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.
Key characteristics
| NXRT | EQR | |
|---|---|---|
| YTD Return | 38.34% | 22.98% |
| 1Y Return | 67.22% | 40.32% |
| 3Y Return (Ann) | -12.95% | -1.75% |
| 5Y Return (Ann) | 2.80% | 0.55% |
| Sharpe Ratio | 2.05 | 2.00 |
| Sortino Ratio | 2.83 | 2.81 |
| Omega Ratio | 1.34 | 1.34 |
| Calmar Ratio | 0.89 | 1.03 |
| Martin Ratio | 7.48 | 13.21 |
| Ulcer Index | 8.10% | 2.98% |
| Daily Std Dev | 29.55% | 19.67% |
| Max Drawdown | -70.30% | -67.40% |
| Current Drawdown | -46.40% | -13.27% |
Fundamentals
| NXRT | EQR | |
|---|---|---|
| Market Cap | $2.36B | $28.57B |
| EPS | $1.77 | $2.37 |
| PE Ratio | 25.92 | 30.82 |
| PEG Ratio | -36.54 | 7.77 |
| Total Revenue (TTM) | $264.80M | $2.19B |
| Gross Profit (TTM) | $95.56M | -$466.77M |
| EBITDA (TTM) | $160.08M | $1.35B |
Correlation
The correlation between NXRT and EQR 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
NXRT vs. EQR - Performance Comparison
In the year-to-date period, NXRT achieves a 38.34% return, which is significantly higher than EQR's 22.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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.
Dividends
NXRT vs. EQR - Dividend Comparison
NXRT's dividend yield for the trailing twelve months is around 4.03%, more than EQR's 3.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXRT NexPoint Residential Trust, Inc. | 4.03% | 5.00% | 3.58% | 1.67% | 3.03% | 2.53% | 2.92% | 3.26% | 3.75% | 4.72% | 0.00% | 0.00% |
EQR Equity Residential | 3.68% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% | 3.57% |
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.
Volatility
NXRT vs. EQR - Volatility Comparison
NexPoint Residential Trust, Inc. (NXRT) has a higher volatility of 8.53% compared to Equity Residential (EQR) at 7.95%. 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.
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