WallStSmart

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

VS

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

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

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 6.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NXDT.

WPCUndervalued (+51.9%)

Margin of Safety

+51.9%

Fair Value

$150.12

Current Price

$74.49

$75.63 discount

UndervaluedFair: $150.12Overvalued

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

WPC4 strengths · Avg: 8.8/10
Operating MarginProfitability
54.8%10/10

Strong operational efficiency at 54.8%

Profit MarginProfitability
29.7%9/10

Keeps 30 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
40.2%8/10

Earnings expanding 40.2% YoY

Areas to Watch

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

0.0% earnings growth

Market CapQuality
$266.38M3/10

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
32.8x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Debt/EquityHealth
1.063/10

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 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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