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Stock Comparison

OZ vs NXRT

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
OZ
Belpointe PREP, LLC

Real Estate - Development

Real EstateAMEX • US
Market Cap$185M
5Y Perf.-49.3%
NXRT
NexPoint Residential Trust, Inc.

REIT - Residential

Real EstateNYSE • US
Market Cap$756M
5Y Perf.-6.8%

OZ vs NXRT — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
OZ logoOZ
NXRT logoNXRT
IndustryReal Estate - DevelopmentREIT - 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 NXRTLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

OZ
NXRT
StockMay 20May 26Return
Belpointe PREP, LLC (OZ)10050.7-49.3%
NexPoint Residentia… (NXRT)10093.2-6.8%

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.

Bottom line: NXRT leads in 4 of 6 categories, making it the strongest pick for profitability and margin quality and dividend income and shareholder returns. Belpointe PREP, LLC is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
OZ
Belpointe PREP, LLC
The Real Estate Income Play

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
Best for: income & stability and growth exposure
NXRT
NexPoint Residential Trust, Inc.
The Real Estate Income Play

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
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthOZ logoOZ18.7% FFO/revenue growth vs NXRT's -3.2%
Quality / MarginsNXRT logoNXRT-12.7% margin vs OZ's -5.1%
Stability / SafetyOZ logoOZBeta 0.31 vs NXRT's 0.62, lower leverage
DividendsNXRT logoNXRT7.1% yield; 12-year raise streak; the other pay no meaningful dividend
Momentum (1Y)NXRT logoNXRT-15.2% vs OZ's -19.5%
Efficiency (ROA)NXRT logoNXRT-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.

BEST OVERALLNXRTLAGGINGOZ

Income & Cash Flow (Last 12 Months)

NXRT leads this category, winning 5 of 6 comparable metrics.

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.

MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
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%
NXRT leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

NXRT leads this category, winning 2 of 3 comparable metrics.
MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
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 multiple18.60x
Price / SalesMarket cap ÷ Revenue69.05x3.01x
Price / BookPrice ÷ Book value/share0.61x2.52x
Price / FCFMarket cap ÷ FCF9.05x
NXRT leads this category, winning 2 of 3 comparable metrics.

Profitability & Efficiency

NXRT leads this category, winning 6 of 9 comparable metrics.

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.

MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
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 0–924
Debt / EquityFinancial leverage0.59x5.18x
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-1.35x0.47x
NXRT leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

NXRT leads this category, winning 6 of 6 comparable metrics.

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.

MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
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%
NXRT leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — OZ and NXRT each lead in 1 of 2 comparable metrics.

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.

MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
Beta (5Y)Sensitivity to S&P 5000.31x0.62x
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 0–10047.171.0
Avg Volume (50D)Average daily shares traded17K216K
Evenly matched — OZ and NXRT each lead in 1 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

NXRT is the only dividend payer here at 7.07% yield — a key consideration for income-focused portfolios.

MetricOZ logoOZBelpointe PREP, L…NXRT logoNXRTNexPoint Resident…
Analyst RatingConsensus buy/hold/sellHold
Price TargetConsensus 12-month target$27.00
# AnalystsCovering analysts10
Dividend YieldAnnual dividend ÷ price+7.1%
Dividend StreakConsecutive years of raises12
Dividend / ShareAnnual DPS$2.11
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.0%
Insufficient data to determine a leader in this category.
Key Takeaway

NXRT leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 1 category is tied.

Best OverallNexPoint Residential Trust,… (NXRT)Leads 4 of 6 categories
Loading custom metrics...

OZ vs NXRT: Frequently Asked Questions

8 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

What 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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OZ

High-Growth Disruptor

  • Sector: Real Estate
  • Market Cap > $100B
  • Revenue Growth > 88%
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NXRT

Income & Dividend Stock

  • Sector: Real Estate
  • Market Cap > $100B
  • Gross Margin > 54%
  • Dividend Yield > 2.8%
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