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Redwood Trust Inc. (RWTO) Stock Fundamental Analysis & AI Rating 2026

RWTO NYSE Real Estate Investment Trusts MD CIK: 0000930236
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 RWTO Key Takeaways

Revenue: $1.2B
Net Margin: -5.9%
Free Cash Flow: $-10.1B
Current Ratio: N/A
Debt/Equity: 1.74x
EPS: $-0.63
AI Rating: STRONG SELL with 92% confidence
Redwood Trust Inc. (RWTO) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of -5.9%, and return on equity (ROE) of -7.1%, Redwood Trust Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete RWTO stock analysis for 2026.

Is Redwood Trust Inc. (RWTO) a Good Investment?

Claude

Redwood Trust exhibits severe financial distress with -$10.1B operating cash flow despite $1.2B revenue, indicating fundamental business model dysfunction. The company is unprofitable with negative returns (ROE -7.1%, ROA -0.3%) while carrying elevated leverage (1.74x debt/equity) and insufficient cash coverage, creating acute solvency risk.

Why Buy Redwood Trust Inc. Stock? RWTO Key Strengths

Claude
  • + Large asset base of $23.7B provides collateral foundation for REIT operations
  • + Net income losses improved 9.1% year-over-year indicating some operational correction
  • + Positive insider activity with 3 Form 4 filings suggesting limited distressed selling

RWTO Stock Risks: Redwood Trust Inc. Investment Risks

Claude
  • ! Critical negative operating cash flow of -$10.1B indicating the business is destroying liquidity at scale
  • ! Severely inadequate cash position ($255.7M) relative to long-term debt obligations ($1.7B)
  • ! Persistent unprofitability (-$70M net income) with negative net margin (-5.9%), ROE (-7.1%), and ROA (-0.3%)
  • ! Massive disconnect between revenue growth (1330% YoY) and negative cash generation suggests accounting quality or structural issues
  • ! High leverage ratio of 1.74x debt-to-equity during period of negative earnings and cash burn

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive OCF
  • * Cash and equivalents balance relative to debt maturities
  • * Net income profitability recovery timeline
  • * Debt/equity ratio trajectory and refinancing ability
  • * Quality of revenue and reconciliation to cash collection

Redwood Trust Inc. (RWTO) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$-70.0M
EPS (Diluted)
$-0.63
Free Cash Flow
$-10.1B
Total Assets
$23.7B
Cash Position
$255.7M

💡 AI Analyst Insight

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

RWTO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin -5.9%
ROE -7.1%
ROA -0.3%
FCF Margin -853.4%

RWTO vs Real Estate Sector: How Redwood Trust Inc. Compares

How Redwood Trust Inc. compares to Real Estate sector averages

Net Margin
RWTO -5.9%
vs
Sector Avg 20.0%
RWTO Sector
ROE
RWTO -7.1%
vs
Sector Avg 8.0%
RWTO Sector
Current Ratio
RWTO 0.0x
vs
Sector Avg 1.5x
RWTO Sector
Debt/Equity
RWTO 1.7x
vs
Sector Avg 1.5x
RWTO Sector

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

Is Redwood Trust Inc. Stock Overvalued? RWTO Valuation Analysis 2026

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

Return on Equity
-7.1%
Sector avg: 8%
Net Profit Margin
-5.9%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.74x
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.

Redwood Trust Inc. Balance Sheet: RWTO Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.74x
Debt/Assets
95.9%
Interest Coverage
N/A
Long-term Debt
$1.7B

RWTO Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Redwood Trust Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-0.11 indicates the company is currently unprofitable.

RWTO 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
-853.4%
Free cash flow / Revenue

Redwood Trust Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$10.1B
Cash generated from operations
Stock Buybacks
$51.8M
Shares repurchased (TTM)
Dividends Paid
$99.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Redwood Trust Inc. (CIK: 0000930236)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 4 xslF345X06/tm2610713-3_4seq1.xml View →
Mar 31, 2026 4 xslF345X06/tm2610713-2_4seq1.xml View →
Mar 31, 2026 4 xslF345X06/tm2610713-1_4seq1.xml View →
Mar 31, 2026 DEF 14A rwt-20260330.htm View →
Mar 12, 2026 8-K tm268493d1_8k.htm View →

Frequently Asked Questions about RWTO

What is the AI rating for RWTO?

Redwood Trust Inc. (RWTO) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RWTO's key strengths?

Claude: Large asset base of $23.7B provides collateral foundation for REIT operations. Net income losses improved 9.1% year-over-year indicating some operational correction.

What are the risks of investing in RWTO?

Claude: Critical negative operating cash flow of -$10.1B indicating the business is destroying liquidity at scale. Severely inadequate cash position ($255.7M) relative to long-term debt obligations ($1.7B).

What is RWTO's revenue and growth?

Redwood Trust Inc. reported revenue of $1.2B.

Does RWTO pay dividends?

Redwood Trust Inc. pays dividends, with $99.0M distributed to shareholders in the trailing twelve months.

Where can I find RWTO SEC filings?

Official SEC filings for Redwood Trust Inc. (CIK: 0000930236) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RWTO's EPS?

Redwood Trust Inc. has a diluted EPS of $-0.63.

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 RWTO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Redwood Trust Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RWTO stock overvalued or undervalued?

Valuation metrics for RWTO: ROE of -7.1% (sector avg: 8%), net margin of -5.9% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy RWTO stock in 2026?

Our dual AI analysis gives Redwood 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 RWTO's free cash flow?

Redwood Trust Inc.'s operating cash flow is $-10.1B, with capital expenditures of N/A. FCF margin is -853.4%.

How does RWTO compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -5.9% (avg: 20%), ROE -7.1% (avg: 8%), current ratio N/A (avg: 1.5).

Is Redwood Trust Inc. carrying too much debt?

RWTO has a debt-to-equity ratio of 1.74x, 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.

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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: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI