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REFIChicago Atlantic Real Estate Finance, Inc.
$10.73$228M
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  4. Financial Ratios

Chicago Atlantic Real Estate Finance, Inc. (REFI) Financial Ratios

Latest Ratios: P/E Ratio 6.4x · EV/EBITDA 8.6x · ROE 11.7%. (2021–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

REFI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Market Cap$228M$263M$304M$297M$267M$291M
Enterprise Value$311M$346M$382M$355M$320M$210M
P/E Ratio →6.397.308.207.678.2830.83
P/S Ratio3.614.165.555.185.4720.09
P/B Ratio0.750.850.981.091.011.10
P/FCF7.909.1313.1310.4415.7343.57
P/OCF7.909.1313.1310.4415.7343.57

P/E links to full P/E history page with 30-year chart

REFI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
EV / Revenue—5.496.976.196.5414.54
EV / EBITDA8.649.62———16.61
EV / EBIT8.649.62————
EV / FCF—12.0316.4812.4918.8031.54

REFI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Gross Margin86.9%86.9%100.0%100.0%100.0%98.5%
Operating Margin57.1%57.1%———87.5%
Net Profit Margin57.1%57.1%67.6%67.5%66.1%87.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
ROE11.7%11.7%12.8%14.4%12.2%4.8%
ROA8.4%8.4%9.3%11.0%10.4%4.6%
ROIC6.9%6.9%————
ROCE9.3%9.3%———4.8%

REFI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Debt / Equity0.320.320.340.240.22—
Debt / EBITDA2.732.73————
Net Debt / Equity—0.270.250.210.20-0.30
Net Debt / EBITDA2.322.32———-6.34
Debt / FCF—2.903.352.043.07-12.03
Interest Coverage4.774.77———166.91

REFI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Current Ratio0.280.2821.7418.5317.3422.75
Quick Ratio0.280.2821.7418.5317.3422.75
Cash Ratio0.220.221.320.410.296.58
Asset Turnover—0.150.130.160.140.05
Inventory Turnover——————
Days Sales Outstanding——————

REFI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Dividend Yield19.1%16.7%13.7%13.2%10.5%2.4%
Payout Ratio121.8%121.8%112.4%101.1%87.2%54.1%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Earnings Yield15.7%13.7%12.2%13.0%12.1%3.2%
FCF Yield12.7%11.0%7.6%9.6%6.4%2.3%
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield19.1%16.7%13.7%13.2%10.5%2.4%
Shares Outstanding—$21M$20M$18M$18M$17M

Key Metrics

Growth RegimeMixed
ProfitabilityStrong
Balance SheetHealthy
Cash FlowDeteriorating
Top Statement Risk

Regulatory-driven yield compression

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Skepticism Regarding Terminal Value

As reported in recent financial statements, REFI trades at a price-to-book ratio of 0.79, which suggests that the market is discounting the company's loan portfolio due to concerns over the long-term viability of cannabis-focused debt in a potentially shifting regulatory landscape.

The current valuation reflects a significant discount to book value, which may indicate that investors are pricing in potential credit losses or the eventual erosion of the 'complexity premium' currently enjoyed by the firm. This valuation warrants further investigation into whether the market is correctly identifying the risk of collateral impairment in specialized cultivation facilities.

Payout Volatility Challenges Income Sustainability

Based on reported figures, the FFO payout ratio has exhibited extreme volatility, reaching as high as 157.2% in 2024Q1, which suggests that the dividend is not consistently supported by recurring cash flows and may be subject to future adjustments if earnings instability persists.

The erratic nature of the payout ratio implies that the dividend policy may be disconnected from the underlying cash-generating capacity of the loan book. Investors should monitor whether management continues to prioritize distributions over the retention of capital necessary to navigate potential credit defaults in the cannabis sector.

Conservative Capitalization Limits Growth Potential

According to recent SEC filings, REFI maintains a debt-to-equity ratio of 0.32, which indicates a highly conservative capital structure that provides a buffer against liquidity shocks but may simultaneously constrain the firm's ability to scale its loan portfolio relative to more levered industry peers.

While this low leverage profile appears to protect the balance sheet from immediate refinancing risks, it also limits the potential for ROE expansion. The reliance on equity funding suggests that management is prioritizing stability over aggressive growth, which may be a prudent response to the inherent volatility of the cannabis industry.

Misapplication of Standard P/E Multiples

As noted in financial analysis literature, the use of a standard P/E ratio for REFI is deeply misleading because it fails to account for the non-cash nature of interest accruals and the specific tax-advantaged structure of a mortgage REIT, which obscures the true cash-generating ability of the firm.

The P/E ratio ignores the impact of depreciation and the lumpy nature of origination fees, which are central to the REIT's economic reality. Analysts should instead focus on FFO and AFFO metrics to better understand the actual cash available for distribution, as the P/E ratio provides a distorted view of the company's valuation relative to its peers.

Download Financial Ratios Data

Includes 30+ ratios · 5 years · Updated daily

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REFI — Frequently Asked Questions

Quick answers to the most common questions about buying REFI stock.

What is Chicago Atlantic Real Estate Finance, Inc.'s P/E ratio?

Chicago Atlantic Real Estate Finance, Inc.'s current P/E ratio is 6.4x. The historical average is 12.5x.

What is Chicago Atlantic Real Estate Finance, Inc.'s EV/EBITDA?

Chicago Atlantic Real Estate Finance, Inc.'s current EV/EBITDA is 8.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.1x.

What is Chicago Atlantic Real Estate Finance, Inc.'s ROE?

Chicago Atlantic Real Estate Finance, Inc.'s return on equity (ROE) is 11.7%. The historical average is 11.2%.

Is REFI stock overvalued?

Based on historical data, Chicago Atlantic Real Estate Finance, Inc. is trading at a P/E of 6.4x. Compare with industry peers and growth rates for a complete picture.

What is Chicago Atlantic Real Estate Finance, Inc.'s dividend yield?

Chicago Atlantic Real Estate Finance, Inc.'s current dividend yield is 19.07% with a payout ratio of 121.8%.

What are Chicago Atlantic Real Estate Finance, Inc.'s profit margins?

Chicago Atlantic Real Estate Finance, Inc. has 86.9% gross margin and 57.1% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Chicago Atlantic Real Estate Finance, Inc. have?

Chicago Atlantic Real Estate Finance, Inc.'s Debt/EBITDA ratio is 2.7x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.