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Gladstone Investment (GAIN) Competitors

Gladstone Investment logo
$13.48 -0.14 (-1.03%)
(As of 11/20/2024 ET)

GAIN vs. VRTS, OCSL, CSWC, SLRC, TCPC, FDUS, GLAD, DHIL, PNNT, and SCM

Should you be buying Gladstone Investment stock or one of its competitors? The main competitors of Gladstone Investment include Virtus Investment Partners (VRTS), Oaktree Specialty Lending (OCSL), Capital Southwest (CSWC), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Fidus Investment (FDUS), Gladstone Capital (GLAD), Diamond Hill Investment Group (DHIL), PennantPark Investment (PNNT), and Stellus Capital Investment (SCM). These companies are all part of the "asset management & custody banks" industry.

Gladstone Investment vs.

Gladstone Investment (NASDAQ:GAIN) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, profitability, risk, analyst recommendations, media sentiment, institutional ownership, community ranking, dividends and earnings.

Gladstone Investment currently has a consensus target price of $13.75, suggesting a potential upside of 2.00%. Virtus Investment Partners has a consensus target price of $233.50, suggesting a potential downside of 0.95%. Given Gladstone Investment's stronger consensus rating and higher possible upside, analysts plainly believe Gladstone Investment is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Virtus Investment Partners
2 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75

In the previous week, Gladstone Investment had 9 more articles in the media than Virtus Investment Partners. MarketBeat recorded 11 mentions for Gladstone Investment and 2 mentions for Virtus Investment Partners. Gladstone Investment's average media sentiment score of 0.35 beat Virtus Investment Partners' score of -0.52 indicating that Gladstone Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Gladstone Investment
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

Virtus Investment Partners has higher revenue and earnings than Gladstone Investment. Gladstone Investment is trading at a lower price-to-earnings ratio than Virtus Investment Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gladstone Investment$87.31M5.66$85.31M$1.0612.72
Virtus Investment Partners$845.27M1.96$130.62M$16.4514.33

Gladstone Investment has a net margin of 41.67% compared to Virtus Investment Partners' net margin of 13.43%. Virtus Investment Partners' return on equity of 20.64% beat Gladstone Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment41.67% 7.41% 3.85%
Virtus Investment Partners 13.43%20.64%5.00%

11.9% of Gladstone Investment shares are held by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are held by institutional investors. 2.5% of Gladstone Investment shares are held by company insiders. Comparatively, 6.1% of Virtus Investment Partners shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.1%. Virtus Investment Partners pays an annual dividend of $9.00 per share and has a dividend yield of 3.8%. Gladstone Investment pays out 90.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend.

Gladstone Investment has a beta of 1.33, meaning that its stock price is 33% more volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.45, meaning that its stock price is 45% more volatile than the S&P 500.

Gladstone Investment received 42 more outperform votes than Virtus Investment Partners when rated by MarketBeat users. Likewise, 60.86% of users gave Gladstone Investment an outperform vote while only 53.37% of users gave Virtus Investment Partners an outperform vote.

CompanyUnderperformOutperform
Gladstone InvestmentOutperform Votes
367
60.86%
Underperform Votes
236
39.14%
Virtus Investment PartnersOutperform Votes
325
53.37%
Underperform Votes
284
46.63%

Summary

Virtus Investment Partners beats Gladstone Investment on 11 of the 20 factors compared between the two stocks.

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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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GAIN vs. The Competition

MetricGladstone InvestmentInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$494.58M$1.12B$10.49B$8.81B
Dividend Yield6.92%11.21%10.13%4.07%
P/E Ratio12.7210.1749.1017.50
Price / Sales5.669.703,451.4889.08
Price / Cash142.9214.3730.2732.51
Price / Book1.000.862.744.68
Net Income$85.31M$108.10M$991.93M$225.43M
7 Day Performance-1.61%-0.89%-0.33%-2.04%
1 Month Performance-5.20%-3.89%1.82%0.04%
1 Year Performance-8.61%-3.55%23.56%24.47%

Gladstone Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAIN
Gladstone Investment
0.5871 of 5 stars
$13.48
-1.0%
$13.75
+2.0%
-8.6%$502.64M$35.81M12.7270
VRTS
Virtus Investment Partners
1.8362 of 5 stars
$235.75
+1.5%
$233.50
-1.0%
+19.0%$1.63B$845.27M9.31770
OCSL
Oaktree Specialty Lending
3.2766 of 5 stars
$15.68
+0.4%
$16.75
+6.8%
-21.1%$1.29B$379.29M18.02N/ADividend Announcement
Analyst Downgrade
CSWC
Capital Southwest
2.4288 of 5 stars
$22.99
flat
$25.67
+11.6%
+2.2%$1.10B$103.24M14.0227
SLRC
SLR Investment
0.9201 of 5 stars
$16.43
+0.2%
$15.25
-7.2%
+10.3%$894.15M$229.31M9.28N/A
TCPC
BlackRock TCP Capital
1.5663 of 5 stars
$8.96
-0.7%
$9.00
+0.4%
-24.1%$772.03M$209.33M0.0019,800Analyst Upgrade
FDUS
Fidus Investment
1.3991 of 5 stars
$20.70
-0.5%
$22.00
+6.3%
+5.7%$705.43M$99.67M7.39N/A
GLAD
Gladstone Capital
1.456 of 5 stars
$26.17
-1.7%
$23.00
-12.1%
+30.5%$598.22M$98.55M6.8970
DHIL
Diamond Hill Investment Group
3.8518 of 5 stars
$169.66
+0.3%
N/A+4.9%$461.48M$136.72M9.58129Positive News
PNNT
PennantPark Investment
0.8288 of 5 stars
$6.97
-1.0%
$6.00
-13.9%
+6.3%$459.03M$145.37M7.48N/AUpcoming Earnings
SCM
Stellus Capital Investment
0.8981 of 5 stars
$13.86
+0.5%
$13.63
-1.7%
+8.2%$373.13M$105.85M7.07599

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This page (NASDAQ:GAIN) was last updated on 11/21/2024 by MarketBeat.com Staff
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