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MDBH vs CLFD vs SAMG vs GAIN vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
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MDBH vs CLFD vs SAMG vs GAIN vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Financial - Capital Markets | Communication Equipment | Asset Management | Asset Management | Asset Management |
| Market Cap | $18M | $519M | $56M | $657M | $1.43B |
| Revenue (TTM) | $2M | $136M | $125M | $90M | $164M |
| Net Income (TTM) | $11M | $-9M | $14M | $130M | $103M |
| Gross Margin | -8.0% | 37.2% | 33.0% | 68.6% | 66.5% |
| Operating Margin | -12.9% | 1.4% | 7.4% | 72.7% | 48.5% |
| Forward P/E | 1.4x | 72.1x | 11.9x | 40.7x | 10.1x |
| Total Debt | $712K | $9M | $24M | $456M | $956M |
| Cash & Equiv. | $20M | $21M | $44M | $14M | $43M |
MDBH vs CLFD vs SAMG vs GAIN vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 23 | May 26 | Return |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | 100 | 31.3 | -68.7% |
| Clearfield, Inc. (CLFD) | 100 | 130.8 | +30.8% |
| Silvercrest Asset M… (SAMG) | 100 | 86.3 | -13.7% |
| Gladstone Investmen… (GAIN) | 100 | 129.6 | +29.6% |
| Capital Southwest C… (CSWC) | 100 | 104.8 | +4.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MDBH vs CLFD vs SAMG vs GAIN vs CSWC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MDBH carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and defensive.
- Lower volatility, beta 0.45, Low D/E 1.0%, current ratio 19.80x
- Beta 0.45, current ratio 19.80x
- Lower P/E (1.4x vs 10.1x)
- 5.3% margin vs CLFD's -6.3%
CLFD ranks third and is worth considering specifically for growth exposure.
- Rev growth 19.6%, EPS growth 31.8%, 3Y rev CAGR -17.9%
- 19.6% revenue growth vs MDBH's -47.5%
SAMG lags the leaders in this set but could rank higher in a more targeted comparison.
GAIN is the clearest fit if your priority is long-term compounding.
- 319.3% 10Y total return vs CSWC's 234.2%
CSWC is the #2 pick in this set and the best alternative if income & stability and bank quality is your priority.
- Dividend streak 3 yrs, beta 0.84, yield 10.2%
- NIM 7.0% vs SAMG's 0.4%
- 10.2% yield, 3-year raise streak, vs SAMG's 5.9%, (2 stocks pay no dividend)
- +34.0% vs MDBH's -19.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.6% revenue growth vs MDBH's -47.5% | |
| Value | Lower P/E (1.4x vs 10.1x) | |
| Quality / Margins | 5.3% margin vs CLFD's -6.3% | |
| Stability / Safety | Beta 0.45 vs CLFD's 1.79, lower leverage | |
| Dividends | 10.2% yield, 3-year raise streak, vs SAMG's 5.9%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +34.0% vs MDBH's -19.4% | |
| Efficiency (ROA) | 18.6% ROA vs CLFD's -3.0%, ROIC -38.9% vs 0.6% |
MDBH vs CLFD vs SAMG vs GAIN vs CSWC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
MDBH vs CLFD vs SAMG vs GAIN vs CSWC — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GAIN leads in 1 of 6 categories
SAMG leads 1 • MDBH leads 1 • CSWC leads 1 • CLFD leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
GAIN leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSWC is the larger business by revenue, generating $164M annually — 73.8x MDBH's $2M. MDBH is the more profitable business, keeping 5.3% of every revenue dollar as net income compared to CLFD's -6.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2M | $136M | $125M | $90M | $164M |
| EBITDAEarnings before interest/tax | -$24M | $6M | $12M | $58M | $142M |
| Net IncomeAfter-tax profit | $11M | -$9M | $14M | $130M | $103M |
| Free Cash FlowCash after capex | -$4M | $15M | $17M | -$82M | -$69M |
| Gross MarginGross profit ÷ Revenue | -8.0% | +37.2% | +33.0% | +68.6% | +66.5% |
| Operating MarginEBIT ÷ Revenue | -12.9% | +1.4% | +7.4% | +72.7% | +48.5% |
| Net MarginNet income ÷ Revenue | +5.3% | -6.3% | +11.2% | +72.7% | +43.1% |
| FCF MarginFCF ÷ Revenue | -3.8% | +10.8% | +14.8% | +126.8% | -132.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | -27.1% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +43.4% | -142.5% | -108.8% | +58.1% | +113.3% |
Valuation Metrics
SAMG leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 1.4x trailing earnings, MDBH trades at a 94% valuation discount to SAMG's 24.5x P/E. On an enterprise value basis, SAMG's 3.1x EV/EBITDA is more attractive than CLFD's 61.5x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $18M | $519M | $56M | $657M | $1.4B |
| Enterprise ValueMkt cap + debt − cash | -$2M | $506M | $36M | $1.1B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | 1.36x | -64.64x | 24.46x | 9.28x | 16.32x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 72.10x | 11.88x | 40.66x | 10.06x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | 61.46x | 3.09x | 16.82x | 27.43x |
| Price / SalesMarket cap ÷ Revenue | 8.07x | 3.46x | 0.45x | 7.31x | 8.71x |
| Price / BookPrice ÷ Book value/share | 0.23x | 2.05x | 1.42x | 1.22x | 1.39x |
| Price / FCFMarket cap ÷ FCF | — | 21.01x | 3.03x | 5.77x | — |
Profitability & Efficiency
MDBH leads this category, winning 3 of 9 comparable metrics.
