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Royce Value Trust (RVT) Competitors

Royce Value Trust logo
$15.93 -0.16 (-0.99%)
(As of 11/15/2024 ET)

RVT vs. FSK, OBDC, DNP, ADX, PTY, BCAT, OXLC, 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), BlackRock Capital Allocation Term Trust (BCAT), Oxford Lane Capital (OXLC), 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.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Value TrustN/AN/AN/AN/AN/A
FS KKR Capital$1.83B3.24$696M$1.8811.26

25.6% of Royce Value Trust shares are held by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are held by institutional investors. 0.1% of Royce Value Trust shares are held by company insiders. Comparatively, 0.3% of FS KKR Capital 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.

FS KKR Capital has a consensus price target of $19.94, indicating a potential downside of 5.78%. Given FS KKR Capital's stronger consensus rating and higher probable upside, analysts clearly 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
0 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

Royce Value Trust pays an annual dividend of $1.12 per share and has a dividend yield of 7.0%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 12.1%. 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.

In the previous week, FS KKR Capital had 8 more articles in the media than Royce Value Trust. MarketBeat recorded 11 mentions for FS KKR Capital and 3 mentions for Royce Value Trust. Royce Value Trust's average media sentiment score of 1.31 beat FS KKR Capital's score of 1.15 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
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FS KKR Capital
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

Royce Value Trust has a beta of 1.33, meaning that its share price is 33% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 1.25, meaning that its share price is 25% more volatile than the S&P 500.

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 50.00% 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
50.00%
Underperform Votes
79
50.00%

Summary

FS KKR Capital beats Royce Value Trust on 11 of the 16 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 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$8.27B$11.18B$19.84B
Dividend Yield7.03%6.29%5.95%3.51%
P/E RatioN/A0.4526.1035.07
Price / SalesN/A13.8543.7517.75
Price / CashN/A6.9718.5821.33
Price / BookN/A0.953.714.64
Net IncomeN/A$73.96M$998.34M$982.94M
7 Day Performance-3.69%-2.07%-0.06%-2.12%
1 Month Performance0.50%-2.42%1.87%-0.39%
1 Year Performance22.63%11.45%24.86%23.34%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Value Trust
N/A$15.93
-1.0%
N/A+24.4%$1.84BN/A0.0050News Coverage
Positive News
FSK
FS KKR Capital
2.469 of 5 stars
$21.08
+0.0%
N/A+6.8%$5.90B$1.83B11.21N/AShort Interest ↓
Positive News
OBDC
Blue Owl Capital
2.3332 of 5 stars
$14.87
+0.6%
N/A+3.2%$5.80B$1.58B9.23N/ADividend Increase
News Coverage
DNP
DNP Select Income Fund
N/A$9.43
+0.9%
N/A+1.8%$3.35BN/A0.00590Short Interest ↑
ADX
Adams Diversified Equity Fund
N/A$22.52
+0.4%
N/A+24.5%$2.78BN/A0.0030Dividend Announcement
Short Interest ↑
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.72
-0.1%
N/A+8.0%$2.25BN/A0.00147,000Ex-Dividend
News Coverage
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$16.34
+0.2%
N/A+9.5%$1.76B$211.29M0.00147,000Short Interest ↓
Positive News
OXLC
Oxford Lane Capital
2.5235 of 5 stars
$5.45
flat
N/A+6.9%$1.75B$194.42M3.89601Positive News
STEW
SRH Total Return Fund
N/A$16.36
+0.9%
N/A+22.2%$1.58B$394.21M0.00N/ADividend Increase
Short Interest ↓
Positive News
CET
Central Securities
N/A$49.01
-0.2%
N/A+29.8%$1.39BN/A0.006Positive News
MFIC
MidCap Financial Investment
2.4253 of 5 stars
$13.65
+1.5%
N/A+4.0%$1.26B$276.52M8.75N/AShort Interest ↓
Positive News

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This page (NYSE:RVT) was last updated on 11/17/2024 by MarketBeat.com Staff
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