MFAMFA FINANCIAL, INC.
Real Estate Investment Trusts
- Revenue
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- Operating margin
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- EBITDA
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- Market cap
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- Employees
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- Net debt / EBITDA
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- AI in 10-K
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Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired43% of net incomeCash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowFired214% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Net income | $329M | −$232M | $80M | $119M | $177M | 48% |
| Operating cash flow | $138M | $355M | $109M | $200M | $76M | 62% |
| Capex | $12M | $300K | — | — | — | |
| Stock-based comp | $9M | $11M | $15M | $14M | $12M | 13% |
| Buybacks | $86M | $102M | $0 | $1M | $15M | 927% |
| Dividends | $156M | $184M | $143M | $144M | $148M | 3.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $7M | $6M | 114 | 109 |
| FY2024 | $8M | $8M | 57 | 76 |
| FY2023 | $7M | $9M | 55 | 77 |
| FY2022 | $6M | $1M | 42 | 67 |
| FY2021 | $7M | $8M | 67 | 92 |