BANX
ArrowMark Financial Corp.
Asset Management
Market Cap$154M
5Y Perf.+15.0%
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Stock Comparison
BANX vs GAIN
Revenue, margins, valuation, and 5-year total return — side by side.
GAIN
Gladstone Investment Corporation
Asset Management
Market Cap$657M
5Y Perf.+48.9%
BANX vs GAIN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BANX | GAIN |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $154M | $657M |
| Revenue (TTM) | $29M | $90M |
| Net Income (TTM) | $38M | $130M |
| Gross Margin | 100.0% | 68.6% |
| Operating Margin | 79.7% | 72.7% |
| Forward P/E | 8.7x | 40.7x |
| Total Debt | $47M | $456M |
| Cash & Equiv. | $9M | $14M |
BANX vs GAIN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BANX
GAIN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ArrowMark Financial… (BANX) | 100 | 115.0 | +15.0% |
| Gladstone Investmen… (GAIN) | 100 | 148.9 | +48.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BANX vs GAIN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BANX leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Gladstone Investment Corporation is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
BANX
ArrowMark Financial Corp.
The Banking Pick
BANX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.29, yield 9.5%
- Rev growth 2.7%, EPS growth -17.3%
- Lower volatility, beta 0.29, Low D/E 30.2%, current ratio 0.57x
Best for: income & stability and growth exposure
GAIN
Gladstone Investment Corporation
The Banking Pick
GAIN is the clearest fit if your priority is long-term compounding and defensive.
- 319.3% 10Y total return vs BANX's 118.5%
- Beta 0.53, yield 10.0%, current ratio 3.69x
- 72.7% margin vs BANX's 56.8%
Best for: long-term compounding and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BANX | 2.7% NII/revenue growth vs GAIN's -12.9% |
| Value | BANX | Lower P/E (8.7x vs 40.7x) |
| Quality / Margins | GAIN | 72.7% margin vs BANX's 56.8% |
| Stability / Safety | BANX | Beta 0.29 vs GAIN's 0.53, lower leverage |
| Dividends | GAIN | 10.0% yield, vs BANX's 9.5% |
| Momentum (1Y) | GAIN | +30.8% vs BANX's +10.3% |
| Efficiency (ROA) | BANX | 18.0% ROA vs GAIN's 10.5%, ROIC 8.8% vs 5.3% |
BANX vs GAIN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGAINLAGGINGBANX
BANXArrowMark Financial C…
2leads
GAINGladstone Investment …
3leads
6 Total Categories
CATEGORYLEADERvs BANXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GAIN3/5
Valuation MetricsMultiples, price ratios, and targets
BANX5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BANX9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
GAIN4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
GAIN1/1
Income & Cash Flow (Last 12 Months)
GAIN leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
GAIN is the larger business by revenue, generating $90M annually — 3.1x BANX's $29M. GAIN is the more profitable business, keeping 72.7% of every revenue dollar as net income compared to BANX's 56.8%.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| RevenueTrailing 12 months | $29M | $90M |
| EBITDAEarnings before interest/tax | $48M | $58M |
| Net IncomeAfter-tax profit | $38M | $130M |
| Free Cash FlowCash after capex | $31M | -$82M |
| Gross MarginGross profit ÷ Revenue | +100.0% | +68.6% |
| Operating MarginEBIT ÷ Revenue | +79.7% | +72.7% |
| Net MarginNet income ÷ Revenue | +56.8% | +72.7% |
| FCF MarginFCF ÷ Revenue | +46.8% | +126.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +37.1% | +58.1% |
GAIN leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
BANX leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 8.4x trailing earnings, BANX trades at a 9% valuation discount to GAIN's 9.3x P/E. On an enterprise value basis, BANX's 8.2x EV/EBITDA is more attractive than GAIN's 16.8x.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| Market CapShares × price | $154M | $657M |
| Enterprise ValueMkt cap + debt − cash | $192M | $1.1B |
| Trailing P/EPrice ÷ TTM EPS | 8.41x | 9.28x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.71x | 40.66x |
| PEG RatioP/E ÷ EPS growth rate | 2.04x | — |
| EV / EBITDAEnterprise value multiple | 8.22x | 16.82x |
| Price / SalesMarket cap ÷ Revenue | 5.24x | 7.31x |
| Price / BookPrice ÷ Book value/share | 0.91x | 1.22x |
| Price / FCFMarket cap ÷ FCF | 11.20x | 5.77x |
BANX leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
BANX leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
BANX delivers a 24.6% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $22 for GAIN. BANX carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to GAIN's 0.91x. On the Piotroski fundamental quality scale (0–9), BANX scores 5/9 vs GAIN's 4/9, reflecting solid financial health.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| ROE (TTM)Return on equity | +24.6% | +21.9% |
| ROA (TTM)Return on assets | +18.0% | +10.5% |
| ROICReturn on invested capital | +8.8% | +5.3% |
| ROCEReturn on capital employed | +11.7% | +6.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.30x | 0.91x |
| Net DebtTotal debt minus cash | $38M | $441M |
| Cash & Equiv.Liquid assets | $9M | $14M |
| Total DebtShort + long-term debt | $47M | $456M |
| Interest CoverageEBIT ÷ Interest expense | 6.36x | 1.58x |
BANX leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
GAIN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GAIN five years ago would be worth $17,205 today (with dividends reinvested), compared to $14,295 for BANX. Over the past 12 months, GAIN leads with a +30.8% total return vs BANX's +10.3%. The 3-year compound annual growth rate (CAGR) favors BANX at 21.2% vs GAIN's 16.1% — a key indicator of consistent wealth creation.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| YTD ReturnYear-to-date | -7.6% | +20.7% |
| 1-Year ReturnPast 12 months | +10.3% | +30.8% |
| 3-Year ReturnCumulative with dividends | +78.1% | +56.5% |
| 5-Year ReturnCumulative with dividends | +43.0% | +72.0% |
| 10-Year ReturnCumulative with dividends | +118.5% | +319.3% |
| CAGR (3Y)Annualised 3-year return | +21.2% | +16.1% |
GAIN leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — BANX and GAIN each lead in 1 of 2 comparable metrics.
