Comparing Stonegate Bank (SGBK) and First Trust California Municipal High income ETF (FCAL)

Stonegate Bank (NASDAQ: SGBK) and First Trust California Municipal High income ETF (NASDAQ:FCAL) are both financials companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, risk, dividends, earnings, analyst recommendations, institutional ownership and profitability.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Stonegate Bank and First Trust California Municipal High income ETF, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stonegate Bank 0 3 0 0 2.00
First Trust California Municipal High income ETF 0 0 0 0 N/A

Stonegate Bank presently has a consensus price target of $49.00, suggesting a potential downside of 5.08%. Given Stonegate Bank’s higher probable upside, equities research analysts clearly believe Stonegate Bank is more favorable than First Trust California Municipal High income ETF.

Dividends

Stonegate Bank pays an annual dividend of $0.32 per share and has a dividend yield of 0.6%. First Trust California Municipal High income ETF does not pay a dividend. Stonegate Bank pays out 14.7% of its earnings in the form of a dividend.

Insider and Institutional Ownership

65.2% of Stonegate Bank shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Stonegate Bank and First Trust California Municipal High income ETF’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Stonegate Bank 28.04% 8.07% 1.05%
First Trust California Municipal High income ETF N/A N/A N/A

Valuation and Earnings

This table compares Stonegate Bank and First Trust California Municipal High income ETF’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Stonegate Bank $109.67 million 7.21 $33.24 million $2.17 23.79
First Trust California Municipal High income ETF N/A N/A N/A N/A N/A

Stonegate Bank has higher revenue and earnings than First Trust California Municipal High income ETF.

Summary

Stonegate Bank beats First Trust California Municipal High income ETF on 7 of the 8 factors compared between the two stocks.

Stonegate Bank Company Profile

Stonegate Bank (the Bank) is a state chartered commercial bank in the State of Florida. The Bank provides a full range of banking services to individual and corporate customers from its branch locations in Southeast and West Florida. The Bank provides personal banking, business banking and wealth management services. The Bank’s loans portfolio includes commercial real estate, construction and land development, residential real estate, commercial and consumer loans. Its personal banking services include checking account, money market, savings account, certificate of deposits, individual retirement accounts, consumer loans and residential mortgage loans. It also offers card services, such as credit cards and debit cards. Its wealth management services include asset management, trust services, estate planning, insurance planning and retirement planning for business owners.

First Trust California Municipal High income ETF Company Profile

First California Financial Group, Inc. is a bank holding company for its wholly owned subsidiary First California Bank (the Bank). The Bank is a full-service commercial bank. The Bank’s operations are primarily located within the areas commonly known as the 101 corridor stretching from the City of Ventura to Calabasas, California, the Moorpark-Simi Valley corridor, the western San Fernando Valley, the Tri-Cities area of Glendale-Burbank-Pasadena, the South Bay, the Inland Empire, north San Diego County, Century City and other parts of Los Angeles, Orange San Luis Obispo and Ventura Counties in Southern California. Its lending products include revolving lines of credit, term loans, commercial real estate loans, construction loans and consumer and home equity loans. In April 8, 2011, the Bank acquired the Electronic Payment Solutions division of Palm Desert National Bank. On February 18, 2011, the Bank acquired substantially all of the operations of San Luis Trust Bank.

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