WallStSmart

NexPoint Strategic Opportunities Fund (NXDT)vsW P Carey Inc (WPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W P Carey Inc generates 2209% more annual revenue ($1.82B vs $78.83M). WPC leads profitability with a 35.8% profit margin vs -143.5%. WPC earns a higher WallStSmart Score of 74/100 (B).

NXDT

Hold

36

out of 100

Grade: F

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

WPC

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 7.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NXDT.

WPCUndervalued (+52.3%)

Margin of Safety

+52.3%

Fair Value

$151.58

Current Price

$70.00

$81.58 discount

UndervaluedFair: $151.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Reasonable price relative to book value

WPC5 strengths · Avg: 9.2/10
Profit MarginProfitability
35.8%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
59.3%10/10

Strong operational efficiency at 59.3%

EPS GrowthGrowth
256.5%10/10

Earnings expanding 256.5% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

Areas to Watch

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

WPC4 concerns · Avg: 3.3/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Debt/EquityHealth
1.033/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NXDT

The strongest argument for NXDT centers on Price/Book.

Bull Case : WPC

The strongest argument for WPC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 35.8% and operating margin at 59.3%. Revenue growth of 18.4% demonstrates continued momentum.

Bear Case : NXDT

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

Bear Case : WPC

The primary concerns for WPC are P/E Ratio, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

NXDT profiles as a turnaround stock while WPC is a growth play — different risk/reward profiles.

NXDT carries more volatility with a beta of 0.88 — expect wider price swings.

WPC is growing revenue faster at 18.4% — sustainability is the question.

WPC generates stronger free cash flow (299M), providing more financial flexibility.

Bottom Line

WPC scores higher overall (74/100 vs 36/100), backed by strong 35.8% margins and 18.4% revenue growth. Both earn "Strong Buy" 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.

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.

W P Carey Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.

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