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Liberty All-Star Equity Fund (USA) Competitors

$6.72
+0.02 (+0.30%)
(As of 06/7/2024 08:52 PM ET)

USA vs. IBB, HTGC, DNP, ADX, PTY, NUV, GSBD, RVT, GAB, and TY

Should you be buying Liberty All-Star Equity Fund stock or one of its competitors? The main competitors of Liberty All-Star Equity Fund include iShares Biotechnology ETF (IBB), Hercules Capital (HTGC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), The Gabelli Equity Trust (GAB), and Tri-Continental (TY). These companies are all part of the "investment offices, not elsewhere classified" industry.

Liberty All-Star Equity Fund vs.

iShares Biotechnology ETF (NASDAQ:IBB) and Liberty All-Star Equity Fund (NYSE:USA) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, media sentiment, earnings, profitability, analyst recommendations, valuation, community ranking and risk.

Company Net Margins Return on Equity Return on Assets
iShares Biotechnology ETFN/A N/A N/A
Liberty All-Star Equity Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
iShares Biotechnology ETFN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

62.5% of iShares Biotechnology ETF shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

iShares Biotechnology ETF has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.

iShares Biotechnology ETF pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.8%. Liberty All-Star Equity Fund has increased its dividend for 1 consecutive years. Liberty All-Star Equity Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Given Liberty All-Star Equity Fund's higher possible upside, analysts plainly believe iShares Biotechnology ETF is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
iShares Biotechnology ETF
0 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.57
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, iShares Biotechnology ETF and iShares Biotechnology ETF both had 2 articles in the media. iShares Biotechnology ETF's average media sentiment score of 1.12 beat Liberty All-Star Equity Fund's score of 0.78 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
iShares Biotechnology ETF
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Liberty All-Star Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Liberty All-Star Equity Fund received 164 more outperform votes than iShares Biotechnology ETF when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 67.09% of users gave iShares Biotechnology ETF an outperform vote.

CompanyUnderperformOutperform
iShares Biotechnology ETFOutperform Votes
159
67.09%
Underperform Votes
78
32.91%
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%

Summary

Liberty All-Star Equity Fund beats iShares Biotechnology ETF on 7 of the 10 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding USA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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USA vs. The Competition

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.82B$7.49B$9.91B$17.91B
Dividend Yield9.82%6.20%6.06%3.56%
P/E RatioN/A0.4540.2225.05
Price / SalesN/A20.6141.0514.20
Price / CashN/A7.9714.6419.35
Price / BookN/A1.012.334.99
Net IncomeN/A$73.96M$1.02B$975.94M
7 Day PerformanceN/A0.55%-0.77%-1.87%
1 Month Performance-1.47%-0.04%-0.56%-1.65%
1 Year Performance9.45%4.33%9.49%9.19%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBB
iShares Biotechnology ETF
0 of 5 stars
$135.50
+1.2%
N/A+6.1%$7.20BN/A0.00N/A
HTGC
Hercules Capital
1.1794 of 5 stars
$19.85
+0.6%
$18.56
-6.5%
+33.5%$3.22B$460.67M9.02100Positive News
DNP
DNP Select Income Fund
0 of 5 stars
$8.60
-1.4%
N/A-16.4%$3.05BN/A0.00N/A
ADX
Adams Diversified Equity Fund
0 of 5 stars
$20.50
+0.2%
N/A+27.7%$2.54BN/A0.00N/APositive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.46
+0.1%
N/A+11.5%$2.21BN/A0.00147,000Dividend Announcement
Positive News
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.52
+0.6%
N/A-3.1%$1.77BN/A0.00640Dividend Announcement
Positive News
GSBD
Goldman Sachs BDC
0.0879 of 5 stars
$15.37
-0.1%
$14.00
-8.9%
+10.4%$1.72B$224.55M8.01N/A
RVT
Royce Value Trust
0 of 5 stars
$14.87
-0.3%
N/A+8.3%$1.66BN/A0.00147,000Dividend Increase
Positive News
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.49
flat
N/A-1.8%$1.66BN/A0.00N/ANegative News
TY
Tri-Continental
0 of 5 stars
$30.74
-0.2%
N/A+17.3%$1.66BN/A0.00N/A

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This page (NYSE:USA) was last updated on 6/10/2024 by MarketBeat.com Staff

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