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SWKH vs TPVG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
SWKH vs TPVG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $192M | $243M |
| Revenue (TTM) | $41M | $97M |
| Net Income (TTM) | $23M | $-12M |
| Gross Margin | — | 83.5% |
| Operating Margin | 48.9% | 77.9% |
| Forward P/E | 7.6x | 6.5x |
| Total Debt | $32M | $469M |
| Cash & Equiv. | $43M | $20M |
SWKH vs TPVG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Apr 26 | Return |
|---|---|---|---|
| SWK Holdings Corpor… (SWKH) | 100 | 145.9 | +45.9% |
| TriplePoint Venture… (TPVG) | 100 | 49.8 | -50.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SWKH vs TPVG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SWKH is the clearest fit if your priority is income & stability and long-term compounding.
- beta 0.01
- 164.3% 10Y total return vs TPVG's 93.3%
- Lower volatility, beta 0.01, Low D/E 13.7%, current ratio 9.41x
TPVG carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 36.6%, EPS growth 48.8%
- 36.6% NII/revenue growth vs SWKH's -7.8%
- Lower P/E (6.5x vs 7.6x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 36.6% NII/revenue growth vs SWKH's -7.8% | |
| Value | Lower P/E (6.5x vs 7.6x) | |
| Quality / Margins | Efficiency ratio 0.1% vs SWKH's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.01 vs TPVG's 0.83, lower leverage | |
| Dividends | 17.1% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +19.3% vs SWKH's +15.4% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs SWKH's 0.4% |
SWKH vs TPVG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — SWKH and TPVG each lead in 2 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
TPVG is the larger business by revenue, generating $97M annually — 2.3x SWKH's $41M. TPVG is the more profitable business, keeping 50.6% of every revenue dollar as net income compared to SWKH's -6.1%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $41M | $97M |
| EBITDAEarnings before interest/tax | $25M | -$22M |
| Net IncomeAfter-tax profit | $23M | -$12M |
| Free Cash FlowCash after capex | $23M | $35M |
| Gross MarginGross profit ÷ Revenue | — | +83.5% |
| Operating MarginEBIT ÷ Revenue | +48.9% | +77.9% |
| Net MarginNet income ÷ Revenue | -6.1% | +50.6% |
| FCF MarginFCF ÷ Revenue | +65.8% | -58.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +157.1% | -2.3% |
Valuation Metrics
TPVG leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, SWKH's 8.9x EV/EBITDA is more attractive than TPVG's 9.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $192M | $243M |
| Enterprise ValueMkt cap + debt − cash | $182M | $691M |
| Trailing P/EPrice ÷ TTM EPS | -75.71x | 4.91x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.58x | 6.50x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.84x |
| EV / EBITDAEnterprise value multiple | 8.94x | 9.13x |
| Price / SalesMarket cap ÷ Revenue | 4.64x | 2.50x |
| Price / BookPrice ÷ Book value/share | 0.82x | 0.68x |
| Price / FCFMarket cap ÷ FCF | 7.05x | — |
Profitability & Efficiency
SWKH leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
SWKH delivers a 8.4% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $-3 for TPVG. SWKH carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to TPVG's 1.33x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.4% | -3.4% |
| ROA (TTM)Return on assets | +7.3% | -1.5% |
| ROICReturn on invested capital | +5.1% | +7.2% |
| ROCEReturn on capital employed | +6.8% | +9.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.14x | 1.33x |
| Net DebtTotal debt minus cash | -$11M | $449M |
| Cash & Equiv.Liquid assets | $43M | $20M |
| Total DebtShort + long-term debt | $32M | $469M |
| Interest CoverageEBIT ÷ Interest expense | 7.40x | -1.02x |
Total Returns (Dividends Reinvested)
SWKH leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SWKH five years ago would be worth $15,781 today (with dividends reinvested), compared to $8,649 for TPVG. Over the past 12 months, TPVG leads with a +19.3% total return vs SWKH's +15.4%. The 3-year compound annual growth rate (CAGR) favors SWKH at 13.8% vs TPVG's -1.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.2% | -6.3% |
| 1-Year ReturnPast 12 months | +15.4% | +19.3% |
| 3-Year ReturnCumulative with dividends | +47.5% | -3.4% |
| 5-Year ReturnCumulative with dividends | +57.8% | -13.5% |
| 10-Year ReturnCumulative with dividends | +164.3% | +93.3% |
| CAGR (3Y)Annualised 3-year return | +13.8% | -1.2% |
Risk & Volatility
SWKH leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SWKH is the less volatile stock with a 0.01 beta — it tends to amplify market swings less than TPVG's 0.83 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SWKH currently trades 88.8% from its 52-week high vs TPVG's 79.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 0.83x |
| 52-Week HighHighest price in past year | $17.90 | $7.53 |
| 52-Week LowLowest price in past year | $13.32 | $4.48 |
| % of 52W HighCurrent price vs 52-week peak | +88.8% | +79.5% |
| RSI (14)Momentum oscillator 0–100 | 33.4 | 58.3 |
| Avg Volume (50D)Average daily shares traded | 17K | 504K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SWKH as "Buy" and TPVG as "Hold". TPVG is the only dividend payer here at 17.11% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $8.95 |
| # AnalystsCovering analysts | 1 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | +17.1% |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | $1.02 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
SWKH leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). TPVG leads in 1 (Valuation Metrics). 1 tied.
