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RILY vs. GAIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RILY vs. GAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B. Riley Financial, Inc. (RILY) and Gladstone Investment Corporation (GAIN). The values are adjusted to include any dividend payments, if applicable.

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RILY vs. GAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RILY
B. Riley Financial, Inc.
47.11%1.74%-77.28%-30.80%-58.43%140.92%84.84%83.46%-20.28%2.74%
GAIN
Gladstone Investment Corporation
4.44%17.11%5.33%31.01%-17.55%82.14%-16.56%53.31%-9.67%44.63%

Fundamentals

Market Cap

RILY:

$209.54M

GAIN:

$568.99M

EPS

RILY:

$1.02

GAIN:

$1.68

PE Ratio

RILY:

6.73

GAIN:

8.53

PEG Ratio

RILY:

0.04

GAIN:

0.19

PS Ratio

RILY:

0.26

GAIN:

4.98

Total Revenue (TTM)

RILY:

$797.51M

GAIN:

$110.43M

Gross Profit (TTM)

RILY:

$512.19M

GAIN:

$60.00M

EBITDA (TTM)

RILY:

-$126.68M

GAIN:

$64.46M

Returns By Period

In the year-to-date period, RILY achieves a 47.11% return, which is significantly higher than GAIN's 4.44% return. Over the past 10 years, RILY has underperformed GAIN with an annualized return of 1.59%, while GAIN has yielded a comparatively higher 18.61% annualized return.


RILY

1D
-6.15%
1M
4.09%
YTD
47.11%
6M
16.24%
1Y
76.61%
3Y*
-34.86%
5Y*
-29.66%
10Y*
1.59%

GAIN

1D
0.99%
1M
4.28%
YTD
4.44%
6M
6.57%
1Y
18.30%
3Y*
16.66%
5Y*
14.94%
10Y*
18.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RILY vs. GAIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RILY
RILY Risk / Return Rank: 6969
Overall Rank
RILY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
RILY Sortino Ratio Rank: 7676
Sortino Ratio Rank
RILY Omega Ratio Rank: 6868
Omega Ratio Rank
RILY Calmar Ratio Rank: 7070
Calmar Ratio Rank
RILY Martin Ratio Rank: 6767
Martin Ratio Rank

GAIN
GAIN Risk / Return Rank: 7070
Overall Rank
GAIN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
GAIN Sortino Ratio Rank: 6666
Sortino Ratio Rank
GAIN Omega Ratio Rank: 6565
Omega Ratio Rank
GAIN Calmar Ratio Rank: 7070
Calmar Ratio Rank
GAIN Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RILY vs. GAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for B. Riley Financial, Inc. (RILY) 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.


RILYGAINDifference

Sharpe ratio

Return per unit of total volatility

0.72

0.85

-0.13

Sortino ratio

Return per unit of downside risk

1.90

1.45

+0.45

Omega ratio

Gain probability vs. loss probability

1.21

1.19

+0.02

Calmar ratio

Return relative to maximum drawdown

1.53

1.47

+0.06

Martin ratio

Return relative to average drawdown

3.07

6.29

-3.23

RILY vs. GAIN - Sharpe Ratio Comparison

The current RILY Sharpe Ratio is 0.72, which is comparable to the GAIN Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of RILY and GAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RILYGAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

0.85

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

0.69

-1.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.02

0.73

-0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.24

-0.20

Correlation

The correlation between RILY and GAIN is 0.26, 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.


Dividends

RILY vs. GAIN - Dividend Comparison

RILY has not paid dividends to shareholders, while GAIN's dividend yield for the trailing twelve months is around 10.46%.


TTM20252024202320222021202020192018201720162015
RILY
B. Riley Financial, Inc.
0.00%0.00%21.79%19.06%11.70%14.07%2.77%3.22%2.25%3.92%1.52%2.63%
GAIN
Gladstone Investment Corporation
10.46%10.74%12.53%17.24%9.88%6.06%9.22%7.06%9.24%7.94%8.87%9.68%

Drawdowns

RILY vs. GAIN - Drawdown Comparison

The maximum RILY drawdown since its inception was -96.02%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for RILY and GAIN.


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Drawdown Indicators


RILYGAINDifference

Max Drawdown

Largest peak-to-trough decline

-96.02%

-80.87%

-15.15%

Max Drawdown (1Y)

Largest decline over 1 year

-50.60%

-13.01%

-37.59%

Max Drawdown (5Y)

Largest decline over 5 years

-96.02%

-26.26%

-69.76%

Max Drawdown (10Y)

Largest decline over 10 years

-96.02%

-56.28%

-39.74%

Current Drawdown

Current decline from peak

-90.24%

-0.26%

-89.98%

Average Drawdown

Average peak-to-trough decline

-33.88%

-16.03%

-17.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.27%

3.05%

+22.22%

Volatility

RILY vs. GAIN - Volatility Comparison

B. Riley Financial, Inc. (RILY) has a higher volatility of 23.38% compared to Gladstone Investment Corporation (GAIN) at 7.40%. This indicates that RILY'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.


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Volatility by Period


RILYGAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.38%

7.40%

+15.98%

Volatility (6M)

Calculated over the trailing 6-month period

80.83%

12.19%

+68.64%

Volatility (1Y)

Calculated over the trailing 1-year period

107.03%

21.60%

+85.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

93.80%

21.91%

+71.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

72.73%

25.40%

+47.33%

Financials

RILY vs. GAIN - Financials Comparison

This section allows you to compare key financial metrics between B. Riley Financial, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
109.12M
22.84M
(RILY) Total Revenue
(GAIN) Total Revenue
Values in USD except per share items

RILY vs. GAIN - Profitability Comparison

The chart below illustrates the profitability comparison between B. Riley Financial, Inc. and Gladstone Investment Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
64.7%
0
Portfolio components
RILY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported a gross profit of 70.56M and revenue of 109.12M. Therefore, the gross margin over that period was 64.7%.

GAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a gross profit of 0.00 and revenue of 22.84M. Therefore, the gross margin over that period was 0.0%.

RILY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported an operating income of 55.12M and revenue of 109.12M, resulting in an operating margin of 50.5%.

GAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported an operating income of 0.00 and revenue of 22.84M, resulting in an operating margin of 0.0%.

RILY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, B. Riley Financial, Inc. reported a net income of 41.77M and revenue of 109.12M, resulting in a net margin of 38.3%.

GAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a net income of 0.00 and revenue of 22.84M, resulting in a net margin of 0.0%.