← Back to All US Stocks

Claros Mortgage Trust, Inc. (CMTG) Stock Fundamental Analysis & AI Rating 2026

CMTG NYSE Real Estate MD CIK: 0001666291
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
94% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
92% Conf

📊 CMTG Key Takeaways

Revenue: $187.8M
Net Margin: -260.4%
Free Cash Flow: $-30.5M
Current Ratio: N/A
Debt/Equity: 2.06x
EPS: $-3.49
AI Rating: STRONG SELL with 95% confidence
Claros Mortgage Trust, Inc. (CMTG) receives a STRONG SELL rating with 94% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $187.8M, net profit margin of -260.4%, and return on equity (ROE) of -31.9%, Claros Mortgage Trust, Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete CMTG stock analysis for 2026.

Is Claros Mortgage Trust, Inc. (CMTG) a Good Investment?

Claude

Claros Mortgage Trust is experiencing severe financial distress with a net loss of $489.1M in the latest period, negative operating cash flow of $30.5M, and an interest coverage ratio of only 0.4x indicating inability to service debt obligations. The 51.8% revenue decline combined with a negative net margin of -260.4% and negative ROE of -31.9% demonstrate fundamental business deterioration that threatens the viability of the enterprise.

ChatGPT

Claros Mortgage Trust shows severely impaired fundamentals, with revenue down 51.8% year over year, a very large net loss, and negative operating cash flow despite positive operating income. The balance sheet remains highly levered at 2.06x debt-to-equity, and weak interest coverage of 0.4x suggests meaningful pressure on debt servicing capacity. Until earnings stabilize, cash generation turns positive, and leverage risk improves, the fundamental profile remains very weak.

Why Buy Claros Mortgage Trust, Inc. Stock? CMTG Key Strengths

Claude
  • + Maintains $173.2M in cash and equivalents providing near-term liquidity buffer
  • + Operating income of $134.8M shows core business generated some positive results despite overall losses
  • + Total assets of $4.7B represent substantial asset base in mortgage trust portfolio
ChatGPT
  • + Positive operating income and a high reported operating margin indicate the core portfolio still generates some earnings before below-the-line losses
  • + A sizable equity base of $1.53B provides some loss-absorption capacity
  • + Cash of $173.19M offers a limited near-term liquidity buffer

CMTG Stock Risks: Claros Mortgage Trust, Inc. Investment Risks

Claude
  • ! Massive net loss of $489.1M with negative net margin of -260.4% indicates fundamental unprofitability and potential asset impairment charges
  • ! Interest coverage ratio of 0.4x is critically low, suggesting inability to cover interest expenses and severe default risk on $3.2B long-term debt
  • ! Revenue collapse of 51.8% YoY combined with negative operating cash flow of $30.5M indicates deteriorating core business and potential liquidity crisis
  • ! Debt-to-equity ratio of 2.06x represents high financial leverage with limited equity cushion to absorb further losses
  • ! Negative ROA of -10.4% and ROE of -31.9% demonstrate value destruction for shareholders and asset holders
ChatGPT
  • ! Net margin of -260.4% and ROE of -31.9% indicate severe profitability deterioration
  • ! Interest coverage of 0.4x and long-term debt of $3.16B point to elevated financial risk
  • ! Negative operating cash flow and sharply declining revenue suggest weak growth quality and pressure on underlying asset performance

Key Metrics to Watch

Claude
  • * Interest coverage ratio - critical threshold is minimum 1.5x for debt service sustainability
  • * Operating cash flow trend - must return to positive territory to demonstrate business viability
  • * Revenue trajectory - need stabilization and growth recovery from 51.8% YoY decline
  • * Loan loss provisions and asset quality metrics - critical for mortgage REITs
  • * Debt refinancing ability and maturity schedule - given low interest coverage ratio
ChatGPT
  • * Interest coverage and operating cash flow trend
  • * Net income trajectory and debt-to-equity trend

Claros Mortgage Trust, Inc. (CMTG) Financial Metrics & Key Ratios

Revenue
$187.8M
Net Income
$-489.1M
EPS (Diluted)
$-3.49
Free Cash Flow
$-30.5M
Total Assets
$4.7B
Cash Position
$173.2M

💡 AI Analyst Insight

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

CMTG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 71.8%
Net Margin -260.4%
ROE -31.9%
ROA -10.4%
FCF Margin -16.2%

CMTG vs Real Estate Sector: How Claros Mortgage Trust, Inc. Compares

How Claros Mortgage Trust, Inc. compares to Real Estate sector averages

Net Margin
CMTG -260.4%
vs
Sector Avg 20.0%
CMTG Sector
ROE
CMTG -31.9%
vs
Sector Avg 8.0%
CMTG Sector
Current Ratio
CMTG 0.0x
vs
Sector Avg 1.5x
CMTG Sector
Debt/Equity
CMTG 2.1x
vs
Sector Avg 1.5x
CMTG Sector

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

Is Claros Mortgage Trust, Inc. Stock Overvalued? CMTG Valuation Analysis 2026

Based on fundamental analysis, Claros Mortgage Trust, Inc. shows some fundamental concerns relative to the Real Estate sector in 2026.

