DDS vs. GAIN
Compare and contrast key facts about Dillard's, Inc. (DDS) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDS or GAIN.
Key characteristics
| DDS | GAIN | |
|---|---|---|
| YTD Return | 7.69% | 3.15% |
| 1Y Return | 55.80% | 27.98% |
| 3Y Return (Ann) | 52.89% | 12.73% |
| 5Y Return (Ann) | 55.13% | 14.85% |
| 10Y Return (Ann) | 17.08% | 16.87% |
| Sharpe Ratio | 1.55 | 1.66 |
| Daily Std Dev | 41.42% | 18.10% |
| Max Drawdown | -94.02% | -80.87% |
| Current Drawdown | -8.64% | -2.43% |
Fundamentals
| DDS | GAIN | |
|---|---|---|
| Market Cap | $6.87B | $521.71M |
| EPS | $44.71 | $2.47 |
| PE Ratio | 9.46 | 5.76 |
| PEG Ratio | -1.28 | 5.46 |
| Revenue (TTM) | $6.87B | $87.31M |
| Gross Profit (TTM) | $3.01B | $72.55M |
| EBITDA (TTM) | $1.09B | -$40.46M |
Correlation
The correlation between DDS and GAIN is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DDS vs. GAIN - Performance Comparison
In the year-to-date period, DDS achieves a 7.69% return, which is significantly higher than GAIN's 3.15% return. Both investments have delivered pretty close results over the past 10 years, with DDS having a 17.08% annualized return and GAIN not far behind at 16.87%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DDS vs. GAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dillard's, Inc. (DDS) and Gladstone Investment Corporation (GAIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DDS vs. GAIN - Dividend Comparison
DDS's dividend yield for the trailing twelve months is around 4.82%, less than GAIN's 15.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDS Dillard's, Inc. | 4.82% | 5.18% | 4.89% | 6.41% | 0.95% | 0.68% | 0.66% | 0.54% | 0.39% | 0.34% | 0.17% | 0.20% |
GAIN Gladstone Investment Corporation | 15.60% | 16.57% | 9.08% | 5.34% | 9.22% | 7.42% | 9.68% | 7.77% | 8.87% | 9.68% | 11.00% | 7.30% |
Drawdowns
DDS vs. GAIN - Drawdown Comparison
The maximum DDS drawdown since its inception was -94.02%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for DDS and GAIN. For additional features, visit the drawdowns tool.
Volatility
DDS vs. GAIN - Volatility Comparison
Dillard's, Inc. (DDS) has a higher volatility of 12.91% compared to Gladstone Investment Corporation (GAIN) at 2.72%. This indicates that DDS's price experiences larger fluctuations and is considered to be riskier than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DDS vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Dillard's, Inc. and Gladstone Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities