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Ventas vs Rithm Capital: VTR and RITM compared
Ventas is the larger company: $1.8B of revenue in its latest quarter (Q3 2026) against $1.8B for Rithm Capital (Q3 2026). Rithm Capital is growing faster (+59% against +23% a year earlier). Rithm Capital is more profitable, with an operating margin of 29.6% against 2.9%.
Where the money goes: VTR and RITM
Ventas (VTR) · Q3 2026
Ventas, Q3 2026: revenue $1.8B (+23% year over year), operating margin 2.9%, net earnings $65.4M, operating cash flow $490M. The chart follows the revenue to costs, profit and cash.
Rithm Capital (RITM) · Q3 2026
Rithm Capital, Q3 2026: revenue $1.8B (+59% year over year), operating margin 29.6%, net earnings $253M, operating cash flow −$1.6B. The chart follows the revenue to costs, profit and cash.
| Ventas (VTR) | Rithm Capital (RITM) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.8B | $1.8B |
| Revenue growth, Y/Y | +23% | +59% |
| Operating margin | 2.9% | 29.6% |
| Net earnings | $65.4M | $253M |
| Net margin | 3.6% | 14.4% |
| Operating cash flow | $490M | −$1.6B |
| Free cash flow | $425M | — |
| Market value | $46.1B | $5.3B |
| P/E | 167.8× | 14.8× |
| Analysts’ mean target | $99.00 | $12.80 |
Where the revenue comes from
Rithm Capital
- Servicing revenue, net: $717M (41%)
- Interest income: $480M (27%)
- Gain on originated residential mortgage loans, held-for-sale, net: $214M (12%)
- Commercial real estate revenue: $187M (11%)
Questions
Which is bigger, Ventas or Rithm Capital?
Ventas is the larger company: $1.8B of revenue in its latest quarter (Q3 2026) against $1.8B for Rithm Capital (Q3 2026).
Is Ventas or Rithm Capital growing faster?
Rithm Capital is growing faster (+59% against +23% a year earlier).
Which is more profitable, Ventas or Rithm Capital?
Rithm Capital is more profitable, with an operating margin of 29.6% against 2.9%.
More: Ventas earnings · how Ventas makes money · Rithm Capital earnings · how Rithm Capital makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 28, 2026; 10-Q filed Nov 2, 2026). Fiscal quarters can end on different dates. Not investment advice.