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Side-by-side financial comparison of NexPoint Real Estate Finance, Inc. (NREF) and Navitas Semiconductor Corp (NVTS). Click either name above to swap in a different company.
NexPoint Real Estate Finance, Inc. is the larger business by last-quarter revenue ($11.1M vs $7.3M, roughly 1.5× Navitas Semiconductor Corp). NexPoint Real Estate Finance, Inc. runs the higher net margin — 216.6% vs -436.1%, a 652.7% gap on every dollar of revenue. On growth, NexPoint Real Estate Finance, Inc. posted the faster year-over-year revenue change (-48.8% vs -59.4%).
NexPoint Real Estate Finance, Inc. is a US-based commercial real estate finance firm that offers structured financing solutions for multifamily, office, industrial, and hospitality properties. It focuses on originating, managing and servicing a diversified portfolio of mortgage loans and real estate-related investments to deliver stable risk-adjusted returns to stakeholders.
Navitas Semiconductor Corp is a leading global semiconductor firm specializing in gallium nitride (GaN) power integrated circuits. Its high-efficiency, compact power solutions serve consumer electronics, electric vehicles, renewable energy, and industrial sectors, with clients spanning North America, Asia, and Europe.
NREF vs NVTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $11.1M | $7.3M |
| Net Profit | $24.0M | $-31.8M |
| Gross Margin | — | 38.1% |
| Operating Margin | — | -567.3% |
| Net Margin | 216.6% | -436.1% |
| Revenue YoY | -48.8% | -59.4% |
| Net Profit YoY | 58.7% | 20.2% |
| EPS (diluted) | $0.47 | $-0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $11.1M | $7.3M | ||
| Q3 25 | $12.5M | $10.1M | ||
| Q2 25 | $12.1M | $14.5M | ||
| Q1 25 | $11.5M | $14.0M | ||
| Q4 24 | $21.7M | $18.0M | ||
| Q3 24 | $12.5M | $21.7M | ||
| Q2 24 | $6.7M | $20.5M | ||
| Q1 24 | $-12.8M | $23.2M |
| Q4 25 | $24.0M | $-31.8M | ||
| Q3 25 | $50.9M | $-19.2M | ||
| Q2 25 | $22.3M | $-49.1M | ||
| Q1 25 | $26.0M | $-16.8M | ||
| Q4 24 | $15.2M | $-39.9M | ||
| Q3 24 | $23.3M | $-18.7M | ||
| Q2 24 | $12.1M | $-22.3M | ||
| Q1 24 | $-14.6M | $-3.7M |
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 37.9% | ||
| Q2 25 | — | 16.1% | ||
| Q1 25 | — | 37.9% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 39.7% | ||
| Q2 24 | — | 39.0% | ||
| Q1 24 | — | 41.1% |
| Q4 25 | — | -567.3% | ||
| Q3 25 | — | -192.0% | ||
| Q2 25 | — | -149.4% | ||
| Q1 25 | — | -180.5% | ||
| Q4 24 | — | -216.9% | ||
| Q3 24 | — | -133.6% | ||
| Q2 24 | — | -152.1% | ||
| Q1 24 | — | -136.2% |
| Q4 25 | 216.6% | -436.1% | ||
| Q3 25 | 407.0% | -190.2% | ||
| Q2 25 | 184.5% | -338.7% | ||
| Q1 25 | 225.6% | -120.1% | ||
| Q4 24 | 69.9% | -221.7% | ||
| Q3 24 | 186.4% | -86.4% | ||
| Q2 24 | 179.7% | -109.1% | ||
| Q1 24 | 114.3% | -15.9% |
| Q4 25 | $0.47 | $-0.14 | ||
