Asset Management
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Side-by-side financial analysisStock Comparison
SSSS vs OXLC vs GAIN vs TPVG vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Banks - Diversified
SSSS vs OXLC vs GAIN vs TPVG vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management | Banks - Diversified |
| Market Cap | $348M | $885M | $612M | $226M | $896.00B |
| Revenue (TTM) | $732.03B | $819M | $112M | $61M | $280.33B |
| Net Income (TTM) | $50M | $-537M | $195M | $-12M | $57.05B |
| Gross Margin | 0.0% | 70.9% | 57.9% | 72.9% | 60.0% |
| Operating Margin | 7.9% | -54.1% | 118.5% | -35.9% | 25.9% |
| Forward P/E | 2.9x | 2.7x | 37.9x | 6.0x | 14.4x |
| Total Debt | $73M | $773M | $564M | $469M | $942.38B |
| Cash & Equiv. | $20M | $97M | $1M | $20M | $343.34B |
SSSS vs OXLC vs GAIN vs TPVG vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| SuRo Capital Corp. (SSSS) | 100 | 161.7 | +61.7% |
| Oxford Lane Capital… (OXLC) | 100 | 44.1 | -55.9% |
| Gladstone Investmen… (GAIN) | 100 | 150.1 | +50.1% |
| TriplePoint Venture… (TPVG) | 100 | 54.2 | -45.8% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SSSS vs OXLC vs GAIN vs TPVG vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SSSS has the current edge in this matchup, primarily because of its strength in growth exposure.
- Rev growth 6.5%, EPS growth 211.2%
- 6.5% NII/revenue growth vs GAIN's -20.5%
- +90.1% vs OXLC's -37.4%
OXLC is the #2 pick in this set and the best alternative if income & stability and bank quality is your priority.
- Dividend streak 4 yrs, beta 0.66, yield 50.9%
- NIM 22.4% vs JPM's 2.2%
- Lower P/E (2.7x vs 37.9x)
- 50.9% yield, 4-year raise streak, vs JPM's 1.9%
GAIN is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.47, Low D/E 84.5%, current ratio 0.01x
- Beta 0.47, yield 9.6%, current ratio 0.01x
- Beta 0.47 vs SSSS's 1.54
TPVG ranks third and is worth considering specifically for quality and efficiency.
- Efficiency ratio 0.1% vs OXLC's 2.0% (lower = leaner)
- Efficiency ratio 0.1% vs OXLC's 2.0%
JPM is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 465.8% 10Y total return vs SSSS's 365.2%
- PEG 0.81 vs TPVG's 5.88
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.5% NII/revenue growth vs GAIN's -20.5% | |
| Value | Lower P/E (2.7x vs 37.9x) | |
| Quality / Margins | Efficiency ratio 0.1% vs OXLC's 2.0% (lower = leaner) | |
| Stability / Safety | Beta 0.47 vs SSSS's 1.54 | |
| Dividends | 50.9% yield, 4-year raise streak, vs JPM's 1.9% | |
| Momentum (1Y) | +90.1% vs OXLC's -37.4% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs OXLC's 2.0% |
SSSS vs OXLC vs GAIN vs TPVG vs JPM — 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.
