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Liberty All-Star Equity Fund (USA) Competitors

Liberty All-Star Equity Fund logo
$7.14 +0.06 (+0.78%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

USA vs. FSK, OBDC, ADX, PTY, RVT, OXLC, BCAT, GAB, STEW, and GSBD

Should you be buying Liberty All-Star Equity Fund stock or one of its competitors? The main competitors of Liberty All-Star Equity Fund include FS KKR Capital (FSK), Blue Owl Capital (OBDC), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Royce Value Trust (RVT), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), and Goldman Sachs BDC (GSBD). These companies are all part of the "financial services" industry.

Liberty All-Star Equity Fund vs.

Liberty All-Star Equity Fund (NYSE:USA) and FS KKR Capital (NYSE:FSK) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, valuation, risk, profitability, media sentiment, community ranking, institutional ownership and earnings.

FS KKR Capital has a net margin of 29.98% compared to Liberty All-Star Equity Fund's net margin of 0.00%. FS KKR Capital's return on equity of 12.31% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
FS KKR Capital 29.98%12.31%5.47%

Liberty All-Star Equity Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 1.24, indicating that its stock price is 24% more volatile than the S&P 500.

FS KKR Capital has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity FundN/AN/AN/AN/AN/A
FS KKR Capital$1.83B3.41$696M$1.8811.84

Liberty All-Star Equity Fund pays an annual dividend of $0.71 per share and has a dividend yield of 10.0%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 11.5%. 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.

Liberty All-Star Equity Fund received 244 more outperform votes than FS KKR Capital when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 49.07% of users gave FS KKR Capital an outperform vote.

CompanyUnderperformOutperform
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%
FS KKR CapitalOutperform Votes
79
49.07%
Underperform Votes
82
50.93%

FS KKR Capital has a consensus price target of $20.25, indicating a potential downside of 9.05%. Given FS KKR Capital's stronger consensus rating and higher possible upside, analysts clearly believe FS KKR Capital is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liberty All-Star Equity Fund
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)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Comparatively, 0.3% of FS KKR Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, FS KKR Capital had 3 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 8 mentions for FS KKR Capital and 5 mentions for Liberty All-Star Equity Fund. FS KKR Capital's average media sentiment score of 0.90 beat Liberty All-Star Equity Fund's score of 0.32 indicating that FS KKR Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Liberty All-Star Equity Fund
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
FS KKR Capital
5 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

FS KKR Capital beats Liberty All-Star Equity Fund on 12 of the 15 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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USA vs. The Competition

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.93B$8.70B$11.78B$19.94B
Dividend Yield10.17%6.85%6.02%3.71%
P/E RatioN/A0.4525.2441.41
Price / SalesN/A12.6528.3616.25
Price / CashN/A6.8017.2619.84
Price / BookN/A0.982.655.76
Net IncomeN/A$73.96M$1.04B$993.25M
7 Day Performance4.01%2.03%2.92%3.12%
1 Month Performance2.51%1.39%0.91%4.75%
1 Year Performance11.48%6.38%14.70%18.83%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
USA
Liberty All-Star Equity Fund
N/A$7.14
+0.8%
N/A+11.5%$1.93BN/A0.00N/ADividend Cut
FSK
FS KKR Capital
2.0558 of 5 stars
$22.27
+0.5%
$20.25
-9.1%
+8.0%$6.24B$1.83B11.84N/AShort Interest ↑
OBDC
Blue Owl Capital
1.4266 of 5 stars
$14.85
-0.4%
$15.92
+7.2%
-1.4%$5.79B$702.27M9.22N/A
ADX
Adams Diversified Equity Fund
N/A$20.94
+1.1%
N/A+17.3%$2.60BN/A0.0030Dividend Cut
Short Interest ↓
News Coverage
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.41
+0.2%
N/A+6.2%$2.21BN/A0.00147,000
RVT
Royce Value Trust
N/A$16.30
+1.0%
N/A+16.0%$1.88BN/A0.0050High Trading Volume
OXLC
Oxford Lane Capital
2.655 of 5 stars
$5.08
-1.4%
N/A-0.2%$1.76B$194.42M3.63601Upcoming Earnings
Dividend Announcement
Ex-Dividend
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.67
+0.6%
N/A+3.6%$1.68B$211.29M0.00147,000Positive News
GAB
The Gabelli Equity Trust
N/A$5.49
+0.8%
N/A+8.0%$1.66BN/A0.00N/ANews Coverage
Positive News
STEW
SRH Total Return Fund
N/A$16.50
+1.5%
N/A+19.9%$1.59BN/A0.00N/A
GSBD
Goldman Sachs BDC
1.9269 of 5 stars
$12.27
-1.1%
$13.00
+6.0%
-17.6%$1.44B$454.91M17.53N/APositive News

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This page (NYSE:USA) was last updated on 1/20/2025 by MarketBeat.com Staff
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