EFC Ellington Financial Inc. Common Stock

NYSE · Real Estate · View on SEC EDGAR ↗
$13.47
Price · Jul 2, 2026
Fundamentals as of May 11, 2026

EFC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$13.47
Market Cap
$1.54B
P/E (TTM)
11.4
EPS (TTM)
$1.19
Revenue (TTM)
Div Yield
11.9%
ROE
7.0%
Debt/Equity
52W Range
$11 – $14

EFC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS $1.19
10-point trend, +347.9%
2016-12-31 2025-12-31
Free Cash Flow
Margins 35.3%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
EFC
Peer Median
P/E (TTM)
5-point trend, +72.3%
11.4
9.5
P/S (TTM)
5-point trend, -29.8%
4.6
2.2
P/B
5-point trend, +10.2%
0.8
0.8

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
EFC
Peer Median
Net Profit Margin
5-point trend, -57.5%
35.3%
25.1%
ROA
5-point trend, -77.1%
0.67%
1.4%
ROE
5-point trend, -39.4%
7.0%
8.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
EFC
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
EFC
Peer Median
Revenue YoY
10.1%
Revenue CAGR 3Y
77.7%
Revenue CAGR 5Y
48.5%
EPS YoY
5-point trend, -53.9%
-12.5%
Net Income YoY
5-point trend, -5.3%
0.78%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
EFC
Peer Median
EPS (Diluted)
5-point trend, -53.9%
$1.19

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
EFC
Peer Median
Payout Ratio
5-point trend, +126.2%
154.6%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
11.9%
Payout Ratio
154.6%
5Y Div CAGR
Ex-dateAmount
June 30, 2026$0.1300
May 29, 2026$0.1300
April 30, 2026$0.1300
March 31, 2026$0.1300
Feb. 27, 2026$0.1300
Jan. 30, 2026$0.1300
Dec. 31, 2025$0.1300
Nov. 28, 2025$0.1300
Oct. 31, 2025$0.1300
Sept. 30, 2025$0.1300
Aug. 29, 2025$0.1300
July 31, 2025$0.1300
June 30, 2025$0.1300
May 30, 2025$0.1300
April 30, 2025$0.1300
March 31, 2025$0.1300
Feb. 28, 2025$0.1300
Jan. 31, 2025$0.1300
Dec. 31, 2024$0.1300
Nov. 29, 2024$0.1300

EFC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 2 16.7%
  • Buy 8 66.7%
  • Hold 2 16.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-07-03
Median target $15.00 +11.4%
Mean target $14.79 +9.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.05%
Next Report
Aug 05, 2026
Period EPS Actual EPS Est Surprise
March 31, 2026 $0.55 $0.44 0.11%
Dec. 31, 2025 $0.47 $0.45 0.02%
Sept. 30, 2025 $0.53 $0.44 0.09%
June 30, 2025 $0.47 $0.40 0.07%
March 31, 2025 $0.39 $0.40 -0.01%

Peer Comparison Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EFC $1.54B 11.4 10.1% 35.3% 7.0%
STWD $6.67B 15.7 -5.3% 22.3% 6.2%
RITM $6.06B 10.5 -6.7% 15.2% 8.6%
BXMT $3.22B 29.9 10.9% 19.8% 3.0%
DX $2.45B 5.7 1845.8% 279.0% 15.7%
ARR $1.98B 5.4 490.8% 203.8% 16.5%
ARI 12.0 -10.6%
ORC $1.31B 1944.3% 146.9% 13.9%
TWO -2.2
LADR $1.40B 21.5 -32.9% 69.2% 4.2%
CIM

