Compare Gladstone to Gladstone, Prospect, Stellus, WhiteHorse, PennantPark, Fidus

Comparing Gladstone to Gladstone, Prospect, Stellus, WhiteHorse, PennantPark, Fidus can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	GLAD	GAIN	PSEC	SCM	WHF	PFLT	FDUS
GLAD		0.94	0.55	0.86	0.73	0.8	0.49	GLAD
GAIN	0.94		0.49	0.82	0.67	0.69	0.35	GAIN
PSEC	0.55	0.49		0.35	0.73	0.74	0.62	PSEC
SCM	0.86	0.82	0.35		0.7	0.63	0.4	SCM
WHF	0.73	0.67	0.73	0.7		0.68	0.62	WHF
PFLT	0.8	0.69	0.74	0.63	0.68		0.77	PFLT
FDUS	0.49	0.35	0.62	0.4	0.62	0.77		FDUS
	GLAD	GAIN	PSEC	SCM	WHF	PFLT	FDUS

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Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
GLAD	0.74	0.03	0.02	0.10	1.12	(0.80)	1.45	(1.76)	5.91
GAIN	1.05	(0.01)	(0.02)	0.06	1.65	(1.01)	1.98	(2.79)	6.91
PSEC	1.05	(0.04)	(0.04)	0.01	1.58	(1.06)	2.14	(1.83)	7.15
SCM	0.50	(0.01)	(0.07)	0.02	0.71	(0.56)	1.06	(1.69)	4.52
WHF	0.91	0.04	(0.02)	0.46	1.21	(0.91)	1.66	(1.70)	5.03
PFLT	0.70	0.02	(0.02)	0.11	1.30	(0.63)	1.31	(1.37)	6.15
FDUS	0.57	(0.01)	(0.06)	0.04	0.77	(0.59)	1.50	(1.26)	4.17

Cross Equities Net Income Analysis

Compare Gladstone Capital, Gladstone Investment, and Prospect Capital Net Income Over Time

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	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
GLAD	(92.6 K)	(8 M)	32.2 M	11.2 M	8.5 M	11.4 M	17.2 M	18.6 M	19.9 M	(1.9 M)	84.3 M	19.9 M	42.7 M	49.1 M	51.5 M
GAIN	6.1 M	22 M	17.3 M	(1.3 M)	50.2 M	24.9 M	44.8 M	60.7 M	81.6 M	(17.5 M)	44.8 M	105.5 M	35.5 M	85.3 M	89.6 M
PSEC	8.8 M	190.9 M	220.9 M	319 M	346.3 M	103.4 M	252.9 M	299.9 M	144.5 M	(16.2 M)	963.8 M	1.3 B	(101.6 M)	262.8 M	250.1 M
SCM	2.2 M	2.2 M	2.2 M	17.5 M	10.2 M	7.7 M	23.2 M	22.6 M	26.2 M	26.4 M	20.2 M	33.6 M	14.5 M	17.5 M	20.3 M
WHF	39.6 M	39.6 M	39.6 M	19 M	19.5 M	(2.8 M)	31.3 M	34.4 M	57.3 M	30.8 M	31.7 M	30.1 M	15.7 M	20.4 M	30 M
PFLT	12 M	12 M	12 M	20.5 M	12.5 M	33.5 M	36.3 M	33.5 M	(11.1 M)	18.4 M	56.5 M	3.5 M	39.3 M	45.2 M	24.5 M
FDUS	(1.6 M)	15.4 M	19.4 M	27.2 M	19.5 M	26 M	41.6 M	44 M	49.5 M	48.5 M	31.2 M	116.1 M	35.8 M	77.1 M	40.7 M

