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MKZR vs CSWC vs GAIN vs GLAD vs TPVG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Asset Management
MKZR vs CSWC vs GAIN vs GLAD vs TPVG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | REIT - Diversified | Asset Management | Asset Management | Asset Management | Asset Management |
| Market Cap | $5M | $1.44B | $629M | $438M | $224M |
| Revenue (TTM) | $15M | $246M | $71M | $145M | $97M |
| Net Income (TTM) | $-17M | $113M | $195M | $44M | $-12M |
| Gross Margin | -35.4% | 94.3% | 19.4% | 87.3% | 83.5% |
| Operating Margin | -89.3% | 76.9% | 315.8% | 55.5% | 77.9% |
| Forward P/E | — | 9.7x | 38.9x | 9.7x | 5.9x |
| Total Debt | $135M | $1.13B | $564M | $398M | $469M |
| Cash & Equiv. | $4M | $29M | $1M | $32M | $20M |
MKZR vs CSWC vs GAIN vs GLAD vs TPVG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 24 | May 26 | Return |
|---|---|---|---|
| MacKenzie Realty Ca… (MKZR) | 100 | 8.1 | -91.9% |
| Capital Southwest C… (CSWC) | 100 | 90.5 | -9.5% |
| Gladstone Investmen… (GAIN) | 100 | 112.7 | +12.7% |
| Gladstone Capital C… (GLAD) | 100 | 81.0 | -19.0% |
| TriplePoint Venture… (TPVG) | 100 | 62.5 | -37.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MKZR vs CSWC vs GAIN vs GLAD vs TPVG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MKZR has the current edge in this matchup, primarily because of its strength in income & stability and defensive.
- Dividend streak 0 yrs, beta 0.32, yield 100.0%
- Beta 0.32, yield 100.0%, current ratio 1.17x
- Beta 0.32 vs CSWC's 0.76
- 100.0% yield, vs GLAD's 12.6%
CSWC is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 50.1%, EPS growth 29.3%
- 50.1% NII/revenue growth vs GAIN's -20.5%
- +26.1% vs MKZR's -74.3%
GAIN ranks third and is worth considering specifically for long-term compounding and valuation efficiency.
- 293.3% 10Y total return vs CSWC's 229.3%
- PEG 1.29 vs TPVG's 5.85
- 258.5% margin vs MKZR's -118.3%
- 16.3% ROA vs MKZR's -7.3%, ROIC 15.5% vs -1.9%
GLAD is the clearest fit if your priority is sleep-well-at-night and bank quality.
- Lower volatility, beta 0.61, Low D/E 82.5%, current ratio 9.90x
- NIM 7.4% vs GAIN's 4.1%
TPVG is the clearest fit if your priority is value.
- Lower P/E (5.9x vs 9.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 50.1% NII/revenue growth vs GAIN's -20.5% | |
| Value | Lower P/E (5.9x vs 9.7x) | |
| Quality / Margins | 258.5% margin vs MKZR's -118.3% | |
| Stability / Safety | Beta 0.32 vs CSWC's 0.76 | |
| Dividends | 100.0% yield, vs GLAD's 12.6% | |
| Momentum (1Y) | +26.1% vs MKZR's -74.3% | |
| Efficiency (ROA) | 16.3% ROA vs MKZR's -7.3%, ROIC 15.5% vs -1.9% |
MKZR vs CSWC vs GAIN vs GLAD vs TPVG — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GAIN leads in 2 of 6 categories
MKZR leads 1 • CSWC leads 0 • GLAD leads 0 • TPVG leads 0 • 3 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 $246M annually — 16.6x MKZR's $15M. GAIN is the more profitable business, keeping 2.6% of every revenue dollar as net income compared to MKZR's -118.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $15M | $246M | $71M | $145M | $97M |
| EBITDAEarnings before interest/tax | -$2M | $143M | $133M | $50M | -$22M |
| Net IncomeAfter-tax profit | -$17M | $113M | $195M | $44M | -$12M |
| Free Cash FlowCash after capex | -$4M | -$67M | $26M | -$54M | -$59M |
| Gross MarginGross profit ÷ Revenue | -35.4% | +94.3% | +19.4% | +87.3% | +83.5% |
| Operating MarginEBIT ÷ Revenue | -89.3% | +76.9% | +3.2% | +55.5% | +77.9% |
| Net MarginNet income ÷ Revenue | -118.3% | +45.9% | +2.6% | +40.1% | +50.6% |
| FCF MarginFCF ÷ Revenue | -29.7% | -78.7% | -142.1% | +30.1% | -58.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +26.8% | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +79.1% | +33.3% | +3.2% | -100.0% | -2.3% |
Valuation Metrics
MKZR leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 3.3x trailing earnings, GAIN trades at a 73% valuation discount to CSWC's 12.2x P/E. Adjusting for growth (PEG ratio), GAIN offers better value at 0.11x vs TPVG's 4.46x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $5M | $1.4B | $629M | $438M | $224M |
| Enterprise ValueMkt cap + debt − cash | $137M | $2.5B | $1.2B | $803M | $673M |