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 12
Annual Income Statement data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Cost of Revenue 3-point trend, -8.8% · · · · · · · · · $1M $1M $1M
Operating Expenses 12-point trend, +579.6% $239M $189M $188M $85M $65M $45M $39M $92M $59M $44M $38M $35M
Operating Income 5-point trend, -26.6% · · · · · · · $43M $35M $36M $66M $59M
Interest Expense 12-point trend, +2967.7% $305M $280M $262M $142M $44M $62M $78M $57M $31M $16M $12M $10M
Interest Income 12-point trend, +428.7% $494M $416M $370M $282M $176M $174M $160M $131M $90M $74M $102M $94M
Pretax Income 7-point trend, +79.6% $98M $116M $89M $-25M $86M $2M $55M · · · · ·
Income Tax 7-point trend, +143.4% $4M $612.0K $457.0K $-18M $3M $11M $2M · · · · ·
Net Income 12-point trend, +100.7% $119M $118M $61M $-85M $125M $17M $56M $47M $34M $-16M $38M $59M
EPS (Basic) 12-point trend, -43.1% $1.19 $1.36 $0.89 $-1.43 $2.58 $0.39 $1.76 $1.52 $1.04 $-0.48 $1.13 $2.09
EPS (Diluted) 12-point trend, -43.1% $1.19 $1.36 $0.89 $-1.43 $2.58 $0.39 $1.76 $1.52 $1.04 $-0.48 $1.13 $2.09
Shares (Basic) 5-point trend, +104.3% 100,528,864 87,691,687 69,063,163 60,615,690 49,214,931 · · · · · · ·
EBITDA 5-point trend, -26.6% · · · · · · · $43M $35M $36M $66M $59M
Balance Sheet 12
Annual Balance Sheet data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +76.9% $202M $192M $229M $217M $93M $112M $72M $45M $47M $123M $184M $114M
PP&E (Net) 5-point trend, +868000.00 $868.0K $1M $1M $1M $0 · · · · · · ·
Intangibles 5-point trend, +1786000.00 $2M $2M $3M $3M $0 · · · · · · ·
Total Assets 12-point trend, +390.5% $19.35B $16.32B $15.32B $14.09B $5.18B $3.41B $4.34B $3.97B $2.99B $2.41B $2.99B $3.95B
Deferred Tax Flat — no change across 3 periods · $0 $0 $0 · · · · · · · ·
Total Liabilities 12-point trend, +453.8% $17.48B $14.73B $13.78B $12.87B $3.85B $2.49B $3.47B $3.38B $2.37B $1.77B $2.25B $3.16B
Long-term Debt 7-point trend, +0.00 · · · $0 $86M $86M $85M $85M $85M $0 · ·
Common Stock 12-point trend, -100.0% $113.0K $91.0K $83.0K $64.0K $58.0K $44.0K $39.0K $564M $590M $628M $722M $773M
Retained Earnings 7-point trend, -298.8% $-413M $-375M $-353M $-291M $-97M $-142M $-104M · · · · ·
Stockholders' Equity 12-point trend, +134.5% $1.83B $1.57B $1.52B $1.20B $1.29B $885M $829M $564M $600M $638M $732M $782M
Liabilities + Equity 12-point trend, +390.5% $19.35B $16.32B $15.32B $14.09B $5.18B $3.41B $4.34B $3.97B $2.99B $2.41B $2.99B $3.95B
Shares Outstanding 12-point trend, +238.2% 113,138,860 90,678,492 83,000,488 63,812,215 57,458,169 43,781,684 38,647,943 29,796,601 31,335,938 32,294,703 33,126,012 33,449,678
Cash Flow 12
Annual Cash Flow data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 7-point trend, +666.7% $4M $1M $1M $1M $971.0K $722.0K $475.0K · · · · ·
Deferred Tax 7-point trend, -100.0% $0 $0 $0 $-18M $3M $11M $1M · · · · ·
Amort. of Intangibles 4-point trend, +71.1% $385.0K $502.0K $602.0K $225.0K · · · · · · · ·
Operating Cash Flow 12-point trend, -53.2% $-925M $-431M $-242M $43M $51M $120M $79M $-494M $-463M $70M $654M $-604M
Investing Cash Flow 7-point trend, -144.3% $-4.07B $-728M $175M $-1.75B $-2.03B $507M $-1.66B · · · · ·
Stock Issued 10-point trend, +60.4% $302M $100M $122M $99M $245M $96M $157M · · $0 $0 $188M
Stock Repurchased 12-point trend, +0.00 $0 $685.0K $12M $2M $0 $3M $782.0K $23M $15M $14M $6M $0
Net Stock Activity 11-point trend, +60.4% $302M $100M $110M $98M $245M · $156M $-23M $-15M $-14M $-6M $188M
