| Ticker | Company | Zen Rating | Financials | Market Cap | ROE | ROA | ROCE | ROIC | D/E | Current Ratio | Gross Margin | Profit Margin | Operating Margin |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMG | AFFILIATED MANAGERS GROUP INC | $8.35B | 22.00% | 8.00% | N/A | 16.90% | 1.48 | N/A | 100.00% | 34.50% | 54.73% | ||
| CION | CION INVESTMENT CORP | $415.43M | 3.30% | 1.40% | N/A | 4.00% | 1.44 | N/A | 79.10% | 10.60% | 48.80% | ||
| BCIC | BCP INVESTMENT CORP | $151.48M | 8.80% | 3.50% | N/A | 4.90% | 1.46 | N/A | 82.40% | 28.40% | 60.44% | ||
| SII | SPROTT INC | $4.26B | 19.50% | 14.80% | 21.39% | 77.80% | 0.43 | 1.93 | 41.00% | 23.60% | 32.12% | ||
| WT | WISDOMTREE INC | $2.48B | 26.50% | 8.60% | 14.03% | 24.30% | 2.66 | 1.75 | 100.00% | 22.10% | 34.96% | ||
| HRZN | HORIZON TECHNOLOGY FINANCE CORP | $268.96M | -7.70% | -3.10% | N/A | 0.90% | 1.41 | N/A | 87.90% | -24.20% | 10.67% | ||
| AAMI | ACADIAN ASSET MANAGEMENT INC | $1.96B | 85.40% | 11.50% | N/A | 15.40% | 7.06 | N/A | 100.00% | 14.20% | 24.53% | ||
| FHI | FEDERATED HERMES INC | $4.33B | 35.30% | 18.80% | 28.69% | 78.20% | 0.81 | 2.75 | 100.00% | 22.40% | 30.51% | ||
| BEN | FRANKLIN RESOURCES INC | $14.06B | 5.10% | 1.90% | N/A | 3.10% | 1.50 | N/A | 100.00% | 7.00% | 10.97% | ||
| VCTR | VICTORY CAPITAL HOLDINGS INC | $4.42B | 12.80% | 7.10% | N/A | 38.10% | 0.75 | N/A | 54.40% | 20.70% | 37.75% | ||
| GCMG | GCM GROSVENOR INC | $2.37B | -863.70% | 6.70% | N/A | 8.40% | 25.43 | N/A | 100.00% | 8.10% | 14.54% | ||
| APAM | ARTISAN PARTNERS ASSET MANAGEMENT INC | $3.26B | 73.50% | 19.40% | N/A | 27.20% | 1.81 | N/A | 100.00% | 24.30% | 34.27% | ||
| VINP | VINCI COMPASS INVESTMENTS LTD | $827.11M | 9.20% | 5.00% | 9.56% | 10.40% | 0.85 | 6.68 | 100.00% | 18.10% | 31.63% | ||
| PAX | PATRIA INVESTMENTS LTD | $2.09B | N/A | N/A | N/A | N/A | N/A | N/A | 52.20% | 26.20% | 37.53% | ||
| NOAH | NOAH HOLDINGS LTD | $825.67M | 6.60% | 5.60% | 9.25% | 14.70% | 0.17 | 4.77 | 49.50% | 25.90% | 37.33% | ||
| CSWC | CAPITAL SOUTHWEST CORP | $1.36B | 11.00% | 5.20% | N/A | 3.90% | 1.13 | N/A | 100.00% | 45.50% | 50.70% | ||
| IVZ | INVESCO LTD | $11.59B | -8.50% | -4.20% | N/A | -3.60% | 1.15 | N/A | 100.00% | -18.40% | -13.30% | ||
| TPG | TPG INC | $16.99B | 17.80% | 1.50% | N/A | 2.90% | 7.89 | N/A | 32.90% | 4.00% | 7.79% | ||
| HLNE | HAMILTON LANE INC | $5.96B | 29.40% | 12.20% | N/A | 16.60% | 0.96 | N/A | 100.00% | 30.60% | 42.34% | ||