| Q3 25 | $1.14 | $-0.09 | ||
| Q2 25 | $0.54 | $-0.25 | ||
| Q1 25 | $0.70 | $-0.09 | ||
| Q4 24 | $0.71 | $-0.22 | ||
| Q3 24 | $0.74 | $-0.10 | ||
| Q2 24 | $0.40 | $-0.12 | ||
| Q1 24 | $-0.83 | $-0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $31.1M | $236.9M |
| Total DebtLower is stronger | $771.2M | — |
| Stockholders' EquityBook value | $388.0M | $443.7M |
| Total Assets | $5.3B | $500.5M |
| Debt / EquityLower = less leverage | 1.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $31.1M | $236.9M | ||
| Q3 25 | $17.9M | $150.6M | ||
| Q2 25 | $9.1M | $161.2M | ||
| Q1 25 | $19.2M | $75.1M | ||
| Q4 24 | $3.9M | $86.7M | ||
| Q3 24 | $34.7M | $98.3M | ||
| Q2 24 | $4.3M | $111.7M | ||
| Q1 24 | $13.5M | $128.9M |
| Q4 25 | $771.2M | — | ||
| Q3 25 | $720.9M | — | ||
| Q2 25 | $815.6M | — | ||
| Q1 25 | $831.5M | — | ||
| Q4 24 | $799.3M | — | ||
| Q3 24 | $815.5M | — | ||
| Q2 24 | $861.0M | — | ||
| Q1 24 | $843.3M | — |
| Q4 25 | $388.0M | $443.7M | ||
| Q3 25 | $375.4M | $371.0M | ||
| Q2 25 | $348.2M | $388.9M | ||
| Q1 25 | $343.7M | $341.8M | ||
| Q4 24 | $336.5M | $348.0M | ||
| Q3 24 | $335.8M | $380.8M | ||
| Q2 24 | $327.5M | $388.1M | ||
| Q1 24 | $327.1M | $397.9M |
| Q4 25 | $5.3B | $500.5M | ||
| Q3 25 | $5.3B | $430.2M | ||
| Q2 25 | $5.4B | $449.4M | ||
| Q1 25 | $5.4B | $370.8M | ||
| Q4 24 | $5.4B | $390.0M | ||
| Q3 24 | $5.7B | $419.4M | ||
| Q2 24 | $6.6B | $439.1M | ||
| Q1 24 | $7.1B | $467.9M |
| Q4 25 | 1.99× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 2.34× | — | ||
| Q1 25 | 2.42× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 2.43× | — | ||
| Q2 24 | 2.63× | — | ||
| Q1 24 | 2.58× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-4.5M | $-8.1M |
| Free Cash FlowOCF − Capex | — | $-8.2M |
| FCF MarginFCF / Revenue | — | -111.8% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | -0.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-44.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.5M | $-8.1M | ||
| Q3 25 | $8.1M | $-10.0M | ||
| Q2 25 | $3.3M | $-11.2M | ||
| Q1 25 | $16.0M | $-13.5M | ||
| Q4 24 | $4.4M | $-10.2M | ||
| Q3 24 | $14.7M | $-13.7M | ||
| Q2 24 | $-7.5M | $-15.1M | ||
| Q1 24 | $17.7M | $-19.8M |
| Q4 25 | — | $-8.2M | ||
| Q3 25 | — | $-10.7M | ||
| Q2 25 | — | $-11.9M | ||
| Q1 25 | — | $-13.6M | ||
| Q4 24 | — | $-10.8M | ||
| Q3 24 | — | $-14.3M | ||
| Q2 24 | — | $-17.9M | ||
| Q1 24 | — | $-22.7M |
| Q4 25 | — | -111.8% | ||
| Q3 25 | — | -106.1% | ||
| Q2 25 | — | -82.2% | ||
| Q1 25 | — | -96.8% | ||
| Q4 24 | — | -59.8% | ||
| Q3 24 | — | -65.9% | ||
| Q2 24 | — | -87.3% | ||
| Q1 24 | — | -97.9% |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 12.5% |
| Q4 25 | -0.19× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.62× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | -0.62× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