| Trailing P/EPrice ÷ TTM EPS | -0.13x | 12.22x | 3.31x | 7.60x | 4.52x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 9.73x | 38.92x | 9.73x | 5.93x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.11x | — | 4.46x |
| EV / EBITDAEnterprise value multiple | 22.84x | 12.98x | 5.28x | 6.57x | 8.88x |
| Price / SalesMarket cap ÷ Revenue | 0.24x | 5.87x | 8.80x | 3.02x | 2.31x |
| Price / BookPrice ÷ Book value/share | 0.04x | 1.51x | 0.92x | 0.91x | 0.63x |
| Price / FCFMarket cap ÷ FCF | — | — | — | 10.03x | — |
Profitability & Efficiency
GAIN leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GAIN delivers a 34.0% return on equity — every $100 of shareholder capital generates $34 in annual profit, vs $-20 for MKZR. GLAD carries lower financial leverage with a 0.83x debt-to-equity ratio, signaling a more conservative balance sheet compared to MKZR's 1.45x. On the Piotroski fundamental quality scale (0–9), GLAD scores 5/9 vs MKZR's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -19.7% | +11.7% | +34.0% | +8.9% | -3.4% |
| ROA (TTM)Return on assets | -7.3% | +5.5% | +16.3% | +5.0% | -1.5% |
| ROICReturn on invested capital | -1.9% | +7.1% | +15.5% | +7.2% | +7.2% |
| ROCEReturn on capital employed | -2.4% | +9.3% | +25.3% | +9.4% | +9.4% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 | 4 | 5 | 4 |
| Debt / EquityFinancial leverage | 1.45x | 1.12x | 0.84x | 0.83x | 1.33x |
| Net DebtTotal debt minus cash | $132M | $1.1B | $563M | $365M | $449M |
| Cash & Equiv.Liquid assets | $4M | $29M | $1M | $32M | $20M |
| Total DebtShort + long-term debt | $135M | $1.1B | $564M | $398M | $469M |
| Interest CoverageEBIT ÷ Interest expense | -1.81x | 2.06x | 3.48x | 2.23x | -1.02x |
Total Returns (Dividends Reinvested)
Evenly matched — CSWC and GAIN each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GAIN five years ago would be worth $16,148 today (with dividends reinvested), compared to $5,469 for MKZR. Over the past 12 months, CSWC leads with a +26.1% total return vs MKZR's -74.3%. The 3-year compound annual growth rate (CAGR) favors CSWC at 19.2% vs MKZR's -18.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -46.1% | +8.8% | +16.2% | -2.8% | -13.4% |
| 1-Year ReturnPast 12 months | -74.3% | +26.1% | +14.4% | -19.8% | -5.6% |
| 3-Year ReturnCumulative with dividends | -45.3% | +69.4% | +56.7% | +36.3% | -13.1% |
| 5-Year ReturnCumulative with dividends | -45.3% | +33.2% | +61.5% | +26.9% | -20.0% |
| 10-Year ReturnCumulative with dividends | -45.3% | +229.3% | +293.3% | +157.2% | +80.9% |
| CAGR (3Y)Annualised 3-year return | -18.2% | +19.2% | +16.1% | +10.9% | -4.6% |
Risk & Volatility
Evenly matched — MKZR and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
MKZR is the less volatile stock with a 0.32 beta — it tends to amplify market swings less than CSWC's 0.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSWC currently trades 95.0% from its 52-week high vs MKZR's 14.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.32x | 0.76x | 0.46x | 0.61x | 0.67x |
| 52-Week HighHighest price in past year | $16.90 | $24.43 | $17.14 | $29.50 | $7.53 |
| 52-Week LowLowest price in past year | $2.24 | $19.37 | $13.11 | $16.54 | $4.48 |
| % of 52W HighCurrent price vs 52-week peak | +14.0% | +95.0% | +92.2% | +65.7% | +73.3% |
| RSI (14)Momentum oscillator 0–100 | 36.2 | 49.0 | 46.1 | 55.1 | 49.8 |
| Avg Volume (50D)Average daily shares traded | 19K | 652K | 382K | 204K | 375K |
Analyst Outlook
Evenly matched — MKZR and GLAD each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CSWC as "Buy", GAIN as "Hold", GLAD as "Hold", TPVG as "Hold". Consensus price targets imply 62.1% upside for TPVG (target: $9) vs 1.6% for CSWC (target: $24). For income investors, MKZR offers the higher dividend yield at 100.00% vs GAIN's 9.35%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | — | $23.58 | $17.00 | $21.00 | $8.95 |
| # AnalystsCovering analysts | — | 10 | 7 | 14 | 12 |
| Dividend YieldAnnual dividend ÷ price | +100.0% | +9.6% | +9.3% | +12.6% | +18.6% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 0 | 4 | 0 |
| Dividend / ShareAnnual DPS | $3.28 | $2.24 | $1.48 | $2.45 | $1.02 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% | 0.0% | 0.0% | 0.0% |
GAIN leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). MKZR leads in 1 (Valuation Metrics). 3 tied.
