Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO – Get Rating) and Blackstone Secured Lending Fund (NYSE:BXSL – Get Rating) are both miscellaneous companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, risk, dividends, valuation and earnings.
Profitability
This table compares Virtus Artificial Intelligence & Technology Opportunities Fund and Blackstone Secured Lending Fund’s net margins, return on equity and return on assets.
Net Margins | Return on Equity | Return on Assets | |
Virtus Artificial Intelligence & Technology Opportunities Fund | N/A | N/A | N/A |
Blackstone Secured Lending Fund | 51.09% | 10.37% | 4.42% |
Institutional and Insider Ownership
31.2% of Blackstone Secured Lending Fund shares are held by institutional investors. 0.1% of Blackstone Secured Lending Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Dividends
Analyst Ratings
This is a breakdown of recent ratings and recommmendations for Virtus Artificial Intelligence & Technology Opportunities Fund and Blackstone Secured Lending Fund, as reported by MarketBeat.
Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
Virtus Artificial Intelligence & Technology Opportunities Fund | 0 | 0 | 0 | 0 | N/A |
Blackstone Secured Lending Fund | 0 | 0 | 6 | 0 | 3.00 |
Blackstone Secured Lending Fund has a consensus price target of $27.58, suggesting a potential upside of 18.79%. Given Blackstone Secured Lending Fund’s higher probable upside, analysts plainly believe Blackstone Secured Lending Fund is more favorable than Virtus Artificial Intelligence & Technology Opportunities Fund.
Valuation and Earnings
This table compares Virtus Artificial Intelligence & Technology Opportunities Fund and Blackstone Secured Lending Fund’s gross revenue, earnings per share (EPS) and valuation.
Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
Virtus Artificial Intelligence & Technology Opportunities Fund | N/A | N/A | N/A | N/A | N/A |
Blackstone Secured Lending Fund | $625.00 million | 5.94 | $460.42 million | $2.41 | 9.63 |
Blackstone Secured Lending Fund has higher revenue and earnings than Virtus Artificial Intelligence & Technology Opportunities Fund.
Summary
Blackstone Secured Lending Fund beats Virtus Artificial Intelligence & Technology Opportunities Fund on 9 of the 11 factors compared between the two stocks.
About Virtus Artificial Intelligence & Technology Opportunities Fund
The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets today. A multi-asset approach based on fundamental research is employed, dynamically allocating to attractive segments of a company’s debt and equity in order to offer an attractive risk/reward profile. Innovators and Disruptors — The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. Differentiated Approach — The Fund employs a differentiated, multi-asset approach which strives to create an attractive risk/reward profile through fundamental research and dynamically allocating across public and private investments in convertible securities and equities. Specialist Managers — Co-managed by Allianz Global Investors’ Artificial Intelligence and Income & Growth investment teams, the Fund leverages one of the leading global investment managers with deep expertise in technology, multi-asset, and closed-end fund strategies.
About Blackstone Secured Lending Fund
Blackstone Secured Lending Fund is business development company and a Delaware statutory trust formed on March 26, 2018, and structured as an externally managed, non-diversified closed-end investment Fund. On October 26, 2018, the fund elected to be regulated as a business development company (BDC) under the Investment Company Act of 1940, as amended (the 1940 Act). In addition, the Fund elected to be treated for U.S. federal income tax purposes, as a regulated investment company (RIC), as defined under Subchapter M of the Internal Revenue Code of 1986, as amended (the Code). The fund also intends to continue to comply with the requirements prescribed by the Code in order to maintain tax treatment as a RIC. The fund's investment objectives are to generate current income and, to a lesser extent, long-term capital appreciation. The Fund seeks to achieve its investment objective primarily through originated loans, equity and other securities, including syndicated loans, of private U.S. companies, specifically small and middle market companies, typically in the form of first lien senior secured and unitranche loans (including first out/last out loans), and to a lesser extent, second lien, third lien, unsecured and subordinated loans and other debt and equity securities.
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