Correlation
The correlation between NREF and O is 0.43, 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.
NREF vs. O
Compare and contrast key facts about NexPoint Real Estate Finance, Inc. (NREF) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NREF or O.
Performance
NREF vs. O - Performance Comparison
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Key characteristics
NREF:
0.64
O:
0.86
NREF:
1.13
O:
1.30
NREF:
1.14
O:
1.16
NREF:
0.70
O:
0.64
NREF:
2.42
O:
1.69
NREF:
9.00%
O:
9.51%
NREF:
32.53%
O:
18.39%
NREF:
-66.09%
O:
-48.45%
NREF:
-14.13%
O:
-12.20%
Fundamentals
NREF:
$337.65M
O:
$51.13B
NREF:
$2.54
O:
$1.10
NREF:
5.82
O:
51.47
NREF:
3.04
O:
9.46
NREF:
0.77
O:
1.31
NREF:
$143.71M
O:
$5.39B
NREF:
$91.13M
O:
$5.00B
NREF:
$56.43M
O:
$4.29B
Returns By Period
In the year-to-date period, NREF achieves a -2.85% return, which is significantly lower than O's 8.56% return.
NREF
-2.85%
3.29%
-11.70%
17.97%
-3.16%
10.41%
N/A
O
8.56%
-0.96%
0.62%
12.83%
-1.05%
6.80%
7.61%
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Risk-Adjusted Performance
NREF vs. O — Risk-Adjusted Performance Rank
NREF
O
NREF vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NexPoint Real Estate Finance, Inc. (NREF) and Realty Income Corporation (O). 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.
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Dividends
NREF vs. O - Dividend Comparison
NREF's dividend yield for the trailing twelve months is around 13.54%, more than O's 5.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NREF NexPoint Real Estate Finance, Inc. | 13.54% | 12.75% | 17.40% | 12.59% | 9.87% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.61% | 5.37% | 5.33% | 4.68% | 3.97% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
NREF vs. O - Drawdown Comparison
The maximum NREF drawdown since its inception was -66.09%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for NREF and O.
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Volatility
NREF vs. O - Volatility Comparison
NexPoint Real Estate Finance, Inc. (NREF) has a higher volatility of 7.12% compared to Realty Income Corporation (O) at 4.33%. This indicates that NREF's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NREF vs. O - Financials Comparison
This section allows you to compare key financial metrics between NexPoint Real Estate Finance, Inc. and Realty Income Corporation. 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