Reviewing Ellsworth Growth and Income Fund Ltd. (ECF)’s and The Carlyle Group L.P. (NASDAQ:CG)’s results

Ellsworth Growth and Income Fund Ltd. (NYSE:ECF) and The Carlyle Group L.P. (NASDAQ:CG) compete against each other in the Asset Management sector. We will compare them and contrast their analyst recommendations, profitability, risk, institutional ownership, dividends, earnings and valuation.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Ellsworth Growth and Income Fund Ltd. 11 0.00 N/A 1.14 9.34
The Carlyle Group L.P. 28 1.14 113.07M 1.63 14.61

Table 1 shows the gross revenue, earnings per share (EPS) and valuation for Ellsworth Growth and Income Fund Ltd. and The Carlyle Group L.P. The Carlyle Group L.P. is observed to has higher revenue and earnings than Ellsworth Growth and Income Fund Ltd. When company has lower price-to-earnings means it is more affordable than its counterpart currently. Ellsworth Growth and Income Fund Ltd.’s current price-to-earnings ratio is lower than that of The Carlyle Group L.P., which means that it is the affordable of the two.

Profitability

Table 2 shows us Ellsworth Growth and Income Fund Ltd. and The Carlyle Group L.P.’s return on assets, net margins and return on equity.

Net Margins Return on Equity Return on Assets
Ellsworth Growth and Income Fund Ltd. 0.00% 0% 0%
The Carlyle Group L.P. 404,399,141.63% 30.1% 1.5%

Analyst Recommendations

The Recommendations and Ratings for Ellsworth Growth and Income Fund Ltd. and The Carlyle Group L.P. are featured in the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Ellsworth Growth and Income Fund Ltd. 0 0 0 0.00
The Carlyle Group L.P. 0 3 3 2.50

Competitively The Carlyle Group L.P. has an average price target of $29.25, with potential downside of -0.65%.

Insider & Institutional Ownership

Ellsworth Growth and Income Fund Ltd. and The Carlyle Group L.P. has shares held by institutional investors as follows: 40.2% and 44%. 0.44% are Ellsworth Growth and Income Fund Ltd.’s share held by insiders. Competitively, insiders own roughly 5.4% of The Carlyle Group L.P.’s shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Ellsworth Growth and Income Fund Ltd. 0.28% 3.6% 8.44% 16.76% 10.7% 24.1%
The Carlyle Group L.P. -3.99% 2.19% 16.34% 32.28% -0.21% 51.43%

For the past year Ellsworth Growth and Income Fund Ltd. has weaker performance than The Carlyle Group L.P.

Summary

The Carlyle Group L.P. beats on 13 of the 12 factors Ellsworth Growth and Income Fund Ltd.

Ellsworth Growth and Income Fund Ltd. is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets. The fund primarily invests in convertible securities. It invests in stocks of companies across market capitalizations. The fund benchmarks the performance of its portfolio against the Bank of America Merrill Lynch All U.S. Convertibles Index, Barclays Balanced U.S. Convertibles Index, and S&P 500 Index. It was formerly known as Ellsworth Fund Ltd. Ellsworth Growth and Income Fund Ltd. was formed on June 27, 1986 and is domiciled in the United States.

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