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The Herzfeld Caribbean Basin Fund (CUBA) Competitors

The Herzfeld Caribbean Basin Fund logo
$2.46 +0.06 (+2.50%)
(As of 12/20/2024 05:16 PM ET)

CUBA vs. LRFC, CXH, EEA, JMM, RAND, ICMB, MXE, CIF, EQS, and AGD

Should you be buying The Herzfeld Caribbean Basin Fund stock or one of its competitors? The main competitors of The Herzfeld Caribbean Basin Fund include Logan Ridge Finance (LRFC), MFS Investment Grade Municipal Trust (CXH), The European Equity Fund (EEA), Nuveen Multi-Market Income Fund (JMM), Rand Capital (RAND), Investcorp Credit Management BDC (ICMB), Mexico Equity & Income Fund (MXE), MFS Intermediate High Income Fund (CIF), Equus Total Return (EQS), and Abrdn Global Dynamic Dividend Fund (AGD). These companies are all part of the "financial services" industry.

The Herzfeld Caribbean Basin Fund vs.

Logan Ridge Finance (NASDAQ:LRFC) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, valuation, institutional ownership, media sentiment, risk, profitability, dividends, community ranking and analyst recommendations.

Logan Ridge Finance has a beta of 1.26, indicating that its share price is 26% more volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.17, indicating that its share price is 17% more volatile than the S&P 500.

The Herzfeld Caribbean Basin Fund has higher revenue and earnings than Logan Ridge Finance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Logan Ridge Finance$1.76M38.10-$2.48M-$1.26-19.97
The Herzfeld Caribbean Basin Fund$2.37M7.43N/AN/AN/A

The Herzfeld Caribbean Basin Fund has a net margin of 0.00% compared to Logan Ridge Finance's net margin of -16.43%. Logan Ridge Finance's return on equity of 3.69% beat The Herzfeld Caribbean Basin Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Logan Ridge Finance-16.43% 3.69% 1.63%
The Herzfeld Caribbean Basin Fund N/A N/A N/A

The Herzfeld Caribbean Basin Fund received 93 more outperform votes than Logan Ridge Finance when rated by MarketBeat users. Likewise, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 15.38% of users gave Logan Ridge Finance an outperform vote.

CompanyUnderperformOutperform
Logan Ridge FinanceOutperform Votes
2
15.38%
Underperform Votes
11
84.62%
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%

In the previous week, The Herzfeld Caribbean Basin Fund had 2 more articles in the media than Logan Ridge Finance. MarketBeat recorded 2 mentions for The Herzfeld Caribbean Basin Fund and 0 mentions for Logan Ridge Finance. Logan Ridge Finance's average media sentiment score of 0.00 equaled The Herzfeld Caribbean Basin Fund'saverage media sentiment score.

Company Overall Sentiment
Logan Ridge Finance Neutral
The Herzfeld Caribbean Basin Fund Neutral

Logan Ridge Finance pays an annual dividend of $1.44 per share and has a dividend yield of 5.7%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.10 per share and has a dividend yield of 4.1%. Logan Ridge Finance pays out -114.3% of its earnings in the form of a dividend.

30.9% of Logan Ridge Finance shares are owned by institutional investors. Comparatively, 15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 0.0% of Logan Ridge Finance shares are owned by company insiders. Comparatively, 28.8% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Logan Ridge Finance beats The Herzfeld Caribbean Basin Fund on 7 of the 13 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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 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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CUBA vs. The Competition

MetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$17.59M$8.38B$11.17B$9.07B
Dividend Yield4.17%6.75%9.79%4.23%
P/E RatioN/A0.4427.9117.19
Price / Sales7.4314.8239.18116.95
Price / CashN/A7.0318.6037.86
Price / BookN/A0.882.744.78
Net IncomeN/A$73.96M$1.04B$225.60M
7 Day Performance-0.20%-2.96%-2.88%-1.23%
1 Month Performance1.18%-2.31%-2.88%3.36%
1 Year Performance-12.77%3.73%11.49%16.60%

The Herzfeld Caribbean Basin Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CUBA
The Herzfeld Caribbean Basin Fund
N/A$2.46
+2.5%
N/A-12.8%$17.59M$2.37M0.00N/ANews Coverage
LRFC
Logan Ridge Finance
1.1973 of 5 stars
$25.40
+0.6%
N/A+10.3%$67.74M$1.76M-20.161
CXH
MFS Investment Grade Municipal Trust
N/A$8.15
+0.2%
N/A+4.8%$66.82M$1.83M0.00147,000Ex-Dividend
EEA
The European Equity Fund
N/A$8.65
flat
N/A-3.5%$59.69MN/A0.0014,000Dividend Increase
News Coverage
JMM
Nuveen Multi-Market Income Fund
N/A$6.07
-0.2%
N/A+2.1%$57.43M$3.91M0.00N/A
RAND
Rand Capital
1.5071 of 5 stars
$19.09
+2.6%
N/A+26.3%$49.25M$14.09M3.945High Trading Volume
ICMB
Investcorp Credit Management BDC
3.4877 of 5 stars
$3.20
flat
N/A-9.2%$46.10M$9.40M9.702,019Positive News
Gap Down
MXE
Mexico Equity & Income Fund
N/A$8.61
-1.0%
N/A-24.5%$37.88MN/A0.00N/A
CIF
MFS Intermediate High Income Fund
N/A$1.78
+0.9%
N/A+1.2%$31.96M$3.92M0.00N/AEx-Dividend
EQS
Equus Total Return
N/A$1.19
+8.2%
N/A-28.4%$16.17M$250,000.00-2.202,011Negative News
Gap Down
High Trading Volume
AGD
Abrdn Global Dynamic Dividend Fund
N/A$10.11
+0.4%
N/A+5.1%$0.00$17.85M0.00N/A

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This page (NASDAQ:CUBA) was last updated on 12/22/2024 by MarketBeat.com Staff
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