Gladstone Competitors

GAINI Stock

25.56 0.06 0.24%

Gladstone Investment competes with Bain Capital, Carlyle Secured, New Mountain, PennantPark Floating, and Gladstone Investment; as well as few others. The company classifies itself under Capital Markets sector and is part of Financials industry. Analyzing Gladstone Investment 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 Gladstone Investment to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Gladstone Investment Correlation with its peers.

For more detail on how to invest in Gladstone Stock please use our How to Invest in Gladstone Investment guide.

Gladstone Investment vs Capital Southwest Correlation

Weak diversification

The correlation between Gladstone Investment and CSWC is 0.31 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Gladstone Investment and CSWC in the same portfolio, assuming nothing else is changed.

Moving against Gladstone Stock

0.38

Tri Continental Closed

Pair Corr

The current Return On Tangible Assets is estimated to decrease to 0.05. The current Return On Capital Employed is estimated to decrease to 0.07. The current Return On Tangible Assets is estimated to decrease to 0.05. The current Debt To Assets is estimated to decrease to 0.31.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
25.19	25.50	25.81

Details

Intrinsic

Valuation

Low	Real	High
25.26	25.57	25.88

Details

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.

	BCSF	CGBD	NMFC	PFLT	GAIN	KBDC	ASA	FDUS	CSWC
BCSF		0.79	0.58	0.36	0.47	0.67	0.18	0.5	0.29	BCSF
CGBD	0.79		0.28	0.77	0.72	0.6	0.6	0.53	0.71	CGBD
NMFC	0.58	0.28		-0.19	-0.06	0.57	-0.46	0.52	-0.4	NMFC
PFLT	0.36	0.77	-0.19		0.78	0.15	0.76	0.44	0.9	PFLT
GAIN	0.47	0.72	-0.06	0.78		0.31	0.59	0.45	0.76	GAIN
KBDC	0.67	0.6	0.57	0.15	0.31		-0.06	0.25	0.06	KBDC
ASA	0.18	0.6	-0.46	0.76	0.59	-0.06		0.09	0.91	ASA
FDUS	0.5	0.53	0.52	0.44	0.45	0.25	0.09		0.25	FDUS
CSWC	0.29	0.71	-0.4	0.9	0.76	0.06	0.91	0.25		CSWC
	BCSF	CGBD	NMFC	PFLT	GAIN	KBDC	ASA	FDUS	CSWC

High positive correlations

CSWC	+ 0.91	ASA
CSWC	+ 0.9	PFLT
CGBD	+ 0.79	BCSF
GAIN	+ 0.78	PFLT
PFLT	+ 0.77	CGBD
ASA	+ 0.76	PFLT

High negative correlations

ASA	- 0.46	NMFC
CSWC	- 0.4	NMFC
PFLT	- 0.19	NMFC
ASA	- 0.06	KBDC
GAIN	- 0.06	NMFC

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
BCSF	1.05	0.02	(0.02)	0.11	1.35	(1.06)	2.90	(2.13)	6.32
CGBD	1.01	0.01	(0.02)	0.10	1.24	(1.05)	2.23	(2.09)	5.52
NMFC	1.04	(0.18)	0.00	(0.21)	0.00	0.00	2.64	(1.98)	8.09
PFLT	0.85	(0.01)	(0.04)	0.06	1.06	(0.90)	1.95	(1.66)	4.47
GAIN	0.66	0.00	(0.07)	0.08	0.70	(0.73)	1.40	(1.23)	3.47
KBDC	1.11	(0.03)	(0.04)	0.03	1.31	(1.21)	2.84	(2.35)	6.04
ASA	2.31	0.62	0.20	0.59	2.69	(2.56)	4.94	(4.90)	16.89
FDUS	0.83	(0.15)	0.00	(0.20)	0.00	0.00	1.94	(1.82)	4.77
CSWC	0.78	0.18	0.14	0.40	0.71	(0.88)	2.13	(1.28)	6.18

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

	GAINI	BCSF	CGBD	NMFC	PFLT	GAIN	KBDC	ASA	FDUS	CSWC
	0.24 25.56 Gladstone	1.38 13.61 Bain	0.57 12.16 Carlyle	1.40 8.46 New	0.55 9.05 PennantPark	0.36 13.97 Gladstone	1.05 14.07 Kayne	1.06 72.23 ASA	0.68 19.15 Fidus	0.51 23.25 Capital
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Soft	Mild	Weakest	Soft	Soft	Weakest	Solid	Weakest	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Tiny	Low	Low	Small	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Strong Sell	Buy	Hold	Buy	Buy	Strong Buy	Buy	Strong Sell	Strong Buy	Buy
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Buy	Strong Hold	Strong Buy
Current Ratio	N/A	3.41	3.86	2.49	2.62	1.5	N/A	2.78	2.58	10.58
Net Asset	N/A	2.63 B	1.93 B	3.25 B	2.91 B	1.01 B	2.08 B	1.1 B	1.16 B	1.88 B
Profit Margin	0.42	0.33	0.3	0.21	0.25	1.19	N/A	94.3	0.54	0.45
EBITDA	N/A	123.89 M	91.72 M	116.88 M	67.5 M	65.32 M	132.66 M	116.94 M	82.21 M	85.28 M
Operating Margin	0.63	0.75	0.75	0.82	0.78	0.16	N/A	5.89	0.68	0.86
Current Valuation	N/A	2.3 B	2.17 B	2.55 B	971.4 M	1.12 B	N/A	917.37 M	1.17 B	2.43 B
Price To Book	N/A	0.75	0.74	0.65	0.88	0.93	0.86	1.2	0.97	1.4
Retained Earnings	N/A	(19.89 M)	(157.98 M)	(13.59 M)	(145.09 M)	(5.33 M)	33.88 M	1.08 B	88.47 M	(88.72 M)
Five Year Return	N/A	N/A	10.71	10.47	9.58	6.97	N/A	0.2	10.25	7.62
Beta	1.32	0.63	0.72	0.61	0.74	0.8	N/A	0.72	0.74	0.78
Number Of Employees	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	30
Shares Outstanding	N/A	64.87 M	72.9 M	103.16 M	99.22 M	39.82 M	68.4 M	18.87 M	36.43 M	60.16 M
Cash Flow From Operations	N/A	112.58 M	104.27 M	42 M	95.04 M	113.92 M	105.03 M	18.35 M	62.37 M	(217.26 M)
Annual Yield	0.0674	0.12	0.13	0.16	0.13	0.0689	0.11	0.0012	0.11	0.14
Total Debt	N/A	1.39 B	967.65 M	560.09 M	1.78 B	455.71 M	848.12 M	2.11 M	474.89 M	956.07 M
Return On Equity	0.0816	0.0819	0.0705	0.0544	0.068	0.22	N/A	0.61	0.12	0.11
Return On Asset	0.0439	0.0503	0.0524	0.0513	0.0509	0.0293	N/A	-9.0E-4	0.0531	0.0622
Number Of Shares Shorted	3.62 K	332.53 K	789.76 K	1.59 M	1.13 M	1.86 M	468.17 K	77.08 K	125.68 K	3.05 M
Book Value Per Share	12.49	17.4	16.36	12.06	10.83	14.95	N/A	42.98	19.56	16.75
Total Asset	N/A	2.63 B	1.93 B	3.25 B	2.91 B	1.01 B	2.08 B	1.1 B	1.16 B	1.88 B
Last Dividend Paid	0.96	1.68	1.6	1.28	1.23	0.96	N/A	0.05	1.72	2.32
Debt To Equity	N/A	1.24	1.17	1.46	1.5	0.59	N/A	0.001	0.8	1.28
Short Ratio	N/A	0.73	1.52	1.89	1.56	11.21	1.1	0.47	0.36	5.56
Target Price	N/A	14.83	13.36	10.0	10.79	14.83	15.5	N/A	22.0	24.25
Shares Owned By Institutions	N/A	54.11	38.29	33.5	23.88	17.4	39.16	76.42	28.59	28.09
Market Capitalization	N/A	875.08 M	887.96 M	842.78 M	935.62 M	554.32 M	1.02 B	917.38 M	693.94 M	1.4 B
Price To Earning	N/A	10.38	179.5	21.03	12.77	6.99	N/A	1.7	15.91	21.8
Price To Earnings To Growth	N/A	1.07	3.54	N/A	0.27	5.46	N/A	N/A	3.59	12.55