Gladstone Capital, Gladstone Investment, and Prospect Capital Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	GLAD	GAIN	PSEC	SCM	WHF	PFLT	FDUS
	0.66 23.99 Gladstone	2.37 13.17 Gladstone	0.97 5.08 Prospect	1.81 13.57 Stellus	0.52 11.56 WhiteHorse	0.90 11.00 PennantPark	1.29 19.20 Fidus
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	OK	Insignificant	Insignificant	OK	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Very Low	Very Low	Very Low	Low	Low	Low	Very Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Buy	Buy	Strong Sell	Buy	Buy	Buy	Buy
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Hold	Buy	Cautious Hold	Hold	Strong Hold	Hold
Current Ratio	1.53 X	1.50 X	0.57 X	2.11 X	1.17 X	2.62 X	2.58 X
Net Asset	719.5 M	938.08 M	157.67 M	908.09 M	730.75 M	1.18 B	1.09 T
Profit Margin	0.78 %	0.78 %	0.30 %	0.29 %	0.23 %	0.59 %	0.67 %
EBITDA	42.67 M	111.73 M	328.49 M	41.9 B	50.62 M	37.73 M	102.6 M
Operating Margin	0.71 %	0.88 %	0.67 %	0.77 %	0.71 %	0.78 %	0.65 %
Current Valuation	846.02 M	887.87 M	6.12 B	903.15 M	614.73 M	971.4 M	1.06 B
Price To Book	1.20 X	1.04 X	0.60 X	1.02 X	0.86 X	1.00 X	1.02 X
Retained Earnings	(55.38 M)	(18.25 M)	5.3 B	(16 M)	(21.53 M)	(111.64 M)	85.14 M
Five Year Return	8.84 %	6.97 %	11.21 %	10.37 %	10.81 %	9.58 %	10.25 %
Beta	1.25	1.32	0.99	1.17	1.34	1.67	1.44
Shares Outstanding	21.75 M	36.69 M	432.93 M	25.98 M	23.24 M	73.42 M	33.91 M
Cash Flow From Operations	(10.86 M)	85.99 M	282.1 M	(17.27 M)	107.18 M	140.56 M	48.41 M
Annual Yield	0.08 %	0.07 %	0.14 %	0.12 %	0.13 %	0.11 %	0.13 %
Total Debt	300.91 M	398.35 M	2.43 B	575.83 M	386.76 M	495.43 M	204.47 B
Return On Equity	0.19	0.15	0.0503	0.0939	0.0716	0.14	0.17
Return On Asset	0.058	0.0382	0.0461	0.0527	0.0611	0.0544	0.0548
Number Of Shares Shorted	666.41 K	3.03 M	18.99 M	185.15 K	205.16 K	1.13 M	190 K
Book Value Per Share	20.18 X	13.01 X	8.74 X	13.36 X	13.45 X	11.34 X	19.37 X
Total Asset	719.5 M	938.08 M	157.67 M	908.09 M	730.75 M	1.18 B	1.09 T
Debt To Equity	1.07 %	0.59 %	0.54 %	2.10 %	1.22 %	1.50 %	0.80 %
Short Ratio	4.72 X	12.30 X	7.99 X	1.45 X	2.30 X	1.44 X	0.84 X
Target Price	23.63	13.88	4.5	13.9	12.67	11.67	21.0
Last Dividend Paid	1.98	0.96	0.72	1.6	1.53	1.23	N/A
Shares Owned By Institutions	11.97 %	15.29 %	10.57 %	14.00 %	34.30 %	23.03 %	25.11 %
Market Capitalization	525.37 M	494.93 M	2.22 B	352.58 M	268.69 M	814.97 M	651.16 M
Price To Earning	18.01 X	6.99 X	13.93 X	8.73 X	8.80 X	12.77 X	15.91 X
Price To Earnings To Growth	2.31 X	5.46 X	1.59 X	N/A	1.01 X	0.27 X	3.59 X
Price To Sales	5.44 X	5.42 X	2.58 X	3.27 X	2.67 X	4.89 X	4.62 X
Net Income	42.67 M	85.31 M	262.83 M	17.53 M	20.41 M	39.26 M	77.13 M
Earnings Per Share	3.52 X	2.03 X	0.34 X	1.28 X	0.98 X	1.66 X	3.27 X
Shares Owned By Insiders	2.86 %	2.04 %	26.70 %	4.33 %	21.39 %	1.12 %	1.00 %
Revenue	58.63 M	117.56 M	444.22 M	21.23 M	103.26 M	42.16 M	154.18 M
Cash And Equivalents	2.01 M	43.88 M	43.4 M	48.04 M	9.23 M	40.62 M	72.47 M
Cash Per Share	0.06 X	1.32 X	0.11 X	1.35 X	0.40 X	0.98 X	2.96 X
Gross Profit	63.15 M	72.55 M	852.21 M	75.11 M	87.53 M	139.34 M	94.14 M
Day Typical Price	24.0	13.24	5.09	13.61	11.58	11.01	19.24
Accumulation Distribution	3375.15	5716.97	30333.2	8447.62	1395.78	18739.78	6960.82
Daily Balance Of Power	(0.26)	(0.73)	(0.71)	(0.64)	(0.27)	(0.42)	(0.66)
Period Momentum Indicator	(0.16)	(0.32)	(0.05)	(0.25)	(0.06)	(0.10)	(0.25)
Rate Of Daily Change	0.99	0.98	0.99	0.98	0.99	0.99	0.99
Day Median Price	24.01	13.27	5.1	13.63	11.59	11.02	19.26
Price Action Indicator	(0.10)	(0.26)	(0.04)	(0.18)	(0.06)	(0.07)	(0.19)
Relative Strength Index	81.95	69.41	60.12	78.57	58.7	75.32	60.08
Coefficient Of Variation	1134.13	3095.25	10579.99	4301.39	2096.1	1792.49	2879.43
Mean Deviation	0.7446	1.05	1.05	0.4966	0.9076	0.7001	0.5741
Jensen Alpha	0.03	(0.01)	(0.04)	(0.01)	0.0392	0.0174	(0.01)
Total Risk Alpha	(0.02)	(0.1)	(0.14)	(0.06)	(0.06)	(0.05)	(0.06)
Sortino Ratio	0.0166	(0.02)	(0.04)	(0.07)	(0.02)	(0.02)	(0.06)
Downside Variance	1.72	3.22	2.99	0.8	1.58	2.0	0.6688
Standard Deviation	1.15	1.43	1.51	0.7449	1.18	1.02	0.8013
Kurtosis	7.28	2.15	4.23	2.88	1.62	5.19	2.86
Potential Upside	1.45	1.98	2.14	1.06	1.66	1.31	1.5
Treynor Ratio	0.1032	0.0596	0.0072	0.0236	0.4609	0.1098	0.0414
Maximum Drawdown	5.91	6.91	7.15	4.52	5.03	6.15	4.17
Variance	1.31	2.05	2.27	0.5549	1.38	1.05	0.6421
Market Risk Adjusted Performance	0.1132	0.0696	0.0172	0.0336	0.4709	0.1198	0.0514
Risk Adjusted Performance	0.0687	0.0287	0.0121	0.0173	0.039	0.044	0.0264
Skewness	(1.01)	(1.02)	(0.66)	0.0107	(0.44)	(1.65)	(0.02)
Semi Deviation	1.12	1.65	1.58	0.7127	1.21	1.3	0.7726
Information Ratio	0.019	(0.02)	(0.04)	(0.08)	(0.02)	(0.02)	(0.06)
Value At Risk	(1.76)	(2.79)	(1.83)	(1.69)	(1.70)	(1.37)	(1.26)
Expected Short fall	(0.80)	(1.01)	(1.06)	(0.56)	(0.91)	(0.63)	(0.59)
Downside Deviation	1.31	1.8	1.73	0.8944	1.26	1.41	0.8178
Semi Variance	1.25	2.73	2.51	0.5079	1.46	1.7	0.5969

