Angel Oak Mortgage REIT, Inc. 9

AI-generated fair value estimate for this company.

Method: Bond-pricing (coupon-discount) model: discounted the remaining approximately 12 quarterly coupon payments of $0.594 (9.5% coupon on $25.00 par) through the 7/30/2029 maturity, plus $25.00 principal repayment at maturity, at a 9.0% annual required yield (about 2.25% per quarter).

Reasoning: AOMN is Angel Oak Mortgage REIT's 9.500% Senior Notes due 2029 (par $25, first callable 7/30/2026), a fixed-coupon debt instrument rather than common equity, so a bond/coupon-discounting model fits far better than an equity DCF; the issuer's FY2025 results (revenue $143.7M, net income $44.0M) support money-good repayment.