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FFA vs OXLCO

FFA
First Trust Enhanced Equity Income Fund
BULLISH
Price
$22.07
Market Cap
$441.1M
Sector
Financial Services
AI Confidence
85%
OXLCO
Oxford Lane Capital Corp.
BEARISH
Price
$23.80
Market Cap
$440.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
FFA
5.46
OXLCO
27.32
Forward P/E
FFA
--
OXLCO
--
P/B Ratio
FFA
0.93
OXLCO
1.24
P/S Ratio
FFA
67.54
OXLCO
0.9
EV/EBITDA
FFA
--
OXLCO
--

Profitability

Gross Margin
FFA
100.0%
OXLCO
100.0%
Operating Margin
FFA
20.56%
OXLCO
72.75%
Profit Margin
FFA
1236.28%
OXLCO
0.77%
ROE
FFA
18.0%
OXLCO
0.22%
ROA
FFA
0.23%
OXLCO
9.09%

Growth

Revenue Growth
FFA
-5.1%
OXLCO
29.5%
Earnings Growth
FFA
111.8%
OXLCO
-77.9%

Financial Health

Debt/Equity
FFA
--
OXLCO
0.38
Current Ratio
FFA
4.91
OXLCO
0.61
Quick Ratio
FFA
4.9
OXLCO
0.61

Dividends

Dividend Yield
FFA
7.02%
OXLCO
6.3%
Payout Ratio
FFA
36.51%
OXLCO
--

AI Verdict

FFA BULLISH

FFA exhibits a stable financial profile with a Piotroski F-Score of 6/9 and significant valuation discounts. The fund is trading at a deep discount to its Graham Number ($46.43) and Intrinsic Value ($119.18), supported by a very low P/E ratio of 5.46 and a Price/Book ratio of 0.93. While technical trends are currently bearish (10/100), the combination of a 7.02% dividend yield and strong historical 5-year growth (+61.9%) suggests a compelling value opportunity. The anomalous profit margin likely reflects the fund's 'enhanced' income strategy rather than traditional operational revenue.

Strengths
Deeply undervalued relative to Graham Number and Intrinsic Value
Attractive dividend yield of 7.02% with a sustainable payout ratio (36.51%)
Strong ROE of 18.00% indicating efficient capital use
Risks
Strongly bearish technical trend (10/100) suggesting short-term momentum risk
Negative year-over-year revenue growth (-5.10%)
Low insider sentiment (40/100) indicating lack of internal conviction
OXLCO BEARISH

OXLCO presents a concerning profile characterized by a Piotroski F-Score of 4/9, indicating only marginal stability. While revenue growth remains strong at 29.5%, it is completely offset by a catastrophic collapse in earnings (-77.9% YoY), suggesting severe margin compression or rising costs of capital. The stock is trading at a significant premium to both its Graham Number ($19.39) and its growth-based Intrinsic Value ($6.10), while technical trends are heavily bearish (10/100).

Strengths
Strong year-over-year revenue growth of 29.50%
Low Debt/Equity ratio of 0.38 compared to sector average
Positive long-term price performance (5Y Change +30.4%)
Risks
Severe earnings collapse (-77.9% YoY and -68.2% Q/Q)
Significant overvaluation relative to intrinsic value ($23.80 vs $6.10)
Poor liquidity indicated by a Current Ratio of 0.61

Compare Another Pair

FFA vs OXLCO: Head-to-Head Comparison

This page compares First Trust Enhanced Equity Income Fund (FFA) and Oxford Lane Capital Corp. (OXLCO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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