Zacks Investment Research
21 Sept 2026, 23:15 UTC · 2h ago
Verdict
Headline takes no side. We score RITM +0.10 across four claims — slightly bullish.
+0.10slightly bullish
More positive than 44% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
The Zacks Consensus Estimate for Rithm's upcoming quarterly revenue is $1.47 billion, an increase of 33.3% year-over-year.
Priced inanalysis of consensus estimates
So whatThe contrast between 33.3% revenue growth and a 5.56% EPS decline suggests significant margin compression heading into the next print.
More positive than 63% of claims this week
Rithm's projected quarterly earnings per share (EPS) is $0.51, representing a 5.56% decrease from the same quarter last year.
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Priced inanalysis of consensus estimates
So whatA quarterly EPS miss below $0.51 would likely trigger a downward revision of the $2.26 full-year forecast.
More negative than 71% of claims this week
Rithm is trading at a Forward P/E ratio of 4.14, compared to an industry average of 11.61.
Priced invaluation analysis
So whatThe stock trades at a 64% discount to its industry peers, providing a valuation floor if fundamentals stabilize.
More positive than 41% of claims this week
Full-year Zacks Consensus Estimates forecast earnings of $2.26 per share and revenue of $5.84 billion.
Priced inanalysis of consensus estimates
So whatAnnual revenue growth of 33.21% is expected to be offset by a 3.83% drop in net profit for FY2026.
More positive than 41% of claims this week
Which stocks this story touches
More positive than 44% of ticker scores this week
The stock had a positive daily gain and projected revenue growth, although it faces a projected decrease in EPS.
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RITM hasn't traded since this ran. Last close $9.55 (Sep 21); the reaction starts at the next open.
RITM chart →