NexPoint Strategic Opportunities Fund (NXDT)vsW P Carey Inc (WPC)
NXDT
NexPoint Strategic Opportunities Fund
$4.39
+1.62%
REAL ESTATE · Cap: $209.81M
WPC
W P Carey Inc
$67.44
+0.06%
REAL ESTATE · Cap: $15.18B
Smart Verdict
WallStSmart Research — data-driven comparison
W P Carey Inc generates 1726% more annual revenue ($1.71B vs $93.43M). WPC leads profitability with a 27.3% profit margin vs -104.0%. WPC earns a higher WallStSmart Score of 72/100 (B).
NXDT
Avoid30
out of 100
Grade: F
WPC
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXDT.
Margin of Safety
+26.8%
Fair Value
$98.75
Current Price
$67.44
$31.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 50.9%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -12.6% — below average capital efficiency
Revenue declined 25.4%
Premium valuation, high expectations priced in
2.2% earnings growth
ROE of 5.7% — below average capital efficiency
Negative free cash flow — burning cash
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 27.3% and operating margin at 50.9%. 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, Return on Equity.
Bear Case : WPC
The primary concerns for WPC are P/E Ratio, EPS Growth, Return on 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 0.89 — expect wider price swings.
WPC is growing revenue faster at 8.8% — sustainability is the question.
NXDT generates stronger free cash flow (835,000), providing more financial flexibility.
Bottom Line
WPC scores higher overall (72/100 vs 30/100), backed by strong 27.3% margins. Both earn "Strong Buy" and "Avoid" 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 dedicated to delivering total returns through capital appreciation and income generation. The fund focuses on a diversified portfolio of real estate and real estate-related assets, notably in multifamily housing and commercial properties with significant growth potential. Backed by an experienced management team, NXDT employs a strategic approach to identify and exploit unique market opportunities while maintaining disciplined risk management. This makes NXDT an attractive option for institutional investors seeking to enhance portfolio diversification and capitalize on dynamic real estate markets.
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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