| CCAP | CRESCENT CAPITAL BDC INC | $488.49M | 4.80% | 2.10% | N/A | 1.40% | 1.30 | N/A | 45.10% | 20.60% | 21.63% | ||
| SEIC | SEI INVESTMENTS CO | $10.07B | 30.30% | 25.30% | 31.84% | 70.10% | 0.23 | 3.29 | 100.00% | 31.10% | 39.81% | ||
| CG | CARLYLE GROUP INC | $18.93B | 14.20% | 3.10% | N/A | 3.30% | 3.83 | N/A | 53.80% | 16.90% | 24.00% | ||
| HTGC | HERCULES CAPITAL INC | $2.68B | 15.90% | 7.90% | N/A | 6.80% | 1.07 | N/A | 100.00% | 63.80% | 82.20% | ||
| RPC | RIDGEPOST CAPITAL INC | $883.71M | 5.70% | 2.10% | N/A | 9.00% | 1.49 | N/A | 100.00% | 6.60% | 18.93% | ||
| AMP | AMERIPRISE FINANCIAL INC | $43.34B | 58.10% | 1.90% | N/A | 2.70% | 28.15 | N/A | 48.40% | 19.30% | 26.14% | ||
| FDUS | FIDUS INVESTMENT CORP | $682.42M | 11.70% | 6.30% | N/A | 6.50% | 0.92 | N/A | 73.60% | 52.90% | 74.59% | ||
| TROW | PRICE T ROWE GROUP INC | $20.70B | 19.60% | 14.50% | N/A | 31.90% | 0.21 | N/A | 55.50% | 28.50% | 37.65% | ||
| ALTI | ALTI GLOBAL INC | $676.07M | -25.10% | -13.50% | N/A | -37.60% | 0.45 | N/A | 19.10% | -74.10% | -65.10% | ||
| OWL | BLUE OWL CAPITAL INC | $16.60B | 3.40% | 0.60% | N/A | 3.90% | 2.91 | N/A | 54.50% | 2.70% | 9.93% | ||
| NTRS | NORTHERN TRUST CORP | $26.99B | 13.10% | 1.00% | N/A | 1.90% | 12.67 | N/A | 100.00% | 20.90% | 28.90% | ||
| VRTS | VIRTUS INVESTMENT PARTNERS INC | $941.86M | 15.20% | 3.60% | N/A | 6.60% | 3.48 | N/A | 100.00% | 16.20% | 41.28% | ||
| PSEC | PROSPECT CAPITAL CORP | $1.33B | -11.70% | -5.30% | N/A | -1.10% | 0.66 | N/A | 75.40% | -53.10% | -14.47% | ||
| STEP | STEPSTONE GROUP INC | $5.28B | N/A | -11.00% | N/A | -16.00% | -12.47 | N/A | -46.40% | -30.70% | -37.77% | ||
| APO | APOLLO GLOBAL MANAGEMENT INC | $61.55B | 16.20% | 0.80% | N/A | 1.20% | 17.93 | N/A | 39.90% | 10.60% | 15.68% | ||
| SSSS | SURO CAPITAL CORP | $238.88M | 36.00% | 25.90% | N/A | 24.20% | 0.33 | N/A | 100.00% | 2,929.30% | 3,137.01% | ||
| BENF | BENEFICIENT | $61.55M | N/A | -14.80% | N/A | -7.80% | -2.09 | N/A | 100.00% | 179.10% | 119.22% | ||
| BLK | BLACKROCK INC | $166.17B | 10.60% | 3.60% | N/A | 7.60% | 1.94 | N/A | 46.70% | 22.90% | 32.39% | ||
| AB | ALLIANCEBERNSTEIN HOLDING LP | $3.61B | 18.80% | 18.70% | N/A | 20.80% | 0.00 | N/A | 100.00% | 90.10% | 100.00% | ||
| OXSQ | OXFORD SQUARE CAPITAL CORP | $148.64M | -1.60% | -0.90% | N/A | 1.50% | 0.98 | N/A | 89.10% | -6.40% | 14.56% | ||
| BAM | BROOKFIELD ASSET MANAGEMENT LTD | $77.22B | 29.60% | 15.40% | N/A | 15.30% | 0.83 | N/A | 68.50% | 51.60% | 54.95% | ||
