COMP <GO>
NXDT vs JPM // ENTERPRISE SCALE & MARKET CAP
NexPoint Diversified Real Estate Trust (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: NXDT 2
— JPM 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $4.10 (+3.54%) • MKT CAP: $217.7M
market-cap
$217.7M
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
market-cap
$905.33B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NXDT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NXDT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 17.72% | -17.92 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.00% | -9.41% | +13.41 | NXDT | /fcf-yield <GO> |
| Operating Margin | -1.60% | 41.98% | -43.58 | JPM | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 32.48% | -92.48 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 13.23% | -9.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.63% | 1.95% | +0.68 | NXDT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 3/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.9 | 53.6 | -18.70 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $217.7M | $905.33B | -$905.11B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NXDT REV | JPM REV | NXDT GROSS % | JPM GROSS % | NXDT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $86.0M | $182.45B | — | — | $9.2M | -$147.78B |
| FY 2024 | $83.2M | $177.56B | — | — | -$11.7M | -$42.01B |
| FY 2023 | $63.3M | $158.10B | — | — | -$24.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NXDT // BETA —
JPM // BETA 1.00