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M3-Brigade Acquisition V (VLOS) Competitors

M3-Brigade Acquisition V logo
$10.78 +0.05 (+0.47%)
As of 08/28/2026 03:58 PM Eastern

VLOS vs. CSWC, WLTH, ORC, MSDL, and PSEC

Should you buy M3-Brigade Acquisition V stock or one of its competitors? M3-Brigade Acquisition V's main competitors and comparable companies include Capital Southwest (CSWC), Wealthfront (WLTH), Orchid Island Capital (ORC), Morgan Stanley Direct Lending Fund (MSDL), and Prospect Capital (PSEC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does M3-Brigade Acquisition V compare to Capital Southwest?

M3-Brigade Acquisition V (NASDAQ:VLOS) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

Capital Southwest has a consensus price target of $23.60, suggesting a potential downside of 7.34%. Given Capital Southwest's stronger consensus rating and higher probable upside, analysts plainly believe Capital Southwest is more favorable than M3-Brigade Acquisition V.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

M3-Brigade Acquisition V has a beta of 0.13, meaning that its share price is 87% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.69, meaning that its share price is 31% less volatile than the broader market.

23.4% of Capital Southwest shares are owned by institutional investors. 2.7% of Capital Southwest 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.

Capital Southwest has a net margin of 46.68% compared to M3-Brigade Acquisition V's net margin of 0.00%. Capital Southwest's return on equity of 13.88% beat M3-Brigade Acquisition V's return on equity.

Company Net Margins Return on Equity Return on Assets
M3-Brigade Acquisition VN/A N/A N/A
Capital Southwest 46.68%13.88%6.45%

Capital Southwest has higher revenue and earnings than M3-Brigade Acquisition V.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M3-Brigade Acquisition VN/AN/AN/AN/AN/A
Capital Southwest$232.10M6.99$113M$1.8114.07

In the previous week, Capital Southwest had 19 more articles in the media than M3-Brigade Acquisition V. MarketBeat recorded 19 mentions for Capital Southwest and 0 mentions for M3-Brigade Acquisition V. Capital Southwest's average media sentiment score of 1.10 beat M3-Brigade Acquisition V's score of 0.00 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Overall Sentiment
M3-Brigade Acquisition V Neutral
Capital Southwest Positive

Summary

Capital Southwest beats M3-Brigade Acquisition V on 12 of the 12 factors compared between the two stocks.

How does M3-Brigade Acquisition V compare to Wealthfront?

M3-Brigade Acquisition V (NASDAQ:VLOS) and Wealthfront (NASDAQ:WLTH) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, earnings, profitability, media sentiment, institutional ownership, dividends and analyst recommendations.

M3-Brigade Acquisition V has higher earnings, but lower revenue than Wealthfront.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M3-Brigade Acquisition VN/AN/AN/AN/AN/A
Wealthfront$364.99M3.79-$42.07M-$1.03N/A

Company Net Margins Return on Equity Return on Assets
M3-Brigade Acquisition VN/A N/A N/A
Wealthfront N/A N/A N/A

Wealthfront has a consensus price target of $12.42, suggesting a potential upside of 34.23%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts clearly believe Wealthfront is more favorable than M3-Brigade Acquisition V.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Wealthfront had 6 more articles in the media than M3-Brigade Acquisition V. MarketBeat recorded 6 mentions for Wealthfront and 0 mentions for M3-Brigade Acquisition V. Wealthfront's average media sentiment score of 1.51 beat M3-Brigade Acquisition V's score of 0.00 indicating that Wealthfront is being referred to more favorably in the news media.

Company Overall Sentiment
M3-Brigade Acquisition V Neutral
Wealthfront Very Positive

Summary

Wealthfront beats M3-Brigade Acquisition V on 6 of the 6 factors compared between the two stocks.

How does M3-Brigade Acquisition V compare to Orchid Island Capital?

Orchid Island Capital (NYSE:ORC) and M3-Brigade Acquisition V (NASDAQ:VLOS) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, valuation, profitability, analyst recommendations, earnings and dividends.

32.7% of Orchid Island Capital shares are owned by institutional investors. 0.3% of Orchid Island Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Orchid Island Capital has higher revenue and earnings than M3-Brigade Acquisition V.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Orchid Island Capital$414M3.23$159.03M$1.484.52
M3-Brigade Acquisition VN/AN/AN/AN/AN/A

Orchid Island Capital presently has a consensus price target of $7.50, suggesting a potential upside of 12.11%. Given Orchid Island Capital's stronger consensus rating and higher possible upside, equities analysts plainly believe Orchid Island Capital is more favorable than M3-Brigade Acquisition V.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Orchid Island Capital
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Orchid Island Capital's return on equity of 11.87% beat M3-Brigade Acquisition V's return on equity.

Company Net Margins Return on Equity Return on Assets
Orchid Island CapitalN/A 11.87% 1.35%
M3-Brigade Acquisition V N/A N/A N/A

In the previous week, Orchid Island Capital had 1 more articles in the media than M3-Brigade Acquisition V. MarketBeat recorded 1 mentions for Orchid Island Capital and 0 mentions for M3-Brigade Acquisition V. Orchid Island Capital's average media sentiment score of 0.00 equaled M3-Brigade Acquisition V'saverage media sentiment score.

Company Overall Sentiment
Orchid Island Capital Neutral
M3-Brigade Acquisition V Neutral

Orchid Island Capital has a beta of 1.55, suggesting that its share price is 55% more volatile than the broader market. Comparatively, M3-Brigade Acquisition V has a beta of 0.13, suggesting that its share price is 87% less volatile than the broader market.

