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NREF compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
NREF
NexPoint Real Estate Finance, Inc.
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
NREF
NexPoint Real Estate Finance, Inc.
vs
WELL
Welltower Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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NREF
NexPoint Real Estate Finance, Inc.
Change
14.92
▲
+3.39%
· post 14.57
· delayed
Mkt cap
$778.9M
Revenue
$17M
Q2 FY26
Revenue
—
WELL
Welltower Inc.
Change
248.07
▲
+2.86%
· post 248.06
· delayed
After hours
Nov 4 '26
delayed
Mkt cap
$176.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
After hours
Nov 4 '26
delayed
NREF
NexPoint Real Estate Finance, Inc.
vs
WELL
Welltower Inc.
14.92
▲
+3.39%
post 14.57
delayed
Price
248.07
▲
+2.86%
post 248.06
delayed
$778.9M
Mkt cap
$176.9B
Q2 FY26
$17M
Revenue
$3.5B
Q3 FY26
—
Revenue
$10.7B
FY25
Change
Change
NREF
14.92
▲
+3.39%
vs
WELL
248.07
▲
+2.86%
After hours
Nov 4 '26
delayed
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NREF
0
None
Shared
0
No disclosed counterparties: NREF.
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Oakmont Management
unlisted
supplier
7 more · WELL chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Revenue flow
NREF: latest quarter not drawable. WELL: latest quarter not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NREF, solid
WELL, dashed