Return on Equity
-31.9%
Sector avg: 8%
Net Profit Margin
-260.4%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.06x
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.

Claros Mortgage Trust, Inc. Balance Sheet: CMTG Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.06x
Debt/Assets
67.6%
Interest Coverage
0.44x
Long-term Debt
$3.2B

CMTG Revenue & Earnings Growth: 5-Year Financial Trend

CMTG 5-year financial data: Year 2021: Revenue $273.7M, Net Income $163.2M, EPS $1.51. Year 2022: Revenue $287.2M, Net Income $194.6M, EPS $1.52. Year 2023: Revenue $306.6M, Net Income $161.2M, EPS $1.27. Year 2024: Revenue $306.6M, Net Income $112.2M, EPS $0.79. Year 2025: Revenue $306.6M, Net Income $6.0M, EPS $0.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Claros Mortgage Trust, Inc.'s revenue has grown significantly by 12% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.02 reflects profitable operations.

CMTG 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
-16.2%
Free cash flow / Revenue

CMTG Quarterly Earnings & Performance

Quarterly financial performance data for Claros Mortgage Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $46.1M -$9.5M $-0.07
Q2 2025 $51.6M -$11.6M $-0.09
Q1 2025 $43.4M -$52.8M $-0.39
Q3 2024 $64.9M $4.3M $-0.22
Q2 2024 $64.5M $4.3M $0.02
Q1 2024 $58.8M $36.7M $0.26
Q3 2023 $76.4M $4.3M $-0.22
Q2 2023 $69.2M $4.3M $0.02

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Claros Mortgage Trust, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$30.5M
Cash generated from operations
Stock Buybacks
$21.4M
Shares repurchased (TTM)
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Claros Mortgage Trust, Inc. (CIK: 0001666291)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about CMTG

What is the AI rating for CMTG?

Claros Mortgage Trust, Inc. (CMTG) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 94% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CMTG's key strengths?

Claude: Maintains $173.2M in cash and equivalents providing near-term liquidity buffer. Operating income of $134.8M shows core business generated some positive results despite overall losses. ChatGPT: Positive operating income and a high reported operating margin indicate the core portfolio still generates some earnings before below-the-line losses. A sizable equity base of $1.53B provides some loss-absorption capacity.

What are the risks of investing in CMTG?

Claude: Massive net loss of $489.1M with negative net margin of -260.4% indicates fundamental unprofitability and potential asset impairment charges. Interest coverage ratio of 0.4x is critically low, suggesting inability to cover interest expenses and severe default risk on $3.2B long-term debt. ChatGPT: Net margin of -260.4% and ROE of -31.9% indicate severe profitability deterioration. Interest coverage of 0.4x and long-term debt of $3.16B point to elevated financial risk.

What is CMTG's revenue and growth?

Claros Mortgage Trust, Inc. reported revenue of $187.8M.

Does CMTG pay dividends?

Claros Mortgage Trust, Inc. does not currently pay dividends.

Where can I find CMTG SEC filings?

Official SEC filings for Claros Mortgage Trust, Inc. (CIK: 0001666291) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CMTG's EPS?

Claros Mortgage Trust, Inc. has a diluted EPS of $-3.49.

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 CMTG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Claros Mortgage Trust, Inc. has a STRONG SELL rating with 94% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CMTG stock overvalued or undervalued?

Valuation metrics for CMTG: ROE of -31.9% (sector avg: 8%), net margin of -260.4% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy CMTG stock in 2026?

Our dual AI analysis gives Claros Mortgage Trust, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CMTG's free cash flow?

Claros Mortgage Trust, Inc.'s operating cash flow is $-30.5M, with capital expenditures of N/A. FCF margin is -16.2%.

How does CMTG compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -260.4% (avg: 20%), ROE -31.9% (avg: 8%), current ratio N/A (avg: 1.5).

Is Claros Mortgage Trust, Inc. carrying too much debt?

CMTG has a debt-to-equity ratio of 2.06x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
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