Profitability & Efficiency
GAIN delivers a 21.9% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $-3 for CLFD. MDBH carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSWC's 1.08x. On the Piotroski fundamental quality scale (0–9), CLFD scores 7/9 vs CSWC's 1/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +19.2% | -3.4% | +14.2% | +21.9% | +10.3% |
| ROA (TTM)Return on assets | +18.6% | -3.0% | +8.8% | +10.5% | +4.8% |
| ROICReturn on invested capital | -38.9% | +0.6% | +5.6% | +5.3% | +3.5% |
| ROCEReturn on capital employed | -51.8% | +0.8% | +5.3% | +6.8% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 6 | 4 | 1 |
| Debt / EquityFinancial leverage | 0.01x | 0.03x | 0.28x | 0.91x | 1.08x |
| Net DebtTotal debt minus cash | -$20M | -$13M | -$20M | $441M | $913M |
| Cash & Equiv.Liquid assets | $20M | $21M | $44M | $14M | $43M |
| Total DebtShort + long-term debt | $711,503 | $9M | $24M | $456M | $956M |
| Interest CoverageEBIT ÷ Interest expense | -399.73x | 85.32x | 83.82x | 1.58x | 2.91x |
Total Returns (Dividends Reinvested)
CSWC leads this category, winning 3 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 $2,868 for MDBH. Over the past 12 months, CSWC leads with a +34.0% total return vs MDBH's -19.4%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.7% vs MDBH's -34.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.4% | +27.1% | -9.7% | +20.7% | +11.4% |
| 1-Year ReturnPast 12 months | -19.4% | +20.2% | -8.2% | +30.8% | +34.0% |
| 3-Year ReturnCumulative with dividends | -71.3% | +3.9% | -8.4% | +56.5% | +75.8% |
| 5-Year ReturnCumulative with dividends | -71.3% | -4.1% | +20.6% | +72.0% | +51.4% |
| 10-Year ReturnCumulative with dividends | -71.3% | +106.7% | +61.1% | +319.3% | +234.2% |
| CAGR (3Y)Annualised 3-year return | -34.1% | +1.3% | -2.9% | +16.1% | +20.7% |
Risk & Volatility
Evenly matched — MDBH and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
MDBH is the less volatile stock with a 0.45 beta — it tends to amplify market swings less than CLFD's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSWC currently trades 98.2% from its 52-week high vs MDBH's 65.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.45x | 1.79x | 0.83x | 0.53x | 0.84x |
| 52-Week HighHighest price in past year | $5.50 | $46.76 | $16.99 | $17.14 | $24.43 |
| 52-Week LowLowest price in past year | $2.75 | $24.01 | $12.79 | $13.11 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +65.2% | +80.2% | +80.6% | +96.3% | +98.2% |
| RSI (14)Momentum oscillator 0–100 | 65.5 | 57.1 | 43.7 | 69.9 | 63.7 |
| Avg Volume (50D)Average daily shares traded | 6K | 146K | 31K | 371K | 664K |
Analyst Outlook
Evenly matched — SAMG and CSWC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CLFD as "Buy", SAMG as "Buy", GAIN as "Hold", CSWC as "Buy". Consensus price targets imply 14.7% upside for CLFD (target: $43) vs -9.1% for GAIN (target: $15). For income investors, CSWC offers the higher dividend yield at 10.20% vs SAMG's 5.87%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | $43.00 | — | $15.00 | $22.50 |
| # AnalystsCovering analysts | — | 8 | 3 | 7 | 10 |
| Dividend YieldAnnual dividend ÷ price | — | — | +5.9% | +10.0% | +10.2% |
| Dividend StreakConsecutive years of raises | 1 | — | 8 | 0 | 3 |
| Dividend / ShareAnnual DPS | — | — | $0.80 | $1.66 | $2.45 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.2% | +54.0% | 0.0% | 0.0% |
GAIN leads in 1 of 6 categories (Income & Cash Flow). SAMG leads in 1 (Valuation Metrics). 2 tied.
