NXDT PEER ANALYSIS

NexPoint Strategic Opportunities Fund — metric-by-metric comparison with peers and the industry median

NXDTNexPoint Strategic Opportunities Fund

🇺🇸 USA · NYSE · Real Estate · REIT - Diversified

Value it Duel

Overall Profile & Returns

· REIT - Diversified

Position Within Industry

0 = weak quartile, 100 = strong quartile

NXDTIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	NXDT	DGGYO	SURGY	KGYO	AHSGY	VKGYO	Ind. Median
P/E	—	—	628.01	—	5.08●	11.72	13.27
P/B	0.39	0.83	1.22	8.66	1.56	0.35●	0.75
EV/EBITDA	—	16.62	45.35	—	4.68	2.99●	14.38
P/S	8.33	10.14	—	5.95	29.35	3.57●	6.34

Financial Health
Metric	NXDT	DGGYO	SURGY	KGYO	AHSGY	VKGYO	Ind. Median
Current Ratio	0.07	0.10	19.26	0.73	38.06●	3.88	1.95
Debt/Equity	39.6%	25.6%	0.0%●	55.3%	0.0%	0.0%●	22.5%
NetDebt/EBITDA	-2.98●	3.87	-0.14	-0.76	-0.37	-1.03	0.88

Profitability
Metric	NXDT	DGGYO	SURGY	KGYO	AHSGY	VKGYO	Ind. Median
Net Margin	-347.3%	-4.9%	—	-36.8%	577.5%●	30.5%	25.5%
ROE	-15.0%	-0.5%	0.2%	-48.3%	40.6%●	3.4%	4.6%
ROA	-10.3%	-0.3%	0.2%	-9.3%	32.6%●	2.8%	2.6%
EBITDA Margin	-277.4%	79.5%	—	-47.4%	581.8%●	89.0%	62.5%

Growth + Dividend
Metric	NXDT	DGGYO	SURGY	KGYO	AHSGY	VKGYO	Ind. Median
Rev. Growth	-9.8%	17.4%	—	412.4%●	283.1%	-59.7%	5.9%
NI Growth	—	—	-98.8%	—	—	-82.3%●	-16.9%
Div. Yield	11.3%●	0.0%	0.0%	0.1%	0.0%	0.0%	0.9%
Payout	-9.7%	0.0%	0.0%	-1.1%	0.0%	0.0%	0.0%

Valuation
Metric	NXDT	OLP	GOOD	CTO	JBGS	SAFE	Ind. Median
P/E	—	22.91	28.43	82.95	—	10.08●	13.27
P/B	0.39●	1.80	3.67	1.21	0.79	0.47	0.75
EV/EBITDA	—	14.38	22.45	9.78●	18.26	17.10	14.38
P/S	8.33	5.59	3.62	4.50	1.79●	2.93	6.34

Financial Health
Metric	NXDT	OLP	GOOD	CTO	JBGS	SAFE	Ind. Median
Current Ratio	0.07	1.43	0.39	7.23	1.11	18.82●	1.95
Debt/Equity	39.6%●	194.2%	515.7%	112.9%	225.5%	189.5%	22.5%
NetDebt/EBITDA	-2.98●	7.33	13.06	4.51	13.35	13.67	0.88

Profitability
Metric	NXDT	OLP	GOOD	CTO	JBGS	SAFE	Ind. Median
Net Margin	-347.3%	25.5%	12.7%	9.1%	-22.2%	29.0%●	25.5%
ROE	-15.0%	8.1%	12.2%●	2.4%	-8.3%	4.8%	4.6%
ROA	-10.3%	2.9%●	1.8%	1.1%	-2.5%	1.6%	2.6%
EBITDA Margin	-277.4%	79.2%	38.6%	85.4%	36.4%	85.4%●	62.5%

Growth + Dividend
Metric	NXDT	OLP	GOOD	CTO	JBGS	SAFE	Ind. Median
Rev. Growth	-9.8%	4.3%	9.6%	17.2%●	-3.3%	6.1%	5.9%
NI Growth	—	-16.9%	-17.5%	—	—	9.2%●	-16.9%
Div. Yield	11.3%●	7.3%	9.7%	7.1%	4.6%	4.5%	0.9%
Payout	-9.7%	120.7%	327.9%	403.5%	-39.3%	44.7%	0.0%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.