Stewart vs Liberty All-Star Equity Fund

This page compares Stewart Information Services Corporation and Liberty All-Star Equity Fund. It covers their business models, financial performance, and market context to help readers understand the similarities and differences. The information is presented in a neutral, accessible manner with no projections or recommendations. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

STC

Metric

USA

$1.96B

Market Cap

$1.84B

17.13%

Potential Profit

N/A

Buy

Analyst Rating

N/A

Investment Analysis

Stewart

STC

Pros

Stewart Information Services has demonstrated strong revenue growth, with a 10.19% increase in 2024 to $2.49 billion.
The company improved earnings significantly, with net income increasing by 140.84% to $73.31 million in 2024.
It maintains a solid dividend yield of approximately 2.90%, supported by consistent profitability and a strong dividend history.

Considerations

The company's net profit margin remains relatively low at about 3.65%, indicating narrow profitability.
Stewart Information Services has a moderate debt-to-equity ratio around 30%, which could pose leverage risks if market conditions worsen.
Its business is cyclically exposed to the real estate market, which can impact revenue and earnings volatility.

Liberty All-Star Equity Fund

USA

Pros

Liberty All-Star Equity Fund offers a high dividend yield of around 9.20%, attractive for income-focused investors.
The fund is diversified across 137 holdings, including large-cap growth and value stocks such as Microsoft, NVIDIA, Amazon, and UnitedHealth.
Invests primarily (>80%) in equity securities, providing potential for long-term capital appreciation alongside income.

Considerations

As a closed-end fund, Liberty All-Star Equity Fund has limited liquidity compared to open-end funds or individual stocks.
Its portfolio performance is subject to broad market fluctuations, given significant exposure to cyclical and growth sectors.
The fund’s relatively high beta of 1.07 indicates higher volatility risk compared to the broader market.

About The Companies

Stewart (STC)

Stewart Information Services Corporation (STC) is a global real estate services firm. It offers a wide range of products and services crucial for property transactions, supporting homebuyers, sellers, and real estate professionals. The company operates through two primary segments. The first, 'title insurance and related services', involves examining and insuring the title to real property, making sure the ownership is clear of any issues. This is a vital step in nearly every property sale. The second segment, 'real estate solutions', provides essential support to the mortgage industry, including credit information, valuation services, and online closing solutions. By providing these core services, Stewart plays an integral role in the functioning of the real estate market. An investment in STC is therefore closely tied to the activity and health of the property sector, though like any investment, its value can go down as well as up.

Liberty All-Star Equity Fund (USA)

The Liberty All-Star Equity Fund is a type of investment known as a closed-end management investment company. Its primary objective is to achieve a total investment return, which includes both long-term growth in value (capital appreciation) and generating current income. To do this, the fund invests in a diversified portfolio mainly composed of equity securities from US companies. These can include common stocks and other securities that can be converted into common stocks, like certain bonds or preferred shares. The fund is professionally managed by ALPS Advisors, Inc., which uses a multi-manager system to guide its investment strategy. For investors, this type of fund offers a way to invest in a broad range of stocks through a single security. However, it's important to remember that the value of investments can fall as well as rise, and returns are not guaranteed.

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Stewart vs Liberty All-Star Equity Fund

Comparison Snapshot

Investment Analysis

Stewart

Pros

Considerations

Liberty All-Star Equity Fund

Pros

Considerations

About The Companies

Buy STC or USA in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

Comparison Snapshot

About The Companies

Stewart vs Liberty All-Star Equity Fund

Comparison Snapshot

Investment Analysis

Stewart

Pros

Considerations

Liberty All-Star Equity Fund

Pros

Considerations

About The Companies

Buy STC or USA in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Stewart vs Skyward Specialty

Stewart vs Horace Mann

Stewart vs Nuveen Municipal Value Fund

Frequently asked questions

What is the fundamental difference between a stock and a fund in this comparison?

How does diversification differ between these two investments?

What do dividend yield and income mean in this page’s context?

What does revenue growth tell us about Stewart Information Services (stock_1)?

How should net income growth affect risk assessment for stock_1?

What role does dividend history play for stock_1 and stock_2 in this comparison?

What are the market risks highlighted for each investment category?

How does liquidity differ between a single stock and a closed-end fund in this context?

What practical considerations should a reader keep in mind when interpreting performance metrics?

Is the information on this page guidance or advice to invest?

Comparison Snapshot

About The Companies