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Royce Value Trust (RVT) Competitors

Royce Value Trust logo
$13.34 +0.08 (+0.60%)
Closing price 03:59 PM Eastern
Extended Trading
$13.36 +0.02 (+0.12%)
As of 04:05 PM Eastern
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RVT vs. FSK, DNP, PTY, ADX, USA, GAB, STEW, OXLC, BCAT, and GSBD

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), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Adams Diversified Equity Fund (ADX), Liberty All-Star Equity Fund (USA), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), and Goldman Sachs BDC (GSBD). These companies are all part of the "financial services" industry.

Royce Value Trust vs.

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

25.6% of Royce Value Trust shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Royce Value Trust shares are owned by insiders. Comparatively, 0.3% of FS KKR Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

FS KKR Capital has a consensus price target of $20.70, indicating a potential upside of 7.67%. Given FS KKR Capital's stronger consensus rating and higher possible upside, 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
Royce Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
FS KKR Capital
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80

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 47.59% of users gave FS KKR Capital an outperform vote.

CompanyUnderperformOutperform
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%
FS KKR CapitalOutperform Votes
79
47.59%
Underperform Votes
87
52.41%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Value Trust$9.80M157.01N/AN/AN/A
FS KKR Capital$664M8.11$696M$2.099.20

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
Royce Value TrustN/A N/A N/A
FS KKR Capital 29.98%12.31%5.47%

In the previous week, FS KKR Capital had 17 more articles in the media than Royce Value Trust. MarketBeat recorded 19 mentions for FS KKR Capital and 2 mentions for Royce Value Trust. Royce Value Trust's average media sentiment score of 1.93 beat FS KKR Capital's score of 0.79 indicating that Royce Value Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Value Trust
2 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
10 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Royce Value Trust pays an annual dividend of $1.30 per share and has a dividend yield of 9.7%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 13.3%. FS KKR Capital pays out 122.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Royce Value Trust has a beta of 1.28, indicating that its share price is 28% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 0.98, indicating that its share price is 2% less volatile than the S&P 500.

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

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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$1.54B$7.55B$10.85B$18.52B
Dividend Yield9.95%7.16%6.00%4.24%
P/E RatioN/A3.5421.5931.15
Price / Sales157.0119.5025.4325.69
Price / CashN/A7.5117.6117.53
Price / BookN/A0.872.574.29
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance6.46%3.32%3.88%6.59%
1 Month Performance-6.23%-4.70%-3.47%-6.88%
1 Year Performance-5.33%0.22%535.31%1.23%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Value Trust
N/A$13.34
+0.6%
N/A-7.1%$1.54B$9.80M0.0050News Coverage
Positive News
FSK
FS KKR Capital
1.3 of 5 stars
$18.43
-5.1%
$21.30
+15.6%
-0.4%$5.16B$664M9.80N/ANews Coverage
High Trading Volume
DNP
DNP Select Income Fund
N/A$8.99
-0.9%
N/A+5.8%$3.32B$851.71M0.00590News Coverage
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$12.73
-2.0%
N/A-7.4%$2.31B$230.95M0.00147,000High Trading Volume
ADX
Adams Diversified Equity Fund
N/A$17.14
-1.7%
N/A-2.6%$2.01B$564.12M0.0030Upcoming Earnings
News Coverage
Positive News
High Trading Volume
USA
Liberty All-Star Equity Fund
N/A$5.91
-2.6%
N/A-8.5%$1.60B$259.99M0.00N/ADividend Cut
Short Interest ↑
News Coverage
High Trading Volume
GAB
The Gabelli Equity Trust
N/A$5.01
-0.9%
N/A+0.2%$1.54B$203.01M0.00N/AShort Interest ↑
Negative News
High Trading Volume
STEW
SRH Total Return Fund
N/A$15.55
-1.6%
N/A+15.8%$1.50B$550.34M0.00N/AShort Interest ↑
Positive News
High Trading Volume
OXLC
Oxford Lane Capital
2.055 of 5 stars
$4.31
-0.7%
N/A-11.7%$1.49B$194.42M5.19601Short Interest ↓
High Trading Volume
BCAT
BlackRock Capital Allocation Term Trust
N/A$13.22
-3.2%
N/A-8.6%$1.42B$197.67M0.00147,000Short Interest ↓
News Coverage
Positive News
High Trading Volume
GSBD
Goldman Sachs BDC
2.2042 of 5 stars
$10.08
-4.9%
$13.00
+29.0%
-31.4%$1.18B$78.71M14.39N/AShort Interest ↑
High Trading Volume
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This page (NYSE:RVT) was last updated on 4/15/2025 by MarketBeat.com Staff
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