Newcastle Investment Corp. Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis

April 2024 | 50 pages | ID: N239D5E67C0BEN
BAC Reports

Abstracts

Newcastle Investment Corp. Fundamental Company Report provides a complete overview of the company’s affairs. All available data is presented in a comprehensive and easily accessed format. The report includes financial and SWOT information, industry analysis, opinions, estimates, plus annual and quarterly forecasts made by stock market experts. The report also enables direct comparison to be made between Newcastle Investment Corp. and its competitors. This provides our Clients with a clear understanding of Newcastle Investment Corp. position in the Real Estate Industry.

• The report contains detailed information about Newcastle Investment Corp. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
• Another part of the report is a SWOT-analysis carried out for Newcastle Investment Corp.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
• The Newcastle Investment Corp. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
• In the part that describes Newcastle Investment Corp. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
• Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Newcastle Investment Corp. business.

About Newcastle Investment Corp.

Newcastle Investment Corp. operates as a real estate investment and finance company that invests in real estate securities, loans and other real estate related assets.

The company's investment activities cover four distinct categories, such as Real Estate Securities, Real Estate Related Loans, Residential Mortgage Loans, and Operating Real Estate.

Real Estate Securities

The company underwrites and acquires a diversified portfolio of moderately credit sensitive real estate securities, including commercial mortgage backed securities (CMBS), senior unsecured REIT debt issued by property REITs, real estate related asset backed securities (ABS) and agency residential mortgage backed securities (RMBS).

As of December 31, 2006, the company’s diversified portfolio of moderately credit sensitive real estate securities include: CMBS-conduit; CMBS-large loan; CMBS-B note; unsecured REIT debt; ABS-manufactured housing; ABS-home equity; ABS-franchise; and agency RMBS.

As of December 31, 2006, the company's loans underlying its real estate securities were diversified by industry include: residential; retail; office; subprime residential; lodging; health care; and industrial.

Real Estate Related Loans

The company acquires and originates loans to well capitalized real estate owners with track records and compelling business plans, including B-notes, mezzanine loans, bank loans, and real estate loans.

As of December 31, 2006, the company's real estate related loans included: B-notes; mezzanine loans; bank loans; real estate loans and ICH loans.

Residential Mortgage Loans

The company acquires residential mortgage loans, including manufactured housing loans and subprime mortgage loans on properties located in the U.S.

In March 2006, the company acquired a portfolio of approximately 11,300 residential mortgage loans to subprime borrowers.

In April 2006, through Newcastle Mortgage Securities Trust 2006-1 (the Securitization Trust), the company closed on a securitization of the Subprime Portfolio.

Operating Real Estate

The company acquires direct and indirect interests in operating real estate. It owns retail and office properties.

The company owns a 49% interest in a portfolio of convenience and retail gas stores located throughout the southeastern and southwestern regions of the U.S. The properties are subject to a sale-leaseback arrangement.

The company’s properties include 100 Dundas St., London, ON; Apple Valley I, Apple Valley II, Apple Valley III Beavercreek, OH; Dayton Towne Center, Dayton, OH; Airport Corporate Center, Vandalia, OH; and 2 River Place Dayton, OH. Its major tenant is Bell Canada.

Tax Status

The company has elected to be taxed as a real estate investment trust (REIT), as such it distributes 90% of its net taxable income to share holders.

History

Newcastle Investment Corp. was formed in 1998.

The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.