MDBH vs CLFD vs SAMG vs GAIN vs CSWC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MDBH or CLFD or SAMG or GAIN or CSWC a better buy right now?
For growth investors, Clearfield, Inc.
(CLFD) is the stronger pick with 19. 6% revenue growth year-over-year, versus -47. 5% for MDB Capital Holdings, LLC Class A common (MDBH). MDB Capital Holdings, LLC Class A common (MDBH) offers the better valuation at 1. 4x trailing P/E, making it the more compelling value choice. Analysts rate Clearfield, Inc. (CLFD) 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 — MDBH or CLFD or SAMG or GAIN or CSWC?
On trailing P/E, MDB Capital Holdings, LLC Class A common (MDBH) is the cheapest at 1.
4x versus Silvercrest Asset Management Group Inc. at 24. 5x. On forward P/E, Capital Southwest Corporation is actually cheaper at 10. 1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — MDBH or CLFD or SAMG or GAIN or CSWC?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +72.
0%, compared to -71. 3% for MDB Capital Holdings, LLC Class A common (MDBH). Over 10 years, the gap is even starker: GAIN returned +319. 3% versus MDBH's -71. 3%. 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 — MDBH or CLFD or SAMG or GAIN or CSWC?
By beta (market sensitivity over 5 years), MDB Capital Holdings, LLC Class A common (MDBH) is the lower-risk stock at 0.
45β versus Clearfield, Inc. 's 1. 79β — meaning CLFD is approximately 298% more volatile than MDBH relative to the S&P 500. On balance sheet safety, MDB Capital Holdings, LLC Class A common (MDBH) carries a lower debt/equity ratio of 1% versus 108% for Capital Southwest Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — MDBH or CLFD or SAMG or GAIN or CSWC?
By revenue growth (latest reported year), Clearfield, Inc.
(CLFD) is pulling ahead at 19. 6% versus -47. 5% for MDB Capital Holdings, LLC Class A common (MDBH). On earnings-per-share growth, the picture is similar: MDB Capital Holdings, LLC Class A common grew EPS 407. 0% year-over-year, compared to -44. 0% for Silvercrest Asset Management Group Inc.. 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 — MDBH or CLFD or SAMG or GAIN or CSWC?
MDB Capital Holdings, LLC Class A common (MDBH) is the more profitable company, earning 526.
5% net margin versus -5. 4% for Clearfield, Inc. — meaning it keeps 526. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GAIN leads at 72. 7% versus -1289. 4% for MDBH. At the gross margin level — before operating expenses — GAIN leads at 68. 6%, 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 MDBH or CLFD or SAMG or GAIN or CSWC more undervalued right now?
On forward earnings alone, Capital Southwest Corporation (CSWC) trades at 10.
1x forward P/E versus 72. 1x for Clearfield, Inc. — 62. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CLFD: 14. 7% to $43. 00.
08Which pays a better dividend — MDBH or CLFD or SAMG or GAIN or CSWC?
In this comparison, CSWC (10.
2% yield), GAIN (10. 0% yield), SAMG (5. 9% yield) pay a dividend. MDBH, CLFD do not pay a meaningful dividend and should not be held primarily for income.
09Is MDBH or CLFD or SAMG or GAIN or CSWC better for a retirement portfolio?
For long-horizon retirement investors, Gladstone Investment Corporation (GAIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
53), 10. 0% yield, +319. 3% 10Y return). Clearfield, Inc. (CLFD) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GAIN: +319. 3%, CLFD: +106. 7%), 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 MDBH and CLFD and SAMG and GAIN and CSWC?
These companies operate in different sectors (MDBH (Financial Services) and CLFD (Technology) and SAMG (Financial Services) and GAIN (Financial Services) and CSWC (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: MDBH is a small-cap deep-value stock; CLFD is a small-cap high-growth stock; SAMG is a small-cap income-oriented stock; GAIN is a small-cap deep-value stock; CSWC is a small-cap deep-value stock. SAMG, GAIN, CSWC pay a dividend while MDBH, CLFD do not, making them suitable for different income and tax situations. 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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