NXRT vs SB

Comparison between NexPoint Residential Trust Inc (NXRT, Company) and Safe Bulkers Inc (SB, Company).

NXRT is from the Real Estate sector, while SB is from the Industrials sector.

5-Year PerformanceSB has outperformed NXRT, delivering a return of +22.7% compared to -11.6%

NXRT vs SB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXRT(COMPANY)	SB(COMPANY)
Market Cap	$733M	$732M
Max Drawdown	74.43%	98.41%
Sharpe Ratio	-0.70	1.78
5Y Beta	0.65	0.79
Industry	Reit - Residential	Marine Shipping
P/E Ratio	-15.10	18.99
Forward P/E	88.50	2.10
PEG Ratio	-35.57	3.33
Dividend Yield	7.56%	3.00%
5Y Dividends CAGR	14.33%	N/A
Debt to Equity	0.00%	66.04%
Free Cash Flow Yield	11.44%	13.97%
P/S Ratio	5.88	2.54
P/B Ratio	2.27	0.84

Market Cap

Winner

NXRT

$733M

$732M

Max Drawdown

Winner

NXRT

74.43%

98.41%

Sharpe Ratio

NXRT

-0.70

Winner

1.78

5Y Beta

Winner

NXRT

0.65

0.79

Industry

NXRT

Reit - Residential

Marine Shipping

P/E Ratio

Winner

NXRT

-15.10

18.99

Forward P/E

NXRT

88.50

Winner

2.10

PEG Ratio

Winner

NXRT

-35.57

3.33

Dividend Yield

Winner

NXRT

7.56%

3.00%

5Y Dividends CAGR

NXRT

14.33%

N/A

Debt to Equity

Winner

NXRT

0.00%

66.04%

Free Cash Flow Yield

NXRT

11.44%

Winner

13.97%

P/S Ratio

NXRT

5.88

Winner

2.54

P/B Ratio

NXRT

2.27

Winner

0.84

NXRT vs SB - Historical Returns

Returns include dividend reinvestment.

Period	NXRT	SB
1 month	-3.37%	+7.88%
3 months	-2.63%	+7.88%
6 months	-10.14%	+41.13%
1 year	-17.40%	+82.77%
5 years(CAGR)	-11.61%	+22.74%
10 years(CAGR)	+7.09%	+22.17%
Max(CAGR)	+9.78%	-1.24%

NXRT

-3.37%

Winner

+7.88%

NXRT

-2.63%

Winner

+7.88%

NXRT

-10.14%

Winner

+41.13%

NXRT

-17.40%

Winner

+82.77%

5Y(CAGR)

NXRT

-11.61%

Winner

+22.74%

10Y(CAGR)

NXRT

+7.09%

Winner

+22.17%

Max(CAGR)

Winner

NXRT

+9.78%

-1.24%

NXRT vs SB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	NXRT	SB
2026	-8.32%	+50.77%
2025	-21.92%	+38.14%
2024	+26.73%	-5.66%
2023	-14.94%	+45.43%
2022	-45.63%	-20.83%
2021	+108.09%	+179.26%
2020	-1.07%	-23.53%
2019	+36.44%	-12.82%
2018	+30.20%	-45.90%
2017	+29.37%	+171.43%
2016	+78.99%	+52.70%
2015	-5.54%	-78.66%
2014	N/A	-60.61%
2013	N/A	+200.69%
2012	N/A	-41.42%
2011	N/A	-26.95%
2010	N/A	+6.83%
2009	N/A	+23.90%
2008	N/A	-59.75%

NXRT vs SB 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 SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

The current NXRT drawdown is -65.94%. The current SB drawdown is -21.47%.

Rank	NXRT	SB
#1	-70.32% Apr 28, 2022 - Oct 27, 2023	-97.32% Aug 29, 2008 - Jan 20, 2016
#2	-57.95% Feb 14, 2020 - Apr 20, 2021	-6.95% Jun 2, 2008 - Aug 20, 2008
#3	-26.07% Jun 1, 2015 - Apr 18, 2016	-3.17% Aug 21, 2008 - Aug 28, 2008
#4	-19.42% Dec 18, 2017 - Jul 5, 2018	N/A
#5	-17.58% Sep 7, 2016 - Dec 12, 2016	N/A
#6	-14.92% Oct 18, 2019 - Feb 10, 2020	N/A
#7	-10.77% Dec 31, 2021 - Feb 16, 2022	N/A
#8	-10.65% Jun 15, 2017 - Nov 2, 2017	N/A
#9	-10.40% Oct 30, 2018 - Nov 20, 2018	N/A
#10	-10.35% Dec 6, 2018 - Jan 8, 2019	N/A
#11	-10.01% Feb 15, 2019 - Mar 25, 2019	N/A
#12	-9.79% Mar 19, 2015 - Apr 6, 2015	N/A
#13	-8.90% Mar 26, 2019 - May 3, 2019	N/A
#14	-8.44% Mar 29, 2022 - Apr 26, 2022	N/A
#15	-7.89% Nov 14, 2017 - Dec 18, 2017	N/A

Correlation

Correlation between NXRT and SB is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2008 - 2026)

NXRT vs SB dividend yield comparison.

Year	NXRT	SB
2026	4.07%	1.54%
2025	6.84%	4.15%
2024	4.54%	5.60%
2023	5.00%	5.09%
2022	3.58%	6.87%
2021	1.67%	0.00%
2020	3.02%	0.00%
2019	2.53%	0.00%
2018	2.92%	0.00%
2017	3.26%	0.00%
2016	3.75%	0.00%
2015	4.72%	4.94%
2014	0.00%	5.63%
2013	0.00%	2.02%
2012	0.00%	14.88%
2011	0.00%	10.02%
2010	0.00%	6.77%
2009	0.00%	6.85%
2008	0.00%	9.37%