Dividends Paid 12-point trend, +112.4% $184M $164M $149M $123M $86M $65M $54M $51M $58M $65M $83M $86M
Financing Cash Flow 12-point trend, +857.5% $5.12B $1.14B $76M $1.84B $1.95B $-587M $1.61B $492M $387M $-130M $-584M $535M
Net Change in Cash 12-point trend, +286.4% $129M $-22M $9M $129M $-19M $39M $27M $-3M $-76M $-61M $70M $-69M
Taxes Paid $1M · · · · · · · · · · ·
Profitability 4
Annual Profitability data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 6-point trend, -41.7% 35.3% 38.6% 22.0% -142.2% 83.0% · 60.6% · · · · ·
Pretax Margin 6-point trend, -57.0% 29.1% 38.0% 32.2% -41.6% 56.7% · 67.7% · · · · ·
ROA 11-point trend, -60.8% 0.67% 0.74% 0.41% -0.89% 2.9% · 1.4% 1.3% 1.3% -0.59% 1.1% 1.7%
ROE 11-point trend, -17.3% 7.0% 7.6% 4.5% -6.9% 11.5% · 8.1% 8.0% 5.5% -2.3% 5.0% 8.4%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 5-point trend, -87.2% · · · · · · · 0.8 1.1 2.2 5.5 5.9
Efficiency 1
Annual Efficiency data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 6-point trend, -15.6% 0.0 0.0 0.0 0.0 0.0 · 0.0 · · · · ·
Per Share 4
Annual Per Share data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, -17.9% $16.21 $17.32 $18.28 $18.74 $22.47 · $21.46 $18.92 $19.15 $19.75 · ·
Cash / Share 9-point trend, -53.3% $1.78 $2.12 $2.76 $3.40 $1.61 · $1.87 $1.50 $1.51 $3.82 · ·
Dividend / Share 11-point trend, +63573.5% $1.6K $1.6K $1.8K $1.8K $2 $1 $2 $2 $2 $2 $2 ·
EPS (TTM) 12-point trend, -43.1% $1.19 $1.36 $0.89 $-1.43 $2.58 $0.39 $1.76 $1.52 $1.04 $-0.48 $1.13 $2.09
Growth Rates 10
Annual Growth Rates data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -95.5% 10.1% 10.4% 361.6% -60.3% 223.7% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -4.2% 77.7% 26.5% 81.0% · · · · · · · · ·
Revenue CAGR 5Y 48.5% · · · · · · · · · · ·
EPS YoY 3-point trend, -102.2% -12.5% 52.8% · · 561.5% · · · · · · ·
EPS CAGR 3Y 2-point trend, -160.7% · -19.2% 31.7% · · · · · · · · ·
EPS CAGR 5Y 25.0% · · · · · · · · · · ·
Net Income YoY 3-point trend, -99.9% 0.78% 93.5% · · 626.9% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -103.9% · -2.0% 52.3% · · · · · · · · ·
Net Income CAGR 5Y 47.1% · · · · · · · · · · ·
Dividend CAGR 5Y 23.1% · · · · · · · · · · ·
Valuation (TTM) 12
Annual Valuation (TTM) data for EFC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 7-point trend, +260.7% $336M $306M $277M $60M $151M $47M $93M · · · · ·
Net Income TTM 12-point trend, +100.7% $119M $118M $61M $-85M $125M $17M $56M $47M $34M $-16M $38M $59M
Market Cap 9-point trend, +206.5% $1.54B $1.10B $1.05B $789M $982M · $708M $457M $455M $501M · ·
P/E 12-point trend, +19.5% 11.4 8.9 14.3 -8.7 6.6 38.1 10.4 10.1 14.0 -32.3 14.8 9.6
P/S 6-point trend, -39.9% 4.6 3.6 3.8 13.2 6.5 · 7.6 · · · · ·
P/B 9-point trend, +6.6% 0.8 0.7 0.7 0.7 0.8 · 0.9 0.8 0.8 0.8 · ·
P / Tangible Book 6-point trend, +14.2% 0.8 0.7 0.7 0.7 0.8 0.7 · · · · · ·
P / Cash Flow 9-point trend, -123.1% -1.7 -2.6 -4.4 18.5 19.1 · 8.9 -0.9 -1.0 7.2 · ·
Dividend Yield 9-point trend, -8.1% 11.9% 14.9% 14.1% 15.6% 8.7% · 7.7% 11.1% 12.7% 13.0% · ·
Earnings Yield 12-point trend, -16.3% 8.8% 11.2% 7.0% -11.6% 15.1% 2.6% 9.6% 9.9% 7.2% -3.1% 6.7% 10.5%
Payout Ratio 11-point trend, +5.8% 154.6% 138.8% 245.1% -144.2% 68.4% · 96.2% 108.7% 169.6% -407.0% 219.1% 146.1%
Annual Payout 12-point trend, +112.4% $184M $164M $149M $123M $86M $65M $54M $51M $58M $65M $83M $86M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $119M$118M$61M$-85M$125M
Diluted EPS $1.19$1.36$0.89$-1.43$2.58

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