| BX | BLACKSTONE INC | $85.60B | 36.20% | 6.50% | N/A | 8.60% | 2.98 | N/A | 61.10% | 20.90% | 32.20% | ||
| BCSF | BAIN CAPITAL SPECIALTY FINANCE INC | $834.86M | 8.70% | 3.70% | N/A | 4.50% | 1.38 | N/A | 79.80% | 36.10% | 67.01% | ||
| CRBG | COREBRIDGE FINANCIAL INC | $12.51B | -2.90% | -0.10% | N/A | 0.00% | 30.27 | N/A | 21.10% | -2.00% | 0.19% | ||
| KKR | KKR & CO INC | $80.78B | 7.70% | 0.60% | N/A | 1.50% | 10.63 | N/A | 44.90% | 11.60% | 32.86% | ||
| WHF | WHITEHORSE FINANCE INC | $156.19M | 3.60% | 1.50% | N/A | 1.00% | 1.36 | N/A | 43.90% | 12.90% | 12.91% | ||
| STT | STATE STREET CORP | $36.08B | 9.90% | 0.70% | N/A | 1.30% | 12.15 | N/A | 100.00% | 19.50% | 25.12% | ||
| MAIN | MAIN STREET CAPITAL CORP | $5.19B | 16.90% | 9.20% | N/A | 8.30% | 0.90 | N/A | 100.00% | 87.10% | 111.47% | ||
| NCDL | NUVEEN CHURCHILL DIRECT LENDING CORP | $643.51M | 7.40% | 3.10% | N/A | 2.10% | 1.35 | N/A | 49.00% | 31.60% | 31.73% | ||
| PSBD | PALMER SQUARE CAPITAL BDC INC | $340.07M | -11.50% | -4.40% | N/A | -0.30% | 1.63 | N/A | 86.70% | -45.50% | -5.29% | ||
| MFIC | MIDCAP FINANCIAL INVESTMENT CORP | $934.11M | 4.60% | 1.90% | N/A | 3.60% | 1.54 | N/A | 87.90% | 19.70% | 59.29% | ||
| PFG | PRINCIPAL FINANCIAL GROUP INC | $20.78B | 10.30% | 0.40% | N/A | 0.40% | 27.68 | N/A | 43.80% | 7.60% | 8.61% | ||
| OFS | OFS CAPITAL CORP | $56.27M | 2.10% | 0.80% | N/A | 3.00% | 1.77 | N/A | 79.70% | 7.50% | 45.17% | ||
| TCPC | BLACKROCK TCP CAPITAL CORP | $346.18M | -12.40% | -4.90% | N/A | -0.80% | 1.76 | N/A | 92.80% | -44.10% | -11.32% | ||
| SLRC | SLR INVESTMENT CORP | $804.14M | 9.30% | 3.60% | N/A | 4.90% | 1.58 | N/A | 75.80% | 42.30% | 73.41% | ||
| NMFC | NEW MOUNTAIN FINANCE CORP | $785.28M | 1.30% | 0.50% | N/A | 3.00% | 1.45 | N/A | 82.80% | 5.00% | 43.00% | ||
| CNS | COHEN & STEERS INC | $3.52B | 28.50% | 18.80% | N/A | 24.00% | 0.43 | N/A | 86.90% | 27.60% | 36.04% | ||
| GLAD | GLADSTONE CAPITAL CORP | $417.07M | 7.50% | 4.20% | N/A | 4.80% | 0.87 | N/A | 80.60% | 38.90% | 62.00% | ||
| SAR | SARATOGA INVESTMENT CORP | $381.62M | 9.60% | 3.20% | N/A | 5.00% | 1.90 | N/A | 78.80% | 30.60% | 70.18% | ||
| CGBD | CARLYLE SECURED LENDING INC | $788.75M | 5.80% | 2.60% | N/A | 4.10% | 1.39 | N/A | 78.20% | 27.10% | 61.85% | ||
| PNNT | PENNANTPARK INVESTMENT CORP | $331.70M | 5.40% | 2.00% | N/A | 3.60% | 1.83 | N/A | 80.20% | 22.20% | 59.11% | ||
