Highlights
- Market Cap
- $656.92M
- Enterprise Value
- $5.34B
- EPS (TTM)
- $2.43
- PE Ratio
- 5.55
- PEG Ratio
- 0.05
- Total Revenue (TTM)
- $137.38M
- Gross Profit (TTM)
- $128.63M
- EBITDA (TTM)
- $171.37M
- Year Range
- $12.14 - $16.06
- Target Price
- $15.00
- ROA (TTM)
- 2.01%
- ROE (TTM)
- 14.22%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NexPoint Real Estate Finance, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
NexPoint Real Estate Finance, Inc. (NREF) has returned -0.84% so far this year and 0.85% over the past 12 months.
NexPoint Real Estate Finance, Inc.
- 1D
- 0.67%
- 1M
- -3.77%
- YTD
- -0.84%
- 6M
- 1.86%
- 1Y
- 0.85%
- 3Y*
- 9.52%
- 5Y*
- 5.49%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 7, 2020, NREF's average daily return is +0.07%, while the average monthly return is +1.28%. At this rate, your investment would double in approximately 4.5 years.
Historically, 51% of months were positive and 49% were negative. The best month was May 2020 with a return of +42.5%, while the worst month was Mar 2020 at -46.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, NREF closed higher 51% of trading days. The best single day was Mar 27, 2020 with a return of +33.9%, while the worst single day was Mar 18, 2020 at -28.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.90% | -1.76% | -3.77% | -0.84% | |||||||||
| 2025 | -1.78% | 6.75% | -4.08% | -4.32% | 0.96% | -3.58% | 0.07% | 8.70% | -2.28% | -8.04% | 11.04% | 0.60% | 2.28% |
| 2024 | -7.49% | -3.64% | 5.89% | -9.75% | 9.72% | 0.03% | 5.17% | 15.25% | -3.08% | -3.20% | 17.45% | -9.10% | 13.51% |
| 2023 | 19.89% | -5.25% | -9.46% | -11.17% | -4.53% | 22.44% | 9.75% | -0.12% | -0.29% | -9.35% | 10.38% | 0.47% | 17.36% |
| 2022 | 4.16% | 4.79% | 10.02% | 3.89% | 4.05% | -14.95% | 4.09% | -2.75% | -25.18% | 17.29% | 7.40% | -13.51% | -8.90% |
| 2021 | -1.57% | 14.39% | 2.51% | 11.19% | -3.05% | 6.64% | -6.65% | 10.00% | -7.14% | 6.42% | 1.30% | -6.29% | 27.81% |
Benchmark Metrics
NexPoint Real Estate Finance, Inc. has an annualized alpha of 10.55%, beta of 0.57, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since February 10, 2020.
- This stock participated in 131.84% of S&P 500 Index downside but only 122.30% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.57 may look defensive, but with R² of 0.07 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R² of 0.07 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 10.55%
- Beta
- 0.57
- R²
- 0.07
- Upside Capture
- 122.30%
- Downside Capture
- 131.84%
Return for Risk
Risk / Return Rank
NREF ranks 39 for risk / return — below 39% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for NexPoint Real Estate Finance, Inc. (NREF) and compare them to a chosen benchmark (S&P 500 Index).
| NREF | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 0.90 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.39 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.40 | -1.31 |
Martin ratioReturn relative to average drawdown | 0.23 | 6.61 | -6.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore NREF risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
NexPoint Real Estate Finance, Inc. provided a 14.85% dividend yield over the last twelve months, with an annual payout of $2.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $2.00 | $2.00 | $2.00 | $2.74 | $2.00 | $1.90 | $1.42 |
Dividend yield | 14.85% | 14.20% | 12.75% | 17.40% | 12.59% | 9.87% | 8.59% |
Monthly Dividends
The table displays the monthly dividend distributions for NexPoint Real Estate Finance, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.50 | $0.50 | |||||||||
| 2025 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $2.00 |
| 2024 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $2.00 |
| 2023 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.69 | $2.74 |
| 2022 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $2.00 |
| 2021 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $1.90 |
Dividend Yield & Payout
Dividend Yield
NexPoint Real Estate Finance, Inc. has a dividend yield of 14.85%, which means its dividend payment is significantly above the market average.
Payout Ratio
NexPoint Real Estate Finance, Inc. has a payout ratio of 54.10%, which is quite average when compared to the overall market. This suggests that NexPoint Real Estate Finance, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the NexPoint Real Estate Finance, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the NexPoint Real Estate Finance, Inc. was 66.09%, occurring on Mar 24, 2020. Recovery took 175 trading sessions.
The current NexPoint Real Estate Finance, Inc. drawdown is 10.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.09% | Feb 24, 2020 | 22 | Mar 24, 2020 | 175 | Dec 1, 2020 | 197 |
| -44.78% | May 18, 2022 | 235 | Apr 25, 2023 | — | — | — |
| -17.33% | Dec 7, 2020 | 17 | Dec 30, 2020 | 34 | Feb 19, 2021 | 51 |
| -16.88% | Aug 16, 2021 | 89 | Dec 20, 2021 | 56 | Mar 11, 2022 | 145 |
| -9.08% | Jun 14, 2021 | 28 | Jul 22, 2021 | 10 | Aug 5, 2021 | 38 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of NexPoint Real Estate Finance, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how NexPoint Real Estate Finance, Inc. is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for NREF, comparing it with other companies in the REIT - Mortgage industry. Currently, NREF has a P/E ratio of 5.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for NREF compared to other companies in the REIT - Mortgage industry. NREF currently has a PEG ratio of 0.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for NREF relative to other companies in the REIT - Mortgage industry. Currently, NREF has a P/S ratio of 4.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for NREF in comparison with other companies in the REIT - Mortgage industry. Currently, NREF has a P/B value of 1.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |