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Royce Value Trust (RVT) Competitors

$14.19
-0.20 (-1.39%)
(As of 06/20/2024 ET)

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

Should you be buying Royce Value Trust stock or one of its competitors? The main competitors of Royce Value Trust 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), Nuveen Municipal Value Fund (NUV), 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.

Royce Value Trust vs.

Hercules Capital (NYSE:HTGC) and Royce Value Trust (NYSE:RVT) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, dividends, community ranking, media sentiment, risk, profitability, earnings and institutional ownership.

Hercules Capital has a beta of 1.36, meaning that its stock price is 36% more volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.34, meaning that its stock price is 34% more volatile than the S&P 500.

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 8.1%. Royce Value Trust pays an annual dividend of $1.10 per share and has a dividend yield of 7.8%. Hercules Capital pays out 72.7% of its earnings in the form of a dividend.

In the previous week, Hercules Capital had 2 more articles in the media than Royce Value Trust. MarketBeat recorded 4 mentions for Hercules Capital and 2 mentions for Royce Value Trust. Hercules Capital's average media sentiment score of 1.91 beat Royce Value Trust's score of 0.94 indicating that Royce Value Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Value Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 25.6% of Royce Value Trust shares are owned by institutional investors. 1.9% of Hercules Capital shares are owned by insiders. Comparatively, 0.1% of Royce Value Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Hercules Capital currently has a consensus target price of $18.56, suggesting a potential downside of 6.30%. Given Royce Value Trust's higher possible upside, research analysts clearly believe Hercules Capital is more favorable than Royce Value Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hercules Capital
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Royce Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Hercules Capital received 273 more outperform votes than Royce Value Trust when rated by MarketBeat users. However, 65.29% of users gave Royce Value Trust an outperform vote while only 64.22% of users gave Hercules Capital an outperform vote.

CompanyUnderperformOutperform
Hercules CapitalOutperform Votes
463
64.22%
Underperform Votes
258
35.78%
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

Hercules Capital has higher revenue and earnings than Royce Value Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$460.67M6.97$337.48M$2.209.00
Royce Value TrustN/AN/AN/AN/AN/A

Hercules Capital has a net margin of 69.98% compared to Hercules Capital's net margin of 0.00%. Royce Value Trust's return on equity of 18.35% beat Hercules Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital69.98% 18.35% 9.29%
Royce Value Trust N/A N/A N/A

Summary

Hercules Capital beats Royce Value Trust on 11 of the 15 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 RVT 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 NYSE 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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RVT vs. The Competition

MetricRoyce Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.58B$7.52B$9.28B$17.80B
Dividend Yield7.64%6.36%10.64%3.64%
P/E RatioN/A0.4457.2824.31
Price / SalesN/A16.543,440.7315.67
Price / CashN/A7.7216.3419.25
Price / BookN/A0.982.454.82
Net IncomeN/A$73.96M$1.01B$975.35M
7 Day Performance0.42%-0.05%0.29%0.92%
1 Month Performance-6.37%-0.83%-2.21%-3.84%
1 Year Performance4.42%4.46%11.98%7.94%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
0.6809 of 5 stars
$19.57
-0.2%
$18.56
-5.1%
+36.1%$3.17B$460.67M8.90100
DNP
DNP Select Income Fund
0 of 5 stars
$8.15
-1.3%
N/A-20.3%$2.89B$-176,871,187.000.00N/AUpcoming Earnings
Dividend Announcement
News Coverage
High Trading Volume
ADX
Adams Diversified Equity Fund
0 of 5 stars
$21.30
+0.6%
N/A+29.6%$2.64B$567.05M0.00N/A
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.30
-0.3%
N/A+6.2%$2.19B$221.53M0.00147,000
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.78
+0.1%
N/A+6.3%$1.84B$400.78M0.00N/AUpcoming Earnings
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.55
+0.6%
N/A-1.8%$1.77BN/A0.00640Positive News
GSBD
Goldman Sachs BDC
0.3021 of 5 stars
$15.26
+0.3%
$14.00
-8.3%
+11.1%$1.71B$454.91M7.95N/APositive News
TY
Tri-Continental
0 of 5 stars
$30.48
-0.1%
N/A+13.6%$1.64B$253.91M0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.24
flat
N/A-5.8%$1.58BN/A0.00N/APositive News
STEW
SRH Total Return Fund
0 of 5 stars
$14.39
-0.5%
N/A+9.9%$1.40BN/A0.00N/APositive News

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This page (NYSE:RVT) was last updated on 6/21/2024 by MarketBeat.com Staff

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