Summary

Orchid Island Capital beats M3-Brigade Acquisition V on 9 of the 9 factors compared between the two stocks.

How does M3-Brigade Acquisition V compare to Morgan Stanley Direct Lending Fund?

M3-Brigade Acquisition V (NASDAQ:VLOS) and Morgan Stanley Direct Lending Fund (NYSE:MSDL) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, dividends, risk, earnings, media sentiment and valuation.

Morgan Stanley Direct Lending Fund has a net margin of 15.97% compared to M3-Brigade Acquisition V's net margin of 0.00%. Morgan Stanley Direct Lending Fund's return on equity of 9.61% beat M3-Brigade Acquisition V's return on equity.

Company Net Margins Return on Equity Return on Assets
M3-Brigade Acquisition VN/A N/A N/A
Morgan Stanley Direct Lending Fund 15.97%9.61%4.28%

In the previous week, M3-Brigade Acquisition V's average media sentiment score of 0.00 equaled Morgan Stanley Direct Lending Fund'saverage media sentiment score.

Company Overall Sentiment
M3-Brigade Acquisition V Neutral
Morgan Stanley Direct Lending Fund Neutral

Morgan Stanley Direct Lending Fund has higher revenue and earnings than M3-Brigade Acquisition V.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M3-Brigade Acquisition VN/AN/AN/AN/AN/A
Morgan Stanley Direct Lending Fund$397.29M3.22$122.09M$0.6922.06

M3-Brigade Acquisition V has a beta of 0.13, indicating that its share price is 87% less volatile than the broader market. Comparatively, Morgan Stanley Direct Lending Fund has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market.

Morgan Stanley Direct Lending Fund has a consensus target price of $15.63, indicating a potential upside of 2.66%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher possible upside, analysts clearly believe Morgan Stanley Direct Lending Fund is more favorable than M3-Brigade Acquisition V.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Morgan Stanley Direct Lending Fund
0 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.14

Summary

Morgan Stanley Direct Lending Fund beats M3-Brigade Acquisition V on 8 of the 8 factors compared between the two stocks.

How does M3-Brigade Acquisition V compare to Prospect Capital?

M3-Brigade Acquisition V (NASDAQ:VLOS) and Prospect Capital (NASDAQ:PSEC) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, media sentiment, earnings, dividends and profitability.

Prospect Capital has higher revenue and earnings than M3-Brigade Acquisition V.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M3-Brigade Acquisition VN/AN/AN/AN/AN/A
Prospect Capital$193.49M6.10$153.66M$0.0545.00

9.1% of Prospect Capital shares are held by institutional investors. 0.0% of Prospect Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Prospect Capital has a net margin of 19.33% compared to M3-Brigade Acquisition V's net margin of 0.00%. Prospect Capital's return on equity of 12.15% beat M3-Brigade Acquisition V's return on equity.

Company Net Margins Return on Equity Return on Assets
M3-Brigade Acquisition VN/A N/A N/A
Prospect Capital 19.33%12.15%5.54%

Prospect Capital has a consensus price target of $2.00, indicating a potential downside of 11.11%. Given Prospect Capital's higher probable upside, analysts plainly believe Prospect Capital is more favorable than M3-Brigade Acquisition V.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Prospect Capital
2 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Prospect Capital had 2 more articles in the media than M3-Brigade Acquisition V. MarketBeat recorded 2 mentions for Prospect Capital and 0 mentions for M3-Brigade Acquisition V. Prospect Capital's average media sentiment score of 0.32 beat M3-Brigade Acquisition V's score of 0.00 indicating that Prospect Capital is being referred to more favorably in the news media.

Company Overall Sentiment
M3-Brigade Acquisition V Neutral
Prospect Capital Neutral

M3-Brigade Acquisition V has a beta of 0.13, indicating that its share price is 87% less volatile than the broader market. Comparatively, Prospect Capital has a beta of 0.79, indicating that its share price is 21% less volatile than the broader market.

Summary

Prospect Capital beats M3-Brigade Acquisition V on 10 of the 10 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 VLOS 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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VLOS vs. The Competition

MetricM3-Brigade Acquisition VCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$253.14M$5.71B$14.05B$12.91B
Dividend YieldN/A7.38%5.89%11.28%
P/E RatioN/A32.7026.7425.45
Price / SalesN/A1,209.50514.6894.08
Price / CashN/A48.1538.3253.00
Price / BookN/A2.142.196.14
Net IncomeN/A$417.46M$1.31B$348.86M
7 Day Performance-4.52%0.47%0.90%-0.80%
1 Month Performance-4.52%2.26%2.48%4.13%
1 Year Performance2.08%6.00%10.76%15.17%

M3-Brigade Acquisition V Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VLOS
M3-Brigade Acquisition V
N/A$10.78
+0.5%
N/A+2.1%$253.14MN/AN/AN/A
CSWC
Capital Southwest
2.8068 of 5 stars
$24.96
+1.1%
$23.60
-5.4%
+10.9%$1.59B$232.10M13.7920
WLTH
Wealthfront
4.1658 of 5 stars
$9.22
+0.7%
$12.42
+34.7%
N/A$1.38B$364.99MN/A359
ORC
Orchid Island Capital
1.9858 of 5 stars
$6.70
-0.1%
$7.50
+11.9%
-5.3%$1.34B$414M4.532,018
MSDL
Morgan Stanley Direct Lending Fund
1.6933 of 5 stars
$15.38
flat
$15.63
+1.6%
-16.1%$1.29B$397.29M22.29N/A

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This page (NASDAQ:VLOS) was last updated on 8/30/2026 by MarketBeat.com Staff.
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