COMP <GO>
NXDT vs AIV // FREE CASH FLOW YIELD
NexPoint Diversified Real Estate Trust (NYSE) VS. Apartment Investment and Management Company (NYSE) • 15-METRIC TALLY: NXDT 3
— AIV 5
▲ FREE CASH FLOW YIELD LEADER: NXDT
LAST: $3.78 (-7.80%) • MKT CAP: $217.7M
fcf-yield
4.00%
LAST: $1.65 (+0.61%) • MKT CAP: $238.2M
fcf-yield
3.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NXDT VS. AIV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NXDT | AIV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 85.00% | -85.20 | AIV | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.00% | 3.40% | +0.60 | NXDT | /fcf-yield <GO> |
| Operating Margin | -1.60% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 68.00% | -128.00 | AIV | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 0.60% | +2.70 | NXDT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.63% | 0.00% | +2.63 | NXDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 4/9 | -1.00 | AIV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.9 | 38.3 | -3.40 | AIV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $217.7M | $238.2M | -$20.5M | AIV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NXDT REV | AIV REV | NXDT GROSS % | AIV GROSS % | NXDT FCF | AIV FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $86.0M | $138.5M | — | — | $9.2M | $8.1M |
| FY 2024 | $83.2M | $137.7M | — | — | -$11.7M | $47.0M |
| FY 2023 | $63.3M | $119.9M | — | — | -$24.3M | $50.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NXDT // BETA —
AIV // BETA —