Analyzing Liberty All-Star Equity Fund (USA) & Oxford Lane Capital Corp (OXLC)
Liberty All-Star Equity Fund (NYSE: USA) and Oxford Lane Capital Corp (NASDAQ:OXLC) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, risk, earnings, dividends, institutional ownership, profitability and valuation.
Liberty All-Star Equity Fund pays an annual dividend of $0.13 per share and has a dividend yield of 2.3%. Oxford Lane Capital Corp does not pay a dividend.
Earnings and Valuation
This table compares Liberty All-Star Equity Fund and Oxford Lane Capital Corp’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Liberty All-Star Equity Fund||N/A||N/A||N/A||N/A||N/A|
|Oxford Lane Capital Corp||N/A||N/A||N/A||N/A||N/A|
This table compares Liberty All-Star Equity Fund and Oxford Lane Capital Corp’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Liberty All-Star Equity Fund||N/A||N/A||N/A|
|Oxford Lane Capital Corp||89.48%||26.64%||16.20%|
Institutional & Insider Ownership
28.5% of Liberty All-Star Equity Fund shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
This is a breakdown of current recommendations and price targets for Liberty All-Star Equity Fund and Oxford Lane Capital Corp, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Liberty All-Star Equity Fund||0||1||2||0||2.67|
|Oxford Lane Capital Corp||0||0||1||0||3.00|
Liberty All-Star Equity Fund currently has a consensus price target of $44.50, suggesting a potential upside of 672.57%. Oxford Lane Capital Corp has a consensus price target of $10.25, suggesting a potential downside of 1.16%. Given Liberty All-Star Equity Fund’s higher possible upside, research analysts plainly believe Liberty All-Star Equity Fund is more favorable than Oxford Lane Capital Corp.
Liberty All-Star Equity Fund beats Oxford Lane Capital Corp on 5 of the 9 factors compared between the two stocks.
About Liberty All-Star Equity Fund
Liberty All-Star Equity Fund is a diversified, closed-end management investment fund. The Fund seeks total investment return comprising long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. It allocates its portfolio assets on an approximately equal basis among several independent investment management organizations having various investment styles recommended and monitored by its investment advisor. It invests at least 80% of its net assets in a diversified portfolio of equity securities. The Fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities and telecommunication services. Its investment managers invest primarily for pension funds, endowments, foundations and other institutions. The Fund’s investment advisor is ALPS Advisors, Inc.
About Oxford Lane Capital Corp
Oxford Lane Capital Corp. is a non-diversified closed-end management investment company. The Fund’s investment objective is to maximize its portfolio’s risk adjusted total return and seeks to achieve its investment objective by investing in structured finance investments, specifically collateralized loan obligation (CLO) vehicles, which primarily own senior corporate debt securities. The Fund holds debt investments in over three different CLO structures and equity investments in approximately 30 different CLO structures. Its investment strategy also includes investing in warehouse facilities, which are financing structures intended to aggregate loans that may be used to form the basis of a CLO vehicle. The Fund may also invest, on an opportunistic basis, in corporate debt securities on a direct basis and a range of other corporate credits. Oxford Lane Management, LLC (OXLC Management) is the investment advisor of the Fund.
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