WallStSmart

American Assets Trust Inc (AAT)vsNexPoint Strategic Opportunities Fund (NXDT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Assets Trust Inc generates 452% more annual revenue ($435.40M vs $78.83M). AAT leads profitability with a 4.1% profit margin vs -143.5%. AAT earns a higher WallStSmart Score of 41/100 (D).

AAT

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 4.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.56

NXDT

Hold

36

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 5.0Quality: 4.0
Piotroski: 3/9Altman Z: 0.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AATUndervalued (+50.7%)

Margin of Safety

+50.7%

Fair Value

$37.54

Current Price

$22.54

$15.00 discount

UndervaluedFair: $37.54Overvalued

Intrinsic value data unavailable for NXDT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAT2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
24.0%8/10

Strong operational efficiency at 24.0%

NXDT1 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Areas to Watch

AAT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Market CapQuality
$1.84B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

NXDT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$244.65M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-15.1%2/10

ROE of -15.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : AAT

The strongest argument for AAT centers on Price/Book, Operating Margin.

Bull Case : NXDT

The strongest argument for NXDT centers on Price/Book.

Bear Case : AAT

The primary concerns for AAT are Revenue Growth, Market Cap, Return on Equity. A P/E of 79.6x leaves little room for execution misses. Debt-to-equity of 1.50 is elevated, increasing financial risk.

Bear Case : NXDT

The primary concerns for NXDT are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

AAT profiles as a value stock while NXDT is a turnaround play — different risk/reward profiles.

AAT carries more volatility with a beta of 0.98 — expect wider price swings.

AAT is growing revenue faster at 2.4% — sustainability is the question.

AAT generates stronger free cash flow (24M), providing more financial flexibility.

Bottom Line

AAT scores higher overall (41/100 vs 36/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American Assets Trust Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

American Assets Trust, Inc. is a self-managed, vertically integrated, full-service real estate investment trust, or REIT, based in San Diego, California.

NexPoint Strategic Opportunities Fund

REAL ESTATE · REIT - DIVERSIFIED · USA

NexPoint Strategic Opportunities Fund (NXDT) is a closed-end management investment company focused on delivering total returns through a strategic blend of capital appreciation and income generation. With a diversified portfolio heavily weighted towards real estate and real estate-related assets, the fund primarily targets multifamily housing and high-growth commercial properties. Backed by a seasoned management team that employs a disciplined investment approach, NXDT seeks to identify unique opportunities while adeptly managing risk, making it an appealing choice for institutional investors looking to enhance diversification in a dynamic real estate market.

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