Contents

RESEARCH METHODOLOGY

DISCLAIMER

1. NEWCASTLE INVESTMENT CORP. COMPANY PROFILE

1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History

2. NEWCASTLE INVESTMENT CORP. BUSINESS OVERVIEW

2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units

3. NEWCASTLE INVESTMENT CORP. SWOT ANALYSIS

3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats

4. NEWCASTLE INVESTMENT CORP. FINANCIAL ANALYSIS

4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot

5. NEWCASTLE INVESTMENT CORP. COMPETITORS AND INDUSTRY ANALYSIS

5.1. Newcastle Investment Corp. Direct Competitors
5.2. Comparison of Newcastle Investment Corp. and Direct Competitors Financial Ratios
5.3. Comparison of Newcastle Investment Corp. and Direct Competitors Stock Charts
5.4. Newcastle Investment Corp. Industry Analysis
5.4.1. Real Estate Industry Snapshot
  5.4.2. Newcastle Investment Corp. Industry Position Analysis

6. NEWCASTLE INVESTMENT CORP. NEWS & EVENTS

6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events

7. NEWCASTLE INVESTMENT CORP. EXPERTS REVIEW¹

7.1. Experts Consensus
7.2. Experts Revisions

8. NEWCASTLE INVESTMENT CORP. ENHANCED SWOT ANALYSIS²

9. UNITED STATES PESTEL ANALYSIS²

9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors

10. NEWCASTLE INVESTMENT CORP. IFE, EFE, IE MATRICES²

10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix

11. NEWCASTLE INVESTMENT CORP. PORTER FIVE FORCES ANALYSIS²

12. NEWCASTLE INVESTMENT CORP. VRIO ANALYSIS²

APPENDIX: RATIO DEFINITIONS

LIST OF FIGURES

Newcastle Investment Corp. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Newcastle Investment Corp. 1-year Stock Charts
Newcastle Investment Corp. 5-year Stock Charts
Newcastle Investment Corp. vs. Main Indexes 1-year Stock Chart
Newcastle Investment Corp. vs. Direct Competitors 1-year Stock Charts
Newcastle Investment Corp. Article Density Chart

1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.

List Of Tables

LIST OF TABLES

Newcastle Investment Corp. Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Newcastle Investment Corp. Key Executives
Newcastle Investment Corp. Major Shareholders
Newcastle Investment Corp. History
Newcastle Investment Corp. Products
Revenues by Segment
Revenues by Region
Newcastle Investment Corp. Offices and Representations
Newcastle Investment Corp. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Newcastle Investment Corp. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Newcastle Investment Corp. Capital Market Snapshot
Newcastle Investment Corp. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Real Estate Industry Statistics
Newcastle Investment Corp. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Newcastle Investment Corp. Consensus Recommendations¹
Analyst Recommendation Summary¹
Price Target Summary¹
Experts Recommendation Trends¹
Revenue Estimates Analysis¹
Earnings Estimates Analysis¹
Historical Surprises¹
Revenue Estimates Trend¹
Earnings Estimates Trend¹
Revenue Revisions¹

ANALYSIS FEATURES

SWOT Analysis

SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.

Enhanced SWOT Analysis

Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:

• How to use the strengths to take advantage of the opportunities?
• How to use the strengths to reduce likelihood and impact of the threats?
• How to overcome the weaknesses that obstruct taking advantage of the opportunities?
• How to overcome the weaknesses that can make the threats a reality?

Upon answering these questions a company can develop a project plan to improve its business performance.

PESTEL Analysis

PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.

Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.

Key Factors Examined by PESTEL Analysis:

• Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
• Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
• Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
• Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
• Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
• Legal – What laws and legislation will exert influence on the style the business is carried out?

IFE, EFE, IE Matrices

The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.

The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.

The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.

Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.

Porter Five Forces Analysis

The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:

1. What composes a threat of substitute products and services?
2. Is there a threat of new competitors entering the market?
3. What is the intensity of competitive rivalry?
4. How big is the bargaining power of buyers?
5. How significant is the bargaining power of suppliers?

VRIO Analysis

VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:

• Tangible resources
  • Financial
  • Physical
  • Technological
  • Organizational
• Intangible resources
  • Human
  • Innovation and Creativity
  • Reputation
• Organizational capabilities

The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:

• Valuable?
• Rare?
• Costly to imitate?
• Organized properly?