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Liberty All-Star Equity Fund (USA) Competitors

$6.74
+0.08 (+1.20%)
(As of 07/26/2024 ET)

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

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), Royce Value Trust (RVT), Goldman Sachs BDC (GSBD), Tri-Continental (TY), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), and Central Securities (CET). These companies are all part of the "investment offices, not elsewhere classified" industry.

Liberty All-Star Equity Fund vs.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity FundN/AN/AN/AN/AN/A
Hercules Capital$460.67M7.54$337.48M$2.209.74

Hercules Capital has a net margin of 69.98% compared to Liberty All-Star Equity Fund's net margin of 0.00%. Hercules Capital's return on equity of 18.35% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
Hercules Capital 69.98%18.35%9.29%

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. Liberty All-Star Equity Fund's average media sentiment score of 0.21 beat Hercules Capital's score of 0.20 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the media.

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

Liberty All-Star Equity Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500.

Hercules Capital received 142 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 64.32% of users gave Hercules Capital an outperform vote.

CompanyUnderperformOutperform
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%
Hercules CapitalOutperform Votes
465
64.32%
Underperform Votes
258
35.68%

Hercules Capital has a consensus target price of $18.88, indicating a potential downside of 11.90%. Given Hercules Capital's higher possible upside, analysts plainly believe Hercules Capital is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
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
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

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

Liberty All-Star Equity Fund pays an annual dividend of $0.68 per share and has a dividend yield of 10.1%. 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.

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$1.83B$7.96B$9.92B$18.49B
Dividend Yield10.24%6.27%6.62%3.51%
P/E RatioN/A0.4347.2525.43
Price / SalesN/A20.143,590.4515.35
Price / CashN/A7.6917.2619.61
Price / BookN/A0.992.585.08
Net IncomeN/A$73.96M$1.01B$977.27M
7 Day Performance0.97%0.28%1.80%1.57%
1 Month Performance-1.39%1.83%7.73%5.69%
1 Year Performance1.28%4.64%14.97%9.05%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
1.738 of 5 stars
1.74 / 5 stars
$21.37
-0.4%
$18.63
-12.8%
+29.5%$3.47B$460.67M9.71100Upcoming Earnings
Analyst Forecast
DNP
DNP Select Income Fund
0 of 5 stars
0.00 / 5 stars
$8.68
flat
N/A-13.9%$3.08BN/A0.00N/AShort Interest ↑
News Coverage
ADX
Adams Diversified Equity Fund
0 of 5 stars
0.00 / 5 stars
$22.07
+0.3%
N/A+22.4%$2.74BN/A0.00N/APositive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
0.00 / 5 stars
$14.26
+0.3%
N/A-0.8%$2.18BN/A0.00147,000News Coverage
Positive News
RVT
Royce Value Trust
0 of 5 stars
0.00 / 5 stars
$15.84
+0.6%
N/A+10.2%$1.77BN/A0.00147,000Short Interest ↑
News Coverage
Gap Up
GSBD
Goldman Sachs BDC
0.7516 of 5 stars
0.75 / 5 stars
$15.19
-0.5%
$14.00
-7.8%
+3.8%$1.70B$454.91M7.91N/AShort Interest ↓
News Coverage
TY
Tri-Continental
0 of 5 stars
0.00 / 5 stars
$31.52
+0.3%
N/A+11.8%$1.70BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
0.00 / 5 stars
$5.41
+0.2%
N/A-4.8%$1.63BN/A0.00N/AShort Interest ↑
Negative News
STEW
SRH Total Return Fund
0 of 5 stars
0.00 / 5 stars
$15.26
-0.2%
N/A+10.6%$1.48BN/A0.00N/ANews Coverage
CET
Central Securities
0 of 5 stars
0.00 / 5 stars
$44.40
-0.6%
N/AN/A$1.26BN/A0.006News Coverage
Positive News

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

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