COMP <GO>
AIV vs NXDT // RETURN ON INVESTED CAPITAL (ROIC)
Apartment Investment and Management Company (NYSE) VS. NexPoint Diversified Real Estate Trust (NYSE) • 15-METRIC TALLY: AIV 4
— NXDT 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AIV
LAST: $1.64 (+1.86%) • MKT CAP: $238.2M
roic
85.00%
LAST: $4.31 (-17.75%) • MKT CAP: $228.9M
roic
-0.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIV VS. NXDT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIV | NXDT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 85.00% | -0.20% | +85.20 | AIV | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.40% | 4.00% | -0.60 | NXDT | /fcf-yield <GO> |
| Operating Margin | — | -1.60% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | -60.00% | +128.00 | AIV | /net-margins <GO> |
| Revenue Growth (YoY) | 0.60% | 3.30% | -2.70 | NXDT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.63% | -2.63 | NXDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | AIV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.2 | 36.0 | -1.80 | NXDT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $238.2M | $228.9M | $9.3M | AIV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIV REV | NXDT REV | AIV GROSS % | NXDT GROSS % | AIV FCF | NXDT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $138.5M | $86.0M | — | — | $8.1M | $9.2M |
| FY 2024 | $137.7M | $83.2M | — | — | $47.0M | -$11.7M |
| FY 2023 | $119.9M | $63.3M | — | — | $50.5M | -$24.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIV // BETA —
NXDT // BETA —