BCSF
Price
$15.06
Change
-$1.17 (-7.21%)
Updated
Apr 4, 02:28 PM (EDT)
Capitalization
1B
38 days until earnings call
WHG
Price
$15.13
Change
-$0.49 (-3.13%)
Updated
Apr 4, 02:17 PM (EDT)
Capitalization
111.65M
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BCSF vs WHG

Header iconBCSF vs WHG Comparison
Open Charts BCSF vs WHGBanner chart's image
Bain Capital Specialty Finance
Price$15.06
Change-$1.17 (-7.21%)
Volume$500
Capitalization1B
Westwood Holdings Group
Price$15.13
Change-$0.49 (-3.13%)
Volume$100
Capitalization111.65M
BCSF vs WHG Comparison Chart
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
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WHG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
BCSF vs. WHG commentary
Apr 04, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a Hold and WHG is a Buy.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (BCSF: $16.23 vs. WHG: $15.63)
Brand notoriety: BCSF and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 88% vs. WHG: 78%
Market capitalization -- BCSF: $1B vs. WHG: $111.65M
BCSF [@Investment Managers] is valued at $1B. WHG’s [@Investment Managers] market capitalization is $111.65M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 3 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • BCSF’s FA Score: 3 green, 2 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, BCSF is a better buy in the long-term than WHG.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 4 TA indicator(s) are bullish while WHG’s TA Score has 2 bullish TA indicator(s).

  • BCSF’s TA Score: 4 bullish, 6 bearish.
  • WHG’s TA Score: 2 bullish, 7 bearish.
According to our system of comparison, BCSF is a better buy in the short-term than WHG.

Price Growth

BCSF (@Investment Managers) experienced а -3.34% price change this week, while WHG (@Investment Managers) price change was -7.24% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -4.06%. For the same industry, the average monthly price growth was -4.74%, and the average quarterly price growth was -4.15%.

Reported Earning Dates

BCSF is expected to report earnings on May 12, 2025.

WHG is expected to report earnings on Feb 12, 2025.

Industries' Descriptions

@Investment Managers (-4.06% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BCSF($1B) has a higher market cap than WHG($112M). WHG has higher P/E ratio than BCSF: WHG (11.18) vs BCSF (8.14). WHG YTD gains are higher at: 8.751 vs. BCSF (-4.793). WHG has more cash in the bank: 53.1M vs. BCSF (43M). WHG has less debt than BCSF: WHG (4.55M) vs BCSF (1.26B). BCSF has higher revenues than WHG: BCSF (138M) vs WHG (89.8M).
BCSFWHGBCSF / WHG
Capitalization1B112M896%
EBITDAN/A8.27M-
Gain YTD-4.7938.751-55%
P/E Ratio8.1411.1873%
Revenue138M89.8M154%
Total Cash43M53.1M81%
Total Debt1.26B4.55M27,592%
FUNDAMENTALS RATINGS
BCSF vs WHG: Fundamental Ratings
BCSF
WHG
OUTLOOK RATING
1..100
7366
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
28
Undervalued
PROFIT vs RISK RATING
1..100
30100
SMR RATING
1..100
2588
PRICE GROWTH RATING
1..100
5743
P/E GROWTH RATING
1..100
392
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

BCSF's Valuation (11) in the Investment Trusts Or Mutual Funds industry is in the same range as WHG (28) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew similarly to WHG’s over the last 12 months.

BCSF's Profit vs Risk Rating (30) in the Investment Trusts Or Mutual Funds industry is significantly better than the same rating for WHG (100) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew significantly faster than WHG’s over the last 12 months.

BCSF's SMR Rating (25) in the Investment Trusts Or Mutual Funds industry is somewhat better than the same rating for WHG (88) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew somewhat faster than WHG’s over the last 12 months.

WHG's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as BCSF (57) in the Investment Trusts Or Mutual Funds industry. This means that WHG’s stock grew similarly to BCSF’s over the last 12 months.

WHG's P/E Growth Rating (2) in the Investment Banks Or Brokers industry is somewhat better than the same rating for BCSF (39) in the Investment Trusts Or Mutual Funds industry. This means that WHG’s stock grew somewhat faster than BCSF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFWHG
RSI
ODDS (%)
Bullish Trend 2 days ago
56%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
37%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bearish Trend 2 days ago
37%
Bearish Trend 2 days ago
58%
MACD
ODDS (%)
Bearish Trend 2 days ago
36%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
69%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
42%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 12 days ago
57%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
63%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bullish Trend 3 days ago
58%
Bullish Trend 2 days ago
61%
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been closely correlated with FSK. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if BCSF jumps, then FSK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
-1.34%
FSK - BCSF
66%
Closely correlated
-2.63%
MAIN - BCSF
66%
Loosely correlated
-2.68%
HTGC - BCSF
63%
Loosely correlated
-3.31%
ARCC - BCSF
61%
Loosely correlated
-3.97%
FDUS - BCSF
61%
Loosely correlated
-1.51%
More

WHG and

Correlation & Price change

A.I.dvisor tells us that WHG and VRTS have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WHG and VRTS's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
-2.01%
VRTS - WHG
33%
Poorly correlated
-7.57%
BCSF - WHG
29%
Poorly correlated
-1.34%
OWL - WHG
28%
Poorly correlated
-15.36%
NXDT - WHG
26%
Poorly correlated
-5.85%
BK - WHG
25%
Poorly correlated
-5.12%
More