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4 / 10Stock Comparison
RHLD vs GAIN vs HTGC vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
RHLD vs GAIN vs HTGC vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Specialty Business Services | Asset Management | Asset Management | Asset Management |
| Market Cap | $891M | $657M | $3.07B | $1.43B |
| Revenue (TTM) | $766M | $90M | $547M | $164M |
| Net Income (TTM) | $-121M | $130M | $289M | $103M |
| Gross Margin | 47.2% | 68.6% | 87.2% | 66.5% |
| Operating Margin | 14.6% | 72.7% | 66.7% | 48.5% |
| Forward P/E | — | 40.7x | 8.4x | 10.1x |
| Total Debt | $195M | $456M | $2.30B | $956M |
| Cash & Equiv. | $161M | $14M | $57M | $43M |
RHLD vs GAIN vs HTGC vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 25 | May 26 | Return |
|---|---|---|---|
| Resolute Holdings M… (RHLD) | 100 | 230.5 | +130.5% |
| Gladstone Investmen… (GAIN) | 100 | 119.2 | +19.2% |
| Hercules Capital, I… (HTGC) | 100 | 78.4 | -21.6% |
| Capital Southwest C… (CSWC) | 100 | 103.0 | +3.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RHLD vs GAIN vs HTGC vs CSWC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
RHLD is the clearest fit if your priority is momentum.
- +288.2% vs HTGC's +6.6%
GAIN carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 319.3% 10Y total return vs RHLD's 200.7%
- Lower volatility, beta 0.53, Low D/E 91.3%, current ratio 3.69x
- Beta 0.53, yield 10.0%, current ratio 3.69x
- 72.7% margin vs RHLD's -15.9%
HTGC is the #2 pick in this set and the best alternative if growth exposure and bank quality is your priority.
- Rev growth 27.0%, EPS growth 14.9%
- NIM 9.1% vs GAIN's 5.5%
- 27.0% NII/revenue growth vs GAIN's -12.9%
- Lower P/E (8.4x vs 10.1x)
CSWC is the clearest fit if your priority is income & stability.
- Dividend streak 3 yrs, beta 0.84, yield 10.2%
- 10.2% yield, 3-year raise streak, vs GAIN's 10.0%, (1 stock pays no dividend)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.0% NII/revenue growth vs GAIN's -12.9% | |
| Value | Lower P/E (8.4x vs 10.1x) | |
| Quality / Margins | 72.7% margin vs RHLD's -15.9% | |
| Stability / Safety | Beta 0.53 vs RHLD's 1.89, lower leverage | |
| Dividends | 10.2% yield, 3-year raise streak, vs GAIN's 10.0%, (1 stock pays no dividend) | |
| Momentum (1Y) | +288.2% vs HTGC's +6.6% | |
| Efficiency (ROA) | 10.5% ROA vs RHLD's -6.8%, ROIC 5.3% vs 96.1% |
RHLD vs GAIN vs HTGC 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.
