Ellsworth Competitors

Stocks . USA . 
Stock . Ellsworth Convertible Growth
ECF Stock  USD 11.99  0.15  1.24%   
Ellsworth Convertible competes with Neuberger Berman, Bancroft Fund, Putnam Master, Flaherty Crumrine, and Pimco New; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Ellsworth Convertible competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Ellsworth Convertible to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ellsworth Convertible Correlation with its peers.

Ellsworth Convertible vs Prudential Qma Correlation

Very weak diversification

The correlation between Ellsworth Convertible Growth and NCBVX is 0.52 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Ellsworth Convertible Growth and NCBVX in the same portfolio, assuming nothing else is changed.

Moving against Ellsworth Stock

  0.57MFG Magellan FinancialPairCorr
  0.4655O1 Apollo Investment CorpPairCorr
  0.34ALPN Alpine Select AGPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ellsworth Convertible's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
10.6611.7312.80
Details
Intrinsic
Valuation
LowRealHigh
11.2512.3213.39
Details
Naive
Forecast
LowNextHigh
11.0412.1113.18
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.9112.0112.32
Details

Ellsworth Convertible Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ellsworth Convertible and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Ellsworth and its corresponding peer 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; in other words, the historical price movement of Ellsworth Convertible does not affect the price movement of the other competitor.

High positive correlations

FLC
+ 0.95
EHI
NCBVX
+ 0.93
FLC
NCBVX
+ 0.88
PNI
FLC
+ 0.87
PNI
NCBVX
+ 0.87
EHI
EHI
+ 0.84
PNI
  

High negative correlations

ALSRX
- 0.37
PFD
FLC
- 0.2
ALSRX
ALSRX
- 0.15
PNI
ALSRX
- 0.14
EHI
NCBVX
- 0.09
ALSRX
ALSRX
- 0.08
NRO

Risk-Adjusted Indicators

There is a big difference between Ellsworth Stock performing well and Ellsworth Convertible Company 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 Ellsworth Convertible's 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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
NRO  0.59  0.12  0.02 (0.31) 0.57 
(0.78)
 1.36 
(1.03)
 3.64 
BCV  0.83  0.09  0.04  0.31  0.78 
(0.95)
 2.00 
(1.57)
 5.77 
PIM  0.51  0.01 (0.09) 0.12  0.55 
(0.63)
 0.94 
(0.94)
 4.35 
PFD  0.39  0.03 (0.06) 0.28  0.55 
(0.39)
 0.85 
(0.85)
 2.89 
PNI  0.32  0.06 (0.03) 0.80  0.10 
(0.41)
 0.74 
(0.57)
 1.74 
EHI  0.42  0.05 (0.04) 0.42  0.37 
(0.49)
 1.10 
(0.80)
 3.23 
ALSRX  1.23 (0.14) 0.00 (0.07) 0.00 
 0.00 
 1.96 
(2.48)
 6.90 
FLC  0.29  0.06 (0.03) 0.60  0.19 
(0.33)
 0.63 
(0.56)
 1.58 
GGT  0.88  0.12  0.06  0.51  0.85 
(1.12)
 1.74 
(1.67)
 6.16 
NCBVX  0.62  0.21  0.17 (2.62) 0.38 
(0.73)
 1.59 
(0.98)
 3.91 

Ellsworth Convertible Competitive Analysis

The better you understand Ellsworth Convertible competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ellsworth Convertible's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Ellsworth Convertible's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ECF NRO BCV PIM PFD PNI EHI ALSRX FLC GGT
 1.24 
 11.99 
Ellsworth
 0.65 
 3.09 
Neuberger
 1.68 
 22.78 
Bancroft
 0.30 
 3.31 
Putnam
 0.17 
 11.97 
Flaherty
 0.28 
 7.17 
Pimco
 0.16 
 6.40 
Western
 2.59 
 17.27 
Alger
 0.56 
 17.75 
Flaherty
 0.72 
 4.18 
Gabelli
Market Volatility
(90 Days Market Risk)
Very steady
Somewhat reliable
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Market Performance
(90 Days Performance)
Weakest
Mild
Mild
Soft
Fair
Solid
Fair
Weakest
Solid
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Tiny
Low
Low
Low
Low
Low
Low
Low
Small
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Sell
Strong Hold
Cautious Hold
Cautious Hold
Strong Hold
Hold
Strong Hold
Strong Hold
Hold
Current Ratio
0.75
0.84
0.5
0.39
5.38
0.93
0.07
N/A
6.76
0.38
Net Asset
209.51 M
N/A
173.84 M
208.58 M
N/A
N/A
N/A
78.5 M
N/A
190.18 M
Profit Margin
3.31
34.31
2.66
1.02
-121.28
N/A
-138.48
N/A
-111.73
12.04
EBITDA
48.67 M
N/A
42.91 M
10.83 M
35.5 M
N/A
N/A
N/A
N/A
16 M
Operating Margin
0.69
68.43
0.67
0.85
85.63
77.82
84.66
N/A
85.84
0.33
Current Valuation
199.17 M
227.51 M
158.58 M
157.82 M
221.94 M
167.66 M
230.66 M
N/A
275.24 M
220.14 M
Price To Book
1.13
0.91
1.15
0.95
0.79
0.73
0.68
3.23
0.73
1.11
Retained Earnings
59.21 M
(505.86 M)
25.7 M
(125.58 M)
N/A
N/A
(123.21 M)
N/A
(142.89 M)
8.69 M
Five Year Return
8.39
3.97
10.53
7.36
4.04
-2.88
1.88
-7.43
3.96
N/A
One Year Return
N/A
2.09
N/A
N/A
10.24
1.01
8.82
11.66
9.17
N/A
Beta
1.01
1.24
0.93
0.31
0.73
0.56
0.74
N/A
0.75
0.91
Number Of Employees
21
27
N/A
32
11
27
17
1
13
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.16
N/A
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
95.73
N/A
N/A
Shares Outstanding
13.68 M
47.44 M
5.86 M
48.18 M
11.43 M
11.2 M
22.7 M
N/A
10.1 M
35.92 M
Three Year Return
N/A
7.72
N/A
N/A
8.49
2.37
8.55
6.52
8.57
N/A
Cash Flow From Operations
38.37 M
7.64 M
42.24 M
3.16 M
(13.77 M)
8.95 M
24.94 M
N/A
2.96 M
N/A
Annual Yield
0.0723
0.0057
0.0632
0.08
0.0081
0.0054
0.0071
N/A
0.0064
0.21
Total Debt
1.19 M
70 M
775
41.54 M
91.1 M
28.55 M
77 M
N/A
118.5 M
802.98 K
Return On Equity
0.11
1.41
0.0916
0.0645
-10.85
-15.33
-14.14
N/A
-10.2
0.21
Return On Asset
0.0139
1.36
0.0146
0.0242
3.11
1.74
3.61
N/A
3.16
0.0025
Number Of Shares Shorted
9.56 K
160.74 K
8.52 K
65.53 K
14.76 K
2.79 K
14.33 K
N/A
3.66 K
108.83 K
Book Value Per Share
10.38
3.89
19.3
3.47
14.43
11.5
10.59
N/A
21.97
3.81
Total Asset
209.51 M
451.84 M
173.84 M
208.58 M
2.44 B
N/A
556.11 M
43.67 M
157.24 M
190.18 M
Short Ratio
0.2
1.79
0.29
0.72
0.45
0.08
0.3
N/A
0.12
0.38
Last Dividend Paid
0.53
0.37
1.28
0.26
0.91
0.48
0.8
N/A
1.44
0.87
Shares Owned By Institutions
49.68
15.66
32.41
58.39
8.38
21.28
24.83
N/A
10.4
9.4
Market Capitalization
162.75 M
225.72 M
129.9 M
159.01 M
163.26 M
100.94 M
184.76 M
N/A
197.66 M
149.08 M
Price To Earning
3.46
46.64
3.65
56.61
10.55
21.18
6.38
1.36
9.22
5.41
Price To Sales
29.58
17.88
29.02
15.02
8.84
12.71
7.38
3.19
8.33
44.8
Net Income
48.67 M
3.22 M
42.91 M
10.83 M
(17.77 M)
(26.86 M)
(30.74 M)
N/A
(21.68 M)
15.98 M
Earnings Per Share
1.88
-1.51
2.22
0.22
1.07
0.4
1.13
N/A
1.74
1.23
Shares Owned By Insiders
0.55
N/A
2.99
N/A
N/A
N/A
N/A
N/A
N/A
3.0
Revenue
14.89 M
9.39 M
10.02 M
10.96 M
14.65 M
7.41 M
22.2 M
N/A
19.41 M
3.14 M
Year To Date Return
N/A
6.38
N/A
N/A
1.94
2.3
1.64
0.97
1.09
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
13.64
N/A
N/A
Cash And Equivalents
64.98 K
1000 K
4.16 K
288.43 K
16.21 K
1 K
458.2 K
N/A
29.38 K
566.39 K
Cash Per Share
N/A
0.02
N/A
0.01
N/A
N/A
0.02
N/A
N/A
0.02
Gross Profit
5.72 M
9.8 M
4.84 M
10.59 M
14.1 M
7.45 M
22.2 M
N/A
18.99 M
3.33 M
Day Typical Price
12.0
3.08
22.84
3.31
11.97
7.17
6.42
17.27
17.79
4.17
Accumulation Distribution
0.0182
2291.32
71.19
0.009
327.85
0.0042
1548.33
N/A
62.29
2672.06
Market Facilitation Index
0.22
N/A
0.0
0.03
0.0
0.03
0.0
N/A
0.0
N/A
Daily Balance Of Power
(0.68)
1.0
(1.62)
0.3333
0.1176
0.6667
0.1111
0
(0.91)
0.75
Period Momentum Indicator
(0.15)
0.02
(0.39)
0.01
0.02
0.02
0.01
(0.46)
(0.10)
0.03
Rate Of Daily Change
0.99
1.01
0.98
1.0
1.0
1.0
1.0
0.97
0.99
1.01
Day Median Price
12.01
3.08
22.87
3.32
11.98
7.17
6.43
17.27
17.81
4.16
Price Action Indicator
(0.1)
0.02
(0.28)
N/A
0.005
0.015
(0.02)
(0.23)
(0.11)
0.035
Relative Strength Index
50.13
66.85
53.17
52.26
59.83
65.25
63.83
36.52
72.94
56.62
Coefficient Of Variation
(39,197)
723.22
843.91
2617.68
1073.1
508.51
857.59
(2,763)
466.51
725.69
Mean Deviation
0.8481
0.593
0.8282
0.5119
0.3924
0.3157
0.4188
1.23
0.2936
0.8774
Jensen Alpha
(0.03)
0.1194
0.0902
0.0057
0.0287
0.062
0.046
(0.14)
0.0595
0.1221
Total Risk Alpha
(0.12)
0.0157
0.0057
(0.06)
(0.02)
0.027
(0)
(0.22)
0.0303
0.0275
Sortino Ratio
N/A
0.0174
0.0434
(0.09)
(0.06)
(0.03)
(0.04)
N/A
(0.03)
0.0607
Downside Variance
N/A
0.7474
0.9219
0.4857
0.4445
0.1336
0.2638
N/A
0.1449
1.14
Standard Deviation
1.07
0.7591
1.11
0.7194
0.5375
0.4011
0.5741
1.51
0.3668
1.12
Kurtosis
(0.48)
0.4028
1.02
4.99
1.57
0.0776
3.03
0.039
(0.34)
0.6683
Potential Upside
1.66
1.36
2.0
0.9434
0.8489
0.7353
1.1
1.96
0.6325
1.74
Treynor Ratio
(0.05)
(0.31)
0.3098
0.1185
0.2817
0.799
0.4157
(0.07)
0.5984
0.511
Maximum Drawdown
4.09
3.64
5.77
4.35
2.89
1.74
3.23
6.9
1.58
6.16
Variance
1.14
0.5762
1.23
0.5176
0.2889
0.1609
0.3296
2.29
0.1346
1.26
Market Risk Adjusted Performance
(0.04)
(0.30)
0.3198
0.1285
0.2917
0.809
0.4257
(0.06)
0.6084
0.521
Risk Adjusted Performance
9.0E-4
0.1058
0.0938
0.0286
0.0671
0.1414
0.0859
(0.02)
0.1532
0.1087
Skewness
(0.19)
(0.27)
0.6155
1.35
(0.63)
0.5098
1.13
0.1673
(0.18)
0.118
Semi Deviation
N/A
0.5728
0.7797
0.548
0.5509
0.0957
0.3702
N/A
0.1944
0.8491
Information Ratio
(0.09)
0.0198
0.0375
(0.09)
(0.07)
(0.03)
(0.04)
(0.1)
(0.03)
0.0577
Value At Risk
(1.99)
(1.03)
(1.57)
(0.94)
(0.85)
(0.57)
(0.80)
(2.48)
(0.56)
(1.67)
Expected Short fall
N/A
(0.78)
(0.95)
(0.63)
(0.39)
(0.41)
(0.49)
N/A
(0.33)
(1.12)
Downside Deviation
N/A
0.8645
0.9602
0.6969
0.6667
0.3655
0.5136
N/A
0.3806
1.07
Semi Variance
N/A
0.3281
0.608
0.3003
0.3035
0.0092
0.1371
N/A
0.0378
0.721