Risk & Volatility
BANX is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than GAIN's 0.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GAIN currently trades 96.3% from its 52-week high vs BANX's 83.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.29x | 0.53x |
| 52-Week HighHighest price in past year | $23.67 | $17.14 |
| 52-Week LowLowest price in past year | $18.45 | $13.11 |
| % of 52W HighCurrent price vs 52-week peak | +83.5% | +96.3% |
| RSI (14)Momentum oscillator 0–100 | 58.0 | 69.9 |
| Avg Volume (50D)Average daily shares traded | 44K | 371K |
Evenly matched — BANX and GAIN each lead in 1 of 2 comparable metrics.
Analyst Outlook
GAIN leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BANX as "Buy" and GAIN as "Hold". For income investors, GAIN offers the higher dividend yield at 10.05% vs BANX's 9.49%.
| Metric | BANXArrowMark Financi… | GAINGladstone Investm… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $15.00 |
| # AnalystsCovering analysts | 8 | 7 |
| Dividend YieldAnnual dividend ÷ price | +9.5% | +10.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $1.88 | $1.66 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
GAIN leads this category, winning 1 of 1 comparable metric.
Key Takeaway
GAIN leads in 3 of 6 categories (Income & Cash Flow, Total Returns). BANX leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallGladstone Investment Corpor… (GAIN)Leads 3 of 6 categories
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BANX vs GAIN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BANX or GAIN a better buy right now?
For growth investors, ArrowMark Financial Corp.
(BANX) is the stronger pick with 2. 7% revenue growth year-over-year, versus -12. 9% for Gladstone Investment Corporation (GAIN). ArrowMark Financial Corp. (BANX) offers the better valuation at 8. 4x trailing P/E (8. 7x forward), making it the more compelling value choice. Analysts rate ArrowMark Financial Corp. (BANX) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BANX or GAIN?
On trailing P/E, ArrowMark Financial Corp.
(BANX) is the cheapest at 8. 4x versus Gladstone Investment Corporation at 9. 3x. On forward P/E, ArrowMark Financial Corp. is actually cheaper at 8. 7x.
03Which is the better long-term investment — BANX or GAIN?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +72.
0%, compared to +43. 0% for ArrowMark Financial Corp. (BANX). Over 10 years, the gap is even starker: GAIN returned +319. 3% versus BANX's +118. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BANX or GAIN?
By beta (market sensitivity over 5 years), ArrowMark Financial Corp.
(BANX) is the lower-risk stock at 0. 29β versus Gladstone Investment Corporation's 0. 53β — meaning GAIN is approximately 86% more volatile than BANX relative to the S&P 500. On balance sheet safety, ArrowMark Financial Corp. (BANX) carries a lower debt/equity ratio of 30% versus 91% for Gladstone Investment Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — BANX or GAIN?
By revenue growth (latest reported year), ArrowMark Financial Corp.
(BANX) is pulling ahead at 2. 7% versus -12. 9% for Gladstone Investment Corporation (GAIN). On earnings-per-share growth, the picture is similar: ArrowMark Financial Corp. grew EPS -17. 3% year-over-year, compared to -27. 9% for Gladstone Investment Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BANX or GAIN?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 72.
7% net margin versus 56. 8% for ArrowMark Financial Corp. — meaning it keeps 72. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BANX leads at 79. 7% versus 72. 7% for GAIN. At the gross margin level — before operating expenses — BANX leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BANX or GAIN more undervalued right now?
On forward earnings alone, ArrowMark Financial Corp.
(BANX) trades at 8. 7x forward P/E versus 40. 7x for Gladstone Investment Corporation — 32. 0x cheaper on a one-year earnings basis.
08Which pays a better dividend — BANX or GAIN?
All stocks in this comparison pay dividends.
Gladstone Investment Corporation (GAIN) offers the highest yield at 10. 0%, versus 9. 5% for ArrowMark Financial Corp. (BANX).
09Is BANX or GAIN better for a retirement portfolio?
For long-horizon retirement investors, ArrowMark Financial Corp.
(BANX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 29), 9. 5% yield, +118. 5% 10Y return). Both have compounded well over 10 years (BANX: +118. 5%, GAIN: +319. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BANX and GAIN?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(BANX: 2.7% · GAIN: -12.9%)Net Margin>
%
(BANX: 56.8% · GAIN: 72.7%)P/E Ratio<
x
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