GAIN vs. WSO
Compare and contrast key facts about Gladstone Investment Corporation (GAIN) and Watsco, Inc. (WSO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAIN or WSO.
Key characteristics
| GAIN | WSO | |
|---|---|---|
| YTD Return | 4.91% | 26.27% |
| 1Y Return | 10.13% | 45.86% |
| 3Y Return (Ann) | 5.92% | 24.63% |
| 5Y Return (Ann) | 11.19% | 28.21% |
| 10Y Return (Ann) | 17.55% | 21.53% |
| Sharpe Ratio | 0.51 | 1.61 |
| Sortino Ratio | 0.81 | 2.18 |
| Omega Ratio | 1.10 | 1.28 |
| Calmar Ratio | 0.74 | 3.25 |
| Martin Ratio | 1.87 | 7.62 |
| Ulcer Index | 5.04% | 5.85% |
| Daily Std Dev | 18.61% | 27.68% |
| Max Drawdown | -80.87% | -79.75% |
| Current Drawdown | -5.30% | 0.00% |
Fundamentals
| GAIN | WSO | |
|---|---|---|
| Market Cap | $491.26M | $21.29B |
| EPS | $1.97 | $13.05 |
| PE Ratio | 6.80 | 40.50 |
| PEG Ratio | 5.46 | 4.56 |
| Total Revenue (TTM) | $97.72M | $7.47B |
| Gross Profit (TTM) | $73.40M | $1.99B |
| EBITDA (TTM) | $35.57M | $564.92M |
Correlation
The correlation between GAIN and WSO is 0.33, 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
GAIN vs. WSO - Performance Comparison
In the year-to-date period, GAIN achieves a 4.91% return, which is significantly lower than WSO's 26.27% return. Over the past 10 years, GAIN has underperformed WSO with an annualized return of 17.55%, while WSO has yielded a comparatively higher 21.53% annualized return. 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
GAIN vs. WSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Watsco, Inc. (WSO). 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
GAIN vs. WSO - Dividend Comparison
GAIN's dividend yield for the trailing twelve months is around 18.97%, more than WSO's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 18.97% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% | 8.44% |
WSO Watsco, Inc. | 2.00% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% | 1.20% |
Drawdowns
GAIN vs. WSO - Drawdown Comparison
The maximum GAIN drawdown since its inception was -80.87%, roughly equal to the maximum WSO drawdown of -79.75%. Use the drawdown chart below to compare losses from any high point for GAIN and WSO. For additional features, visit the drawdowns tool.
Volatility
GAIN vs. WSO - Volatility Comparison
The current volatility for Gladstone Investment Corporation (GAIN) is 6.24%, while Watsco, Inc. (WSO) has a volatility of 8.99%. This indicates that GAIN experiences smaller price fluctuations and is considered to be less risky than WSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GAIN vs. WSO - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Investment Corporation and Watsco, Inc.. 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