Comparing Apollo Investment (AINV) & Invesco Van Kmpn Calf Vl Mncpl Incm Trst (VCV)

Apollo Investment (NASDAQ: AINV) and Invesco Van Kmpn Calf Vl Mncpl Incm Trst (NYSE:VCV) are both small-cap financials companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, dividends, profitability, valuation, institutional ownership and earnings.

Institutional & Insider Ownership

46.5% of Apollo Investment shares are held by institutional investors. Comparatively, 7.5% of Invesco Van Kmpn Calf Vl Mncpl Incm Trst shares are held by institutional investors. 0.3% of Apollo Investment shares are held by insiders. Comparatively, 1.0% of Invesco Van Kmpn Calf Vl Mncpl Incm Trst shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Volatility and Risk

Apollo Investment has a beta of 0.94, indicating that its stock price is 6% less volatile than the S&P 500. Comparatively, Invesco Van Kmpn Calf Vl Mncpl Incm Trst has a beta of -0.12, indicating that its stock price is 112% less volatile than the S&P 500.

Dividends

Apollo Investment pays an annual dividend of $0.60 per share and has a dividend yield of 10.4%. Invesco Van Kmpn Calf Vl Mncpl Incm Trst pays an annual dividend of $0.59 per share and has a dividend yield of 4.7%. Apollo Investment pays out 166.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Analyst Recommendations

This is a summary of current ratings and target prices for Apollo Investment and Invesco Van Kmpn Calf Vl Mncpl Incm Trst, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Apollo Investment 1 4 4 0 2.33
Invesco Van Kmpn Calf Vl Mncpl Incm Trst 0 0 0 0 N/A

Apollo Investment currently has a consensus target price of $6.41, suggesting a potential upside of 10.83%. Given Apollo Investment’s higher probable upside, analysts clearly believe Apollo Investment is more favorable than Invesco Van Kmpn Calf Vl Mncpl Incm Trst.

Profitability

This table compares Apollo Investment and Invesco Van Kmpn Calf Vl Mncpl Incm Trst’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Apollo Investment 47.83% 8.64% 5.16%
Invesco Van Kmpn Calf Vl Mncpl Incm Trst N/A N/A N/A

Valuation & Earnings

This table compares Apollo Investment and Invesco Van Kmpn Calf Vl Mncpl Incm Trst’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Apollo Investment $279.86 million 4.51 $18.37 million $0.36 16.06
Invesco Van Kmpn Calf Vl Mncpl Incm Trst N/A N/A N/A N/A N/A

Apollo Investment has higher revenue and earnings than Invesco Van Kmpn Calf Vl Mncpl Incm Trst.

Summary

Apollo Investment beats Invesco Van Kmpn Calf Vl Mncpl Incm Trst on 9 of the 11 factors compared between the two stocks.

Apollo Investment Company Profile

Apollo Investment Corporation is a closed-end, externally managed, non-diversified management investment company. The Company’s investment objective is to generate current income and capital appreciation. It invests primarily in various forms of debt investments, including secured and unsecured debt, loan investments and/or equity in private middle-market companies. It may also invest in the securities of public companies and in structured products and other investments, such as collateralized loan obligations (CLOs) and credit-linked notes (CLNs). Its portfolio also includes equity interests, such as common stock, preferred stock, warrants or options. It invests in investments in the United States secured and unsecured loans, other debt securities and equity, and may also invests a portion of the portfolio in other investment opportunities, including foreign securities and structured products. Apollo Investment Management, L.P. is the investment advisor of the Company.

Invesco Van Kmpn Calf Vl Mncpl Incm Trst Company Profile

Invesco Van Kampen California Value Municipal Income Trust (the Trust), formerly Invesco California Value Municipal Income Trust, is a diversified, closed-end management investment trust. The Trust’s investment objective is to seek to provide common shareholders with a high level of current income exempt from federal and California income taxes, consistent with preservation of capital. The Trust will invest substantially all of its assets in California municipal securities rated investment grade at the time of investment. The Trust seeks to achieve its investment objective by investing primarily in California municipal securities that are rated investment grade at the time of investment. Municipal securities include municipal bonds, municipal notes, municipal commercial paper and lease obligations. Invesco Advisers, Inc. serves as its investment advisor.

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