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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$15.96 -0.32 (-1.97%)
As of 01:20 PM Eastern
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HERZ vs. CHMI, NOEM, JATT, PTMN, and IGAC

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? Herzfeld Credit Income Fund's main competitors and comparable companies include Cherry Hill Mortgage Investment (CHMI), CO2 Energy Transition (NOEM), JATT Acquisition (JATT), Portman Ridge Finance (PTMN), and IG Acquisition (IGAC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Herzfeld Credit Income Fund compare to Cherry Hill Mortgage Investment?

Cherry Hill Mortgage Investment (NYSE:CHMI) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, dividends, risk, institutional ownership, profitability and valuation.

18.5% of Cherry Hill Mortgage Investment shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 1.6% of Cherry Hill Mortgage Investment shares are owned by company insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Cherry Hill Mortgage Investment presently has a consensus price target of $3.00, indicating a potential upside of 2.74%. Given Cherry Hill Mortgage Investment's stronger consensus rating and higher probable upside, equities research analysts plainly believe Cherry Hill Mortgage Investment is more favorable than Herzfeld Credit Income Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cherry Hill Mortgage Investment
1 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Cherry Hill Mortgage Investment has higher revenue and earnings than Herzfeld Credit Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cherry Hill Mortgage Investment$61.10M1.77$6.83M$0.1816.22
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Cherry Hill Mortgage Investment pays an annual dividend of $0.40 per share and has a dividend yield of 13.7%. Herzfeld Credit Income Fund pays an annual dividend of $7.55 per share and has a dividend yield of 47.3%. Cherry Hill Mortgage Investment pays out 222.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cherry Hill Mortgage Investment has increased its dividend for 1 consecutive years.

Cherry Hill Mortgage Investment has a net margin of 26.43% compared to Herzfeld Credit Income Fund's net margin of 0.00%. Cherry Hill Mortgage Investment's return on equity of 21.74% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Cherry Hill Mortgage Investment26.43% 21.74% 1.85%
Herzfeld Credit Income Fund N/A N/A N/A

In the previous week, Cherry Hill Mortgage Investment had 3 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 5 mentions for Cherry Hill Mortgage Investment and 2 mentions for Herzfeld Credit Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 1.45 beat Cherry Hill Mortgage Investment's score of 0.73 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Cherry Hill Mortgage Investment Positive
Herzfeld Credit Income Fund Positive

Cherry Hill Mortgage Investment has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.72, indicating that its stock price is 28% less volatile than the broader market.

Summary

Cherry Hill Mortgage Investment beats Herzfeld Credit Income Fund on 11 of the 15 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to CO2 Energy Transition?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and CO2 Energy Transition (NASDAQ:NOEM) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, dividends, risk, profitability, analyst recommendations, media sentiment, earnings and institutional ownership.

Herzfeld Credit Income Fund has a beta of 0.72, indicating that its share price is 28% less volatile than the broader market. Comparatively, CO2 Energy Transition has a beta of -0.06, indicating that its share price is 106% less volatile than the broader market.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Herzfeld Credit Income Fund's return on equity of 0.00% beat CO2 Energy Transition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
CO2 Energy Transition N/A -75.59%2.02%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
CO2 Energy Transition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, CO2 Energy Transition had 2 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 4 mentions for CO2 Energy Transition and 2 mentions for Herzfeld Credit Income Fund. CO2 Energy Transition's average media sentiment score of 1.55 beat Herzfeld Credit Income Fund's score of 1.45 indicating that CO2 Energy Transition is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
CO2 Energy Transition Very Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
CO2 Energy TransitionN/AN/A$1.65M$0.1573.23

Summary

Herzfeld Credit Income Fund and CO2 Energy Transition tied by winning 4 of the 8 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to JATT Acquisition?

JATT Acquisition (NYSE:JATT) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, analyst recommendations, media sentiment, dividends, risk, earnings, valuation and institutional ownership.