MKZR vs CSWC vs GAIN vs GLAD vs TPVG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MKZR or CSWC or GAIN or GLAD or TPVG a better buy right now?
For growth investors, Capital Southwest Corporation (CSWC) is the stronger pick with 50.
1% revenue growth year-over-year, versus -20. 5% for Gladstone Investment Corporation (GAIN). Gladstone Investment Corporation (GAIN) offers the better valuation at 3. 3x trailing P/E (38. 9x forward), making it the more compelling value choice. Analysts rate Capital Southwest Corporation (CSWC) a "Buy" — based on 10 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 — MKZR or CSWC or GAIN or GLAD or TPVG?
On trailing P/E, Gladstone Investment Corporation (GAIN) is the cheapest at 3.
3x versus Capital Southwest Corporation at 12. 2x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 5. 9x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Gladstone Investment Corporation wins at 1. 29x versus TriplePoint Venture Growth BDC Corp. 's 5. 85x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — MKZR or CSWC or GAIN or GLAD or TPVG?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +61.
5%, compared to -45. 3% for MacKenzie Realty Capital, Inc. (MKZR). Over 10 years, the gap is even starker: GAIN returned +293. 3% versus MKZR's -45. 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 — MKZR or CSWC or GAIN or GLAD or TPVG?
By beta (market sensitivity over 5 years), MacKenzie Realty Capital, Inc.
(MKZR) is the lower-risk stock at 0. 32β versus Capital Southwest Corporation's 0. 76β — meaning CSWC is approximately 143% more volatile than MKZR relative to the S&P 500. On balance sheet safety, Gladstone Capital Corporation (GLAD) carries a lower debt/equity ratio of 83% versus 145% for MacKenzie Realty Capital, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — MKZR or CSWC or GAIN or GLAD or TPVG?
By revenue growth (latest reported year), Capital Southwest Corporation (CSWC) is pulling ahead at 50.
1% versus -20. 5% for Gladstone Investment Corporation (GAIN). On earnings-per-share growth, the picture is similar: Gladstone Investment Corporation grew EPS 168. 0% year-over-year, compared to -86. 6% for MacKenzie Realty Capital, 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 — MKZR or CSWC or GAIN or GLAD or TPVG?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 258.
5% net margin versus -117. 5% for MacKenzie Realty Capital, Inc. — meaning it keeps 258. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GAIN leads at 315. 8% versus -24. 6% for MKZR. At the gross margin level — before operating expenses — CSWC leads at 94. 3%, 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 MKZR or CSWC or GAIN or GLAD or TPVG more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Gladstone Investment Corporation (GAIN) is the more undervalued stock at a PEG of 1. 29x versus TriplePoint Venture Growth BDC Corp. 's 5. 85x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, TriplePoint Venture Growth BDC Corp. (TPVG) trades at 5. 9x forward P/E versus 38. 9x for Gladstone Investment Corporation — 33. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 62. 1% to $8. 95.
08Which pays a better dividend — MKZR or CSWC or GAIN or GLAD or TPVG?
All stocks in this comparison pay dividends.
MacKenzie Realty Capital, Inc. (MKZR) offers the highest yield at 100. 0%, versus 9. 3% for Gladstone Investment Corporation (GAIN).
09Is MKZR or CSWC or GAIN or GLAD or TPVG 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.
46), 9. 3% yield, +293. 3% 10Y return). Both have compounded well over 10 years (GAIN: +293. 3%, TPVG: +80. 9%), 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 MKZR and CSWC and GAIN and GLAD and TPVG?
These companies operate in different sectors (MKZR (Real Estate) and CSWC (Financial Services) and GAIN (Financial Services) and GLAD (Financial Services) and TPVG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: MKZR is a small-cap high-growth stock; CSWC is a small-cap high-growth stock; GAIN is a small-cap deep-value stock; GLAD is a small-cap high-growth stock; TPVG is a small-cap high-growth stock. 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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