Gladstone Competitors
| GLAD Stock | USD 18.83 0.13 0.69% |
Gladstone Capital vs Tekla Life Correlation
Very weak diversification
The correlation between Gladstone Capital and HQL is 0.58 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Gladstone Capital and HQL in the same portfolio, assuming nothing else is changed.
Moving against Gladstone Stock
The current year's Return On Capital Employed is expected to grow to 0.08, whereas Return On Tangible Assets are forecasted to decline to 0.03. At present, Gladstone Capital's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 1 B, whereas Net Tangible Assets are forecasted to decline to about 264.7 M.Gladstone Capital Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Gladstone Capital 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 Capital 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 Capital 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 Capital'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PNNT | 1.23 | (0.27) | 0.00 | (0.49) | 0.00 | 2.16 | 10.18 | |||
| GAIN | 0.65 | (0.01) | (0.09) | 0.08 | 0.70 | 1.40 | 3.47 | |||
| CION | 1.08 | (0.14) | 0.00 | (0.14) | 0.00 | 1.72 | 6.82 | |||
| ECC | 1.60 | (0.30) | 0.00 | (0.31) | 0.00 | 2.69 | 11.74 | |||
| SCM | 1.11 | (0.04) | (0.04) | 0.04 | 1.51 | 2.04 | 7.76 | |||
| SAR | 0.74 | 0.10 | 0.05 | 0.30 | 0.73 | 1.60 | 4.29 | |||
| MCI | 0.98 | 0.06 | (0.03) | (5.60) | 1.05 | 2.26 | 8.35 | |||
| TCPC | 1.54 | (0.21) | 0.00 | (0.52) | 0.00 | 2.62 | 16.50 | |||
| HQL | 1.00 | 0.07 | 0.03 | 0.20 | 1.03 | 2.56 | 6.87 |
Cross Equities Net Income Analysis
Compare Gladstone Capital and related stocks such as PennantPark Investment, Gladstone Investment, and Cion Investment Corp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | 65.3 M | 75.1 M | 78.9 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 |
| ECC | 8.3 M | 8.3 M | 8.3 M | 8.3 M | 8.3 M | (41 M) | 91 M | 31.1 M | (54.8 M) | (8.7 M) | 60.9 M | 131.9 M | (101.8 M) | 118.8 M | 80.3 M | 92.4 M | 97 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 | 45.8 M | 52.7 M | 55.4 M |
| SAR | (130 K) | 14.6 M | 14.6 M | 8.7 M | 11 M | 11.4 M | 11.4 M | 17.7 M | 18.5 M | 14.8 M | 14.8 M | 45.7 M | 24.7 M | 28.1 M | 28.1 M | 8.9 M | 15.3 M |
| MCI | 35.4 M | 37.7 M | 37.7 M | 32.2 M | 32.8 M | 17.3 M | 27.2 M | 43.6 M | 9.6 M | 39 M | 15.3 M | 52.8 M | 14.3 M | 37 M | 35.6 M | 40.9 M | 29.2 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) |
| 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 Capital and related stocks such as PennantPark Investment, Gladstone Investment, and Cion Investment Corp Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Gladstone Capital financial statement analysis. It represents the amount of money remaining after all of Gladstone Capital operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Gladstone Capital Competitive Analysis
The better you understand Gladstone Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Gladstone Capital'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 Capital'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 Capital Competition Performance Charts
Five steps to successful analysis of Gladstone Capital Competition
Gladstone Capital'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 Capital in relation to its competition. Gladstone Capital's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Gladstone Capital 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 Capital's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Gladstone Capital, 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.
Complement your Gladstone Capital position
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Run Adviser Favorites Thematic Idea Now
Adviser Favorites
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Check out Gladstone Capital Correlation with its peers. For information on how to trade Gladstone Stock refer to our How to Trade Gladstone Stock guide.You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Will Asset Management & Custody Banks sector continue expanding? Could Gladstone diversify its offerings? Factors like these will boost the valuation of Gladstone Capital. 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 Capital data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.80) | Dividend Share 1.935 | Earnings Share 1.57 | Revenue Per Share | Quarterly Revenue Growth 0.116 |
The market value of Gladstone Capital is measured differently than its book value, which is the value of Gladstone that is recorded on the company's balance sheet. Investors also form their own opinion of Gladstone Capital's value that differs from its market value or its book value, called intrinsic value, which is Gladstone Capital's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Gladstone Capital's market value can be influenced by many factors that don't directly affect Gladstone Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Gladstone Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gladstone Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Gladstone Capital's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.