SSSS vs OXLC vs GAIN vs TPVG vs JPM — 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
OXLC leads 1 • SSSS leads 1 • TPVG leads 0 • JPM 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)
SSSS is the larger business by revenue, generating $732.0B annually — 12002.2x TPVG's $61M. GAIN is the more profitable business, keeping 173.6% of every revenue dollar as net income compared to OXLC's -65.5%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $732.0B | $819M | $112M | $61M | $280.3B |
| EBITDAEarnings before interest/tax | $57.6B | -$444M | $133M | -$22M | $81.4B |
| Net IncomeAfter-tax profit | $50M | -$537M | $195M | -$12M | $57.0B |
| Free Cash FlowCash after capex | -$5.76T | $1.6B | $26M | -$59M | $100.9B |
| Gross MarginGross profit ÷ Revenue | +0.0% | +70.9% | +57.9% | +72.9% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +7.9% | -54.1% | +118.5% | -35.9% | +25.9% |
| Net MarginNet income ÷ Revenue | +0.0% | -65.5% | +173.6% | -19.5% | +20.4% |
| FCF MarginFCF ÷ Revenue | -7.9% | +189.3% | +23.6% | -97.1% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | -31.8% | +3.2% | -2.3% | +16.0% |
Valuation Metrics
OXLC leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 3.2x trailing earnings, GAIN trades at a 80% valuation discount to JPM's 16.0x P/E. Adjusting for growth (PEG ratio), GAIN offers better value at 0.11x vs TPVG's 4.50x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $348M | $885M | $612M | $226M | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $401M | $1.6B | $1.2B | $675M | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 7.70x | -1.51x | 3.22x | 4.57x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.88x | 2.69x | 37.86x | 5.96x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.11x | 4.50x | 0.90x |
| EV / EBITDAEnterprise value multiple | 7.47x | — | 5.21x | 8.91x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | 9.97x | 2.26x | 8.56x | 2.33x | 3.20x |
| Price / BookPrice ÷ Book value/share | 0.00x | 0.86x | 0.89x | 0.63x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 10.14x | 1.27x | — | — | 8.88x |
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 $-33 for OXLC. SSSS carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), JPM scores 5/9 vs TPVG's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | 0.0% | -33.2% | +34.0% | -3.4% | +15.9% |
| ROA (TTM)Return on assets | 0.0% | -22.5% | +16.3% | -1.5% | +1.3% |
| ROICReturn on invested capital | 0.0% | -18.7% | +15.5% | +7.2% | +4.5% |
| ROCEReturn on capital employed | 0.0% | -22.7% | +25.3% | +9.4% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 4 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 0.75x | 0.84x | 1.33x | 2.60x |
| Net DebtTotal debt minus cash | $53M | $676M | $563M | $449M | $599.0B |
| Cash & Equiv.Liquid assets | $20M | $97M | $1M | $20M | $343.3B |
| Total DebtShort + long-term debt | $73M | $773M | $564M | $469M | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.05x | -4.77x | 3.48x | -1.02x | 0.74x |
Total Returns (Dividends Reinvested)
SSSS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $7,665 for TPVG. Over the past 12 months, SSSS leads with a +90.1% total return vs OXLC's -37.4%. The 3-year compound annual growth rate (CAGR) favors SSSS at 62.0% vs TPVG's -8.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +41.8% | -29.1% | +13.1% | -12.7% | -0.5% |
| 1-Year ReturnPast 12 months | +90.1% | -37.4% | +14.8% | -10.7% | +21.8% |
| 3-Year ReturnCumulative with dividends | +325.1% | -6.7% | +50.8% | -22.4% | +138.2% |
| 5-Year ReturnCumulative with dividends | +39.0% | -13.5% | +55.1% | -23.3% | +118.2% |
| 10-Year ReturnCumulative with dividends | +365.2% | +23.0% | +285.0% | +85.3% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +62.0% | -2.3% | +14.7% | -8.1% | +33.6% |
Risk & Volatility
Evenly matched — GAIN and JPM each lead in 1 of 2 comparable metrics.
Risk & Volatility
GAIN is the less volatile stock with a 0.47 beta — it tends to amplify market swings less than SSSS's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 95.1% from its 52-week high vs OXLC's 40.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 0.66x | 0.47x | 0.65x | 0.94x |
| 52-Week HighHighest price in past year | $14.98 | $22.30 | $17.14 | $7.50 | $337.25 |
| 52-Week LowLowest price in past year | $7.11 | $8.01 | $13.11 | $4.48 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +91.5% | +40.7% | +89.7% | +74.3% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 55.9 | 29.5 | 41.5 | 49.9 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 333K | 956K | 347K | 298K | 7.0M |
Analyst Outlook
Evenly matched — OXLC and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SSSS as "Buy", OXLC as "Buy", GAIN as "Hold", TPVG as "Hold", JPM as "Buy". Consensus price targets imply 60.7% upside for TPVG (target: $9) vs 5.9% for JPM (target: $340). For income investors, OXLC offers the higher dividend yield at 50.93% vs JPM's 1.86%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $15.00 | — | $17.00 | $8.95 | $339.75 |
| # AnalystsCovering analysts | 5 | 4 | 7 | 12 | 61 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | +50.9% | +9.6% | +18.4% | +1.9% |
| Dividend StreakConsecutive years of raises | 0 | 4 | 0 | 0 | 15 |
| Dividend / ShareAnnual DPS | $0.42 | $4.62 | $1.48 | $1.02 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.3% | 0.0% | 0.0% | +3.9% |
GAIN leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OXLC leads in 1 (Valuation Metrics). 2 tied.
