NREF vs PAII

Comparison between NexPoint Real Estate Finance Inc (NREF, Company) and Pyrophyte Acquisition Corp II Class A (PAII, Company).

NREF is from the Real Estate sector, while PAII is from the Financial Services sector.

NREF vs PAII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NREF(COMPANY)	PAII(COMPANY)
Market Cap	$278M	$278M
Max Drawdown	67.00%	0.79%
Sharpe Ratio	0.92	-0.10
5Y Beta	0.53	0.01
Industry	Reit - Mortgage	Shell Companies
P/E Ratio	2.24	60.07
PEG Ratio	0.04	N/A
Dividend Yield	13.40%	N/A
5Y Dividends CAGR	2.71%	N/A
5Y EPS CAGR	-12.48%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.86%	-0.33%

Market Cap

NREF

$278M

Winner

PAII

$278M

Max Drawdown

NREF

67.00%

Winner

PAII

0.79%

Sharpe Ratio

Winner

NREF

0.92

PAII

-0.10

5Y Beta

NREF

0.53

Winner

PAII

0.01

Industry

NREF

Reit - Mortgage

PAII

Shell Companies

P/E Ratio

Winner

NREF

2.24

PAII

60.07

PEG Ratio

NREF

0.04

PAII

N/A

Dividend Yield

NREF

13.40%

PAII

N/A

5Y Dividends CAGR

NREF

2.71%

PAII

N/A

5Y EPS CAGR

NREF

-12.48%

PAII

N/A

Debt to Equity

NREF

0.00%

PAII

0.00%

Free Cash Flow Yield

Winner

NREF

5.86%

PAII

-0.33%

NREF vs PAII - Historical Returns

Returns include dividend reinvestment.

Period	NREF	PAII
1 month	+1.58%	+0.52%
3 months	+17.15%	+0.71%
6 months	+9.50%	+1.01%
1 year	+25.09%	N/A
5 years(CAGR)	+7.04%	N/A
Max(CAGR)	+9.25%	+3.44%

Winner

NREF

+1.58%

PAII

+0.52%

Winner

NREF

+17.15%

PAII

+0.71%

Winner

NREF

+9.50%

PAII

+1.01%

NREF

+25.09%

PAII

N/A

5Y(CAGR)

NREF

+7.04%

PAII

N/A

Max(CAGR)

Winner

NREF

+9.25%

PAII

+3.44%

NREF vs PAII - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	NREF	PAII
2026	+13.23%	+1.42%
2025	+2.20%	+1.21%
2024	+9.78%	N/A
2023	+13.93%	N/A
2022	-10.05%	N/A
2021	+22.82%	N/A
2020	-3.19%	N/A

NREF vs PAII Drawdown Comparison

The maximum drawdown for NREF was -66.26%, occurring on Mar 24, 2020. Recovery took 197 trading sessions.

The maximum drawdown for PAII was -0.79%, occurring on Nov 20, 2025. Recovery took 35 trading sessions.

The current NREF drawdown is -3.88%. The current PAII drawdown is -0.07%.

Rank	NREF	PAII
#1	-66.26% Feb 21, 2020 - Dec 1, 2020	-0.79% Oct 21, 2025 - Dec 10, 2025
#2	-44.75% May 17, 2022 - May 5, 2026	-0.79% Jan 29, 2026 - Mar 10, 2026
#3	-17.27% Dec 4, 2020 - Feb 19, 2021	-0.69% Dec 15, 2025 - Jan 23, 2026
#4	-16.78% Aug 13, 2021 - Mar 11, 2022	-0.69% Mar 12, 2026 - Jun 2, 2026
#5	-9.07% Jun 9, 2021 - Aug 5, 2021	-0.30% Oct 15, 2025 - Oct 21, 2025
#6	-8.94% Apr 13, 2021 - Jun 7, 2021	-0.20% Sep 10, 2025 - Sep 24, 2025
#7	-6.57% May 8, 2026 - May 14, 2026	-0.20% Jan 23, 2026 - Jan 28, 2026
#8	-5.53% May 5, 2022 - May 13, 2022	-0.20% Mar 10, 2026 - Mar 12, 2026
#9	-5.22% Apr 20, 2022 - May 3, 2022	-0.10% Sep 24, 2025 - Sep 29, 2025
#10	-5.20% Feb 19, 2021 - Apr 1, 2021	-0.10% Sep 29, 2025 - Oct 9, 2025
#11	-2.86% Mar 11, 2022 - Mar 17, 2022	-0.09% Dec 11, 2025 - Dec 15, 2025
#12	-1.40% Apr 1, 2022 - Apr 13, 2022	-0.07% Jun 17, 2026 - Jun 18, 2026
#13	-1.31% Feb 14, 2020 - Feb 21, 2020	N/A
#14	-0.97% Mar 22, 2022 - Mar 24, 2022	N/A
#15	-0.95% Aug 9, 2021 - Aug 13, 2021	N/A