Critical Comparison: MSC Income Fund (MSIF) vs. Its Rivals

MSC Income Fund (NYSE:MSIF) is one of 1,746 public companies in the “Capital Markets” industry, but how does it contrast to its rivals? We will compare MSC Income Fund to related companies based on the strength of its earnings, dividends, analyst recommendations, institutional ownership, profitability, valuation and risk.

Institutional & Insider Ownership

30.6% of shares of all “Capital Markets” companies are owned by institutional investors. 12.9% of shares of all “Capital Markets” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares MSC Income Fund and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
MSC Income Fund	N/A	N/A	N/A
MSC Income Fund Competitors	273.63%	78.37%	3.53%

Earnings and Valuation

This table compares MSC Income Fund and its rivals revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
MSC Income Fund	$110.26 million	N/A	-3,699.91
MSC Income Fund Competitors	$2.38 billion	$396.49 million	7.39

MSC Income Fund’s rivals have higher revenue and earnings than MSC Income Fund. MSC Income Fund is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a summary of current recommendations and price targets for MSC Income Fund and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
MSC Income Fund	0	3	2	1	2.67
MSC Income Fund Competitors	5390	19733	21929	614	2.37

MSC Income Fund currently has a consensus target price of $13.88, suggesting a potential upside of 13.67%. As a group, “Capital Markets” companies have a potential upside of 29.27%. Given MSC Income Fund’s rivals higher probable upside, analysts plainly believe MSC Income Fund has less favorable growth aspects than its rivals.

Summary

MSC Income Fund rivals beat MSC Income Fund on 9 of the 11 factors compared.