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OZ vs NXRT
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
OZ vs NXRT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Development | REIT - Residential |
| Market Cap | $185M | $756M |
| Revenue (TTM) | $7M | $252M |
| Net Income (TTM) | $-37M | $-32M |
| Gross Margin | -73.7% | 91.1% |
| Operating Margin | -201.6% | 11.5% |
| Total Debt | $181M | $1.56B |
| Cash & Equiv. | $25M | $14M |
OZ vs NXRT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Belpointe PREP, LLC (OZ) | 100 | 50.7 | -49.3% |
| NexPoint Residentia… (NXRT) | 100 | 93.2 | -6.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OZ vs NXRT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OZ is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.31
- Rev growth 18.7%, EPS growth -62.6%, 3Y rev CAGR 39.0%
- Lower volatility, beta 0.31, Low D/E 59.5%, current ratio 0.70x
NXRT carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 211.1% 10Y total return vs OZ's -49.2%
- -12.7% margin vs OZ's -5.1%
- 7.1% yield; 12-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% FFO/revenue growth vs NXRT's -3.2% | |
| Quality / Margins | -12.7% margin vs OZ's -5.1% | |
| Stability / Safety | Beta 0.31 vs NXRT's 0.62, lower leverage | |
| Dividends | 7.1% yield; 12-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -15.2% vs OZ's -19.5% | |
| Efficiency (ROA) | -1.7% ROA vs OZ's -6.4%, ROIC 1.1% vs -2.6% |
OZ vs NXRT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NXRT leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NXRT is the larger business by revenue, generating $252M annually — 34.9x OZ's $7M. Profitability is closely matched — net margins range from -12.7% (NXRT) to -5.1% (OZ). On growth, OZ holds the edge at +177.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7M | $252M |
| EBITDAEarnings before interest/tax | -$6M | $125M |
| Net IncomeAfter-tax profit | -$37M | -$32M |
| Free Cash FlowCash after capex | -$20M | $79M |
| Gross MarginGross profit ÷ Revenue | -73.7% | +91.1% |
| Operating MarginEBIT ÷ Revenue | -2.0% | +11.5% |
| Net MarginNet income ÷ Revenue | -5.1% | -12.7% |
| FCF MarginFCF ÷ Revenue | -2.8% | +31.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +177.0% | +0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -72.6% | 0.0% |
Valuation Metrics
NXRT leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $185M | $756M |
| Enterprise ValueMkt cap + debt − cash | $341M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -7.73x | -23.65x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 18.60x |
| Price / SalesMarket cap ÷ Revenue | 69.05x | 3.01x |
| Price / BookPrice ÷ Book value/share | 0.61x | 2.52x |
| Price / FCFMarket cap ÷ FCF | — | 9.05x |
Profitability & Efficiency
NXRT leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
NXRT delivers a -10.1% return on equity — every $100 of shareholder capital generates $-10 in annual profit, vs $-13 for OZ. OZ carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to NXRT's 5.18x. On the Piotroski fundamental quality scale (0–9), NXRT scores 4/9 vs OZ's 2/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -12.9% | -10.1% |
| ROA (TTM)Return on assets | -6.4% | -1.7% |
| ROICReturn on invested capital | -2.6% | +1.1% |
| ROCEReturn on capital employed | -3.3% | +1.5% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 4 |
| Debt / EquityFinancial leverage | 0.59x | 5.18x |
| Net DebtTotal debt minus cash | $156M | $1.5B |
| Cash & Equiv.Liquid assets | $25M | $14M |
| Total DebtShort + long-term debt | $181M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | -1.35x | 0.47x |
Total Returns (Dividends Reinvested)
NXRT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NXRT five years ago would be worth $7,705 today (with dividends reinvested), compared to $5,074 for OZ. Over the past 12 months, NXRT leads with a -15.2% total return vs OZ's -19.5%. The 3-year compound annual growth rate (CAGR) favors NXRT at -5.5% vs OZ's -18.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -9.6% | +2.6% |
| 1-Year ReturnPast 12 months | -19.5% | -15.2% |
| 3-Year ReturnCumulative with dividends | -46.1% | -15.5% |
| 5-Year ReturnCumulative with dividends | -49.3% | -23.0% |
| 10-Year ReturnCumulative with dividends | -49.2% | +211.1% |
| CAGR (3Y)Annualised 3-year return | -18.6% | -5.5% |
Risk & Volatility
Evenly matched — OZ and NXRT each lead in 1 of 2 comparable metrics.
