Head to Head Survey: Portman Ridge Finance (NASDAQ:PTMN) and Jupiter Fund Management (OTCMKTS:JFHHF)

Jupiter Fund Management (OTCMKTS:JFHHF) and Portman Ridge Finance (NASDAQ:PTMN) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.

Risk & Volatility

Jupiter Fund Management has a beta of 0.41, meaning that its stock price is 59% less volatile than the S&P 500. Comparatively, Portman Ridge Finance has a beta of 0.6, meaning that its stock price is 40% less volatile than the S&P 500.

Valuation and Earnings

This table compares Jupiter Fund Management and Portman Ridge Finance”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Jupiter Fund Management	N/A	N/A	N/A	N/A	N/A
Portman Ridge Finance	-$2.85 million	-57.22	-$5.93 million	($0.93)	-13.27

Jupiter Fund Management has higher revenue and earnings than Portman Ridge Finance.

Profitability

This table compares Jupiter Fund Management and Portman Ridge Finance’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Jupiter Fund Management	N/A	N/A	N/A
Portman Ridge Finance	-15.92%	11.49%	4.54%

Insider & Institutional Ownership

30.1% of Portman Ridge Finance shares are owned by institutional investors. 2.1% of Portman Ridge Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Jupiter Fund Management and Portman Ridge Finance, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Jupiter Fund Management	1	2	0	0	1.67
Portman Ridge Finance	0	1	0	0	2.00

Portman Ridge Finance has a consensus price target of $14.00, indicating a potential upside of 13.45%. Given Portman Ridge Finance’s stronger consensus rating and higher possible upside, analysts clearly believe Portman Ridge Finance is more favorable than Jupiter Fund Management.

Summary

Portman Ridge Finance beats Jupiter Fund Management on 7 of the 9 factors compared between the two stocks.

About Jupiter Fund Management

Jupiter Fund Management Plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets. The firm also invests in fixed income markets, fund of funds products, hedge funds, and absolute return funds. Jupiter Fund Management Plc was founded in 1985 and is based in London, United Kingdom.

About Portman Ridge Finance

Portman Ridge Finance Corporation is a business development company specializing in investments in unitranche loans (including last out), first lien loans, second lien loans, subordinated debt, equity co-investment, mezzanine, buyout in middle market companies. It also makes acquisitions in businesses complementary to the firm's business. It primarily invests in healthcare, cargo transport, manufacturing, industrial & environmental services, logistics & distribution, media & telecommunications, real estate, education, automotive, agriculture, aerospace/defense, packaging, electronics, finance, non-durable consumer, consumer products, business services, utilities, insurance, and food and beverage sectors. The fund typically invests $1 million to $20 million in its portfolio companies. It provides senior secured term loans from $2 million to $20 million maturing in five to seven years; second lien term loans from $5 million to $15 million maturing in six to eight years; senior unsecured loans $5 million to $23 million maturing in six to eight years; mezzanine loans from $5 million to $15 million maturing in seven to ten years; and equity investments from $1 to $5 million. The fund targets the companies with EBITDA between $5 million and $25 million. While investing in debt securities, it invests in those middle market firms with EBITDA between $10 million and $50 million and/or total debt between $25 million and $150 million. It invests in minority, and majority or control equity positions alongside its private equity sponsor partners.