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Dec 31, 2022

NRZ Q4 2022 Earnings Report

Reported GAAP net income of $81.8 million and earnings available for distribution of $156.9 million.

Key Takeaways

Rithm Capital Corp. reported a transformational year in 2022, marked by its transition from New Residential to Rithm. The company delivered a 15% GAAP (or 11% EAD) return on equity and grew book value by roughly 5%.

GAAP net income was $81.8 million, or $0.17 per diluted common share.

Earnings available for distribution were $156.9 million, or $0.33 per diluted common share.

The common dividend was $118.6 million, or $0.25 per common share.

The book value per common share was $12.00.

Total Revenue
$762M
Previous year: $218M
+250.4%
EPS
$0.33
Previous year: $0.4
-17.5%
Origination UPB
$7.9B
Previous year: $38.1B
-79.3%
Servicing Portfolio UPB
$609B
Previous year: $483B
+26.1%
Gross Profit
$762M
Previous year: $422M
+80.7%
Cash and Equivalents
$1.34B
Previous year: $1.33B
+0.3%
Total Assets
$32.5B
Previous year: $39.7B
-18.3%

NRZ

NRZ

NRZ Revenue by Segment

Forward Guidance

Rithm expects 2023 to present material opportunities and will continue to invest in core strategies while expanding in new areas, with the private capital business expected to generate new and recurring fee streams.

Positive Outlook

  • Expect 2023 to present material opportunities for Rithm and operating companies.
  • Will continue to invest in core strategies.
  • Expanding in new areas.
  • Excited about the private capital business.
  • Private capital business should generate new and recurring fee streams.