NXRT vs. EQR
Compare and contrast key facts about NexPoint Residential Trust, Inc. (NXRT) and Equity Residential (EQR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NXRT or EQR.
Correlation
The correlation between NXRT and EQR is 0.46, 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
NXRT vs. EQR - Performance Comparison
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Key characteristics
NXRT:
0.24
EQR:
0.48
NXRT:
0.60
EQR:
0.78
NXRT:
1.08
EQR:
1.10
NXRT:
0.14
EQR:
0.39
NXRT:
0.71
EQR:
1.63
NXRT:
11.79%
EQR:
6.30%
NXRT:
27.81%
EQR:
22.68%
NXRT:
-70.30%
EQR:
-67.40%
NXRT:
-55.67%
EQR:
-13.39%
Fundamentals
NXRT:
$1.90B
EQR:
$28.02B
NXRT:
-$1.25
EQR:
$2.62
NXRT:
-36.54
EQR:
16.42
NXRT:
7.44
EQR:
9.31
NXRT:
2.46
EQR:
2.46
NXRT:
$255.34M
EQR:
$3.00B
NXRT:
$97.40M
EQR:
$1.67B
NXRT:
$134.16M
EQR:
$1.97B
Returns By Period
In the year-to-date period, NXRT achieves a -10.14% return, which is significantly lower than EQR's 1.66% return. Over the past 10 years, NXRT has outperformed EQR with an annualized return of 13.95%, while EQR has yielded a comparatively lower 4.78% annualized return.
NXRT
-10.14%
1.45%
-16.68%
6.28%
6.74%
13.95%
EQR
1.66%
4.87%
-0.87%
10.70%
8.47%
4.78%
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Risk-Adjusted Performance
NXRT vs. EQR — Risk-Adjusted Performance Rank
NXRT
EQR
NXRT vs. EQR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NexPoint Residential Trust, Inc. (NXRT) and Equity Residential (EQR). 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
NXRT vs. EQR - Dividend Comparison
NXRT's dividend yield for the trailing twelve months is around 5.25%, more than EQR's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXRT NexPoint Residential Trust, Inc. | 5.25% | 4.54% | 5.00% | 3.58% | 1.67% | 3.03% | 2.53% | 2.92% | 3.26% | 3.75% | 4.72% | 0.00% |
EQR Equity Residential | 3.80% | 2.82% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% |
Drawdowns
NXRT vs. EQR - Drawdown Comparison
The maximum NXRT drawdown since its inception was -70.30%, roughly equal to the maximum EQR drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for NXRT and EQR. For additional features, visit the drawdowns tool.
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Volatility
NXRT vs. EQR - Volatility Comparison
NexPoint Residential Trust, Inc. (NXRT) has a higher volatility of 7.56% compared to Equity Residential (EQR) at 5.65%. This indicates that NXRT's price experiences larger fluctuations and is considered to be riskier than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NXRT vs. EQR - Financials Comparison
This section allows you to compare key financial metrics between NexPoint Residential Trust, Inc. and Equity Residential. 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
NXRT vs. EQR - Profitability Comparison
NXRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NexPoint Residential Trust, Inc. reported a gross profit of 13.88M and revenue of 63.22M. Therefore, the gross margin over that period was 22.0%.
EQR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equity Residential reported a gross profit of 469.27M and revenue of 760.81M. Therefore, the gross margin over that period was 61.7%.
NXRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NexPoint Residential Trust, Inc. reported an operating income of 7.42M and revenue of 63.22M, resulting in an operating margin of 11.7%.
EQR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equity Residential reported an operating income of 194.27M and revenue of 760.81M, resulting in an operating margin of 25.5%.
NXRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NexPoint Residential Trust, Inc. reported a net income of -6.90M and revenue of 63.22M, resulting in a net margin of -10.9%.
EQR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equity Residential reported a net income of 256.59M and revenue of 760.81M, resulting in a net margin of 33.7%.