VALU vs. SAR, DHIL, SAMG, PUYI, ALTI, ERES, BANX, VINP, WHG, and GECC
Should you be buying Value Line stock or one of its competitors? The main competitors of Value Line include Saratoga Investment (SAR), Diamond Hill Investment Group (DHIL), Silvercrest Asset Management Group (SAMG), Highest Performances (PUYI), AlTi Global (ALTI), East Resources Acquisition (ERES), ArrowMark Financial (BANX), Vinci Partners Investments (VINP), Westwood Holdings Group (WHG), and Great Elm Capital (GECC).
Saratoga Investment (NYSE:SAR) and Value Line (NASDAQ:VALU) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their community ranking, analyst recommendations, dividends, media sentiment, profitability, valuation, earnings, institutional ownership and risk.
Saratoga Investment received 88 more outperform votes than Value Line when rated by MarketBeat users. However, 58.86% of users gave Value Line an outperform vote while only 58.02% of users gave Saratoga Investment an outperform vote.
19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 6.3% of Value Line shares are owned by institutional investors. 13.2% of Saratoga Investment shares are owned by insiders. Comparatively, 0.0% of Value Line shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Value Line has a net margin of 47.81% compared to Value Line's net margin of 6.22%. Saratoga Investment's return on equity of 21.23% beat Value Line's return on equity.
Saratoga Investment pays an annual dividend of $2.92 per share and has a dividend yield of 12.5%. Value Line pays an annual dividend of $1.20 per share and has a dividend yield of 3.0%. Saratoga Investment pays out 411.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Value Line pays out 61.9% of its earnings in the form of a dividend. Saratoga Investment has raised its dividend for 3 consecutive years and Value Line has raised its dividend for 10 consecutive years.
Saratoga Investment currently has a consensus target price of $25.69, suggesting a potential upside of 9.73%. Given Value Line's higher possible upside, analysts clearly believe Saratoga Investment is more favorable than Value Line.
In the previous week, Saratoga Investment and Saratoga Investment both had 6 articles in the media. Saratoga Investment's average media sentiment score of 0.79 beat Value Line's score of 0.49 indicating that Value Line is being referred to more favorably in the news media.
Saratoga Investment has a beta of 1.28, meaning that its stock price is 28% more volatile than the S&P 500. Comparatively, Value Line has a beta of 0.8, meaning that its stock price is 20% less volatile than the S&P 500.
Value Line has lower revenue, but higher earnings than Saratoga Investment. Value Line is trading at a lower price-to-earnings ratio than Saratoga Investment, indicating that it is currently the more affordable of the two stocks.
Summary
Value Line beats Saratoga Investment on 10 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding VALU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NASDAQ 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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