Price To Sales	N/A	3.14	3.62	2.47	3.58	5.46	9.29	332.78	4.59	6.17
Net Income	N/A	119.42 M	88.98 M	113.44 M	66.36 M	65.32 M	131.94 M	664.07 M	78.29 M	70.55 M
Earnings Per Share	N/A	1.44	1.16	0.67	0.72	3.16	1.51	13.93	2.34	1.81
Shares Owned By Insiders	N/A	0.64	0.59	12.38	0.87	1.85	27.97	3.75	0.89	3.77
Revenue	91.47 M	212.88 M	167.76 M	329.83 M	171.52 M	89.88 M	181.56 M	672.05 M	113.68 M	163.81 M
Cash And Equivalents	N/A	44.17 M	14.77 M	40.71 M	40.62 M	43.88 M	N/A	1.19 M	72.47 M	18.77 M
Cash Per Share	N/A	0.68	0.28	0.4	0.98	1.32	N/A	0.06	2.96	0.68
Gross Profit	91.47 M	278.35 M	245.01 M	340.88 M	261.43 M	101.43 M	N/A	3.98 M	151.18 M	226.74 M
Day Typical Price	25.58	13.64	12.18	8.52	9.07	13.93	14.1	72.36	19.07	23.28
Accumulation Distribution	36.09	11716.84	6656.87	27072.35	55309.98	2668.1	5972.86	5110.55	3167.81	8067.46
Daily Balance Of Power	0.6667	(0.58)	(0.37)	(0.60)	(0.19)	0.2174	(0.50)	0.3333	0.5	(0.34)
Period Momentum Indicator	0.06	(0.19)	(0.07)	(0.12)	(0.05)	0.05	(0.15)	0.76	0.13	(0.12)
Rate Of Daily Change	1.0	0.99	0.99	0.99	0.99	1.0	0.99	1.01	1.01	0.99
Day Median Price	25.59	13.66	12.18	8.55	9.07	13.92	14.12	72.43	19.03	23.3
Price Action Indicator	0.005	(0.14)	(0.06)	(0.15)	(0.05)	0.08	(0.12)	0.18	0.18	(0.11)
Coefficient Of Variation	3621.29	2002.18	1896.89	(1,231)	2387.69	2150.14	4535.71	422.03	(1,220)	454.09
Mean Deviation	0.1945	1.05	1.01	1.04	0.8545	0.6552	1.11	2.31	0.831	0.7823
Jensen Alpha	(0.01)	0.0156	0.0085	(0.18)	(0.01)	1.0E-4	(0.03)	0.6236	(0.15)	0.1848
Total Risk Alpha	(0.03)	(0.08)	(0.08)	(0.28)	(0.08)	(0.06)	(0.13)	0.4052	(0.23)	0.1191
Sortino Ratio	(0.19)	(0.02)	(0.02)	N/A	(0.04)	(0.07)	(0.04)	0.1971	N/A	0.1435
Downside Variance	0.1941	2.1	1.73	N/A	1.24	0.5588	1.85	10.65	N/A	1.1
Standard Deviation	0.2962	1.41	1.31	1.49	1.11	0.8018	1.43	3.1	1.17	1.1
Kurtosis	12.36	0.5076	0.1315	2.88	0.8903	(0.22)	(0.10)	1.76	2.38	1.81
Potential Upside	0.3527	2.9	2.23	2.64	1.95	1.4	2.84	4.94	1.94	2.13
Treynor Ratio	(0.03)	0.1115	0.0966	(0.21)	0.0592	0.0829	0.034	0.5873	(0.20)	0.3996
Maximum Drawdown	1.98	6.32	5.52	8.09	4.47	3.47	6.04	16.89	4.77	6.18
Variance	0.0877	1.98	1.72	2.21	1.24	0.6429	2.04	9.64	1.38	1.22
Market Risk Adjusted Performance	(0.02)	0.1215	0.1066	(0.20)	0.0692	0.0929	0.044	0.5973	(0.19)	0.4096
Risk Adjusted Performance	0.0051	0.0443	0.0461	(0.06)	0.0363	0.0373	0.022	0.1971	(0.06)	0.1791
Skewness	(2.69)	0.2424	0.1337	0.2667	(0.09)	0.2555	0.2454	(0.66)	(0.52)	0.1508
Semi Deviation	0.3703	1.35	1.24	N/A	1.06	0.6982	1.31	2.69	N/A	0.7124
Information Ratio	(0.29)	(0.02)	(0.02)	(0.14)	(0.04)	(0.07)	(0.04)	0.2071	(0.16)	0.1362
Value At Risk	(0.39)	(2.13)	(2.09)	(1.98)	(1.66)	(1.23)	(2.35)	(4.90)	(1.82)	(1.28)
Expected Short fall	(0.18)	(1.06)	(1.05)	N/A	(0.90)	(0.73)	(1.21)	(2.56)	N/A	(0.88)
Downside Deviation	0.4406	1.45	1.31	N/A	1.12	0.7475	1.36	3.26	N/A	1.05
Semi Variance	0.1371	1.81	1.54	N/A	1.12	0.4875	1.71	7.25	N/A	0.5075

