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Financial Analysis

Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

Rithm Capital Corp. RITM

· Financials · Real Estate Investment Trusts

FY2023 10-K, filed 2024-02-20
SEC EDGAR

Filing evidence summary

Caution evidenceCoverage 2/5 core metrics

Latest reported annual revenue changed -25.0% from the prior reported annual observation.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • Revenue contracted

    Latest reported annual revenue changed -25.0% from the prior reported annual observation.

    Why this surfaced

    Direction threshold: above +2% constructive; below -2% caution; otherwise monitor. This is not labeled one-year growth when filing periods have a gap. Period end 2023-12-31.

  • 1 filing risk check flagged

    Flagged areas: Dilution.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

Core trend metrics

Latest annual revenue growth
-25.0%
as of 2023-12-31
Debt / equity
4.20x
as of 2025-12-31

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

1of 1 rule-based checks flagged
  • Dilution

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-19prior period 2024-12-31 from the same filingView filing
By product or service
Revenue
  • Servicing Fee Net$2.29B
    share n/a
    +15.1% yoy
  • Interest Revenue$1.87B
    share n/a
    -3.9% yoy
  • Change In Fair Value Of Mortgage Servicing Right-$1.17B
    share n/a
    +157.6% yoy
  • Servicing Revenue Net$1.12B
    share n/a
    -27.1% yoy
  • Gain On Originated Residential Mortgage Loans Held For Sale Net$730M
    share n/a
    +6.9% yoy
  • Management Service Incentive$364M
    share n/a
    +26.6% yoy
  • Management Service$263M
    share n/a
    +12.9% yoy
  • Product And Service Other$239M
    share n/a
    +5.0% yoy
  • +4 more members in the filing

member sum exceeds the consolidated figure: this axis carries more than one breakdown, so shares are not computed.

Latest quarter
Quarter ending 2026-03-3110-Q filed 2026-05-04prior period 2025-03-31 from the same filingView filing
  • Servicing Fee Net$579M
    share n/a
    +1.5% yoy
  • Interest Revenue$462M
    share n/a
    +4.7% yoy
  • Servicing Revenue Net$375M
    share n/a
    +58.0% yoy
  • Gain On Originated Residential Mortgage Loans Held For Sale Net$208M
    share n/a
    +30.3% yoy
  • Change In Fair Value Of Mortgage Servicing Right-$204M
    share n/a
    -38.7% yoy
  • Management Service$90.9M
    share n/a
    +54.2% yoy
  • +4 more members in the filing

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 4,122 US-listed filers · 907 in Financials
MetricValuevs all filersvs sector
Return on equity
net income ÷ stockholders' equity (positive equity only)
8.3%
60thof 3,577
middle third
47thof 774
middle third
Cash conversion
operating cash flow ÷ net income (net income > 0)
-1.9×
2ndof 2,183
bottom third
3rdof 673
bottom third
Cash-flow accrual ratio
(net income − operating cash flow) ÷ average total assets · lower is ranked higher
4.0%
9thof 3,577
bottom third
10thof 804
bottom third
Balance-sheet accrual ratio
change in net operating assets ÷ average net operating assets · lower is ranked higher
9.5%
40thof 3,059
middle third
47thof 734
middle third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

latest fiscal year ending 2025-12-31 · accruals and cash conversion as filed
Cash conversion
-1.85×
operating cash flow ÷ net income, latest fiscal year
Cash-flow accrual ratio
4.0%
(net income − operating cash flow) ÷ average total assets
Balance-sheet accrual ratio
9.5%
change in net operating assets ÷ average net operating assets
Cash-backed years
1 of 3
fiscal years where operating cash flow met or exceeded net income
Mean cash conversion
-1.03×
across the stored fiscal years with positive net income

Per fiscal year from filed facts: cash conversion = operating cash flow / net income (net income > 0); cash-flow accrual ratio = (net income - operating cash flow) / average total assets; balance-sheet accrual ratio = change in net operating assets / average net operating assets, NOA = (assets - cash) - (liabilities - debt). Descriptive; a missing input yields a missing ratio. High accrual ratios and cash conversion well below one are the measures the accruals literature associates with less persistent earnings; they are screens to read the cash-flow statement with, not conclusions. The per-year series is part of Pro risk analysis.

