SCI vs. GAIN
Compare and contrast key facts about Service Corporation International (SCI) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCI or GAIN.
Key characteristics
| SCI | GAIN | |
|---|---|---|
| YTD Return | 28.53% | 4.91% |
| 1Y Return | 54.29% | 10.13% |
| 3Y Return (Ann) | 11.32% | 5.92% |
| 5Y Return (Ann) | 16.52% | 11.19% |
| 10Y Return (Ann) | 16.86% | 17.55% |
| Sharpe Ratio | 2.42 | 0.51 |
| Sortino Ratio | 3.29 | 0.81 |
| Omega Ratio | 1.44 | 1.10 |
| Calmar Ratio | 2.36 | 0.74 |
| Martin Ratio | 12.12 | 1.87 |
| Ulcer Index | 4.29% | 5.04% |
| Daily Std Dev | 21.50% | 18.61% |
| Max Drawdown | -96.50% | -80.87% |
| Current Drawdown | -0.07% | -5.30% |
Fundamentals
| SCI | GAIN | |
|---|---|---|
| Market Cap | $12.57B | $491.26M |
| EPS | $3.47 | $1.97 |
| PE Ratio | 25.05 | 6.80 |
| PEG Ratio | 1.80 | 5.46 |
| Total Revenue (TTM) | $4.15B | $97.72M |
| Gross Profit (TTM) | $1.07B | $73.40M |
| EBITDA (TTM) | $606.68M | $35.57M |
Correlation
The correlation between SCI and GAIN is 0.31, 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
SCI vs. GAIN - Performance Comparison
In the year-to-date period, SCI achieves a 28.53% return, which is significantly higher than GAIN's 4.91% return. Both investments have delivered pretty close results over the past 10 years, with SCI having a 16.86% annualized return and GAIN not far ahead at 17.55%. 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
SCI vs. GAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Service Corporation International (SCI) 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
SCI vs. GAIN - Dividend Comparison
SCI's dividend yield for the trailing twelve months is around 1.37%, less than GAIN's 18.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCI Service Corporation International | 1.37% | 1.64% | 1.48% | 1.24% | 1.59% | 1.56% | 1.69% | 1.55% | 1.80% | 1.69% | 1.50% | 1.49% |
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% |
Drawdowns
SCI vs. GAIN - Drawdown Comparison
The maximum SCI drawdown since its inception was -96.50%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for SCI and GAIN. For additional features, visit the drawdowns tool.
Volatility
SCI vs. GAIN - Volatility Comparison
Service Corporation International (SCI) has a higher volatility of 8.54% compared to Gladstone Investment Corporation (GAIN) at 6.24%. This indicates that SCI'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
SCI vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Service Corporation International 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