The Herzfeld Caribbean Basin Fund (CUBA) Competitors

$2.46
0.00 (0.00%)
(As of 05/17/2024 ET)

CUBA vs. EQS, NOM, CIF, EEA, CEE, GCV, MCVT, GYRO, AINC, and BENF

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 Equus Total Return (EQS), Nuveen Missouri Quality Municipal Income Fund (NOM), MFS Intermediate High Income Fund (CIF), The European Equity Fund (EEA), The Central and Eastern Europe Fund (CEE), The Gabelli Convertible and Income Securities Fund (GCV), Mill City Ventures III (MCVT), Gyrodyne (GYRO), Ashford (AINC), and Beneficient (BENF). These companies are all part of the "finance" sector.

The Herzfeld Caribbean Basin Fund vs.

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

Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Equus Total Return$16.15M1.21$12.95MN/AN/A
The Herzfeld Caribbean Basin FundN/AN/AN/AN/AN/A

In the previous week, Equus Total Return had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 1 mentions for Equus Total Return and 0 mentions for The Herzfeld Caribbean Basin Fund. Equus Total Return's average media sentiment score of 0.67 beat The Herzfeld Caribbean Basin Fund's score of 0.00 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Equus Total Return Neutral
The Herzfeld Caribbean Basin Fund Positive

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equus Total Return
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
The Herzfeld Caribbean Basin Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Equus Total Return received 11 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.

CompanyUnderperformOutperform
Equus Total ReturnOutperform Votes
106
63.10%
Underperform Votes
62
36.90%
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%

Equus Total Return has a net margin of 2,221.48% compared to Equus Total Return's net margin of 0.00%. Equus Total Return's return on equity of 0.00% beat The Herzfeld Caribbean Basin Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Equus Total Return2,221.48% -11.68% -6.81%
The Herzfeld Caribbean Basin Fund N/A N/A N/A

Equus Total Return has a beta of 0.95, meaning that its stock price is 5% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.16, meaning that its stock price is 16% more volatile than the S&P 500.

15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 30.7% of Equus Total Return shares are owned by company insiders. Comparatively, 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

The Herzfeld Caribbean Basin Fund beats Equus Total Return on 6 of the 11 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CUBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

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.
Skip Chart

CUBA vs. The Competition

MetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$17.63M$7.52B$10.07B$7.98B
Dividend Yield13.44%6.27%5.84%3.91%
P/E RatioN/A0.4437.2515.29
Price / SalesN/A14.46207.5681.56
Price / CashN/A7.8316.6831.98
Price / BookN/A1.003.324.64
Net IncomeN/A$73.96M$1.01B$217.28M
7 Day Performance-1.04%0.79%1.72%2.90%
1 Month Performance3.14%4.25%4.59%6.66%
1 Year Performance-33.38%6.77%19.56%9.89%

The Herzfeld Caribbean Basin Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EQS
Equus Total Return
0 of 5 stars
$1.45
-0.7%
N/A-6.2%$19.70M$250,000.000.002,011News Coverage
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
$10.10
+0.6%
N/A+1.5%$23.72MN/A0.00N/AEx-Dividend
High Trading Volume
CIF
MFS Intermediate High Income Fund
0 of 5 stars
$1.71
flat
N/A+4.9%$32.26MN/A0.00N/AEx-Dividend
EEA
The European Equity Fund
0 of 5 stars
$9.00
+0.9%
N/A+10.4%$62.10MN/A0.00N/ADividend Cut
CEE
The Central and Eastern Europe Fund
0 of 5 stars
$9.88
+1.3%
N/A+23.9%$62.24MN/A0.00N/ANews Coverage
GCV
The Gabelli Convertible and Income Securities Fund
0 of 5 stars
$3.64
+0.3%
N/A-14.8%$70.18MN/A0.00N/ADividend Announcement
News Coverage
MCVT
Mill City Ventures III
0 of 5 stars
$2.78
+3.0%
N/A+7.8%$17.76M$3.30M-14.633News Coverage
Gap Up
High Trading Volume
GYRO
Gyrodyne
0.354 of 5 stars
$7.85
-0.6%
N/A-7.9%$17.27MN/A0.006News Coverage
Gap Down
AINC
Ashford
0 of 5 stars
$4.82
+0.2%
N/AN/A$16.53M$765.86M-0.369,005Analyst Forecast
BENF
Beneficient
0 of 5 stars
$5.55
-7.5%
N/AN/A$19.15MN/A0.00150Gap Down
High Trading Volume

Related Companies and Tools

This page (NASDAQ:CUBA) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners