NXRT vs CARE

Comparison between NexPoint Residential Trust Inc (NXRT, Company) and Carter Bankshares Inc (CARE, Company).

NXRT is from the Real Estate sector, while CARE is from the Financial Services sector.

5-Year PerformanceCARE has outperformed NXRT, delivering a return of +27.2% compared to -11.8%

NXRT vs CARE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXRT(COMPANY)	CARE(COMPANY)
Market Cap	$733M	$730M
Max Drawdown	74.43%	73.36%
Sharpe Ratio	-0.77	2.34
5Y Beta	0.66	0.72
Industry	Reit - Residential	Banks - Regional
P/E Ratio	-15.10	6.76
Forward P/E	88.50	13.66
PEG Ratio	-35.57	0.02
Dividend Yield	7.96%	N/A
5Y Dividends CAGR	14.33%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.44%	45.14%
P/S Ratio	5.88	2.83
P/B Ratio	2.27	1.47

Market Cap

Winner

NXRT

$733M

CARE

$730M

Max Drawdown

NXRT

74.43%

Winner

CARE

73.36%

Sharpe Ratio

NXRT

-0.77

Winner

CARE

2.34

5Y Beta

Winner

NXRT

0.66

CARE

0.72

Industry

NXRT

Reit - Residential

CARE

Banks - Regional

P/E Ratio

Winner

NXRT

-15.10

CARE

6.76

Forward P/E

NXRT

88.50

Winner

CARE

13.66

PEG Ratio

Winner

NXRT

-35.57

CARE

0.02

Dividend Yield

NXRT

7.96%

CARE

N/A

5Y Dividends CAGR

NXRT

14.33%

CARE

N/A

Debt to Equity

NXRT

0.00%

CARE

0.00%

Free Cash Flow Yield

NXRT

11.44%

Winner

CARE

45.14%

P/S Ratio

NXRT

5.88

Winner

CARE

2.83

P/B Ratio

NXRT

2.27

Winner

CARE

1.47

NXRT vs CARE - Historical Returns

Returns include dividend reinvestment.

Period	NXRT	CARE
1 month	-4.99%	+4.86%
3 months	+1.62%	+42.61%
6 months	-11.68%	+68.79%
1 year	-19.34%	+91.06%
5 years(CAGR)	-11.76%	+27.15%
10 years(CAGR)	+6.96%	+10.39%
Max(CAGR)	+9.72%	+10.90%

NXRT

-4.99%

Winner

CARE

+4.86%

NXRT

+1.62%

Winner

CARE

+42.61%

NXRT

-11.68%

Winner

CARE

+68.79%

NXRT

-19.34%

Winner

CARE

+91.06%

5Y(CAGR)

NXRT

-11.76%

Winner

CARE

+27.15%

10Y(CAGR)

NXRT

+6.96%

Winner

CARE

+10.39%

Max(CAGR)

NXRT

+9.72%

Winner

CARE

+10.90%

NXRT vs CARE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NXRT	CARE
2026	-8.81%	+75.13%
2025	-21.92%	+14.10%
2024	+26.73%	+18.21%
2023	-14.94%	-8.78%
2022	-45.63%	+6.62%
2021	+108.09%	+45.46%
2020	-1.07%	-51.39%
2019	+36.44%	+55.54%
2018	+30.20%	-13.04%
2017	+29.37%	+32.99%
2016	+78.99%	+2.63%
2015	-5.54%	+13.29%
2014	N/A	+18.54%
2013	N/A	+24.69%
2012	N/A	-1.67%

NXRT vs CARE Drawdown Comparison

The maximum drawdown for NXRT was -70.32%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.

The current NXRT drawdown is -66.13%. The current CARE drawdown is -1.99%.

Rank	NXRT	CARE
#1	-70.32% Apr 28, 2022 - Oct 27, 2023	-73.17% Dec 31, 2019 - Apr 6, 2026
#2	-57.95% Feb 14, 2020 - Apr 20, 2021	-26.41% Sep 19, 2018 - May 3, 2019
#3	-26.07% Jun 1, 2015 - Apr 18, 2016	-14.66% Jul 27, 2016 - Jan 12, 2017
#4	-19.42% Dec 18, 2017 - Jul 5, 2018	-12.95% Apr 13, 2017 - Aug 28, 2017
#5	-17.58% Sep 7, 2016 - Dec 12, 2016	-9.77% Jul 26, 2013 - Oct 13, 2014
#6	-14.92% Oct 18, 2019 - Feb 10, 2020	-9.06% Jun 18, 2019 - Nov 18, 2019
#7	-10.77% Dec 31, 2021 - Feb 16, 2022	-8.70% Jul 1, 2026 - Jul 8, 2026
#8	-10.65% Jun 15, 2017 - Nov 2, 2017	-8.61% Aug 31, 2017 - Jun 28, 2018
#9	-10.40% Oct 30, 2018 - Nov 20, 2018	-7.80% Mar 24, 2015 - Nov 13, 2015
#10	-10.35% Dec 6, 2018 - Jan 8, 2019	-7.77% Jul 18, 2018 - Sep 14, 2018
#11	-10.01% Feb 15, 2019 - Mar 25, 2019	-7.57% Mar 31, 2016 - Jul 27, 2016
#12	-9.79% Mar 19, 2015 - Apr 6, 2015	-5.34% Apr 22, 2013 - May 13, 2013
#13	-8.90% Mar 26, 2019 - May 3, 2019	-4.23% Jan 24, 2013 - Feb 20, 2013
#14	-8.44% Mar 29, 2022 - Apr 26, 2022	-4.01% Jun 18, 2013 - Jun 27, 2013
#15	-7.89% Nov 14, 2017 - Dec 18, 2017	-3.94% May 13, 2013 - Jun 17, 2013

Correlation

Correlation between NXRT and CARE is 0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

0.12

-101

Dividend Comparison (2012 - 2026)

NXRT vs CARE dividend yield comparison.

Year	NXRT	CARE
2026	4.09%	0.29%
2025	6.84%	0.00%
2024	4.54%	0.00%
2023	5.00%	0.00%
2022	3.58%	0.00%
2021	1.67%	0.00%
2020	3.02%	1.31%
2019	2.53%	0.00%
2018	2.92%	0.00%
2017	3.26%	0.00%
2016	3.75%	2.26%
2015	4.72%	2.96%
2014	0.00%	2.36%
2013	0.00%	1.82%
2012	0.00%	1.13%