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Liberty All-Star Equity Fund (USA) Competitors

$6.79
+0.03 (+0.44%)
(As of 06/18/2024 ET)

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

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

Liberty All-Star Equity Fund vs.

Hercules Capital (NYSE:HTGC) and Liberty All-Star Equity Fund (NYSE:USA) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, media sentiment, earnings, analyst recommendations, community ranking, valuation and profitability.

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 8.2%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.7%. Hercules Capital pays out 72.7% of its earnings in the form of a dividend.

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than Hercules Capital. MarketBeat recorded 5 mentions for Liberty All-Star Equity Fund and 4 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.65 beat Liberty All-Star Equity Fund's score of 0.27 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Liberty All-Star Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 1.9% of Hercules Capital shares are owned by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund 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.

Hercules Capital has a net margin of 69.98% compared to Hercules Capital's net margin of 0.00%. Liberty All-Star Equity Fund'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%
Liberty All-Star Equity Fund N/A N/A N/A

Hercules Capital has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$460.67M6.89$337.48M$2.208.90
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Hercules Capital currently has a consensus price target of $18.56, suggesting a potential downside of 5.15%. Given Liberty All-Star Equity Fund's higher probable upside, research analysts clearly believe Hercules Capital is more favorable than Liberty All-Star Equity Fund.

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
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Hercules Capital received 140 more outperform votes than Liberty All-Star Equity Fund when rated by MarketBeat users. However, 68.87% of users gave Liberty All-Star Equity Fund 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%
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%

Hercules Capital has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500.

Summary

Hercules Capital beats Liberty All-Star Equity Fund on 10 of the 15 factors compared between the two stocks.

New MarketBeat Followers Over Time

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

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.84B$7.56B$9.19B$17.70B
Dividend Yield9.73%6.27%10.38%3.62%
P/E RatioN/A0.4453.4423.94
Price / SalesN/A14.673,458.7017.20
Price / CashN/A7.7927.7115.54
Price / BookN/A0.982.434.94
Net IncomeN/A$73.96M$1.01B$974.61M
7 Day Performance0.97%0.11%-0.01%-0.69%
1 Month Performance-0.15%-0.59%-2.49%-4.03%
1 Year Performance7.61%4.22%11.93%7.23%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
0.6677 of 5 stars
$19.58
+0.1%
$18.56
-5.2%
+32.6%$3.18B$460.67M8.90100Short Interest ↑
DNP
DNP Select Income Fund
0 of 5 stars
$8.12
-0.4%
N/A-20.5%$2.88BN/A0.00N/AShort Interest ↑
News Coverage
ADX
Adams Diversified Equity Fund
0 of 5 stars
$21.39
+0.4%
N/A+28.7%$2.65BN/A0.00N/APositive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.22
-0.6%
N/A+7.7%$2.18BN/A0.00147,000
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.54
-0.1%
N/A-2.0%$1.77B$55.79M0.00640Positive News
GSBD
Goldman Sachs BDC
0.2252 of 5 stars
$15.45
+1.2%
$14.00
-9.4%
+9.8%$1.71B$224.55M8.04N/AShort Interest ↑
News Coverage
TY
Tri-Continental
0 of 5 stars
$30.82
+1.1%
N/A+14.0%$1.66BN/A0.00N/A
RVT
Royce Value Trust
0 of 5 stars
$14.29
+1.1%
N/A+4.7%$1.60BN/A0.00147,000Positive News
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.25
flat
N/A-6.0%$1.58BN/A0.00N/APositive News
STEW
SRH Total Return Fund
0 of 5 stars
$14.48
+0.6%
N/A+9.2%$1.41BN/A0.00N/ANews Coverage
Positive News

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This page (NYSE:USA) was last updated on 6/18/2024 by MarketBeat.com Staff

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