NREF vs TWIN

Comparison between NexPoint Real Estate Finance Inc (NREF, Company) and Twin Disc Incorporated (TWIN, Company).

NREF is from the Real Estate sector, while TWIN is from the Industrials sector.

5-Year PerformanceNREF has outperformed TWIN, delivering a return of +10.9% compared to +9.4%

NREF vs TWIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NREF(COMPANY)	TWIN(COMPANY)
Market Cap	$315M	$316M
Max Drawdown	67.00%	90.25%
Sharpe Ratio	1.18	1.77
5Y Beta	0.54	1.43
Industry	Reit - Mortgage	Specialty Industrial Machinery
P/E Ratio	2.54	13.32
Forward P/E	N/A	7.48
PEG Ratio	0.05	0.02
Dividend Yield	11.90%	0.69%
5Y Dividends CAGR	2.71%	N/A
5Y EPS CAGR	-12.48%	23.72%
Debt to Equity	0.00%	24.27%
Free Cash Flow Yield	5.16%	0.25%

Market Cap

NREF

$315M

Winner

TWIN

$316M

Max Drawdown

Winner

NREF

67.00%

TWIN

90.25%

Sharpe Ratio

NREF

1.18

Winner

TWIN

1.77

5Y Beta

Winner

NREF

0.54

TWIN

1.43

Industry

NREF

Reit - Mortgage

TWIN

Specialty Industrial Machinery

P/E Ratio

Winner

NREF

2.54

TWIN

13.32

Forward P/E

NREF

N/A

TWIN

7.48

PEG Ratio

NREF

0.05

Winner

TWIN

0.02

Dividend Yield

Winner

NREF

11.90%

TWIN

0.69%

5Y Dividends CAGR

NREF

2.71%

TWIN

N/A

5Y EPS CAGR

NREF

-12.48%

Winner

TWIN

23.72%

Debt to Equity

Winner

NREF

0.00%

TWIN

24.27%

Free Cash Flow Yield

Winner

NREF

5.16%

TWIN

0.25%

NREF vs TWIN - Historical Returns

Returns include dividend reinvestment.

Period	NREF	TWIN
1 month	+8.28%	-5.48%
3 months	+21.60%	+36.82%
6 months	+20.83%	+32.27%
1 year	+32.24%	+152.99%
5 years(CAGR)	+10.93%	+9.44%
10 years(CAGR)	N/A	+9.36%
Max(CAGR)	+11.23%	+9.10%

Winner

NREF

+8.28%

TWIN

-5.48%

NREF

+21.60%

Winner

TWIN

+36.82%

NREF

+20.83%

Winner

TWIN

+32.27%

NREF

+32.24%

Winner

TWIN

+152.99%

5Y(CAGR)

Winner

NREF

+10.93%

TWIN

+9.44%

10Y(CAGR)

NREF

N/A

TWIN

+9.36%

Max(CAGR)

Winner

NREF

+11.23%

TWIN

+9.10%

NREF vs TWIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NREF	TWIN
2026	+28.46%	+37.99%
2025	+2.20%	+46.27%
2024	+9.78%	-25.35%
2023	+13.93%	+80.06%
2022	-10.05%	-12.27%
2021	+22.82%	+43.27%
2020	-3.19%	-29.72%
2019	N/A	-28.90%
2018	N/A	-43.85%
2017	N/A	+72.64%
2016	N/A	+40.25%
2015	N/A	-43.91%
2014	N/A	-21.76%
2013	N/A	+37.18%
2012	N/A	-50.42%
2011	N/A	+24.93%
2010	N/A	+174.74%
2009	N/A	+42.27%
2008	N/A	-79.21%
2007	N/A	+104.52%
2006	N/A	+53.54%
2005	N/A	+83.27%
2004	N/A	+38.67%
2003	N/A	+57.65%
2002	N/A	-10.29%
2001	N/A	+3.12%
2000	N/A	+26.30%
1999	N/A	-13.30%

NREF vs TWIN Drawdown Comparison

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

The maximum drawdown for TWIN was -89.97%, occurring on Nov 20, 2008. Recovery took 1000 trading sessions.

The current NREF drawdown is -1.52%. The current TWIN drawdown is -44.62%.

Rank	NREF	TWIN
#1	-66.26% Feb 21, 2020 - Dec 1, 2020	-89.97% Jul 12, 2007 - Jun 29, 2011
#2	-44.75% May 17, 2022 - May 5, 2026	-88.60% Nov 16, 2011 - Sep 24, 2020
#3	-17.27% Dec 4, 2020 - Feb 19, 2021	-42.97% Aug 3, 2011 - Nov 3, 2011
#4	-16.78% Aug 13, 2021 - Mar 11, 2022	-35.85% Apr 22, 2002 - Jul 31, 2003
#5	-9.07% Jun 9, 2021 - Aug 5, 2021	-28.30% Feb 4, 2005 - Aug 4, 2005
#6	-8.94% Apr 13, 2021 - Jun 7, 2021	-27.22% Jun 8, 2001 - Apr 1, 2002
#7	-6.57% May 8, 2026 - Jun 29, 2026	-25.87% Aug 10, 2000 - Jun 8, 2001
#8	-5.53% May 5, 2022 - May 13, 2022	-23.13% Nov 23, 1999 - Jan 26, 2000
#9	-5.22% Apr 20, 2022 - May 3, 2022	-20.88% May 8, 2006 - Aug 2, 2006
#10	-5.20% Feb 19, 2021 - Apr 1, 2021	-15.89% Feb 22, 2007 - Apr 18, 2007
#11	-3.76% Jul 16, 2026 - Jul 28, 2026	-15.68% Jan 27, 2006 - Apr 19, 2006
#12	-2.86% Mar 11, 2022 - Mar 17, 2022	-15.68% Aug 2, 2006 - Jan 23, 2007
#13	-2.53% Jul 7, 2026 - Jul 10, 2026	-14.56% Feb 18, 2000 - Aug 9, 2000
#14	-1.52% Jul 28, 2026 - Jul 29, 2026	-14.26% Oct 4, 2005 - Nov 18, 2005
#15	-1.40% Apr 1, 2022 - Apr 13, 2022	-14.24% Aug 2, 2004 - Jan 25, 2005

Correlation

Correlation between NREF and TWIN is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (1999 - 2026)

NREF vs TWIN dividend yield comparison.

Year	NREF	TWIN
2026	5.93%	0.36%
2025	14.20%	0.96%
2024	12.75%	1.36%
2023	17.40%	0.25%
2022	12.59%	0.00%
2021	9.87%	0.00%
2020	8.59%	0.00%
2015	0.00%	3.42%
2014	0.00%	1.81%
2013	0.00%	1.39%
2012	0.00%	2.07%
2011	0.00%	0.88%
2010	0.00%	0.94%
2009	0.00%	2.68%
2008	0.00%	4.06%
2007	0.00%	0.66%
2006	0.00%	1.07%
2005	0.00%	1.57%
2004	0.00%	2.74%
2003	0.00%	3.68%
2002	0.00%	5.66%
2001	0.00%	5.01%
2000	0.00%	4.87%
1999	0.00%	1.47%