vs

Side-by-side financial comparison of STARWOOD PROPERTY TRUST, INC. (STWD) and TOWER SEMICONDUCTOR LTD (TSEM). Click either name above to swap in a different company.

STARWOOD PROPERTY TRUST, INC. is the larger business by last-quarter revenue ($492.9M vs $351.2M, roughly 1.4× TOWER SEMICONDUCTOR LTD). STARWOOD PROPERTY TRUST, INC. runs the higher net margin — 19.7% vs 15.2%, a 4.4% gap on every dollar of revenue. On growth, STARWOOD PROPERTY TRUST, INC. posted the faster year-over-year revenue change (8.5% vs -1.7%).

Starwood Hotels and Resorts Worldwide, Inc. was one of the largest companies that owned, operated, franchised and managed hotels, resorts, spas, residences, and vacation ownership properties. Starwood was founded in 1969 as a real estate investment trust named Hotel Investors Trust. In 1995, it was acquired and reorganized by Barry Sternlicht, who was its chairman until 2005 and founder of the Starwood Capital Group. Starwood had 11 brands and owned, managed, or franchised 1,297 properties co...

Tower Semiconductor Ltd. is an Israeli company that manufactures integrated circuits using specialty process technologies, including SiGe, BiCMOS, Silicon Photonics, SOI, mixed-signal and RFCMOS, CMOS image sensors, non-imaging sensors, power management (BCD), and non-volatile memory (NVM) as well as MEMS capabilities. Tower Semiconductor also owns 51% of TPSCo, an enterprise with Nuvoton Technology Corporation Japan (NTCJ).

STWD vs TSEM — Head-to-Head

Bigger by revenue
STWD
STWD
1.4× larger
STWD
$492.9M
$351.2M
TSEM
Growing faster (revenue YoY)
STWD
STWD
+10.2% gap
STWD
8.5%
-1.7%
TSEM
Higher net margin
STWD
STWD
4.4% more per $
STWD
19.7%
15.2%
TSEM

Income Statement — Q4 FY2025 vs Q2 FY2024

Metric
STWD
STWD
TSEM
TSEM
Revenue
$492.9M
$351.2M
Net Profit
$96.9M
$53.4M
Gross Margin
24.8%
Operating Margin
26.6%
15.7%
Net Margin
19.7%
15.2%
Revenue YoY
8.5%
-1.7%
Net Profit YoY
87.7%
4.4%
EPS (diluted)
$0.25
$0.48

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
STWD
STWD
TSEM
TSEM
Q4 25
$492.9M
Q3 25
$488.9M
Q2 25
$444.3M
Q1 25
$418.2M
Q4 24
$454.4M
Q3 24
$479.5M
Q2 24
$489.8M
$351.2M
Q1 24
$523.1M
Net Profit
STWD
STWD
TSEM
TSEM
Q4 25
$96.9M
Q3 25
$72.6M
Q2 25
$129.8M
Q1 25
$112.3M
Q4 24
$51.6M
Q3 24
$76.1M
Q2 24
$77.9M
$53.4M
Q1 24
$154.3M
Gross Margin
STWD
STWD
TSEM
TSEM
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
24.8%
Q1 24
Operating Margin
STWD
STWD
TSEM
TSEM
Q4 25
26.6%
Q3 25
19.1%
Q2 25
30.5%
Q1 25
28.7%
Q4 24
15.1%
Q3 24
17.2%
Q2 24
19.1%
15.7%
Q1 24
30.8%
Net Margin
STWD
STWD
TSEM
TSEM
Q4 25
19.7%
Q3 25
14.8%
Q2 25
29.2%
Q1 25
26.8%
Q4 24
11.4%
Q3 24
15.9%
Q2 24
15.9%
15.2%
Q1 24
29.5%
EPS (diluted)
STWD
STWD
TSEM
TSEM
Q4 25
$0.25
Q3 25
$0.19
Q2 25
$0.38
Q1 25
$0.33
Q4 24
$0.15
Q3 24
$0.23
Q2 24
$0.24
$0.48
Q1 24
$0.48

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
STWD
STWD
TSEM
TSEM
Cash + ST InvestmentsLiquidity on hand
$499.5M
$265.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$6.8B
$2.5B
Total Assets
$63.2B
$3.0B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
STWD
STWD
TSEM
TSEM
Q4 25
$499.5M
Q3 25
$301.1M
Q2 25
$259.9M
Q1 25
$440.6M
Q4 24
$377.8M
Q3 24
$357.9M
Q2 24
$259.3M
$265.3M
Q1 24
$327.4M
Stockholders' Equity
STWD
STWD
TSEM
TSEM
Q4 25
$6.8B
Q3 25
$6.9B
Q2 25
$6.4B
Q1 25
$6.4B
Q4 24
$6.4B
Q3 24
$6.5B
Q2 24
$6.2B
$2.5B
Q1 24
$6.3B
Total Assets
STWD
STWD
TSEM
TSEM
Q4 25
$63.2B
Q3 25
$62.4B
Q2 25
$62.4B
Q1 25
$62.2B
Q4 24
$62.6B
Q3 24
$64.2B
Q2 24
$64.1B
$3.0B
Q1 24
$66.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
STWD
STWD
TSEM
TSEM
Operating Cash FlowLast quarter
$488.8M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
5.04×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
STWD
STWD
TSEM
TSEM
Q4 25
$488.8M
Q3 25
$337.6M
Q2 25
$-87.4M
Q1 25
$238.9M
Q4 24
$295.6M
Q3 24
$241.8M
Q2 24
$53.3M
Q1 24
$55.9M
Cash Conversion
STWD
STWD
TSEM
TSEM
Q4 25
5.04×
Q3 25
4.65×
Q2 25
-0.67×
Q1 25
2.13×
Q4 24
5.72×
Q3 24
3.18×
Q2 24
0.68×
Q1 24
0.36×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

STWD
STWD

Commercial And Residential Lending Segment$335.2M68%
Infrastructure Lending Segment$70.3M14%
Property Segment$57.8M12%
Other$29.7M6%

TSEM
TSEM

Segment breakdown not available.

Related Comparisons