Invesaro

Stocks NXDT Financial statements

Financial statements

NEXPOINT DIVERSIFIED REAL ESTATE TRUST financial statements

Income statement, balance sheet and cash flow statement for the last 4 fiscal years, taken from the XBRL data NEXPOINT DIVERSIFIED REAL ESTATE TRUST files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2023FY2024FY2025
Revenue63.383.286
General and administrative7.416.71
Operating income11.6-4.15-1.38
Interest expense2.4415.928.426.6
Interest income7.037.229.38
Income tax2.731.37-0.11
Net income to minority interests09.841.95
Net income245-122-51.3-130
EBITDA25.511.416.4
EPS, basic-3.26-1.28-2.81
EPS, diluted-3.26-1.28-2.81
Shares, basic (weighted)37.340.246.3
Shares, diluted (weighted)37.340.246.3
Dividend per share0.600.600.60

Balance sheet

FY2022FY2023FY2024FY2025
Cash and equivalents2.2420.68.798.17
Lease right-of-use assets02.182
Total assets1,0481,0981,2251,075
Other non-current liabilities0
Total liabilities53.6213391354
Paid-in capital9141,0121,0391,062
Retained earnings-2.71-127-203-362
Treasury stock0
Shareholders' equity911885837700
Minority interests0-2.970
Total equity911885834700
Total liabilities and equity9651,0981,2251,075
Shares outstanding37.138.442.750.1

Cash flow statement

FY2022FY2023FY2024FY2025
Net income245-117-56.6-127
Depreciation and amortization13.915.617.7
Stock-based compensation1.343.014.71
Deferred income tax1.6
Cash from operations38.1-24.3-11.79.17
Sales and maturities of investments9.171.270
Cash from investing222637
Stock issued47.3
Share buybacks0-1.89
Dividends paid-20.1-13.4-4.94-6.01
Cash from financing-44.46.8-18.6-43.6
Net change in cash-6.334.52-4.272.51
Interest paid2.37
Income taxes paid13.72.64-0.56

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $5.21 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin-1.6%Operating income / revenue.
EBITDA margin19.4%EBITDA (operating income + depreciation and amortization) / revenue.
Net margin-94.2%Net income / revenue.
Operating cash flow margin-4.0%Cash from operations / revenue.
Return on equity (ROE)-10.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-7.1%Net income / average total assets.
Return on invested capital (ROIC)-0.1%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
Stock-based pay / revenue6.0%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue21.0%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y3.3%Revenue vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y42.9%EBITDA vs the same period a year earlier. Only from a positive base.
Dividend per share growth, 1y0.0%Dividend per share vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-16.3%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y-12.3%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y15.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets31.2%Total liabilities / total assets.
Interest coverage-0.05xOperating income / interest expense.
Tangible book value$673.0MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.08xRevenue / average total assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$1.22Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$1.29Revenue / diluted weighted shares.
Operating cash flow per share-$0.05Cash from operations / diluted weighted shares.
Book value per share$12.67Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$12.67Tangible book value / shares outstanding.
Cash per share$0.22(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$276.7MShare price x shares outstanding.
Enterprise value$265.0MMarket cap + total debt - cash - short-term investments.
P/S3.54xMarket cap / revenue.
P/B0.41xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.41xMarket cap / tangible book value, when positive.
EV/Sales3.39xEnterprise value / revenue.
EV/EBITDA17.5xEnterprise value / EBITDA, when both are positive.
Earnings yield-26.6%Net income / market cap (the inverse of P/E).
Dividend yield2.5%Dividends paid over the period / market cap.
Shareholder yield4.2%(Dividends paid + share buybacks) / market cap.
What was NEXPOINT DIVERSIFIED REAL ESTATE TRUST's revenue in fiscal 2025?

NEXPOINT DIVERSIFIED REAL ESTATE TRUST reported revenue of $86.0M for fiscal 2025, 3.3% higher than the year before.

Was NEXPOINT DIVERSIFIED REAL ESTATE TRUST profitable in fiscal 2025?

No. It reported a net loss of $130.2M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to NEXPOINT DIVERSIFIED REAL ESTATE TRUST