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OPRT vs NXDT

Comparison between Oportun Financial Corp (OPRT, Company) and NexPoint Diversified Real Estate Trust (NXDT, Company).

OPRT is from the Financial Services sector, while NXDT is from the Real Estate sector.

5-Year PerformanceNXDT has outperformed OPRT, delivering a return of -14.7% compared to -24.6%

OPRT vs NXDT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
OPRT
$235M
NXDT
$234M
Max Drawdown
OPRT
92.32%
Winner
NXDT
84.71%
Sharpe Ratio
OPRT
-0.27
Winner
NXDT
0.76
5Y Beta
OPRT
1.52
Winner
NXDT
0.94
Industry
OPRT
Credit Services
NXDT
Reit - Diversified
P/E Ratio
OPRT
12.83
Winner
NXDT
-1.88
Forward P/E
OPRT
4.43
NXDT
N/A
PEG Ratio
OPRT
N/A
NXDT
-0.03
Dividend Yield
OPRT
N/A
NXDT
13.20%
Debt to Equity
OPRT
0.00%
NXDT
0.00%
Free Cash Flow Yield
OPRT
N/A
NXDT
0.68%

OPRT vs NXDT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OPRT
-1.15%
NXDT
-4.74%
3M
Winner
OPRT
+24.94%
NXDT
+6.06%
6M
OPRT
-5.32%
Winner
NXDT
+19.48%
1Y
OPRT
-26.29%
Winner
NXDT
+34.78%
5Y(CAGR)
OPRT
-24.59%
Winner
NXDT
-14.71%
Max(CAGR)
OPRT
-15.62%
Winner
NXDT
-14.71%

OPRT vs NXDT - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearOPRTNXDT
2026+1.98%+33.34%
2025+35.99%-24.70%
2024+0.52%-15.59%
2023-30.67%-24.43%
2022-73.30%-13.63%
2021+8.99%-6.00%
2020-18.03%N/A
2019+47.19%N/A

OPRT vs NXDT Drawdown Comparison

The maximum drawdown for OPRT was -92.32%, occurring on Apr 17, 2024. This drawdown has not yet recovered.

The maximum drawdown for NXDT was -79.35%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current OPRT drawdown is -81.40%. The current NXDT drawdown is -61.03%.

RankOPRTNXDT
#1-92.32%
Nov 12, 2021 - Apr 17, 2024
-79.35%
Aug 16, 2022 - Nov 20, 2025
#2-78.67%
Dec 26, 2019 - Aug 6, 2021
-8.99%
Apr 20, 2022 - Jun 28, 2022
#3-14.22%
Oct 7, 2021 - Nov 8, 2021
-8.68%
Nov 8, 2021 - Feb 7, 2022
#4-11.32%
Sep 27, 2019 - Oct 24, 2019
-8.64%
Feb 16, 2022 - Mar 22, 2022
#5-10.00%
Nov 19, 2019 - Nov 29, 2019
-5.94%
Jun 30, 2022 - Aug 10, 2022
#6-9.16%
Sep 3, 2021 - Oct 7, 2021
-1.09%
Apr 5, 2022 - Apr 20, 2022
#7-8.26%
Nov 29, 2019 - Dec 18, 2019
-1.06%
Feb 9, 2022 - Feb 15, 2022
#8-7.12%
Aug 11, 2021 - Aug 27, 2021
-0.63%
Mar 30, 2022 - Apr 1, 2022
#9-5.12%
Oct 25, 2019 - Nov 7, 2019
-0.48%
Mar 23, 2022 - Mar 25, 2022
#10-4.20%
Dec 19, 2019 - Dec 23, 2019
-0.25%
Mar 25, 2022 - Mar 29, 2022
#11-3.13%
Nov 13, 2019 - Nov 19, 2019
-0.17%
Aug 12, 2022 - Aug 16, 2022
#12-2.45%
Aug 6, 2021 - Aug 11, 2021
N/A
#13-2.13%
Aug 27, 2021 - Sep 1, 2021
N/A
#14-0.48%
Nov 10, 2021 - Nov 12, 2021
N/A
#15-0.37%
Nov 8, 2021 - Nov 10, 2021
N/A

Correlation

Correlation between OPRT and NXDT is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

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