COMP <GO>
NXRT vs MS // 10Y YIELD & FRED MACRO BETA
NexPoint Residential Trust Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: NXRT 4
— MS 6
■ METRIC PARITY
LAST: $18.03 (-1.58%) • MKT CAP: $468.1M
macro-sensitivity
—
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NXRT VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NXRT | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.80% | 3.00% | +4.80 | NXRT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 31.0x | -14.70 | NXRT | /valuation <GO> |
| Free Cash Flow Yield | 17.86% | -7.25% | +25.11 | NXRT | /fcf-yield <GO> |
| Operating Margin | 11.10% | 24.60% | -13.50 | MS | /operating-margins <GO> |
| Net Profit Margin | -12.80% | 20.20% | -33.00 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -3.20% | 5.50% | -8.70 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.44% | 2.21% | +9.23 | NXRT | /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 | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.1 | 51.0 | -8.90 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $468.1M | $298.41B | -$297.94B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NXRT REV | MS REV | NXRT GROSS % | MS GROSS % | NXRT FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $251.3M | $0 | — | — | $83.6M | -$17.89B |
| FY 2024 | $259.7M | $0 | — | — | $73.6M | $1.36B |
| FY 2023 | $277.5M | $0 | — | — | $96.6M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NXRT // BETA —
MS // BETA 1.04