SSSS vs OXLC vs GAIN vs TPVG vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SSSS or OXLC or GAIN or TPVG or JPM a better buy right now?
For growth investors, SuRo Capital Corp.
(SSSS) is the stronger pick with 646. 5% revenue growth year-over-year, versus -20. 5% for Gladstone Investment Corporation (GAIN). Gladstone Investment Corporation (GAIN) offers the better valuation at 3. 2x trailing P/E (37. 9x forward), making it the more compelling value choice. Analysts rate SuRo Capital Corp. (SSSS) a "Buy" — based on 5 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 — SSSS or OXLC or GAIN or TPVG or JPM?
On trailing P/E, Gladstone Investment Corporation (GAIN) is the cheapest at 3.
2x versus JPMorgan Chase & Co. at 16. 0x. On forward P/E, Oxford Lane Capital Corp. is actually cheaper at 2. 7x — 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: JPMorgan Chase & Co. wins at 0. 81x versus TriplePoint Venture Growth BDC Corp. 's 5. 88x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SSSS or OXLC or GAIN or TPVG or JPM?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +118. 2%, compared to -23. 3% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: JPM returned +465. 8% versus OXLC's +23. 0%. 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 — SSSS or OXLC or GAIN or TPVG or JPM?
By beta (market sensitivity over 5 years), Gladstone Investment Corporation (GAIN) is the lower-risk stock at 0.
47β versus SuRo Capital Corp. 's 1. 54β — meaning SSSS is approximately 227% more volatile than GAIN relative to the S&P 500. On balance sheet safety, SuRo Capital Corp. (SSSS) carries a lower debt/equity ratio of 0% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — SSSS or OXLC or GAIN or TPVG or JPM?
By revenue growth (latest reported year), SuRo Capital Corp.
(SSSS) is pulling ahead at 646. 5% versus -20. 5% for Gladstone Investment Corporation (GAIN). On earnings-per-share growth, the picture is similar: SuRo Capital Corp. grew EPS 211. 2% year-over-year, compared to -1230. 2% for Oxford Lane Capital Corp.. 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 — SSSS or OXLC or GAIN or TPVG or JPM?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 258.
5% net margin versus -149. 4% for Oxford Lane Capital Corp. — 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 -135. 4% for OXLC. At the gross margin level — before operating expenses — SSSS 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 SSSS or OXLC or GAIN or TPVG or JPM 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, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus TriplePoint Venture Growth BDC Corp. 's 5. 88x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Oxford Lane Capital Corp. (OXLC) trades at 2. 7x forward P/E versus 37. 9x for Gladstone Investment Corporation — 35. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 60. 7% to $8. 95.
08Which pays a better dividend — SSSS or OXLC or GAIN or TPVG or JPM?
All stocks in this comparison pay dividends.
Oxford Lane Capital Corp. (OXLC) offers the highest yield at 50. 9%, versus 1. 9% for JPMorgan Chase & Co. (JPM).
09Is SSSS or OXLC or GAIN or TPVG or JPM 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.
47), 9. 6% yield, +285. 0% 10Y return). SuRo Capital Corp. (SSSS) carries a higher beta of 1. 54 — 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: +285. 0%, SSSS: +365. 2%), 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 SSSS and OXLC and GAIN and TPVG and JPM?
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: SSSS is a small-cap high-growth stock; OXLC is a small-cap high-growth stock; GAIN is a small-cap deep-value stock; TPVG is a small-cap high-growth stock; JPM is a large-cap deep-value 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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