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.

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 Gladstone Investment position

In addition to having Gladstone Investment 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 Cannabis Thematic Idea Now

Cannabis

Equities that are involved in production and delivery of legal cannabis. This theme is designed for investors that are willing to accept higher levels of market risk inherited by cannabis production and distribution globally. The Cannabis theme has 30 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 Cannabis Theme or any other thematic opportunities.

View All Next

Launch

When determining whether Gladstone Investment offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Gladstone Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Gladstone Investment Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Gladstone Investment Stock:

How To Invest In Gladstone

Details

Is Gladstone Stock a good investment?

Details

What is Gladstone Investment's Net Worth?

Details

Largest Asset Management & Custody Banks Companies

View

Largest Financial Services Companies

View

Check out Gladstone Investment Correlation with its peers.

For more detail on how to invest in Gladstone Stock please use our How to Invest in Gladstone Investment guide.

You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Is there potential for Asset Management & Custody Banks market expansion? Will Gladstone introduce new products? Factors like these will boost the valuation of Gladstone Investment. Market participants price Gladstone higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. All the valuation information about Gladstone Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.70)

Dividend Share

0.96

Revenue Per Share

2.544

Quarterly Revenue Growth

0.113

Return On Assets

0.0439

Understanding Gladstone Investment requires distinguishing between market price and book value, where the latter reflects Gladstone's accounting equity. The concept of intrinsic value - what Gladstone Investment's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push Gladstone Investment's price substantially above or below its 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. In contrast, Gladstone Investment'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

Gladstone Competitors

Gladstone Investment vs Capital Southwest Correlation

Weak diversification

Moving against Gladstone Stock

Specify up to 10 symbols:

Gladstone Investment Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Gladstone Investment Competitive Analysis

Gladstone Investment Competition Performance Charts

Five steps to successful analysis of Gladstone Investment Competition

Complement your Gladstone Investment position

Did You Try This Idea?

Run Cannabis Thematic Idea Now

Cannabis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY