SB vs NXRT

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

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

5-Year PerformanceSB has outperformed NXRT, delivering a return of +22.2% compared to -11.4%

SB vs NXRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SB(COMPANY)	NXRT(COMPANY)
Market Cap	$732M	$733M
Max Drawdown	98.41%	74.43%
Sharpe Ratio	1.90	-0.66
5Y Beta	0.80	0.65
Industry	Marine Shipping	Reit - Residential
P/E Ratio	18.99	-15.10
Forward P/E	2.10	88.50
PEG Ratio	3.33	-35.57
Dividend Yield	3.08%	7.82%
5Y Dividends CAGR	N/A	14.33%
Debt to Equity	66.04%	0.00%
Free Cash Flow Yield	13.97%	11.44%
P/S Ratio	2.54	5.88
P/B Ratio	0.84	2.27

Market Cap

$732M

Winner

NXRT

$733M

Max Drawdown

98.41%

Winner

NXRT

74.43%

Sharpe Ratio

Winner

1.90

NXRT

-0.66

5Y Beta

0.80

Winner

NXRT

0.65

Industry

Marine Shipping

NXRT

Reit - Residential

P/E Ratio

18.99

Winner

NXRT

-15.10

Forward P/E

Winner

2.10

NXRT

88.50

PEG Ratio

3.33

Winner

NXRT

-35.57

Dividend Yield

3.08%

Winner

NXRT

7.82%

5Y Dividends CAGR

N/A

NXRT

14.33%

Debt to Equity

66.04%

Winner

NXRT

0.00%

Free Cash Flow Yield

Winner

13.97%

NXRT

11.44%

P/S Ratio

Winner

2.54

NXRT

5.88

P/B Ratio

Winner

0.84

NXRT

2.27

SB vs NXRT - Historical Returns

Returns include dividend reinvestment.

Period	SB	NXRT
1 month	+7.29%	-3.29%
3 months	+15.71%	+0.62%
6 months	+42.16%	-11.42%
1 year	+90.17%	-17.15%
5 years(CAGR)	+22.15%	-11.41%
10 years(CAGR)	+22.06%	+7.15%
Max(CAGR)	-1.02%	+9.81%

Winner

+7.29%

NXRT

-3.29%

Winner

+15.71%

NXRT

+0.62%

Winner

+42.16%

NXRT

-11.42%

Winner

+90.17%

NXRT

-17.15%

5Y(CAGR)

Winner

+22.15%

NXRT

-11.41%

10Y(CAGR)

Winner

+22.06%

NXRT

+7.15%

Max(CAGR)

-1.02%

Winner

NXRT

+9.81%

SB vs NXRT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SB	NXRT
2026	+56.88%	-8.03%
2025	+38.14%	-21.92%
2024	-5.66%	+26.73%
2023	+45.43%	-14.94%
2022	-20.83%	-45.63%
2021	+179.26%	+108.09%
2020	-23.53%	-1.07%
2019	-12.82%	+36.44%
2018	-45.90%	+30.20%
2017	+171.43%	+29.37%
2016	+52.70%	+78.99%
2015	-78.66%	-5.54%
2014	-60.61%	N/A
2013	+200.69%	N/A
2012	-41.42%	N/A
2011	-26.95%	N/A
2010	+6.83%	N/A
2009	+23.90%	N/A
2008	-59.75%	N/A

SB vs NXRT Drawdown Comparison

The maximum drawdown for SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

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

The current SB drawdown is -18.29%. The current NXRT drawdown is -65.84%.

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

Correlation

Correlation between SB and NXRT is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2008 - 2026)

SB vs NXRT dividend yield comparison.

Year	SB	NXRT
2026	1.48%	4.06%
2025	4.15%	6.84%
2024	5.60%	4.54%
2023	5.09%	5.00%
2022	6.87%	3.58%
2021	0.00%	1.67%
2020	0.00%	3.02%
2019	0.00%	2.53%
2018	0.00%	2.92%
2017	0.00%	3.26%
2016	0.00%	3.75%
2015	4.94%	4.72%
2014	5.63%	0.00%
2013	2.02%	0.00%
2012	14.88%	0.00%
2011	10.02%	0.00%
2010	6.77%	0.00%
2009	6.85%	0.00%
2008	9.37%	0.00%