| BK | BANK OF NEW YORK MELLON CORP | $82.06B | 12.10% | 1.10% | N/A | 1.90% | 9.65 | N/A | 100.00% | 26.40% | 34.98% | ||
| SAMG | SILVERCREST ASSET MANAGEMENT GROUP INC | $189.94M | 9.30% | 4.00% | N/A | 15.80% | 1.09 | N/A | 100.00% | 5.30% | 8.23% | ||
| TRIN | TRINITY CAPITAL INC | $1.24B | 14.10% | 6.30% | N/A | 6.60% | 1.27 | N/A | 82.50% | 46.20% | 73.61% | ||
| BN | BROOKFIELD CORP | $108.53B | 2.20% | 0.20% | N/A | 2.90% | 7.53 | N/A | 24.20% | 1.30% | 25.53% | ||
| GSBD | GOLDMAN SACHS BDC INC | $1.03B | 8.00% | 3.50% | N/A | 4.50% | 1.38 | N/A | 83.70% | 32.60% | 64.24% | ||
| TSLX | SIXTH STREET SPECIALTY LENDING INC | $1.67B | 10.60% | 4.90% | N/A | 5.90% | 1.13 | N/A | 80.10% | 38.00% | 68.10% | ||
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC CORP | $212.91M | 9.70% | 4.30% | N/A | 5.40% | 1.35 | N/A | 85.80% | 36.00% | 65.19% | ||
| GAIN | GLADSTONE INVESTMENT CORPORATION | $550.74M | 22.70% | 10.80% | N/A | 9.60% | 1.08 | N/A | 60.00% | 118.60% | 154.64% | ||
| PFLT | PENNANTPARK FLOATING RATE CAPITAL LTD | $824.50M | 3.20% | 1.30% | N/A | 3.30% | 1.61 | N/A | 81.10% | 13.00% | 50.42% | ||
| ARCC | ARES CAPITAL CORP | $13.63B | 9.20% | 4.40% | N/A | 4.60% | 1.18 | N/A | 75.40% | 42.60% | 66.19% | ||
| SCM | STELLUS CAPITAL INVESTMENT CORP | $293.24M | 8.20% | 3.00% | N/A | 4.10% | 1.72 | N/A | 77.60% | 29.80% | 64.39% | ||
| GBDC | GOLUB CAPITAL BDC INC | $3.23B | 8.30% | 3.70% | N/A | 4.40% | 1.28 | N/A | 81.20% | 38.60% | 70.92% | ||
| BXSL | BLACKSTONE SECURED LENDING FUND | $5.62B | 9.00% | 4.00% | N/A | 4.50% | 1.35 | N/A | 81.20% | 39.70% | 67.90% | ||
| BBUC | BROOKFIELD BUSINESS CORP | $2.57B | N/A | -6.00% | -2.73% | -3.40% | -29.37 | 0.50 | 8.50% | -13.90% | -4.25% | ||
| ARES | ARES MANAGEMENT CORP | $25.04B | 9.70% | 1.50% | N/A | 4.40% | 4.66 | N/A | 100.00% | 7.60% | 26.66% | ||
| FSK | FS KKR CAPITAL CORP | $3.04B | 0.20% | 0.10% | N/A | 2.20% | 1.35 | N/A | 77.50% | 0.70% | 31.27% | ||
| BUR | BURFORD CAPITAL LTD | $1.91B | 2.50% | 1.00% | N/A | 2.60% | 1.44 | N/A | 100.00% | 15.10% | 54.54% | ||
| GECC | GREAT ELM CAPITAL CORP | $87.21M | -5.80% | -2.10% | N/A | 1.80% | 2.00 | N/A | 83.50% | -17.10% | 22.54% | ||
| MLCI | MOUNT LOGAN CAPITAL INC | $65.85M | N/A | N/A | N/A | N/A | 11.51 | N/A | N/A | N/A | N/A | ||
| INV | INNVENTURE INC | $170.55M | -115.80% | -47.40% | -67.31% | -1,715.90% | 0.79 | 0.39 | -547.60% | -18,775.70% | -18,881.42% | ||