Herzfeld Credit Income Fund's return on equity of 0.00% beat JATT Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
JATT AcquisitionN/A -49.58% 2.84%
Herzfeld Credit Income Fund N/A N/A N/A

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than JATT Acquisition. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 0 mentions for JATT Acquisition. Herzfeld Credit Income Fund's average media sentiment score of 1.45 beat JATT Acquisition's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
JATT Acquisition Neutral
Herzfeld Credit Income Fund Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JATT AcquisitionN/AN/A$6.85MN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

48.0% of JATT Acquisition shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 20.0% of JATT Acquisition shares are owned by insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Herzfeld Credit Income Fund beats JATT Acquisition on 4 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Portman Ridge Finance?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Portman Ridge Finance (NASDAQ:PTMN) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 30.1% of Portman Ridge Finance shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by company insiders. Comparatively, 2.1% of Portman Ridge Finance shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Herzfeld Credit Income Fund has a net margin of 0.00% compared to Portman Ridge Finance's net margin of -15.92%. Portman Ridge Finance's return on equity of 11.49% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Portman Ridge Finance -15.92%11.49%4.54%

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than Portman Ridge Finance. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 0 mentions for Portman Ridge Finance. Herzfeld Credit Income Fund's average media sentiment score of 1.45 beat Portman Ridge Finance's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
Portman Ridge Finance Neutral

Herzfeld Credit Income Fund has a beta of 0.72, indicating that its stock price is 28% less volatile than the broader market. Comparatively, Portman Ridge Finance has a beta of 0.6, indicating that its stock price is 40% less volatile than the broader market.

Herzfeld Credit Income Fund pays an annual dividend of $7.55 per share and has a dividend yield of 47.3%. Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 24.6%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

Herzfeld Credit Income Fund has higher revenue and earnings than Portman Ridge Finance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Portman Ridge Finance-$2.85M-35.47-$5.93M-$0.93N/A

Summary

Herzfeld Credit Income Fund beats Portman Ridge Finance on 7 of the 11 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to IG Acquisition?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and IG Acquisition (NASDAQ:IGAC) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
IG AcquisitionN/AN/A$17.37MN/AN/A

Herzfeld Credit Income Fund's return on equity of 0.00% beat IG Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
IG Acquisition N/A -73.89%6.47%

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than IG Acquisition. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for IG Acquisition. IG Acquisition's average media sentiment score of 1.62 beat Herzfeld Credit Income Fund's score of 1.45 indicating that IG Acquisition is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
IG Acquisition Very Positive

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, IG Acquisition has a beta of -0.02, suggesting that its share price is 102% less volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
IG Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 38.8% of IG Acquisition shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by company insiders. Comparatively, 20.0% of IG Acquisition shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Herzfeld Credit Income Fund and IG Acquisition tied by winning 4 of the 8 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HERZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HERZ vs. The Competition

MetricHerzfeld Credit Income FundCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$26.15M$5.67B$14.11B$13.06B
Dividend Yield46.36%7.39%5.87%10.62%
P/E RatioN/A38.4029.3925.39
Price / SalesN/A1,258.94518.0592.50
Price / CashN/A48.2830.4238.47
Price / BookN/A3.742.846.51
Net IncomeN/A$417.12M$1.31B$347.22M
7 Day Performance-0.99%0.38%0.64%1.51%
1 Month Performance-4.72%1.34%1.58%2.74%
1 Year Performance-35.65%6.49%11.85%21.07%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$15.96
-2.0%
N/A-34.4%$26.15MN/AN/AN/A
CHMI
Cherry Hill Mortgage Investment
3.2067 of 5 stars
$2.90
+3.8%
$3.00
+3.6%
-2.2%$102.50M$61.10M5.6910
NOEM
CO2 Energy Transition
1.0567 of 5 stars
$11.22
+4.9%
N/A+7.2%$102.47MN/A66.81N/A
JATT
JATT Acquisition
N/A$12.75
-1.9%
N/A+707.7%$102.33MN/AN/A3
PTMN
Portman Ridge Finance
N/A$7.65
+2.0%
N/A-39.8%$100.92M-$2.85MN/A25

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This page (NASDAQ:HERZ) was last updated on 8/17/2026 by MarketBeat.com Staff.
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