Ellsworth Convertible Competition Performance Charts

Five steps to successful analysis of Ellsworth Convertible Competition

Ellsworth Convertible's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Ellsworth Convertible in relation to its competition. Ellsworth Convertible's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Ellsworth Convertible in the market, 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 Ellsworth Convertible's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ellsworth Convertible, 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.

Complement your Ellsworth Convertible position

In addition to having Ellsworth Convertible in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Momentum Thematic Idea Now

Momentum
Momentum Theme
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Momentum Theme or any other thematic opportunities.
View All  Next Launch
When determining whether Ellsworth Convertible is a strong investment it is important to analyze Ellsworth Convertible's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Ellsworth Convertible's future performance. For an informed investment choice regarding Ellsworth Stock, refer to the following important reports:
How To Invest In Ellsworth
Details
Is Ellsworth Stock a good investment?
Details
What is Ellsworth Convertible's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
View
Largest Financial Services Companies
View
Check out Ellsworth Convertible Correlation with its peers.
You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Can Asset Management & Custody Banks industry sustain growth momentum? Does Ellsworth have expansion opportunities? Factors like these will boost the valuation of Ellsworth Convertible. Projected growth potential of Ellsworth fundamentally drives upward valuation adjustments. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Ellsworth Convertible demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Understanding Ellsworth Convertible requires distinguishing between market price and book value, where the latter reflects Ellsworth's accounting equity. The concept of intrinsic value - what Ellsworth Convertible's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Market sentiment, economic cycles, and investor behavior can push Ellsworth Convertible's price substantially above or below its fundamental value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
It's important to distinguish between Ellsworth Convertible's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Ellsworth Convertible should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Ellsworth Convertible's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY