COMP <GO>
NXDT vs MS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
NexPoint Diversified Real Estate Trust (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: NXDT 2
— MS 7
■ METRIC PARITY
LAST: $4.31 (-17.75%) • MKT CAP: $228.9M
options-implied-move
—
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NXDT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NXDT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 3.00% | -3.20 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.00% | -7.25% | +11.25 | NXDT | /fcf-yield <GO> |
| Operating Margin | -1.60% | 24.60% | -26.20 | MS | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 20.20% | -80.20 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 5.50% | -2.20 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.63% | 2.21% | +0.42 | NXDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.0 | 51.0 | -15.00 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $228.9M | $298.41B | -$298.18B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NXDT REV | MS REV | NXDT GROSS % | MS GROSS % | NXDT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $86.0M | $0 | — | — | $9.2M | -$17.89B |
| FY 2024 | $83.2M | $0 | — | — | -$11.7M | $1.36B |
| FY 2023 | $63.3M | $0 | — | — | -$24.3M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NXDT // BETA —
MS // BETA 1.04