COMP <GO>
REFI vs NXDT // RETURN ON INVESTED CAPITAL (ROIC)
Chicago Atlantic Real Estate Finance Inc. (NASDAQ) VS. NexPoint Diversified Real Estate Trust (NYSE) • 15-METRIC TALLY: REFI 4
— NXDT 1
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: REFI
LAST: $8.96 (-0.88%) • MKT CAP: $229.6M
roic
11.70%
LAST: $4.31 (-17.75%) • MKT CAP: $228.9M
roic
-0.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (REFI VS. NXDT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | REFI | NXDT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.70% | -0.20% | +11.90 | REFI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 12.54% | 4.00% | +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 | 0.00% | 2.63% | -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 | 31.9 | 24.5 | +7.35 | REFI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.0x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $229.6M | $228.9M | $678.5K | REFI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | REFI REV | NXDT REV | REFI GROSS % | NXDT GROSS % | REFI FCF | NXDT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $86.0M | — | — | $28.8M | $9.2M |
| FY 2024 | $0 | $83.2M | — | — | $23.2M | -$11.7M |
| FY 2023 | $0 | $63.3M | — | — | $28.4M | -$24.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
REFI // BETA —
NXDT // BETA —