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Royce Value Trust (RVT) Competitors

Royce Value Trust logo
$15.98 +0.02 (+0.13%)
(As of 10:03 AM ET)

RVT vs. FSK, OBDC, DNP, ADX, PTY, OXLC, BCAT, STEW, CET, and MFIC

Should you be buying Royce Value Trust stock or one of its competitors? The main competitors of Royce Value Trust include FS KKR Capital (FSK), Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), SRH Total Return Fund (STEW), Central Securities (CET), and MidCap Financial Investment (MFIC). These companies are all part of the "financial services" industry.

Royce Value Trust vs.

FS KKR Capital (NYSE:FSK) and Royce Value Trust (NYSE:RVT) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, dividends, profitability, analyst recommendations, media sentiment, earnings, valuation and community ranking.

FS KKR Capital has a net margin of 29.98% compared to Royce Value Trust's net margin of 0.00%. FS KKR Capital's return on equity of 12.31% beat Royce Value Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
FS KKR Capital29.98% 12.31% 5.47%
Royce Value Trust N/A N/A N/A

FS KKR Capital currently has a consensus price target of $20.25, suggesting a potential downside of 4.86%. Given FS KKR Capital's stronger consensus rating and higher possible upside, equities research analysts plainly believe FS KKR Capital is more favorable than Royce Value Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FS KKR Capital
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Royce Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, FS KKR Capital had 12 more articles in the media than Royce Value Trust. MarketBeat recorded 13 mentions for FS KKR Capital and 1 mentions for Royce Value Trust. Royce Value Trust's average media sentiment score of 1.92 beat FS KKR Capital's score of 0.46 indicating that Royce Value Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FS KKR Capital
5 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Royce Value Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 12.0%. Royce Value Trust pays an annual dividend of $1.27 per share and has a dividend yield of 8.0%. FS KKR Capital pays out 136.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

FS KKR Capital has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.34, meaning that its stock price is 34% more volatile than the S&P 500.

36.3% of FS KKR Capital shares are held by institutional investors. Comparatively, 25.6% of Royce Value Trust shares are held by institutional investors. 0.3% of FS KKR Capital shares are held by insiders. Comparatively, 0.1% of Royce Value Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Royce Value Trust received 111 more outperform votes than FS KKR Capital when rated by MarketBeat users. Likewise, 65.29% of users gave Royce Value Trust an outperform vote while only 49.07% of users gave FS KKR Capital an outperform vote.

CompanyUnderperformOutperform
FS KKR CapitalOutperform Votes
79
49.07%
Underperform Votes
82
50.93%
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

FS KKR Capital has higher revenue and earnings than Royce Value Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FS KKR Capital$607M9.82$696M$1.8811.32
Royce Value Trust$151.28M12.17N/AN/AN/A

Summary

FS KKR Capital beats Royce Value Trust on 10 of the 16 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 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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RVT vs. The Competition

MetricRoyce Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.84B$8.62B$10.70B$19.64B
Dividend Yield7.91%6.50%10.16%3.51%
P/E RatioN/A0.4635.2843.80
Price / Sales12.1715.393,046.0617.47
Price / CashN/A7.0329.8421.73
Price / BookN/A0.902.785.46
Net IncomeN/A$73.96M$1.03B$987.68M
7 Day Performance-4.29%-2.43%-1.26%-2.12%
1 Month Performance0.19%-0.32%-0.02%1.31%
1 Year Performance13.59%5.74%15.77%16.45%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Value Trust
N/A$15.98
+0.1%
N/A+13.6%$1.84B$151.28M0.0050Positive News
FSK
FS KKR Capital
1.8745 of 5 stars
$21.36
-0.6%
$20.25
-5.2%
+7.8%$5.98B$607M11.38N/AAnalyst Revision
OBDC
Blue Owl Capital
1.7208 of 5 stars
$15.10
-1.2%
$15.86
+5.0%
+0.6%$5.89B$1.58B9.50N/A
DNP
DNP Select Income Fund
N/A$9.12
-1.8%
N/A+4.8%$3.31B$-131,428,204.000.00590Dividend Announcement
ADX
Adams Diversified Equity Fund
N/A$20.65
+0.8%
N/A+18.6%$2.56B$639.96M0.0030Short Interest ↑
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.54
flat
N/A+8.2%$2.23B$211.84M0.00147,000Positive News
OXLC
Oxford Lane Capital
2.6952 of 5 stars
$5.25
+0.2%
N/A+5.6%$1.82B$194.42M3.75601News Coverage
Positive News
High Trading Volume
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.97
-0.4%
N/A+6.1%$1.72B$211.29M0.00147,000
STEW
SRH Total Return Fund
N/A$16.33
-0.3%
N/A+17.1%$1.58BN/A0.00N/A
CET
Central Securities
N/A$46.66
+0.2%
N/A+22.5%$1.32B$300.48M0.006
MFIC
MidCap Financial Investment
2.4011 of 5 stars
$13.49
-1.6%
$14.71
+9.1%
-1.3%$1.27B$121.29M8.79N/ANews Coverage
Positive News

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This page (NYSE:RVT) was last updated on 12/18/2024 by MarketBeat.com Staff
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