NREF

BuySecond WindFLAG

NexPoint Real Estate Finance, Inc. · Real Estate · United States · $364M · Avg Vol: $932K/d

Second Wind: Cheap and rising again, but the business does not yet earn the optimism.

68
StockRank
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Quality
47
Value
52
Momentum
63
P/E (TTM)
7.0x
peers 23.5x
ROE
14.9%
peers 4.6%
D/E
5.2x
peers 1.1x
Dividend %
12.3%
trailing yield
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. NexPoint Real Estate Finance, Inc.: fails the quant gate on quality (Q47/V50/M63; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT NEXPOINT REAL ESTATE FINANCE, INC.

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NexPoint Real Estate Finance, Inc. operates as a commercial mortgage real estate investment trust in the United States.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue13.5M1.4M29.2M175.5M135.0%151.3M234.1M245.9M18.4%
EPS0.220.601.024.28169.0%2.344.034.09-2.2%
Shares17.1M17.2M17.5M18.6M+8.7%18.8M———
Debt7.3B6.3B4.6B4.2B-16.7%4.5B———
Equity384.0M355.9M482.2M749.5M25.0%————
Op CF65.8M31.6M29.3M22.9M-29.6%6.9M———
Inv CF950.6M741.3M956.5M321.5M—————
Fin CF-1.0B-721.2M-1.1B-424.3M—————
Loading 1Y...
PRICE (1Y)-6.6%
15.7616.2716.7817.2817.7913 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$15.76
RSI (14)
28.3
52-Week Range-11.9% from high
Low $10.84High $17.89

SCORE BREAKDOWN

Quality
47
ROIC (ROA)
2.1%*23.4
ROE
14.9%86.6
GP/Assets
2.8%16.1
Op. Margin
63.3%82.4
FCF/Assets
—N/A
Piotroski
571.8
Int. Cover
—92.3
D/E Ratio
5.19x2.6
Current Ratio
16.11x97.6
Value
52
P/E (TTM)
7.0x83.0
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
0.8x54.9
P/S
2.5x63.3
Div Yield
12.3%91.6
Momentum
63
52W High %
88%71.2
RS 6M
8%86.7
SMA 50/200
1.15x94.6
EPS Rev 4W
0.0%50.5
EPS Rev 12W
—N/A
EPS Improve
-25%23.0
Q Growth
-15%29.2

FUNDAMENTALS

Market Cap
$364M
P/E (Forward)
9.3x
Gross Margin
99.2%

SECTOR PEERS

Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of NREF are excluded.

TickerCompanyMkt CapStockRankSignal
NREFNexPoint Real Estate Finance, Inc.(you)$364M68Buy
REFIChicago Atlantic Real Estate Finance, Inc.$274M66Buy
ADAMAdamas Trust, Inc.$758M72Buy
EFCEllington Financial Inc.$1.6B62Hold
ARIApollo Commercial Real Estate Finance, Inc.$805M48Hold
MFAMFA Financial, Inc.$841M45Hold
AOMRAngel Oak Mortgage REIT, Inc.$189M41Hold
CHMICherry Hill Mortgage Investment Corporation$103M53Hold
KREFKKR Real Estate Finance Trust Inc.$355M28Sell
TRTXTPG RE Finance Trust, Inc.$524M30Sell

Peer medians: ROE 4.6% · P/E 23.5x · Gross margin 66.9%

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NexPoint Real Estate Finance, Inc. (NREF): Stock Score Summary

NexPoint Real Estate Finance, Inc. (NREF) has a MoatMap StockRank of 68/100 based on Quality (47/100), Value (52/100), and Momentum (63/100) factor scores. The current signal is BUY. Insufficient evidence for a screen-pass. NexPoint Real Estate Finance, Inc.: fails the quant gate on quality (Q47/V50/M63; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

NexPoint Real Estate Finance, Inc. operates as a commercial mortgage real estate investment trust in the United States.

Key Financial Metrics

Price$15.76
Market Cap$364M
P/E (TTM)6.95
P/E (Forward)9.30
Price/Book0.81
Return on Equity14.9%
Debt/Equity5.19x
Gross Margin99.2%
Operating Margin63.3%
Revenue Growth-13.7%
Dividend Yield12.3%

NexPoint Real Estate Finance, Inc. operates in the REIT - Mortgage industry, part of the Real Estate sector (United States).

Frequently Asked Questions

What is NexPoint Real Estate Finance, Inc.’s (NREF) StockRank?
MoatMap’s StockRank for NexPoint Real Estate Finance, Inc. (NREF) is 68/100, with a Buy signal. It is a composite of Quality (47), Value (52), and Momentum (63) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does NexPoint Real Estate Finance, Inc. have an economic moat?
NexPoint Real Estate Finance, Inc. (NREF) has a Quality factor score of 47/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is NexPoint Real Estate Finance, Inc. a buy, hold, or sell?
MoatMap’s current signal for NexPoint Real Estate Finance, Inc. (NREF) is Buy, based on a StockRank of 68/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is NexPoint Real Estate Finance, Inc. in?
NexPoint Real Estate Finance, Inc. (NREF) operates in the Real Estate sector, specifically the REIT - Mortgage industry (United States).