- ISIN
- US03464Y1082
- CUSIP
- 03464Y108
- Sector
- Real Estate
- Industry
- REIT - Mortgage
- IPO Date
- Jun 17, 2021
Highlights
- Market Cap
- $214.65M
- Enterprise Value
- $735.65M
- EPS (TTM)
- $0.66
- PE Ratio
- 13.22
- PEG Ratio
- 0.02
- Total Revenue (TTM)
- $61.18M
- Gross Profit (TTM)
- $51.68M
- EBITDA (TTM)
- $39.68M
- Year Range
- $7.96 - $10.14
- Target Price
- $9.75
- ROA (TTM)
- 0.57%
- ROE (TTM)
- 6.27%
Share Price Chart
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Compare stocks, funds, or ETFs
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Performance
AOMR Performance Chart
Angel Oak Mortgage, Inc. (AOMR) is up 8.5% since the beginning of the year. At $9 per share, AOMR is trading 14.5% below its 52-week high of $10. Investors who bought $1,000 worth of AOMR shares 5 years ago would now be looking at an investment worth $899.
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Returns By Period
Angel Oak Mortgage, Inc. (AOMR) has returned 8.52% so far this year and 10.79% over the past 12 months.
Angel Oak Mortgage, Inc.
- 1D
- 2.60%
- 1M
- 6.64%
- YTD
- 8.52%
- 6M
- 6.54%
- 1Y
- 10.79%
- 3Y*
- 18.20%
- 5Y*
- -2.10%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AOMR Monthly Returns History
Based on dividend-adjusted daily data since Jun 17, 2021, AOMR's average daily return is +0.02%, while the average monthly return is +0.52%. At this rate, an investment would double in approximately 11.1 years.
Historically, 48% of months were positive and 52% were negative. The best month was Jan 2023 with a return of +67.2%, while the worst month was Dec 2022 at -35.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, AOMR closed higher 51% of trading days. The best single day was Nov 10, 2022 with a return of +15.4%, while the worst single day was Oct 13, 2022 at -13.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.18% | -0.82% | -4.20% | 10.34% | -5.69% | 5.35% | 8.52% | ||||||
| 2025 | 10.13% | 0.74% | -4.41% | -0.84% | -0.31% | 3.40% | -1.70% | 10.03% | -4.97% | -3.20% | 0.65% | -2.16% | 6.20% |
| 2024 | 0.66% | 0.93% | 2.58% | -1.96% | 21.49% | 5.05% | -3.82% | -7.87% | -7.70% | -13.52% | 12.43% | -5.40% | -1.89% |
| 2023 | 67.23% | -4.93% | 1.31% | 5.89% | -0.94% | 12.11% | 15.05% | 1.64% | -8.48% | -1.88% | 27.55% | 2.42% | 159.86% |
| 2022 | 4.33% | -4.97% | 3.92% | -1.52% | -2.06% | -15.29% | 9.18% | 0.98% | -13.63% | -13.77% | -26.92% | -35.21% | -67.27% |
| 2021 | -4.69% | 5.32% | -4.59% | -5.10% | 4.78% | -6.12% | 0.43% | -10.21% |
Benchmark Metrics
Angel Oak Mortgage, Inc. has an annualized alpha of -5.34%, beta of 0.78, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since June 17, 2021.
- This stock participated in 134.63% of S&P 500 Index downside but only 76.29% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.12 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -5.34%
- Beta
- 0.78
- R²
- 0.12
- Upside Capture
- 76.29%
- Downside Capture
- 134.63%
Return for Risk
Risk / Return Rank
AOMR ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Angel Oak Mortgage, Inc. (AOMR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOMR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.78 | -2.09 |
| Martin ratioReturn relative to average drawdown | 1.40 | 12.44 | -11.04 |
Dividends
Dividend History
Angel Oak Mortgage, Inc. provided a 14.76% dividend yield over the last twelve months, with an annual payout of $1.28 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $1.28 | $1.28 | $1.28 | $1.28 | $1.67 | $0.48 |
Dividend yield | 14.76% | 14.87% | 13.79% | 12.08% | 35.31% | 2.93% |
Monthly Dividends
The table displays the monthly dividend distributions for Angel Oak Mortgage, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.64 | ||||||
| 2025 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $1.28 |
| 2024 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $1.28 |
| 2023 | $0.00 | $0.00 | $0.32 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.45 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.32 | $0.00 | $1.67 |
| 2021 | $0.12 | $0.00 | $0.00 | $0.36 | $0.00 | $0.48 |
Dividend Yield & Payout
Dividend Yield
Angel Oak Mortgage, Inc. has a dividend yield of 14.76%, which means its dividend payment is significantly above the market average.
Payout Ratio
Angel Oak Mortgage, Inc. has a payout ratio of 145.33%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Angel Oak Mortgage, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Angel Oak Mortgage, Inc. was 71.21%, occurring on Dec 19, 2022. The portfolio has not yet recovered.
The current Angel Oak Mortgage, Inc. drawdown is 14.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -71.21%Dec 2022 | 1y 4mo | — | 4y 10moAug 2021 - now |
2021 correction2021 | -11.41%Jul 2021 | 21d | 22d | 1mo 13dJun 2021 - Jul 2021 |
Drawdown Indicators
| AOMR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.21% | -56.78% | -14.43% |
Max Drawdown (1Y)Largest decline over 1 year | -15.57% | -9.10% | -6.47% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -18.90% | -18.31% |
Max Drawdown (5Y)Largest decline over 5 years | -71.21% | -25.43% | -45.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -14.34% | -1.80% | -12.54% |
Average DrawdownAverage peak-to-trough decline | -23.36% | -10.71% | -12.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.73% | 2.03% | +5.70% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Angel Oak Mortgage, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Angel Oak Mortgage, Inc. is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AOMR, comparing it with other companies in the REIT - Mortgage industry. Currently, AOMR has a P/E ratio of 13.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AOMR compared to other companies in the REIT - Mortgage industry. AOMR currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AOMR relative to other companies in the REIT - Mortgage industry. Currently, AOMR has a P/S ratio of 3.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AOMR in comparison with other companies in the REIT - Mortgage industry. Currently, AOMR has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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