Risk & Volatility
OZ is the less volatile stock with a 0.31 beta — it tends to amplify market swings less than NXRT's 0.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NXRT currently trades 77.8% from its 52-week high vs OZ's 73.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.31x | 0.62x |
| 52-Week HighHighest price in past year | $69.00 | $38.30 |
| 52-Week LowLowest price in past year | $48.50 | $23.79 |
| % of 52W HighCurrent price vs 52-week peak | +73.6% | +77.8% |
| RSI (14)Momentum oscillator 0–100 | 47.1 | 71.0 |
| Avg Volume (50D)Average daily shares traded | 17K | 216K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
NXRT is the only dividend payer here at 7.07% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $27.00 |
| # AnalystsCovering analysts | — | 10 |
| Dividend YieldAnnual dividend ÷ price | — | +7.1% |
| Dividend StreakConsecutive years of raises | — | 12 |
| Dividend / ShareAnnual DPS | — | $2.11 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
NXRT leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 1 category is tied.
OZ vs NXRT: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is OZ or NXRT a better buy right now?
For growth investors, Belpointe PREP, LLC (OZ) is the stronger pick with 18.
7% revenue growth year-over-year, versus -3. 2% for NexPoint Residential Trust, Inc. (NXRT). Analysts rate NexPoint Residential Trust, Inc. (NXRT) a "Hold" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — OZ or NXRT?
Over the past 5 years, NexPoint Residential Trust, Inc.
(NXRT) delivered a total return of -23. 0%, compared to -49. 3% for Belpointe PREP, LLC (OZ). Over 10 years, the gap is even starker: NXRT returned +211. 1% versus OZ's -49. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — OZ or NXRT?
By beta (market sensitivity over 5 years), Belpointe PREP, LLC (OZ) is the lower-risk stock at 0.
31β versus NexPoint Residential Trust, Inc. 's 0. 62β — meaning NXRT is approximately 99% more volatile than OZ relative to the S&P 500. On balance sheet safety, Belpointe PREP, LLC (OZ) carries a lower debt/equity ratio of 59% versus 5% for NexPoint Residential Trust, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — OZ or NXRT?
By revenue growth (latest reported year), Belpointe PREP, LLC (OZ) is pulling ahead at 18.
7% versus -3. 2% for NexPoint Residential Trust, Inc. (NXRT). On earnings-per-share growth, the picture is similar: Belpointe PREP, LLC grew EPS -62. 6% year-over-year, compared to -30. 8% for NexPoint Residential Trust, Inc.. Over a 3-year CAGR, OZ leads at 39. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — OZ or NXRT?
NexPoint Residential Trust, Inc.
(NXRT) is the more profitable company, earning -12. 7% net margin versus -891. 8% for Belpointe PREP, LLC — meaning it keeps -12. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NXRT leads at 11. 1% versus -504. 3% for OZ. At the gross margin level — before operating expenses — NXRT leads at 84. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — OZ or NXRT?
In this comparison, NXRT (7.
1% yield) pays a dividend. OZ does not pay a meaningful dividend and should not be held primarily for income.
07Is OZ or NXRT better for a retirement portfolio?
For long-horizon retirement investors, NexPoint Residential Trust, Inc.
(NXRT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 62), 7. 1% yield, +211. 1% 10Y return). Both have compounded well over 10 years (NXRT: +211. 1%, OZ: -49. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between OZ and NXRT?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: OZ is a small-cap high-growth stock; NXRT is a small-cap income-oriented stock. NXRT pays a dividend while OZ does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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