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Oxford Square Capital (OXSQ) Competitors

$3.09
+0.02 (+0.65%)
(As of 05/31/2024 ET)

OXSQ vs. PHK, VMO, NXP, MUJ, PEO, BTO, VKQ, VGM, IFN, and DSU

Should you be buying Oxford Square Capital stock or one of its competitors? The main competitors of Oxford Square Capital include PIMCO High Income Fund (PHK), Invesco Municipal Opportunity Trust (VMO), Nuveen Select Tax-Free Income Portfolio (NXP), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), Adams Natural Resources Fund (PEO), John Hancock Financial Opportunities Fund (BTO), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), The India Fund (IFN), and BlackRock Debt Strategies Fund (DSU). These companies are all part of the "investment offices, not elsewhere classified" industry.

Oxford Square Capital vs.

Oxford Square Capital (NASDAQ:OXSQ) and PIMCO High Income Fund (NYSE:PHK) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, profitability, dividends, analyst recommendations, valuation, institutional ownership, community ranking and media sentiment.

Oxford Square Capital has a net margin of 18.57% compared to PIMCO High Income Fund's net margin of 0.00%. Oxford Square Capital's return on equity of 17.71% beat PIMCO High Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Oxford Square Capital18.57% 17.71% 9.06%
PIMCO High Income Fund N/A N/A N/A

In the previous week, PIMCO High Income Fund had 1 more articles in the media than Oxford Square Capital. MarketBeat recorded 3 mentions for PIMCO High Income Fund and 2 mentions for Oxford Square Capital. Oxford Square Capital's average media sentiment score of 0.43 beat PIMCO High Income Fund's score of 0.28 indicating that Oxford Square Capital is being referred to more favorably in the media.

Company Overall Sentiment
Oxford Square Capital Neutral
PIMCO High Income Fund Neutral

6.4% of Oxford Square Capital shares are owned by institutional investors. Comparatively, 11.8% of PIMCO High Income Fund shares are owned by institutional investors. 11.6% of Oxford Square Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oxford Square Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
PIMCO High Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

PIMCO High Income Fund received 82 more outperform votes than Oxford Square Capital when rated by MarketBeat users. Likewise, 70.56% of users gave PIMCO High Income Fund an outperform vote while only 59.24% of users gave Oxford Square Capital an outperform vote.

CompanyUnderperformOutperform
Oxford Square CapitalOutperform Votes
93
59.24%
Underperform Votes
64
40.76%
PIMCO High Income FundOutperform Votes
175
70.56%
Underperform Votes
73
29.44%

Oxford Square Capital has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500. Comparatively, PIMCO High Income Fund has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500.

Oxford Square Capital pays an annual dividend of $0.42 per share and has a dividend yield of 13.6%. PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 12.0%. Oxford Square Capital pays out 247.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Oxford Square Capital has higher revenue and earnings than PIMCO High Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oxford Square Capital$14.74M12.52$17.24M$0.1718.18
PIMCO High Income FundN/AN/AN/AN/AN/A

Summary

Oxford Square Capital beats PIMCO High Income Fund on 8 of the 13 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding OXSQ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OXSQ vs. The Competition

MetricOxford Square CapitalInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$184.54M$7.41B$9.97B$7.99B
Dividend Yield13.68%6.25%5.67%4.00%
P/E Ratio18.180.4538.0618.59
Price / Sales12.5214.2596.1077.18
Price / Cash6.637.8915.6731.55
Price / Book1.281.003.174.59
Net Income$17.24M$73.96M$1.02B$213.90M
7 Day Performance0.16%-0.54%0.40%0.87%
1 Month Performance-3.74%1.24%2.47%1.82%
1 Year Performance6.92%4.69%15.57%5.90%

Oxford Square Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PHK
PIMCO High Income Fund
0 of 5 stars
$4.79
+0.4%
N/A+1.5%$699.96MN/A0.00147,000Short Interest ↑
News Coverage
VMO
Invesco Municipal Opportunity Trust
0 of 5 stars
$9.77
+0.4%
N/A+3.2%$664.97MN/A0.00N/AShort Interest ↑
News Coverage
Positive News
NXP
Nuveen Select Tax-Free Income Portfolio
0 of 5 stars
$13.99
+0.1%
N/A-2.2%$654.87MN/A0.00N/AShort Interest ↓
News Coverage
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0 of 5 stars
$11.07
flat
N/A-0.6%$597.67MN/A0.00N/AShort Interest ↓
News Coverage
PEO
Adams Natural Resources Fund
0 of 5 stars
$23.19
+0.7%
N/A+19.8%$591.58MN/A0.00N/ANews Coverage
Positive News
BTO
John Hancock Financial Opportunities Fund
0 of 5 stars
$27.69
+1.7%
N/A+4.0%$545.22MN/A0.00N/AShort Interest ↓
Positive News
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.70
+0.2%
N/A+3.0%$543.95MN/A0.00147,000Short Interest ↑
Positive News
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.92
+0.4%
N/A+1.2%$543.95MN/A0.00147,000Short Interest ↑
IFN
The India Fund
0 of 5 stars
$17.49
+0.3%
N/A+11.9%$543.24MN/A0.00N/AShort Interest ↓
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.91
+0.1%
N/A+16.2%$508.52MN/A0.00N/AShort Interest ↑
News Coverage

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This page (NASDAQ:OXSQ) was last updated on 6/2/2024 by MarketBeat.com Staff

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