Is USA or UTG more undervalued in 2026?

CirclFi compares Liberty All-Star Equity Fund (USA) and 53270 (UTG) using 13 institutional-grade valuation models. USA has a Quality of Company score of 1.7/10 while UTG scores 1.7/10.

Which is a better buy — USA or UTG?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do USA and UTG valuations compare?

USA at $5.82 and UTG at $42.65 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

USA vs UTG Valuation Comparison 2026 — Intrinsic Value Analysis

USA

Asset Management

Liberty All-Star Equity Fund

Quality

1.7

out of 10

Value Trap

—

Price

$5.82

Last close

Models

8/13

Active

UTG

Asset Management

53270

Quality

1.7

out of 10

Value Trap

—

Price

$42.65

Last close

Models

9/13

Active

Model-by-Model Comparison

Model	Type	USA Fair Value	USA Upside	UTG Fair Value	UTG Upside
Bayesian DCF	Intrinsic	$1.54	-73.5%	$12.59	-70.5%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$5.75	-1.3%	—	—
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	—	—	$2.65	-93.7%

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USA vs UTG — Which Stock Is More Undervalued?

Both USA and UTG score 1.7/10 on quality. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Liberty All-Star Equity Fund (USA) and 53270 (UTG) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

USA currently trades at $5.82 with a QOC of 1.7/10, while UTG trades at $42.65 with a QOC of 1.7/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).