Oxford Lane Capital (NASDAQ: OXLC) is one of 547 public companies in the “Closed End Funds” industry, but how does it weigh in compared to its competitors? We will compare Oxford Lane Capital to related companies based on the strength of its analyst recommendations, valuation, earnings, profitability, institutional ownership, dividends and risk.

Valuation and Earnings

This table compares Oxford Lane Capital and its competitors gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Oxford Lane Capital N/A N/A 7.34
Oxford Lane Capital Competitors $239.02 million $43.96 million 280.16

Oxford Lane Capital’s competitors have higher revenue and earnings than Oxford Lane Capital. Oxford Lane Capital is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares Oxford Lane Capital and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Oxford Lane Capital 89.48% 26.64% 16.20%
Oxford Lane Capital Competitors -16.44% 7.52% 5.75%

Dividends

Oxford Lane Capital pays an annual dividend of $1.60 per share and has a dividend yield of 15.9%. Oxford Lane Capital pays out 116.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Closed End Funds” companies pay a dividend yield of 7.5% and pay out 128.0% of their earnings in the form of a dividend. Oxford Lane Capital is clearly a better dividend stock than its competitors, given its higher yield and lower payout ratio.

Risk & Volatility

Oxford Lane Capital has a beta of 1.05, indicating that its stock price is 5% more volatile than the S&P 500. Comparatively, Oxford Lane Capital’s competitors have a beta of 0.56, indicating that their average stock price is 44% less volatile than the S&P 500.

Insider & Institutional Ownership

23.5% of shares of all “Closed End Funds” companies are held by institutional investors. 5.1% of shares of all “Closed End Funds” companies are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and price targets for Oxford Lane Capital and its competitors, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oxford Lane Capital 0 0 1 0 3.00
Oxford Lane Capital Competitors 236 1575 1937 33 2.47

Oxford Lane Capital currently has a consensus price target of $11.00, indicating a potential upside of 9.34%. As a group, “Closed End Funds” companies have a potential upside of 51.64%. Given Oxford Lane Capital’s competitors higher probable upside, analysts plainly believe Oxford Lane Capital has less favorable growth aspects than its competitors.

Summary

Oxford Lane Capital beats its competitors on 8 of the 13 factors compared.

Oxford Lane Capital Company Profile

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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