WallStSmart

NexPoint Strategic Opportunities Fund (NXDT)vsW P Carey Inc (WPC)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

W P Carey Inc generates 2341% more annual revenue ($1.86B vs $76.07M). WPC leads profitability with a 35.0% profit margin vs -88.1%. WPC earns a higher WallStSmart Score of 62/100 (C+).

NXDT

Avoid

32

out of 100

Grade: F

Growth: 3.3Profit: 3.0Value: 5.0Quality: 4.0
Piotroski: 3/9Altman Z: 0.46

WPC

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 7.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NXDT.

WPCUndervalued (+51.9%)

Margin of Safety

+51.9%

Fair Value

$150.30

Current Price

$64.94

$85.36 discount

UndervaluedFair: $150.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NXDT1 strengths · Avg: 10.0/10
Price/BookValuation
0.2x10/10

Reasonable price relative to book value

WPC3 strengths · Avg: 9.3/10
Profit MarginProfitability
35.0%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
57.7%10/10

Strong operational efficiency at 57.7%

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

NXDT4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$180.56M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-15.1%2/10

ROE of -15.1% — below average capital efficiency

WPC4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-4.6%2/10

Earnings declined 4.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : NXDT

The strongest argument for NXDT centers on Price/Book.

Bull Case : WPC

The strongest argument for WPC centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.0% and operating margin at 57.7%. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bear Case : NXDT

The primary concerns for NXDT are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : WPC

The primary concerns for WPC are Return on Equity, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

NXDT profiles as a turnaround stock while WPC is a mature play — different risk/reward profiles.

NXDT carries more volatility with a beta of 0.89 — expect wider price swings.

WPC is growing revenue faster at 8.6% — sustainability is the question.

WPC generates stronger free cash flow (274M), providing more financial flexibility.

Bottom Line

WPC scores higher overall (62/100 vs 32/100), backed by strong 35.0% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

NexPoint Strategic Opportunities Fund

REAL ESTATE · REIT - DIVERSIFIED · USA

NexPoint Strategic Opportunities Fund (NXDT) is a closed-end management investment company that focuses on generating total returns through a well-curated mix of capital appreciation and income generation. The fund boasts a diversified portfolio with significant exposure to real estate and associated assets, primarily targeting multifamily housing and high-growth commercial properties. Guided by a seasoned management team that employs a disciplined investment strategy, NXDT aims to uncover unique investment opportunities while effectively managing associated risks. This approach positions the fund as an attractive option for institutional investors seeking to diversify their investments within the evolving real estate landscape.

W P Carey Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

WP Carey is among the largest net-lease REITs with an enterprise value of approximately $ 18 billion and a diversified portfolio of operationally critical commercial real estate that includes 1,215 net-lease properties covering approximately 142 million square feet as of March 30. September 2020.

Want to dig deeper into these stocks?