Point-in-time ledger

first-reported vs latest filing · periods since 2020-01-01 · 36 changed periods, 30 largest shown
Line itemPeriodFirst reportedLatest filingChangeFilings
Diluted shares
WeightedAverageNumberOfDilutedSharesOutstanding
quarter 2020-03-31415,589,155 shares
10-Q 2020-05-11
415,589,155,000 shares
10-Q 2021-05-06
+99900.0%first · latest
Basic shares
WeightedAverageNumberOfSharesOutstandingBasic
quarter 2020-03-31415,589,155 shares
10-Q 2020-05-11
415,589,155,000 shares
10-Q 2021-05-06
+99900.0%first · latest
Diluted shares
WeightedAverageNumberOfDilutedSharesOutstanding
quarter 2021-03-31429,491,379,000 shares
10-Q 2021-05-06
429,491,379 shares
10-Q 2022-05-06
-99.9%first · latest
Basic shares
WeightedAverageNumberOfSharesOutstandingBasic
quarter 2021-03-31414,795,505,000 shares
10-Q 2021-05-06
414,795,505 shares
10-Q 2022-05-06
-99.9%first · latest
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
fiscal year 2023-12-31$1.1B
10-K 2024-02-20
$694M
10-K 2026-02-19
-37.0%first · latest · 4 filings carry it
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
fiscal year 2021-12-31$2.88B
10-K 2022-02-17
$3.43B
10-K/A 2024-08-12
+19.1%first · latest · 4 filings carry it
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
quarter 2022-03-31$3.89B
10-Q 2022-05-06
$3.22B
10-K/A 2024-08-12
-17.2%first · latest · 3 filings carry it
Total liabilities
Liabilities
balance at 2024-03-31$34.9B
10-Q 2024-05-03
$40.7B
10-Q/A 2024-08-12
+16.7%first · latest
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
fiscal year 2022-12-31$6.87B
10-K 2023-02-17
$5.75B
10-K 2025-02-18
-16.3%first · latest · 4 filings carry it
Total liabilities
Liabilities
balance at 2023-12-31$28.2B
10-K 2024-02-20
$32.6B
10-K 2026-02-19
+15.6%first · latest · 8 filings carry it
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
quarter 2024-03-31-$1.14B
10-Q 2024-05-03
-$1.31B
10-Q 2025-05-02
-14.9%first · latest · 3 filings carry it
Total assets
Assets
balance at 2024-03-31$42.1B
10-Q 2024-05-03
$47.9B
10-Q/A 2024-08-12
+13.8%first · latest
Total assets
Assets
balance at 2023-12-31$35.3B
10-K 2024-02-20
$39.7B
10-K 2026-02-19
+12.5%first · latest · 8 filings carry it
Long-term debt
LongTermDebt
balance at 2023-12-31$24.1B
10-K 2024-02-20
$27B
10-K/A 2024-08-12
+11.8%first · latest
Long-term debt
LongTermDebt
balance at 2024-03-31$29.7B
10-Q 2024-05-03
$32.7B
10-Q/A 2024-08-12
+10.2%first · latest
Total liabilities
Liabilities
balance at 2023-03-31$24.9B
10-Q 2023-05-05
$26.9B
10-K/A 2024-08-12
+8.4%first · latest
Total liabilities
Liabilities
balance at 2022-12-31$25.5B
10-K 2023-02-17
$27.6B
10-K 2025-02-18
+8.3%first · latest · 7 filings carry it
Total liabilities
Liabilities
balance at 2023-06-30$26.7B
10-Q 2023-08-04
$28.8B
10-K/A 2024-08-12
+8.0%first · latest
Total liabilities
Liabilities
balance at 2023-09-30$27.5B
10-Q 2023-11-01
$29.5B
10-K/A 2024-08-12
+7.4%first · latest
Total liabilities
Liabilities
balance at 2022-06-30$27.5B
10-Q 2022-08-05
$29.4B
10-K/A 2024-08-12
+6.9%first · latest
Total liabilities
Liabilities
balance at 2022-09-30$28.3B
10-Q 2022-11-03
$30.2B
10-K/A 2024-08-12
+6.9%first · latest
Total assets
Assets
balance at 2023-03-31$31.8B
10-Q 2023-05-05
$33.9B
10-K/A 2024-08-12
+6.5%first · latest
Total assets
Assets
balance at 2022-12-31$32.5B
10-K 2023-02-17
$34.6B
10-K 2025-02-18
+6.5%first · latest · 7 filings carry it
Total assets
Assets
balance at 2023-06-30$33.9B
10-Q 2023-08-04
$36B
10-K/A 2024-08-12
+6.3%first · latest
Total liabilities
Liabilities
balance at 2022-03-31$30.7B
10-Q 2022-05-06
$32.5B
10-K/A 2024-08-12
+6.0%first · latest
Total assets
Assets
balance at 2023-09-30$34.7B
10-Q 2023-11-01
$36.8B
10-K/A 2024-08-12
+5.9%first · latest
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
quarter 2023-03-31$1.18B
10-Q 2023-05-05
$1.25B
10-Q/A 2024-08-12
+5.7%first · latest · 4 filings carry it
Total assets
Assets
balance at 2022-09-30$35.3B
10-Q 2022-11-03
$37.3B
10-K/A 2024-08-12
+5.5%first · latest
Total assets
Assets
balance at 2022-06-30$34.6B
10-Q 2022-08-05
$36.5B
10-K/A 2024-08-12
+5.5%first · latest
Total assets
Assets
balance at 2022-03-31$37.9B
10-Q 2022-05-06
$39.7B
10-K/A 2024-08-12
+4.8%first · latest

First filing reporting each period vs the latest filing carrying it (10-K and 10-Q only, periods since 2020, the extractor's winning tag per concept); a change under 0.5% is treated as rounding. A change can be a restatement, a reclassification or a re-tagging in a later comparative column; the two filings are linked so the reader can see which. Descriptive, not a verdict.

Notes by disclosure type

Not available for RITM yet: no footnote text blocks on file for this filer in the ingested DERA files.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.