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.

	Warren Buffett Holdings Invested few shares	Go
	Power Assets Invested over 300 shares	Go
	Rubber and Plastic Products Invested few shares	Go
	FinTech Invested over 70 shares	Go
	Macroaxis Index Invested over 400 shares	Go
	Chemicals Invested over 30 shares	Go
	Pharmaceutical Products Invested over 200 shares	Go
	Disruptive Technologies Invested few shares	Go

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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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Price To Sales Ratio	Dividend Yield
Ptb Ratio	Days Sales Outstanding
Book Value Per Share	Free Cash Flow Yield
Invested Capital	Operating Cash Flow Per Share
Average Payables	Stock Based Compensation To Revenue
Capex To Depreciation	Pb Ratio
Ev To Sales	Free Cash Flow Per Share
Roic	Inventory Turnover
Net Income Per Share	Days Of Inventory On Hand
Payables Turnover	Sales General And Administrative To Revenue
Average Inventory	Research And Ddevelopement To Revenue
Capex To Revenue	Cash Per Share
Pocfratio	Interest Coverage
Payout Ratio	Capex To Operating Cash Flow
Pfcf Ratio	Days Payables Outstanding
Net Current Asset Value	Income Quality
Roe	Tangible Asset Value
Ev To Operating Cash Flow	Pe Ratio
Return On Tangible Assets	Ev To Free Cash Flow
Earnings Yield	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Short Term Coverage Ratios	Price Earnings Ratio
Operating Cycle	Price Book Value Ratio
Price Earnings To Growth Ratio	Days Of Payables Outstanding
Dividend Payout Ratio	Price To Operating Cash Flows Ratio
Price To Free Cash Flows Ratio	Pretax Profit Margin
Ebt Per Ebit	Operating Profit Margin
Effective Tax Rate	Company Equity Multiplier
Long Term Debt To Capitalization	Total Debt To Capitalization
Return On Capital Employed	Debt Equity Ratio
Ebit Per Revenue	Quick Ratio
Dividend Paid And Capex Coverage Ratio	Net Income Per E B T
Cash Ratio	Cash Conversion Cycle
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity