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Chimera Investment Corp. (CIMO) Stock Fundamental Analysis & AI Rating 2026

CIMO NYSE Real Estate Investment Trusts NY CIK: 0001409493
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
76% Confidence
AGREEMENT
SELL
78% Conf
HOLD
74% Conf

📊 CIMO Key Takeaways

Revenue: $266.4M
Net Margin: 86.5%
Free Cash Flow: $-248.9M
Current Ratio: N/A
Debt/Equity: 0.10x
EPS: $1.72
AI Rating: SELL with 78% confidence
Chimera Investment Corp. (CIMO) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $266.4M, net profit margin of 86.5%, and return on equity (ROE) of 9.0%, Chimera Investment Corp. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete CIMO stock analysis for 2026.

Is Chimera Investment Corp. (CIMO) a Good Investment?

Claude

Chimera Investment Corp demonstrates strong profitability margins (86.5% net margin) typical of REITs, but faces critical operational challenges evidenced by severely negative free cash flow of -$248.9M despite positive net income of $230.5M. The deteriorating cash generation capability, weak interest coverage of 1.9x, and concerning form 4 insider activity suggest underlying operational stress that contradicts the headline profitability metrics.

ChatGPT

Chimera Investment shows strong reported profitability, with net income and EPS growing sharply year over year and very high operating and net margins. However, earnings quality looks mixed because operating cash flow is deeply negative, interest coverage is thin, and the balance sheet remains heavily liability-funded despite modest stated long-term debt. The fundamentals support stability more than conviction until cash generation and coverage improve.

Why Buy Chimera Investment Corp. Stock? CIMO Key Strengths

Claude
  • + Exceptional net profit margin of 86.5% and operating margin of 87.4% reflecting efficient revenue conversion
  • + Low leverage with debt-to-equity ratio of 0.10x providing financial flexibility
  • + Strong revenue base of $266.4M with positive 0.7% YoY growth momentum
ChatGPT
  • + Net income rose 59.6% year over year, indicating strong recent earnings momentum
  • + Operating margin of 87.4% and net margin of 86.5% reflect very strong reported profitability
  • + Equity base of $2.57B and low reported long-term debt-to-equity of 0.10x provide some balance sheet support

CIMO Stock Risks: Chimera Investment Corp. Investment Risks

Claude
  • ! Severe negative free cash flow of -$248.9M indicating inability to fund operations from core business activities
  • ! Dangerous disconnect between reported net income ($230.5M) and actual cash generation suggesting non-cash gains or accounting quality concerns
  • ! Weak interest coverage ratio of 1.9x limiting debt servicing capacity and financial resilience
  • ! Significant insider trading activity (10 form 4 filings in 90 days) potentially indicating management concerns about fundamentals
ChatGPT
  • ! Operating cash flow of negative $248.88M suggests weak cash conversion and lower earnings quality
  • ! Interest coverage of 1.9x leaves limited cushion if funding costs rise or earnings weaken
  • ! Total liabilities of $13.24B versus $2.57B of equity indicate meaningful leverage at the overall balance sheet level

Key Metrics to Watch

Claude
  • * Free cash flow trend and sources of cash outflows
  • * Quality of earnings and breakdown between cash and non-cash income components
  • * Interest coverage trajectory and debt refinancing needs
  • * Insider transaction patterns and sentiment indicators
ChatGPT
  • * Operating cash flow versus net income
  • * Interest coverage ratio

Chimera Investment Corp. (CIMO) Financial Metrics & Key Ratios

Revenue
$266.4M
Net Income
$230.5M
EPS (Diluted)
$1.72
Free Cash Flow
$-248.9M
Total Assets
$15.8B
Cash Position
$278.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CIMO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 87.4%
Net Margin 86.5%
ROE 9.0%
ROA 1.5%
FCF Margin -93.4%

CIMO vs Real Estate Sector: How Chimera Investment Corp. Compares

How Chimera Investment Corp. compares to Real Estate sector averages

Net Margin
CIMO 86.5%
vs
Sector Avg 20.0%
CIMO Sector
ROE
CIMO 9.0%
vs
Sector Avg 8.0%
CIMO Sector
Current Ratio
CIMO 0.0x
vs
Sector Avg 1.5x
CIMO Sector
Debt/Equity
CIMO 0.1x
vs
Sector Avg 1.5x
CIMO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Chimera Investment Corp. Stock Overvalued? CIMO Valuation Analysis 2026

Based on fundamental analysis, Chimera Investment Corp. appears fundamentally strong relative to the Real Estate sector in 2026.

Return on Equity
9.0%
Sector avg: 8%
Net Profit Margin
86.5%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Chimera Investment Corp. Balance Sheet: CIMO Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.10x
Debt/Assets
83.7%
Interest Coverage
1.92x
Long-term Debt
$251.5M

CIMO Revenue & Earnings Growth: 5-Year Financial Trend

CIMO 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Chimera Investment Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.68 reflects profitable operations.

CIMO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-93.4%
Free cash flow / Revenue

Chimera Investment Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$248.9M
Cash generated from operations
Dividends Paid
$122.7M
Returned to shareholders

CIMO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Chimera Investment Corp. (CIK: 0001409493)

📋 Recent SEC Filings

Date Form Document Action
Feb 20, 2026 8-K cim4598581-8k.htm View →
Feb 19, 2026 4 xslF345X05/wk-form4_1771536289.xml View →
Feb 19, 2026 4 xslF345X05/wk-form4_1771536269.xml View →
Feb 19, 2026 4 xslF345X05/wk-form4_1771536248.xml View →
Feb 19, 2026 4 xslF345X05/wk-form4_1771536221.xml View →

Frequently Asked Questions about CIMO

What is the AI rating for CIMO?

Chimera Investment Corp. (CIMO) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CIMO's key strengths?

Claude: Exceptional net profit margin of 86.5% and operating margin of 87.4% reflecting efficient revenue conversion. Low leverage with debt-to-equity ratio of 0.10x providing financial flexibility. ChatGPT: Net income rose 59.6% year over year, indicating strong recent earnings momentum. Operating margin of 87.4% and net margin of 86.5% reflect very strong reported profitability.

What are the risks of investing in CIMO?

Claude: Severe negative free cash flow of -$248.9M indicating inability to fund operations from core business activities. Dangerous disconnect between reported net income ($230.5M) and actual cash generation suggesting non-cash gains or accounting quality concerns. ChatGPT: Operating cash flow of negative $248.88M suggests weak cash conversion and lower earnings quality. Interest coverage of 1.9x leaves limited cushion if funding costs rise or earnings weaken.

What is CIMO's revenue and growth?

Chimera Investment Corp. reported revenue of $266.4M.

Does CIMO pay dividends?

Chimera Investment Corp. pays dividends, with $122.7M distributed to shareholders in the trailing twelve months.

Where can I find CIMO SEC filings?

Official SEC filings for Chimera Investment Corp. (CIK: 0001409493) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CIMO's EPS?

Chimera Investment Corp. has a diluted EPS of $1.72.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CIMO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Chimera Investment Corp. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CIMO stock overvalued or undervalued?

Valuation metrics for CIMO: ROE of 9.0% (sector avg: 8%), net margin of 86.5% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.

Should I buy CIMO stock in 2026?

Our dual AI analysis gives Chimera Investment Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CIMO's free cash flow?

Chimera Investment Corp.'s operating cash flow is $-248.9M, with capital expenditures of N/A. FCF margin is -93.4%.

How does CIMO compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 86.5% (avg: 20%), ROE 9.0% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI