TWIN vs NREF

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

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

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

TWIN vs NREF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

TWIN

$316M

NREF

$315M

Max Drawdown

TWIN

90.25%

Winner

NREF

67.00%

Sharpe Ratio

Winner

TWIN

1.77

NREF

1.18

5Y Beta

TWIN

1.43

Winner

NREF

0.54

Industry

TWIN

Specialty Industrial Machinery

NREF

Reit - Mortgage

P/E Ratio

TWIN

13.32

Winner

NREF

2.54

Forward P/E

TWIN

7.48

NREF

N/A

PEG Ratio

Winner

TWIN

0.02

NREF

0.05

Dividend Yield

TWIN

0.69%

Winner

NREF

11.90%

5Y Dividends CAGR

TWIN

N/A

NREF

2.71%

5Y EPS CAGR

Winner

TWIN

23.72%

NREF

-12.48%

Debt to Equity

TWIN

24.27%

Winner

NREF

0.00%

Free Cash Flow Yield

TWIN

0.25%

Winner

NREF

5.16%

TWIN vs NREF - Historical Returns

Returns include dividend reinvestment.

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

TWIN

-5.48%

Winner

NREF

+8.28%

Winner

TWIN

+36.82%

NREF

+21.60%

Winner

TWIN

+32.27%

NREF

+20.83%

Winner

TWIN

+152.99%

NREF

+32.24%

5Y(CAGR)

TWIN

+9.44%

Winner

NREF

+10.93%

10Y(CAGR)

TWIN

+9.36%

NREF

N/A

Max(CAGR)

TWIN

+9.10%

Winner

NREF

+11.23%

TWIN vs NREF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

TWIN vs NREF Drawdown Comparison

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

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

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

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

Correlation

Correlation between TWIN and NREF 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)

TWIN vs NREF dividend yield comparison.

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