NexPoint Strategic Opportunities Fund (NXDT)vsW P Carey Inc (WPC)
NXDT
NexPoint Strategic Opportunities Fund
$4.70
-0.63%
REAL ESTATE · Cap: $244.65M
WPC
W P Carey Inc
$70.00
-0.93%
REAL ESTATE · Cap: $16.77B
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
Hold36
out of 100
Grade: F
WPC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXDT.
Margin of Safety
+52.3%
Fair Value
$151.58
Current Price
$70.00
$81.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 59.3%
Earnings expanding 256.5% YoY
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -15.1% — below average capital efficiency
Moderate valuation
ROE of 7.5% — 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 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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