RHLD vs GAIN vs HTGC vs CSWC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RHLD leads in 3 of 6 categories
GAIN leads 1 • CSWC leads 1 • HTGC leads 0 • 1 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)
RHLD is the larger business by revenue, generating $766M annually — 8.5x GAIN's $90M. GAIN is the more profitable business, keeping 72.7% of every revenue dollar as net income compared to RHLD's -15.9%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $766M | $90M | $547M | $164M |
| EBITDAEarnings before interest/tax | $119M | $58M | $381M | $142M |
| Net IncomeAfter-tax profit | -$121M | $130M | $289M | $103M |
| Free Cash FlowCash after capex | $46M | -$82M | -$352M | -$69M |
| Gross MarginGross profit ÷ Revenue | +47.2% | +68.6% | +87.2% | +66.5% |
| Operating MarginEBIT ÷ Revenue | +14.6% | +72.7% | +66.7% | +48.5% |
| Net MarginNet income ÷ Revenue | -15.9% | +72.7% | +62.1% | +43.1% |
| FCF MarginFCF ÷ Revenue | +6.1% | +126.8% | -77.8% | -132.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.9% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +19.4% | +58.1% | -20.7% | +113.3% |
Valuation Metrics
RHLD leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 8.9x trailing earnings, HTGC trades at a 46% valuation discount to CSWC's 16.3x P/E. On an enterprise value basis, RHLD's 6.1x EV/EBITDA is more attractive than CSWC's 27.4x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $891M | $657M | $3.1B | $1.4B |
| Enterprise ValueMkt cap + debt − cash | $925M | $1.1B | $5.3B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -156.41x | 9.28x | 8.86x | 16.32x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 40.66x | 8.41x | 10.06x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 6.06x | 16.82x | 14.54x | 27.43x |
| Price / SalesMarket cap ÷ Revenue | 1.93x | 7.31x | 5.61x | 8.71x |
| Price / BookPrice ÷ Book value/share | 11.83x | 1.22x | 1.44x | 1.39x |
| Price / FCFMarket cap ÷ FCF | 4.71x | 5.77x | — | — |
Profitability & Efficiency
RHLD leads this category, winning 6 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 $-15 for RHLD. GAIN carries lower financial leverage with a 0.91x debt-to-equity ratio, signaling a more conservative balance sheet compared to RHLD's 2.51x. On the Piotroski fundamental quality scale (0–9), RHLD scores 6/9 vs CSWC's 1/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -15.2% | +21.9% | +13.2% | +10.3% |
| ROA (TTM)Return on assets | -6.8% | +10.5% | +6.4% | +4.8% |
| ROICReturn on invested capital | +96.1% | +5.3% | +6.6% | +3.5% |
| ROCEReturn on capital employed | +56.0% | +6.8% | +8.8% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 5 | 1 |
| Debt / EquityFinancial leverage | 2.51x | 0.91x | 1.04x | 1.08x |
| Net DebtTotal debt minus cash | $34M | $441M | $2.2B | $913M |
| Cash & Equiv.Liquid assets | $161M | $14M | $57M | $43M |
| Total DebtShort + long-term debt | $195M | $456M | $2.3B | $956M |
| Interest CoverageEBIT ÷ Interest expense | 5.99x | 1.58x | 4.34x | 2.91x |
Total Returns (Dividends Reinvested)
RHLD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in RHLD five years ago would be worth $30,070 today (with dividends reinvested), compared to $14,683 for HTGC. Over the past 12 months, RHLD leads with a +288.2% total return vs HTGC's +6.6%. The 3-year compound annual growth rate (CAGR) favors RHLD at 44.3% vs GAIN's 16.1% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -42.1% | +20.7% | -10.6% | +11.4% |
| 1-Year ReturnPast 12 months | +288.2% | +30.8% | +6.6% | +34.0% |
| 3-Year ReturnCumulative with dividends | +200.7% | +56.5% | +63.9% | +75.8% |
| 5-Year ReturnCumulative with dividends | +200.7% | +72.0% | +46.8% | +51.4% |
| 10-Year ReturnCumulative with dividends | +200.7% | +319.3% | +171.6% | +234.2% |
| CAGR (3Y)Annualised 3-year return | +44.3% | +16.1% | +17.9% | +20.7% |
Risk & Volatility
Evenly matched — GAIN and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
GAIN is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than RHLD's 1.89 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 RHLD's 45.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.89x | 0.53x | 0.69x | 0.84x |
| 52-Week HighHighest price in past year | $236.19 | $17.14 | $19.67 | $24.43 |
| 52-Week LowLowest price in past year | $26.57 | $13.11 | $13.70 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +45.7% | +96.3% | +83.4% | +98.2% |
| RSI (14)Momentum oscillator 0–100 | 43.5 | 69.9 | 64.7 | 63.7 |
| Avg Volume (50D)Average daily shares traded | 215K | 371K | 2.5M | 664K |
Analyst Outlook
CSWC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: GAIN as "Hold", HTGC as "Buy", CSWC as "Buy". Consensus price targets imply 15.4% upside for HTGC (target: $19) vs -9.1% for GAIN (target: $15). For income investors, CSWC offers the higher dividend yield at 10.20% vs HTGC's 8.64%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | $15.00 | $18.92 | $22.50 |
| # AnalystsCovering analysts | — | 7 | 31 | 10 |
| Dividend YieldAnnual dividend ÷ price | — | +10.0% | +8.6% | +10.2% |
| Dividend StreakConsecutive years of raises | 1 | 0 | 0 | 3 |
| Dividend / ShareAnnual DPS | — | $1.66 | $1.42 | $2.45 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | 0.0% | +0.2% | 0.0% |
RHLD leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). GAIN leads in 1 (Income & Cash Flow). 1 tied.
