NexPoint Strategic Opportunities Fund (NXDT)vsW P Carey Inc (WPC)
NXDT
NexPoint Strategic Opportunities Fund
$5.23
-0.57%
REAL ESTATE · Cap: $266.38M
WPC
W P Carey Inc
$74.49
+0.69%
REAL ESTATE · Cap: $17.09B
Smart Verdict
WallStSmart Research — data-driven comparison
W P Carey Inc generates 2110% more annual revenue ($1.74B vs $78.83M). WPC leads profitability with a 29.7% profit margin vs -143.5%. WPC earns a higher WallStSmart Score of 69/100 (B-).
NXDT
Hold36
out of 100
Grade: F
WPC
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXDT.
Margin of Safety
+51.9%
Fair Value
$150.12
Current Price
$74.49
$75.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 54.8%
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -15.1% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NXDT
The strongest argument for NXDT centers on Price/Book.
Bull Case : WPC
The strongest argument for WPC centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 29.7% and operating margin at 54.8%. PEG of 1.47 suggests the stock is reasonably priced for its growth.
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 mature 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 8.9% — sustainability is the question.
WPC generates stronger free cash flow (250M), providing more financial flexibility.
Bottom Line
WPC scores higher overall (69/100 vs 36/100), backed by strong 29.7% margins. 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 capital appreciation and income generation. The fund specializes in a diversified portfolio that targets real estate and real estate-related assets, with particular emphasis on multifamily housing and high-potential commercial properties. With a seasoned management team employing a disciplined investment strategy, NXDT aims to identify unique market opportunities while managing risk effectively, making it an attractive option for institutional investors seeking to enhance portfolio diversification and leverage the evolving landscape of the 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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