| AMTD | AMTD IDEA GROUP | $81.16M | 4.00% | 2.50% | 2.58% | 2.70% | 0.29 | 8.15 | 67.60% | 37.00% | 38.59% | ||
| DHIL | DIAMOND HILL INVESTMENT GROUP INC | $467.25M | 28.00% | 19.50% | N/A | 30.70% | 0.48 | N/A | 48.10% | 33.10% | 45.33% | ||
| CWD | CALIBERCOS INC | $7.61M | N/A | -29.00% | N/A | -12.20% | 18.28 | N/A | -19.30% | -103.30% | -76.14% | ||
| MGLD | MARYGOLD COMPANIES INC | $44.10M | -14.70% | -11.40% | -14.18% | -18.00% | 0.23 | 3.90 | 73.40% | -11.90% | -11.47% | ||
| PFX | PHENIXFIN CORP | $86.84M | -1.90% | -1.00% | N/A | 1.60% | 0.97 | N/A | 100.00% | -12.00% | 28.40% | ||
| ICMB | INVESTCORP CREDIT MANAGEMENT BDC INC | $42.02M | -0.10% | 0.00% | N/A | 2.50% | 1.90 | N/A | 83.60% | -0.30% | 44.47% | ||
| BVC | BITVENTURES LTD | $53.52M | -87.40% | -40.30% | -55.22% | 470.90% | 0.02 | 62.56 | N/A | N/A | N/A | ||
| EQS | EQUUS TOTAL RETURN INC | $19.97M | -47.90% | -44.20% | N/A | -41.40% | 0.19 | N/A | -93.00% | -1,082.00% | -1,043.79% | ||
| MAAS | MAASE INC | $93.28M | -20.40% | -5.10% | -7.72% | -7.90% | 1.85 | 3.84 | 99.60% | -13.00% | -14.29% | ||
| SWKH | SWK HOLDINGS CORP | $196.92M | 8.40% | 7.30% | 11.97% | 10.60% | 0.14 | 5.68 | 100.00% | 50.40% | 76.00% | ||
| AURE | AURELION INC | $18.03M | -1,653.60% | -714.90% | 7,832.22% | -1,569.20% | -1.11 | 0.10 | 100.00% | -1,273.00% | -1,279.33% | ||
| RAND | RAND CAPITAL CORP | $35.49M | -20.00% | -19.10% | N/A | -20.30% | 0.02 | N/A | 120.50% | -164.80% | -161.64% | ||
| TGE | GENERATION ESSENTIALS GROUP | $79.67M | 9.10% | 5.30% | 4.45% | 8.20% | 0.56 | 2.13 | 84.70% | 20.20% | 31.38% | ||
| MRCC | MONROE CAPITAL CORP | $126.96M | -2.30% | -1.00% | N/A | 2.00% | 1.25 | N/A | 83.50% | -9.60% | 31.45% | ||
| RMCO | ROYALTY MANAGEMENT HOLDING CORP | $59.65M | -2.50% | -2.10% | -2.21% | -2.60% | 0.28 | 1.07 | 22.90% | -9.20% | -8.51% | ||
| BCG | BINAH CAPITAL GROUP INC | $35.03M | 6.20% | 1.50% | N/A | 11.50% | 2.73 | N/A | 19.30% | 0.60% | 2.93% | ||
| JHG | JANUS HENDERSON GROUP PLC | $8.03B | 16.90% | 10.70% | 14.72% | 53.10% | 0.42 | 4.18 | 100.00% | 26.30% | 35.06% | ||
| HNNA | HENNESSY ADVISORS INC | $78.29M | 9.30% | 5.70% | 12.61% | 46.70% | 0.61 | 1.75 | 55.00% | 26.50% | 42.84% | ||
| WHG | WESTWOOD HOLDINGS GROUP INC | $162.48M | 6.00% | 5.00% | N/A | 13.10% | 0.23 | N/A | 100.00% | 7.60% | 10.48% | ||
| GROW | U S GLOBAL INVESTORS INC | $42.05M | 0.20% | 0.20% | 3.98% | 8.90% | 0.07 | 19.42 | 100.00% | 1.10% | 20.40% |