RHLD vs GAIN vs HTGC vs CSWC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is RHLD or GAIN or HTGC or CSWC a better buy right now?
For growth investors, Hercules Capital, Inc.
(HTGC) is the stronger pick with 27. 0% revenue growth year-over-year, versus -12. 9% for Gladstone Investment Corporation (GAIN). Hercules Capital, Inc. (HTGC) offers the better valuation at 8. 9x trailing P/E (8. 4x forward), making it the more compelling value choice. Analysts rate Hercules Capital, Inc. (HTGC) a "Buy" — based on 31 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 — RHLD or GAIN or HTGC or CSWC?
On trailing P/E, Hercules Capital, Inc.
(HTGC) is the cheapest at 8. 9x versus Capital Southwest Corporation at 16. 3x. On forward P/E, Hercules Capital, Inc. is actually cheaper at 8. 4x.
03Which is the better long-term investment — RHLD or GAIN or HTGC or CSWC?
Over the past 5 years, Resolute Holdings Management, Inc.
(RHLD) delivered a total return of +200. 7%, compared to +46. 8% for Hercules Capital, Inc. (HTGC). Over 10 years, the gap is even starker: GAIN returned +319. 3% versus HTGC's +171. 6%. 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 — RHLD or GAIN or HTGC or CSWC?
By beta (market sensitivity over 5 years), Gladstone Investment Corporation (GAIN) is the lower-risk stock at 0.
53β versus Resolute Holdings Management, Inc. 's 1. 89β — meaning RHLD is approximately 254% more volatile than GAIN relative to the S&P 500. On balance sheet safety, Gladstone Investment Corporation (GAIN) carries a lower debt/equity ratio of 91% versus 3% for Resolute Holdings Management, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — RHLD or GAIN or HTGC or CSWC?
By revenue growth (latest reported year), Hercules Capital, Inc.
(HTGC) is pulling ahead at 27. 0% versus -12. 9% for Gladstone Investment Corporation (GAIN). On earnings-per-share growth, the picture is similar: Hercules Capital, Inc. grew EPS 14. 9% year-over-year, compared to -121. 0% for Resolute Holdings Management, 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 — RHLD or GAIN or HTGC or CSWC?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 72.
7% net margin versus 29. 4% for Resolute Holdings Management, Inc. — meaning it keeps 72. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GAIN leads at 72. 7% versus 31. 0% for RHLD. At the gross margin level — before operating expenses — HTGC leads at 87. 2%, 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 RHLD or GAIN or HTGC or CSWC more undervalued right now?
On forward earnings alone, Hercules Capital, Inc.
(HTGC) trades at 8. 4x forward P/E versus 40. 7x for Gladstone Investment Corporation — 32. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HTGC: 15. 4% to $18. 92.
08Which pays a better dividend — RHLD or GAIN or HTGC or CSWC?
In this comparison, CSWC (10.
2% yield), GAIN (10. 0% yield), HTGC (8. 6% yield) pay a dividend. RHLD does not pay a meaningful dividend and should not be held primarily for income.
09Is RHLD or GAIN or HTGC 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). Resolute Holdings Management, Inc. (RHLD) carries a higher beta of 1. 89 — 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%, RHLD: +200. 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 RHLD and GAIN and HTGC and CSWC?
These companies operate in different sectors (RHLD (Industrials) and GAIN (Financial Services) and HTGC (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: RHLD is a small-cap quality compounder stock; GAIN is a small-cap deep-value stock; HTGC is a small-cap high-growth stock; CSWC is a small-cap deep-value stock. GAIN, HTGC, CSWC pay a dividend while RHLD does 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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