← Back to All US Stocks

Starwood Real Estate Income Trust, Inc. (SWDR) Stock Fundamental Analysis & AI Rating 2026

SWDR OTC Real Estate Investment Trusts MD CIK: 0001711929
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 SWDR Key Takeaways

Revenue: $1.6B
Net Margin: -43.7%
Free Cash Flow: $345.6M
Current Ratio: N/A
Debt/Equity: 3.08x
EPS: $-1.74
AI Rating: SELL with 72% confidence
Starwood Real Estate Income Trust, Inc. (SWDR) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.6B, net profit margin of -43.7%, and return on equity (ROE) of -17.8%, Starwood Real Estate Income Trust, Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete SWDR stock analysis for 2026.

Is Starwood Real Estate Income Trust, Inc. (SWDR) a Good Investment?

Claude

SWDR is a highly leveraged REIT struggling under significant debt burden with only 1.5x interest coverage, indicating cash generation barely exceeds debt service obligations. Declining revenue (-6.3% YoY) combined with a 3.08x debt-to-equity ratio creates financial distress risk, despite solid 61.1% operating margins suggesting core operations are intact.

Why Buy Starwood Real Estate Income Trust, Inc. Stock? SWDR Key Strengths

Claude
  • + Strong operating margin of 61.1% indicates healthy core rental/income-generating operations
  • + Positive free cash flow of 345.6M ($21.9M FCF margin) demonstrates ability to service obligations
  • + Substantial asset base of 18.9B provides collateral backing and operational scale

SWDR Stock Risks: Starwood Real Estate Income Trust, Inc. Investment Risks

Claude
  • ! Critical interest coverage ratio of 1.5x leaves minimal safety margin; operating income barely covers debt service costs
  • ! Elevated leverage at 3.08x debt-to-equity (12.0B long-term debt vs 3.9B equity) creates refinancing and covenant violation risks
  • ! Declining revenue trend of -6.3% YoY combined with high fixed debt burden reduces financial flexibility and increases distress probability

Key Metrics to Watch

Claude
  • * Interest coverage ratio trending; any decline below 1.5x signals acute refinancing risk
  • * Revenue stabilization/recovery; continued declines with fixed debt load unsustainable
  • * Debt reduction progress and refinancing terms; ability to extend maturity schedule without covenant violations

Starwood Real Estate Income Trust, Inc. (SWDR) Financial Metrics & Key Ratios

Revenue
$1.6B
Net Income
$-691.6M
EPS (Diluted)
$-1.74
Free Cash Flow
$345.6M
Total Assets
$18.9B
Cash Position
$200.8M

💡 AI Analyst Insight

The 21.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

SWDR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 61.1%
Net Margin -43.7%
ROE -17.8%
ROA -3.7%
FCF Margin 21.9%

SWDR vs Real Estate Sector: How Starwood Real Estate Income Trust, Inc. Compares

How Starwood Real Estate Income Trust, Inc. compares to Real Estate sector averages

Net Margin
SWDR -43.7%
vs
Sector Avg 20.0%
SWDR Sector
ROE
SWDR -17.8%
vs
Sector Avg 8.0%
SWDR Sector
Current Ratio
SWDR 0.0x
vs
Sector Avg 1.5x
SWDR Sector
Debt/Equity
SWDR 3.1x
vs
Sector Avg 1.5x
SWDR Sector

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

Is Starwood Real Estate Income Trust, Inc. Stock Overvalued? SWDR Valuation Analysis 2026

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

Return on Equity
-17.8%
Sector avg: 8%
Net Profit Margin
-43.7%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.08x
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.

Starwood Real Estate Income Trust, Inc. Balance Sheet: SWDR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.08x
Debt/Assets
76.9%
Interest Coverage
1.52x
Long-term Debt
$12.0B

SWDR Revenue & Earnings Growth: 5-Year Financial Trend

SWDR 5-year financial data: Year 2021: Revenue $642.9M, Net Income -$20.8M, EPS N/A. Year 2022: Revenue $1.6B, Net Income -$96.3M, EPS $-1.35. Year 2023: Revenue $1.8B, Net Income -$302.3M, EPS $-1.49. Year 2024: Revenue $1.8B, Net Income -$65.7M, EPS $-0.14. Year 2025: Revenue $1.8B, Net Income -$649.7M, EPS $-1.39.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Starwood Real Estate Income Trust, Inc.'s revenue has grown significantly by 173% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.39 indicates the company is currently unprofitable.

SWDR 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
21.9%
Free cash flow / Revenue

SWDR Quarterly Earnings & Performance

Quarterly financial performance data for Starwood Real Estate Income Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $394.0M -$168.5M $-0.42
Q2 2025 $394.5M -$145.7M $-0.36
Q1 2025 $400.3M -$81.3M $-0.19
Q3 2024 $424.8M -$55.1M $-0.12
Q2 2024 $421.8M -$32.2M $-0.07
Q1 2024 $424.1M -$81.3M $-0.19
Q3 2023 $430.8M $52.2M $0.11
Q2 2023 $379.2M -$32.2M $-0.07

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

Starwood Real Estate Income Trust, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$345.6M
Cash generated from operations
Stock Buybacks
$472.9M
Shares repurchased (TTM)
Dividends Paid
$341.8M
Returned to shareholders

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

Access official SEC EDGAR filings for Starwood Real Estate Income Trust, Inc. (CIK: 0001711929)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 4 xslF345X06/ownership.xml View →
Apr 6, 2026 4 xslF345X06/ownership.xml View →
Apr 6, 2026 4 xslF345X06/ownership.xml View →
Apr 6, 2026 4 xslF345X06/ownership.xml View →
Apr 6, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about SWDR

What is the AI rating for SWDR?

Starwood Real Estate Income Trust, Inc. (SWDR) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SWDR's key strengths?

Claude: Strong operating margin of 61.1% indicates healthy core rental/income-generating operations. Positive free cash flow of 345.6M ($21.9M FCF margin) demonstrates ability to service obligations.

What are the risks of investing in SWDR?

Claude: Critical interest coverage ratio of 1.5x leaves minimal safety margin; operating income barely covers debt service costs. Elevated leverage at 3.08x debt-to-equity (12.0B long-term debt vs 3.9B equity) creates refinancing and covenant violation risks.

What is SWDR's revenue and growth?

Starwood Real Estate Income Trust, Inc. reported revenue of $1.6B.

Does SWDR pay dividends?

Starwood Real Estate Income Trust, Inc. pays dividends, with $341.8M distributed to shareholders in the trailing twelve months.

Where can I find SWDR SEC filings?

Official SEC filings for Starwood Real Estate Income Trust, Inc. (CIK: 0001711929) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SWDR's EPS?

Starwood Real Estate Income Trust, Inc. has a diluted EPS of $-1.74.

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 SWDR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Starwood Real Estate Income Trust, Inc. has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SWDR stock overvalued or undervalued?

Valuation metrics for SWDR: ROE of -17.8% (sector avg: 8%), net margin of -43.7% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy SWDR stock in 2026?

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

What is SWDR's free cash flow?

Starwood Real Estate Income Trust, Inc.'s operating cash flow is $345.6M, with capital expenditures of N/A. FCF margin is 21.9%.

How does SWDR compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -43.7% (avg: 20%), ROE -17.8% (avg: 8%), current ratio N/A (avg: 1.5).

Is Starwood Real Estate Income Trust, Inc. carrying too much debt?

SWDR has a debt-to-equity ratio of 3.08x, 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: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI