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CGBD
Price
$16.82
Change
+$0.16 (+0.96%)
Updated
Nov 22, 03:10 PM (EDT)
102 days until earnings call
GAIN
Price
$13.33
Change
-$0.17 (-1.26%)
Updated
Nov 22, 03:15 PM (EDT)
81 days until earnings call
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CGBD vs GAIN

Header iconCGBD vs GAIN Comparison
Open Charts CGBD vs GAINBanner chart's image
Carlyle Secured Lending
Price$16.82
Change+$0.16 (+0.96%)
Volume$238
CapitalizationN/A
Gladstone Investment
Price$13.33
Change-$0.17 (-1.26%)
Volume$200
CapitalizationN/A
CGBD vs GAIN Comparison Chart
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
GAIN
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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VS
CGBD vs. GAIN commentary
Nov 22, 2024

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 CGBD is a StrongBuy and GAIN is a Hold.

COMPARISON
Comparison
Nov 22, 2024
Stock price -- (CGBD: $16.67 vs. GAIN: $13.50)
Brand notoriety: CGBD and GAIN are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CGBD: 76% vs. GAIN: 73%
Market capitalization -- CGBD: $826.94M vs. GAIN: $510.72M
CGBD [@Investment Managers] is valued at $826.94M. GAIN’s [@Investment Managers] market capitalization is $510.72M. 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 $5.91B.

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).

CGBD’s FA Score shows that 3 FA rating(s) are green whileGAIN’s FA Score has 2 green FA rating(s).

  • CGBD’s FA Score: 3 green, 2 red.
  • GAIN’s FA Score: 2 green, 3 red.
According to our system of comparison, both CGBD and GAIN are a good buy in the long-term.

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.

CGBD’s TA Score shows that 6 TA indicator(s) are bullish while GAIN’s TA Score has 4 bullish TA indicator(s).

  • CGBD’s TA Score: 6 bullish, 4 bearish.
  • GAIN’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, CGBD is a better buy in the short-term than GAIN.

Price Growth

CGBD (@Investment Managers) experienced а +2.33% price change this week, while GAIN (@Investment Managers) price change was -0.66% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.78%. For the same industry, the average monthly price growth was +3.64%, and the average quarterly price growth was +6.77%.

Reported Earning Dates

CGBD is expected to report earnings on Mar 04, 2025.

GAIN is expected to report earnings on Feb 11, 2025.

Industries' Descriptions

@Investment Managers (+0.78% 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
CGBD($827M) has a higher market cap than GAIN($511M). CGBD has higher P/E ratio than GAIN: CGBD (9.82) vs GAIN (7.05). CGBD YTD gains are higher at: 21.086 vs. GAIN (6.656). CGBD has more cash in the bank: 22.7M vs. GAIN (3.05M). GAIN has less debt than CGBD: GAIN (414M) vs CGBD (979M). CGBD has higher revenues than GAIN: CGBD (101M) vs GAIN (60.8M).
CGBDGAINCGBD / GAIN
Capitalization827M511M162%
EBITDAN/AN/A-
Gain YTD21.0866.656317%
P/E Ratio9.827.05139%
Revenue101M60.8M166%
Total Cash22.7M3.05M744%
Total Debt979M414M236%
FUNDAMENTALS RATINGS
CGBD vs GAIN: Fundamental Ratings
CGBD
GAIN
OUTLOOK RATING
1..100
7167
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
97
Overvalued
PROFIT vs RISK RATING
1..100
1726
SMR RATING
1..100
2546
PRICE GROWTH RATING
1..100
5551
P/E GROWTH RATING
1..100
7912
SEASONALITY SCORE
1..100
5049

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.

CGBD's Valuation (4) in the null industry is significantly better than the same rating for GAIN (97). This means that CGBD’s stock grew significantly faster than GAIN’s over the last 12 months.

CGBD's Profit vs Risk Rating (17) in the null industry is in the same range as GAIN (26). This means that CGBD’s stock grew similarly to GAIN’s over the last 12 months.

CGBD's SMR Rating (25) in the null industry is in the same range as GAIN (46). This means that CGBD’s stock grew similarly to GAIN’s over the last 12 months.

GAIN's Price Growth Rating (51) in the null industry is in the same range as CGBD (55). This means that GAIN’s stock grew similarly to CGBD’s over the last 12 months.

GAIN's P/E Growth Rating (12) in the null industry is significantly better than the same rating for CGBD (79). This means that GAIN’s stock grew significantly faster than CGBD’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGBDGAIN
RSI
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
46%
Momentum
ODDS (%)
Bullish Trend 2 days ago
63%
Bearish Trend 2 days ago
50%
MACD
ODDS (%)
Bullish Trend 2 days ago
61%
Bearish Trend 2 days ago
44%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
66%
Bearish Trend 2 days ago
51%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
47%
Advances
ODDS (%)
Bullish Trend 2 days ago
63%
Bullish Trend 10 days ago
59%
Declines
ODDS (%)
Bearish Trend 8 days ago
42%
Bearish Trend 3 days ago
54%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
56%
Aroon
ODDS (%)
Bearish Trend 2 days ago
41%
Bearish Trend 2 days ago
54%
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
GAIN
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been loosely correlated with SLRC. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if CGBD jumps, then SLRC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
+0.36%
SLRC - CGBD
54%
Loosely correlated
-0.67%
GSBD - CGBD
53%
Loosely correlated
-0.86%
BCSF - CGBD
53%
Loosely correlated
+0.18%
CSWC - CGBD
52%
Loosely correlated
-0.09%
MAIN - CGBD
52%
Loosely correlated
+0.19%
More

GAIN and

Correlation & Price change

A.I.dvisor indicates that over the last year, GAIN has been loosely correlated with MFIC. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if GAIN jumps, then MFIC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GAIN
1D Price
Change %
GAIN100%
+0.15%
MFIC - GAIN
52%
Loosely correlated
+0.36%
NXDT - GAIN
51%
Loosely correlated
+0.19%
NEWT - GAIN
45%
Loosely correlated
+2.03%
CGBD - GAIN
44%
Loosely correlated
+0.36%
VRTS - GAIN
42%
Loosely correlated
+2.10%
More