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v0.1
NREF$15.52-0.58%
Fair $15.52+0.0%

NREF

NexPoint Real Estate Finance, Inc.

Real Estate / REIT - MortgageNYSE

$15.52

-0.09 (-0.58%)

Fairly Valued+0.0%Fair Value $15.52Fund rank 26/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 20.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 1unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 5.61, above the 2.0 threshold
Thesis & Journal · NREFLocal privado en este navegador · NexPoint Real Estate Finance, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$357M

P/E

6.0x

↓

EV/EBITDA

N/A

•

ROE

14.0%

↑

Gross Margin

N/A

•

Debt/Equity

5.61

↑
52-Week Range$16
$12$16

TradingView lightweight chart

NREF price, volumen y niveles de valoración

Último $15.52Periodo -17.4%
Fair value: $15.52

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

13.1%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $175.5M · net income $105.1M · FCF $22.9M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

59.9%— pts

FCF margin

13.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$175.5M$175.5M$29.2M$1.4M$13.5M——
Net Income$105.1M$105.1M$29.2M$14.0M$6.7M$83.5M$34.2M
EPS——1.020.600.223.931.74
Net Margin59.9%59.9%100.0%991.8%49.9%——
Balance Sheet
Debt/Equity5.615.619.5017.5718.92—8.10
Current Ratio9.599.59—————
Cash Flow
Free Cash Flow$22.9M$22.9M$29.3M$31.6M$65.8M——
Returns
ROE14.0%14.0%6.1%3.9%1.8%—26.6%
Valuation
P/E6.046.0415.5226.2376.05——
P/B0.380.380.570.760.64——
Growth & Yield
Revenue Growth500.8%500.8%1972.5%-89.6%———
EPS Growth——70.0%172.7%—125.9%—
Dividend Yield12.8%12.8%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +17.9%

Total return

+17.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.02 → n/d

Residual

+5.1%

EPS growthn/d
Multiple reratingn/d
Dividend+12.8%
Residual / FX / buybacks / cross-term+5.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.