---
title: "Rithm Capital (RITM): Assessing Valuation Following Fresh Earnings Report and Shareholder Update"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/265034041.md"
description: "Rithm Capital (RITM) reported a net income of $221.54 million and earnings per share of $0.36 for the six months ending September 30, 2025. The company's share price has shown a 3.6% recovery over the past month, with a total return of 12% for long-term shareholders over the last year. Analysts suggest Rithm Capital may be undervalued, with a fair value estimate of $14.40, driven by strategic investments in technology. However, risks such as competition and fluctuating interest rates could impact growth projections."
datetime: "2025-11-09T19:00:37.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265034041.md)
  - [en](https://longbridge.com/en/news/265034041.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265034041.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/265034041.md) | [繁體中文](https://longbridge.com/zh-HK/news/265034041.md)


# Rithm Capital (RITM): Assessing Valuation Following Fresh Earnings Report and Shareholder Update

Rithm Capital (RITM) just shared its earnings for the six months ending September 30, 2025, reporting net income of $221.54 million and basic earnings per share of $0.36. Investors are watching to see how these results could influence the company’s valuation going forward.

See our latest analysis for Rithm Capital.

The recent earnings update seems to have caught some attention, as Rithm Capital’s 1-month share price return of 3.6% shows signs of recovery after a dip earlier in the quarter. Over the last year, long-term shareholders have enjoyed an impressive total return of 12%. This suggests momentum could be building despite a few bumps along the way.

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But after this latest earnings report and a recent rebound in share price, the big question remains: is Rithm Capital currently undervalued, or has the market already accounted for its next phase of growth?

## Most Popular Narrative: 23% Undervalued

Rithm Capital’s most followed narrative places its fair value significantly higher than the recent close. This highlights potential for a valuation catch-up as the business grows and diversifies.

> _“Strategic investments in technology, including AI-driven operational improvements and digitization of platform workflows, are unlocking enhanced cost efficiencies and lower per-loan servicing costs, helping to expand net margins and profitability over time.”_

Read the complete narrative.

What’s fueling these bold projections? The key is that this narrative relies on aggressive expansion, a jump in future margins, and an earnings growth path that is rarely promised in real estate investing. Can their vision for tech-driven efficiency and market share transform the company’s bottom line? See which critical assumptions and metrics are driving that high fair value.

**Result: Fair Value of $14.40 (UNDERVALUED)**

Have a read of the narrative in full and understand what's behind the forecasts.

However, intensified competition and fluctuating interest rates could constrain Rithm Capital's growth trajectory and challenge these bullish projections in the coming years.

Find out about the key risks to this Rithm Capital narrative.

## Build Your Own Rithm Capital Narrative

If you see things differently or want to dig into the numbers your own way, you can craft a custom narrative in just a few minutes, so why not Do it your way

A great starting point for your Rithm Capital research is our analysis highlighting 5 key rewards and 3 important warning signs that could impact your investment decision.

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_This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

### Related Stocks

- [Rithm Capital Corp. (RITM.US)](https://longbridge.com/en/quote/RITM.US.md)

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