SWKH vs TPVG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SWKH or TPVG a better buy right now?
For growth investors, TriplePoint Venture Growth BDC Corp.
(TPVG) is the stronger pick with 36. 6% revenue growth year-over-year, versus -7. 8% for SWK Holdings Corporation (SWKH). TriplePoint Venture Growth BDC Corp. (TPVG) offers the better valuation at 4. 9x trailing P/E (6. 5x forward), making it the more compelling value choice. Analysts rate SWK Holdings Corporation (SWKH) a "Buy" — based on 1 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 — SWKH or TPVG?
On forward P/E, TriplePoint Venture Growth BDC Corp.
is actually cheaper at 6. 5x.
03Which is the better long-term investment — SWKH or TPVG?
Over the past 5 years, SWK Holdings Corporation (SWKH) delivered a total return of +57.
8%, compared to -13. 5% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: SWKH returned +164. 3% versus TPVG's +93. 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 — SWKH or TPVG?
By beta (market sensitivity over 5 years), SWK Holdings Corporation (SWKH) is the lower-risk stock at 0.
01β versus TriplePoint Venture Growth BDC Corp. 's 0. 83β — meaning TPVG is approximately 6298% more volatile than SWKH relative to the S&P 500. On balance sheet safety, SWK Holdings Corporation (SWKH) carries a lower debt/equity ratio of 14% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — SWKH or TPVG?
By revenue growth (latest reported year), TriplePoint Venture Growth BDC Corp.
(TPVG) is pulling ahead at 36. 6% versus -7. 8% for SWK Holdings Corporation (SWKH). On earnings-per-share growth, the picture is similar: TriplePoint Venture Growth BDC Corp. grew EPS 48. 8% year-over-year, compared to -119. 4% for SWK Holdings 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 — SWKH or TPVG?
TriplePoint Venture Growth BDC Corp.
(TPVG) is the more profitable company, earning 50. 6% net margin versus -6. 1% for SWK Holdings Corporation — meaning it keeps 50. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TPVG leads at 77. 9% versus 48. 9% for SWKH. At the gross margin level — before operating expenses — TPVG leads at 83. 5%, 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 SWKH or TPVG more undervalued right now?
On forward earnings alone, TriplePoint Venture Growth BDC Corp.
(TPVG) trades at 6. 5x forward P/E versus 7. 6x for SWK Holdings Corporation — 1. 1x cheaper on a one-year earnings basis.
08Which pays a better dividend — SWKH or TPVG?
In this comparison, TPVG (17.
1% yield) pays a dividend. SWKH does not pay a meaningful dividend and should not be held primarily for income.
09Is SWKH or TPVG better for a retirement portfolio?
For long-horizon retirement investors, SWK Holdings Corporation (SWKH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
01), +164. 3% 10Y return). Both have compounded well over 10 years (SWKH: +164. 3%, TPVG: +93. 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 SWKH and TPVG?
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.
In terms of investment character: SWKH is a small-cap quality compounder stock; TPVG is a small-cap high-growth stock. TPVG pays a dividend while SWKH 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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