency residential mortgage-backed securities, as well as commercial loans and commercial mortgage-backed securities. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. AG Mortgage Investment Trust, Inc. was incorporated in 2011 and is based in New York, New York.