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Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) Competitors

$24.20
+0.13 (+0.54%)
(As of 07/26/2024 ET)

QQQX vs. HTGC, DNP, ADX, PTY, USA, RVT, GSBD, TY, GAB, and STEW

Should you be buying Nuveen Nasdaq 100 Dynamic Overwrite Fund stock or one of its competitors? The main competitors of Nuveen Nasdaq 100 Dynamic Overwrite Fund include Hercules Capital (HTGC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), Royce Value Trust (RVT), Goldman Sachs BDC (GSBD), Tri-Continental (TY), The Gabelli Equity Trust (GAB), and SRH Total Return Fund (STEW). These companies are all part of the "investment offices, not elsewhere classified" industry.

Nuveen Nasdaq 100 Dynamic Overwrite Fund vs.

Nuveen Nasdaq 100 Dynamic Overwrite Fund (NASDAQ:QQQX) and Hercules Capital (NYSE:HTGC) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, community ranking, analyst recommendations, media sentiment, earnings, profitability, institutional ownership, dividends and valuation.

Nuveen Nasdaq 100 Dynamic Overwrite Fund has a beta of 1.11, indicating that its share price is 11% more volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.39, indicating that its share price is 39% more volatile than the S&P 500.

In the previous week, Hercules Capital had 3 more articles in the media than Nuveen Nasdaq 100 Dynamic Overwrite Fund. MarketBeat recorded 4 mentions for Hercules Capital and 1 mentions for Nuveen Nasdaq 100 Dynamic Overwrite Fund. Nuveen Nasdaq 100 Dynamic Overwrite Fund's average media sentiment score of 0.96 beat Hercules Capital's score of 0.20 indicating that Nuveen Nasdaq 100 Dynamic Overwrite Fund is being referred to more favorably in the media.

Company Overall Sentiment
Nuveen Nasdaq 100 Dynamic Overwrite Fund Positive
Hercules Capital Neutral

Hercules Capital has a net margin of 69.98% compared to Nuveen Nasdaq 100 Dynamic Overwrite Fund's net margin of 0.00%. Hercules Capital's return on equity of 18.35% beat Nuveen Nasdaq 100 Dynamic Overwrite Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Nuveen Nasdaq 100 Dynamic Overwrite FundN/A N/A N/A
Hercules Capital 69.98%18.35%9.29%

Hercules Capital has higher revenue and earnings than Nuveen Nasdaq 100 Dynamic Overwrite Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Nasdaq 100 Dynamic Overwrite FundN/AN/AN/AN/AN/A
Hercules Capital$460.67M7.54$337.48M$2.209.74

Nuveen Nasdaq 100 Dynamic Overwrite Fund pays an annual dividend of $1.68 per share and has a dividend yield of 6.9%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 7.5%. Hercules Capital pays out 72.7% of its earnings in the form of a dividend.

Hercules Capital has a consensus price target of $18.88, suggesting a potential downside of 11.90%. Given Hercules Capital's higher possible upside, analysts clearly believe Hercules Capital is more favorable than Nuveen Nasdaq 100 Dynamic Overwrite Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Hercules Capital
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Hercules Capital received 465 more outperform votes than Nuveen Nasdaq 100 Dynamic Overwrite Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
Nuveen Nasdaq 100 Dynamic Overwrite FundN/AN/A
Hercules CapitalOutperform Votes
465
64.32%
Underperform Votes
258
35.68%

23.6% of Nuveen Nasdaq 100 Dynamic Overwrite Fund shares are held by institutional investors. Comparatively, 19.7% of Hercules Capital shares are held by institutional investors. 1.9% of Hercules Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Hercules Capital beats Nuveen Nasdaq 100 Dynamic Overwrite Fund on 11 of the 14 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding QQQX 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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QQQX vs. The Competition

MetricNuveen Nasdaq 100 Dynamic Overwrite FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$1.18B$7.96B$9.85B$8.21B
Dividend Yield6.89%6.27%10.46%3.97%
P/E RatioN/A0.4347.5618.66
Price / SalesN/A20.143,570.5891.84
Price / CashN/A7.6928.5834.11
Price / BookN/A0.992.724.51
Net IncomeN/A$73.96M$1.01B$216.36M
7 Day Performance-1.55%0.28%1.79%1.82%
1 Month Performance-2.14%1.83%7.68%7.09%
1 Year Performance-1.26%4.64%14.88%4.89%

Nuveen Nasdaq 100 Dynamic Overwrite Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
1.7367 of 5 stars
1.74 / 5 stars
$21.18
0.0%
$18.63
-12.1%
+29.5%$3.43B$460.67M9.63100Upcoming Earnings
Analyst Forecast
DNP
DNP Select Income Fund
0 of 5 stars
0.00 / 5 stars
$8.61
-0.1%
N/A-13.9%$3.06BN/A0.00N/AShort Interest ↑
News Coverage
Positive News
ADX
Adams Diversified Equity Fund
0 of 5 stars
0.00 / 5 stars
$21.84
-0.6%
N/A+22.4%$2.71BN/A0.00N/APositive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
0.00 / 5 stars
$14.23
+0.1%
N/A-0.8%$2.18BN/A0.00147,000News Coverage
Positive News
High Trading Volume
USA
Liberty All-Star Equity Fund
0 of 5 stars
0.00 / 5 stars
$6.68
-2.2%
N/A+1.1%$1.81BN/A0.00N/AShort Interest ↑
News Coverage
High Trading Volume
RVT
Royce Value Trust
0 of 5 stars
0.00 / 5 stars
$15.41
-0.8%
N/A+10.2%$1.72BN/A0.00147,000Short Interest ↑
News Coverage
Negative News
Gap Up
GSBD
Goldman Sachs BDC
0.7508 of 5 stars
0.75 / 5 stars
$15.12
-0.3%
$14.00
-7.4%
+3.8%$1.70B$224.55M7.88N/AShort Interest ↓
TY
Tri-Continental
0 of 5 stars
0.00 / 5 stars
$31.06
-0.8%
N/A+11.8%$1.67BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
0.00 / 5 stars
$5.34
-1.1%
N/A-4.8%$1.61BN/A0.00N/AShort Interest ↑
Negative News
STEW
SRH Total Return Fund
0 of 5 stars
0.00 / 5 stars
$15.10
-1.2%
N/A+10.6%$1.47BN/A0.00N/ANews Coverage

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This page (NASDAQ:QQQX) was last updated on 7/27/2024 by MarketBeat.com Staff

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