Gladstone Competitors
| GAIN Stock | USD 13.92 0.02 0.14% |
Gladstone Investment vs Tekla Life Correlation
Modest diversification
The correlation between Gladstone Investment and HQL is 0.25 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Gladstone Investment and HQL in the same portfolio, assuming nothing else is changed.
Moving together with Gladstone Stock
| 0.62 | LBS | Life Banc Split | PairCorr |
| 0.62 | DFN | Dividend 15 Split | PairCorr |
| 0.61 | DGS | Dividend Growth Split | PairCorr |
Gladstone Investment Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Gladstone Investment 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 Gladstone 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 Gladstone Investment does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Gladstone Stock performing well and Gladstone Investment 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 Gladstone Investment'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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| GLAD | 1.06 | (0.02) | (0.04) | 0.04 | 1.59 | 2.10 | 11.51 | |||
| PNNT | 1.23 | (0.26) | 0.00 | (0.50) | 0.00 | 2.16 | 7.91 | |||
| CCAP | 1.16 | (0.02) | (0.02) | 0.06 | 1.48 | 2.37 | 6.85 | |||
| MSIF | 1.45 | 0.14 | 0.04 | 3.77 | 1.58 | 2.91 | 11.54 | |||
| CION | 1.17 | (0.01) | (0.03) | 0.07 | 1.55 | 1.77 | 10.23 | |||
| FDUS | 0.83 | (0.15) | 0.00 | (0.20) | 0.00 | 1.94 | 4.77 | |||
| GAM | 0.47 | 0.11 | 0.06 | 9.06 | 0.32 | 1.24 | 2.57 | |||
| TCPC | 1.59 | (0.11) | 0.00 | (0.41) | 0.00 | 2.71 | 17.70 | |||
| ALTI | 2.79 | 0.13 | 0.05 | 0.16 | 3.37 | 5.08 | 21.63 | |||
| HQL | 1.02 | 0.05 | 0.01 | 0.15 | 1.09 | 2.56 | 6.87 |
Cross Equities Net Income Analysis
Compare Gladstone Investment and related stocks such as Gladstone Capital, PennantPark Investment, and Crescent Capital BDC Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 94.7 M | 58.1 M | 66.8 M | 70.2 M |
| PNNT | (16.7 M) | 63.4 M | 91.8 M | 111 M | (10.2 M) | 18.7 M | 61.7 M | 47.7 M | 15.9 M | (16 M) | 166.6 M | (24.7 M) | (33.8 M) | 48.9 M | 32.7 M | 37.6 M | 33.5 M |
| CCAP | (2.2 M) | (2.2 M) | (2.2 M) | (2.2 M) | (2.2 M) | (2.2 M) | 11.8 M | 9.1 M | 8.1 M | 29.3 M | 54.7 M | 83.6 M | 15.5 M | 83.8 M | 73.6 M | 84.7 M | 88.9 M |
| MSIF | (7 M) | (7 M) | (7 M) | (7 M) | (7 M) | (7 M) | 66.6 M | 52.6 M | 40.3 M | 39.6 M | (9.8 M) | 73.6 M | 45.6 M | 66.2 M | 56.6 M | 65 M | 46.7 M |
| CION | 25 K | 25 K | 25 K | 6.1 M | 16.3 M | (1.4 M) | 119.7 M | 85.9 M | 31.3 M | 51.8 M | (11 M) | 118.8 M | 50.1 M | 95.3 M | 33.9 M | 39 M | 50.5 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 | 78.3 M | 90 M | 94.5 M |
| GAM | 147.4 M | 140.4 M | 140.4 M | 306.7 M | 72.5 M | (28.4 M) | 84.4 M | 170.7 M | (71.7 M) | 296.9 M | 77 M | 293.6 M | (177.3 M) | 273.4 M | 245.5 M | 282.3 M | 296.4 M |
| TCPC | 54.1 M | 6.7 M | 27.5 M | 63.4 M | 50 M | 58.1 M | 95.4 M | 90.6 M | 45.5 M | 30.6 M | 71.4 M | 133.8 M | (9.2 M) | 38.5 M | (63.1 M) | (56.8 M) | (54 M) |
| ALTI | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.2 M) | (6.6 M) | 3.9 M | (5.9 M) | (165.6 M) | (103 M) | (92.7 M) | (88.1 M) |
| HQL | 21.8 M | 77.6 M | 84.6 M | 89.3 M | 40.5 M | (11.9 M) | 68.6 M | 28.7 M | (70.5 M) | 123.1 M | 64.5 M | (104.6 M) | 22.4 M | 85.3 M | 85.6 M | 98.4 M | 103.4 M |
Gladstone Investment and related stocks such as Gladstone Capital, PennantPark Investment, and Crescent Capital BDC Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Gladstone Investment financial statement analysis. It represents the amount of money remaining after all of Gladstone Investment operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Gladstone Investment Competitive Analysis
The better you understand Gladstone Investment competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Gladstone Investment'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 Gladstone Investment'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 |
Gladstone Investment Competition Performance Charts
Five steps to successful analysis of Gladstone Investment Competition
Gladstone Investment'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 Gladstone Investment in relation to its competition. Gladstone Investment's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Gladstone Investment 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 Gladstone Investment's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Gladstone Investment, 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.
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Check out Gladstone Investment Correlation with its peers. To learn how to invest in Gladstone Stock, please use our How to Invest in Gladstone Investment guide.You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Will Asset Management & Custody Banks sector continue expanding? Could Gladstone diversify its offerings? Factors like these will boost the valuation of Gladstone Investment. Market participants price Gladstone higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Gladstone Investment data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.585 | Dividend Share 0.96 | Earnings Share 3.16 | Revenue Per Share | Quarterly Revenue Growth 0.173 |
Gladstone Investment's market price often diverges from its book value, the accounting figure shown on Gladstone's balance sheet. Smart investors calculate Gladstone Investment's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Gladstone Investment's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Please note, there is a significant difference between Gladstone Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gladstone Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gladstone Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
