As Asset Management companies, Apollo Investment Corporation (NASDAQ:AINV) and U.S. Global Investors Inc. (NASDAQ:GROW) are our subject to contrast. And more specifically their risk, analyst recommendations, profitability, dividends, earnings and valuation, institutional ownership.
Earnings and Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Apollo Investment Corporation | 255.08M | 4.36 | 71.95M | 0.85 | 18.55 |
| U.S. Global Investors Inc. | 5.35M | 3.22 | 3.89M | -0.38 | 0.00 |
We can see in table 1 the earnings per share, gross revenue and valuation of Apollo Investment Corporation and U.S. Global Investors Inc.
Profitability
Table 2 provides Apollo Investment Corporation and U.S. Global Investors Inc.’s return on assets, net margins and return on equity.
| Net Margins | Return on Equity | Return on Assets | |
| Apollo Investment Corporation | 28.21% | 4.4% | 2.5% |
| U.S. Global Investors Inc. | -72.71% | 0% | 0% |
Risk and Volatility
Apollo Investment Corporation has a 1.28 beta, while its volatility is 28.00% which is more volatile than S&P 500. From a competition point of view, U.S. Global Investors Inc. has a 0.95 beta which is 5.00% less volatile compared to S&P 500.
Dividends
Apollo Investment Corporation pays out a $1.8 per share dividend on a yearly basis and it also offers 11.17% dividend yield. U.S. Global Investors Inc. offers an annual dividend of $0.03 per share, bundled with 2.73% dividend yield.
Analyst Ratings
Recommendations and Ratings for Apollo Investment Corporation and U.S. Global Investors Inc. can be find in next table.
| Sell Ratings | Hold Ratings | Buy Ratings | Rating Score | |
| Apollo Investment Corporation | 0 | 1 | 0 | 2.00 |
| U.S. Global Investors Inc. | 0 | 0 | 0 | 0.00 |
$14 is Apollo Investment Corporation’s consensus target price while its potential downside is -13.37%.
Institutional & Insider Ownership
The shares of both Apollo Investment Corporation and U.S. Global Investors Inc. are owned by institutional investors at 46.4% and 26.7% respectively. 0.1% are Apollo Investment Corporation’s share held by insiders. Comparatively, insiders own roughly 0.8% of U.S. Global Investors Inc.’s shares.
Performance
In this table we show the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
| Performance (W) | Performance (M) | Performance (Q) | Performance (HY) | Performance (Y) | Performance (YTD) | |
| Apollo Investment Corporation | -0.82% | 2.75% | 2.28% | -2.97% | -6.44% | 26.53% |
| U.S. Global Investors Inc. | 7.83% | 4.2% | 7.33% | -9.49% | -48.12% | 12.73% |
For the past year Apollo Investment Corporation’s stock price has bigger growth than U.S. Global Investors Inc.
Summary
On 13 of the 14 factors Apollo Investment Corporation beats U.S. Global Investors Inc.
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