NXDT
Price
$5.80
Change
-$0.16 (-2.68%)
Updated
Nov 12, 03:27 PM (EDT)
SAR
Price
$24.93
Change
-$0.16 (-0.64%)
Updated
Nov 12, 03:35 PM (EDT)
57 days until earnings call
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NXDT vs SAR

Header iconNXDT vs SAR Comparison
Open Charts NXDT vs SARBanner chart's image
NexPoint Diversified Real Estate Trust
Price$5.80
Change-$0.16 (-2.68%)
Volume$200
CapitalizationN/A
SARATOGA INVESTMENT
Price$24.93
Change-$0.16 (-0.64%)
Volume$100
CapitalizationN/A
NXDT vs SAR Comparison Chart
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NXDT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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VS
NXDT vs. SAR commentary
Nov 12, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NXDT is a StrongBuy and SAR is a Buy.

COMPARISON
Comparison
Nov 12, 2024
Stock price -- (NXDT: $5.96 vs. SAR: $25.09)
Brand notoriety: NXDT and SAR are both not notable
NXDT represents the Real Estate Investment Trusts, while SAR is part of the Investment Managers industry
Current volume relative to the 65-day Moving Average: NXDT: 97% vs. SAR: 188%
Market capitalization -- NXDT: $254.49M vs. SAR: $316.76M
NXDT [@Real Estate Investment Trusts] is valued at $254.49M. SAR’s [@Investment Managers] market capitalization is $316.76M. The market cap for tickers in the [@Real Estate Investment Trusts] industry ranges from $243.79B to $0. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Real Estate Investment Trusts] industry is $5.37B. The average market capitalization across the [@Investment Managers] industry is $5.91B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

NXDT’s FA Score shows that 2 FA rating(s) are green whileSAR’s FA Score has 2 green FA rating(s).

  • NXDT’s FA Score: 2 green, 3 red.
  • SAR’s FA Score: 2 green, 3 red.
According to our system of comparison, SAR is a better buy in the long-term than NXDT.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

NXDT’s TA Score shows that 6 TA indicator(s) are bullish while SAR’s TA Score has 5 bullish TA indicator(s).

  • NXDT’s TA Score: 6 bullish, 5 bearish.
  • SAR’s TA Score: 5 bullish, 4 bearish.
According to our system of comparison, SAR is a better buy in the short-term than NXDT.

Price Growth

NXDT (@Real Estate Investment Trusts) experienced а +5.49% price change this week, while SAR (@Investment Managers) price change was +7.87% for the same time period.

The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was +0.38%. For the same industry, the average monthly price growth was -0.93%, and the average quarterly price growth was +7.33%.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.67%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +6.64%.

Reported Earning Dates

NXDT is expected to report earnings on Mar 31, 2023.

SAR is expected to report earnings on Jan 08, 2025.

Industries' Descriptions

@Real Estate Investment Trusts (+0.38% weekly)

A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.

@Investment Managers (+2.67% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SAR($317M) has a higher market cap than NXDT($254M). SAR has higher P/E ratio than NXDT: SAR (12.23) vs NXDT (9.25). SAR YTD gains are higher at: 6.482 vs. NXDT (-19.167). NXDT has less debt than SAR: NXDT (197M) vs SAR (794M). SAR has higher revenues than NXDT: SAR (34.6M) vs NXDT (-75.27M).
NXDTSARNXDT / SAR
Capitalization254M317M80%
EBITDAN/AN/A-
Gain YTD-19.1676.482-296%
P/E Ratio9.2512.2376%
Revenue-75.27M34.6M-218%
Total Cash165KN/A-
Total Debt197M794M25%
FUNDAMENTALS RATINGS
NXDT vs SAR: Fundamental Ratings
NXDT
SAR
OUTLOOK RATING
1..100
877
VALUATION
overvalued / fair valued / undervalued
1..100
8
Undervalued
4
Undervalued
PROFIT vs RISK RATING
1..100
10046
SMR RATING
1..100
9240
PRICE GROWTH RATING
1..100
5449
P/E GROWTH RATING
1..100
417
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

SAR's Valuation (4) in the null industry is in the same range as NXDT (8). This means that SAR’s stock grew similarly to NXDT’s over the last 12 months.

SAR's Profit vs Risk Rating (46) in the null industry is somewhat better than the same rating for NXDT (100). This means that SAR’s stock grew somewhat faster than NXDT’s over the last 12 months.

SAR's SMR Rating (40) in the null industry is somewhat better than the same rating for NXDT (92). This means that SAR’s stock grew somewhat faster than NXDT’s over the last 12 months.

SAR's Price Growth Rating (49) in the null industry is in the same range as NXDT (54). This means that SAR’s stock grew similarly to NXDT’s over the last 12 months.

NXDT's P/E Growth Rating (4) in the null industry is in the same range as SAR (17). This means that NXDT’s stock grew similarly to SAR’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NXDTSAR
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
Bearish Trend 2 days ago
36%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
48%
Momentum
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
51%
MACD
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
46%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
54%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
55%
Advances
ODDS (%)
Bullish Trend 7 days ago
66%
Bullish Trend 2 days ago
56%
Declines
ODDS (%)
Bearish Trend 19 days ago
67%
Bearish Trend 12 days ago
44%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
47%
Aroon
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
58%
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NXDT
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
SAR
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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NXDT and

Correlation & Price change

A.I.dvisor indicates that over the last year, NXDT has been loosely correlated with BN. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if NXDT jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NXDT
1D Price
Change %
NXDT100%
-1.81%
BN - NXDT
62%
Loosely correlated
+2.94%
GMRE - NXDT
60%
Loosely correlated
-0.78%
BCSF - NXDT
59%
Loosely correlated
-0.47%
ONL - NXDT
59%
Loosely correlated
-1.47%
AAT - NXDT
59%
Loosely correlated
+0.29%
More

SAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, SAR has been loosely correlated with NEWT. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if SAR jumps, then NEWT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SAR
1D Price
Change %
SAR100%
+1.01%
NEWT - SAR
46%
Loosely correlated
+9.69%
NXDT - SAR
39%
Loosely correlated
-1.81%
BK - SAR
37%
Loosely correlated
+2.10%
SLRC - SAR
36%
Loosely correlated
-0.31%
GLAD - SAR
36%
Loosely correlated
+1.47%
More