MVC Capital (MVC) & Special Opportunities Fund, Inc. Common Stock (SPE) Financial Analysis

MVC Capital (NYSE: MVC) and Special Opportunities Fund, Inc. Common Stock (NYSE:SPE) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, institutional ownership and profitability.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for MVC Capital and Special Opportunities Fund, Inc. Common Stock, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MVC Capital 0 0 2 0 3.00
Special Opportunities Fund, Inc. Common Stock 0 0 3 0 3.00

MVC Capital presently has a consensus target price of $12.25, indicating a potential upside of 23.61%. Special Opportunities Fund, Inc. Common Stock has a consensus target price of $9.67, indicating a potential downside of 35.38%. Given MVC Capital’s higher probable upside, equities analysts plainly believe MVC Capital is more favorable than Special Opportunities Fund, Inc. Common Stock.

Earnings & Valuation

This table compares MVC Capital and Special Opportunities Fund, Inc. Common Stock’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
MVC Capital $20.10 million 9.28 $27.32 million ($0.34) -29.15
Special Opportunities Fund, Inc. Common Stock N/A N/A N/A N/A N/A

MVC Capital has higher revenue and earnings than Special Opportunities Fund, Inc. Common Stock.

Risk and Volatility

MVC Capital has a beta of 0.68, suggesting that its stock price is 32% less volatile than the S&P 500. Comparatively, Special Opportunities Fund, Inc. Common Stock has a beta of 0.73, suggesting that its stock price is 27% less volatile than the S&P 500.

Insider & Institutional Ownership

46.2% of MVC Capital shares are held by institutional investors. Comparatively, 46.6% of Special Opportunities Fund, Inc. Common Stock shares are held by institutional investors. 10.9% of MVC Capital shares are held by company insiders. Comparatively, 22.4% of Special Opportunities Fund, Inc. Common Stock shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Dividends

MVC Capital pays an annual dividend of $0.60 per share and has a dividend yield of 6.1%. Special Opportunities Fund, Inc. Common Stock pays an annual dividend of $0.20 per share and has a dividend yield of 1.3%. MVC Capital pays out -176.5% of its earnings in the form of a dividend.

Profitability

This table compares MVC Capital and Special Opportunities Fund, Inc. Common Stock’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
MVC Capital 74.18% -0.65% -0.44%
Special Opportunities Fund, Inc. Common Stock N/A N/A N/A

Summary

Special Opportunities Fund, Inc. Common Stock beats MVC Capital on 6 of the 11 factors compared between the two stocks.

About MVC Capital

MVC Capital, Inc. is a non-diversified closed-end management investment company. The Company’s investment objective is to seek to maximize total return from capital appreciation and/or income. The Company’s segments are its investing operations as a business development company, which includes MVC Cayman and MVC Turf, LLC and MVC Financial Services, Inc. (MVCFS). It seeks to achieve its investment objective by providing debt and equity financing to companies, including privately owned (portfolio companies), and by establishing a subsidiary or subsidiaries that would serve as general partner to a private equity or other investment fund(s). It has investments in various sectors, including energy, specialty chemicals, automotive dealerships, electrical engineering, medical devices, industrial manufacturing, financial services and information technology. The Tokarz Group Advisers LLC is the investment advisor of the Company.

About Special Opportunities Fund, Inc. Common Stock

There is no company description available for Special Opportunities Fund.

Receive News & Ratings for MVC Capital Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for MVC Capital and related companies with MarketBeat.com's FREE daily email newsletter.


Leave a Reply