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NREF vs WELL

NREF
NexPoint Real Estate Finance, Inc.
NEUTRAL
Price
$14.42
Market Cap
$329.8M
Sector
Real Estate
AI Confidence
80%
WELL
Welltower Inc.
NEUTRAL
Price
$199.96
Market Cap
$139.52B
Sector
Real Estate
AI Confidence
90%

Valuation

P/E Ratio
NREF
5.06
WELL
140.82
Forward P/E
NREF
8.09
WELL
60.78
P/B Ratio
NREF
0.69
WELL
3.31
P/S Ratio
NREF
2.1
WELL
12.87
EV/EBITDA
NREF
--
WELL
58.31

Profitability

Gross Margin
NREF
99.12%
WELL
40.22%
Operating Margin
NREF
74.06%
WELL
-28.2%
Profit Margin
NREF
66.82%
WELL
8.64%
ROE
NREF
17.55%
WELL
2.54%
ROA
NREF
2.29%
WELL
0.56%

Growth

Revenue Growth
NREF
23.6%
WELL
41.3%
Earnings Growth
NREF
90.5%
WELL
-26.3%

Financial Health

Debt/Equity
NREF
5.36
WELL
0.49
Current Ratio
NREF
8.28
WELL
1.7
Quick Ratio
NREF
8.28
WELL
1.14

Dividends

Dividend Yield
NREF
13.95%
WELL
1.5%
Payout Ratio
NREF
70.18%
WELL
198.59%

AI Verdict

NREF NEUTRAL

NREF presents a classic 'value trap' profile, characterized by a weak Piotroski F-Score of 3/9 and a bearish technical trend (0/100) despite extreme valuation discounts. While the stock trades significantly below its Graham Number ($36.59) and Intrinsic Value ($84.08), the high Debt/Equity ratio of 5.36 and deteriorating financial health scores suggest significant underlying risk. The high dividend yield of 13.95% is attractive, but the contradiction between reported YoY earnings growth (90.5%) and actual YoY EPS growth (-42.2%) indicates volatility and potential accounting complexities. Overall, the deep value is offset by poor fundamental health and negative market momentum.

Strengths
Extreme valuation discount (P/E 5.06, P/B 0.69)
High dividend yield of 13.95% with a sustainable payout ratio (70.18%)
Strong liquidity indicated by a Current Ratio of 8.28
Risks
Weak financial health as evidenced by Piotroski F-Score of 3/9
High leverage with a Debt/Equity ratio of 5.36
Bearish technical trend (0/100) suggesting strong selling pressure
WELL NEUTRAL

WELL shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 41.3%
Low debt with D/E ratio of 0.49
Risks
High valuation with P/E of 140.8
Premium vs Graham Number ($43.96)
Weak ROE of 2.5%

Compare Another Pair

NREF vs WELL: Head-to-Head Comparison

This page compares NexPoint Real Estate Finance, Inc. (NREF) and Welltower Inc. (WELL) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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