COMP <GO>
NXDT vs REFI // FORWARD P/E MULTIPLE
NexPoint Diversified Real Estate Trust (NYSE) VS. Chicago Atlantic Real Estate Finance Inc. (NASDAQ) • 15-METRIC TALLY: NXDT 1
— REFI 3
■ METRIC PARITY
LAST: $3.96 (-8.12%) • MKT CAP: $228.9M
forward-pe
—
LAST: $8.84 (-1.34%) • MKT CAP: $229.6M
forward-pe
6.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NXDT VS. REFI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NXDT | REFI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 11.70% | -11.90 | REFI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.00% | 12.54% | -8.54 | REFI | /fcf-yield <GO> |
| Operating Margin | -1.60% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -60.00% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.63% | 0.00% | +2.63 | NXDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 3/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.0 | 36.0 | 0.00 | TIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | 6.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $228.9M | $229.6M | -$678.5K | REFI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NXDT REV | REFI REV | NXDT GROSS % | REFI GROSS % | NXDT FCF | REFI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $86.0M | $0 | — | — | $9.2M | $28.8M |
| FY 2024 | $83.2M | $0 | — | — | -$11.7M | $23.2M |
| FY 2023 | $63.3M | $0 | — | — | -$24.3M | $28.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NXDT // BETA —
REFI // BETA —