EQR vs. NXRT
Compare and contrast key facts about Equity Residential (EQR) and NexPoint Residential Trust, Inc. (NXRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQR or NXRT.
Key characteristics
| EQR | NXRT | |
|---|---|---|
| YTD Return | 25.66% | 38.77% |
| 1Y Return | 37.63% | 56.01% |
| 3Y Return (Ann) | -1.04% | -12.85% |
| 5Y Return (Ann) | 0.82% | 2.67% |
| Sharpe Ratio | 2.19 | 2.32 |
| Sortino Ratio | 3.04 | 3.14 |
| Omega Ratio | 1.37 | 1.38 |
| Calmar Ratio | 1.18 | 0.99 |
| Martin Ratio | 14.50 | 8.36 |
| Ulcer Index | 2.99% | 8.10% |
| Daily Std Dev | 19.76% | 29.24% |
| Max Drawdown | -67.40% | -70.30% |
| Current Drawdown | -11.39% | -46.23% |
Fundamentals
| EQR | NXRT | |
|---|---|---|
| Market Cap | $28.57B | $2.36B |
| EPS | $2.37 | $1.77 |
| PE Ratio | 30.82 | 25.92 |
| PEG Ratio | 7.77 | -36.54 |
| Total Revenue (TTM) | $2.19B | $264.80M |
| Gross Profit (TTM) | -$466.77M | $95.56M |
| EBITDA (TTM) | $1.35B | $160.08M |
Correlation
The correlation between EQR and NXRT is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EQR vs. NXRT - Performance Comparison
In the year-to-date period, EQR achieves a 25.66% return, which is significantly lower than NXRT's 38.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EQR vs. NXRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and NexPoint Residential Trust, Inc. (NXRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EQR vs. NXRT - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 3.60%, less than NXRT's 4.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 3.60% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% | 3.57% |
NXRT NexPoint Residential Trust, Inc. | 4.02% | 5.00% | 3.58% | 1.67% | 3.03% | 2.53% | 2.92% | 3.26% | 3.75% | 4.72% | 0.00% | 0.00% |
Drawdowns
EQR vs. NXRT - Drawdown Comparison
The maximum EQR drawdown since its inception was -67.40%, roughly equal to the maximum NXRT drawdown of -70.30%. Use the drawdown chart below to compare losses from any high point for EQR and NXRT. For additional features, visit the drawdowns tool.
Volatility
EQR vs. NXRT - Volatility Comparison
Equity Residential (EQR) and NexPoint Residential Trust, Inc. (NXRT) have volatilities of 8.24% and 8.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EQR vs. NXRT - Financials Comparison
This section allows you to compare key financial metrics between Equity Residential and NexPoint Residential Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities