What is Advent Convertible and Income Fund's (AVK) StockRank?

MoatMap's StockRank for Advent Convertible and Income Fund (AVK) is 76/100, with a Buy signal. This is a composite score combining Quality (53), Value (49), and Momentum (61) factor ranks across MoatMap's 20,000+ stock universe.

Does Advent Convertible and Income Fund have an economic moat?

Advent Convertible and Income Fund (AVK) has a Quality factor score of 53/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Advent Convertible and Income Fund a buy, hold, or sell?

MoatMap's current signal for Advent Convertible and Income Fund (AVK) is Buy, based on a StockRank of 76/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is Advent Convertible and Income Fund in?

Advent Convertible and Income Fund (AVK) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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AVK

BUYREMOVE

Advent Convertible and Income Fund · Financial Services · United States · $577M · Avg Vol: $2M/d

StockRank

P/E (TTM)

4.8x

ROE

21.1%

D/E

0.6x

Dividend %

11.1%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Advent Convertible and Income Fund is a closed-end fund that does not fit our mandate of owning a concentrated book of high-conviction, individual quality compounders.

COMPANY DESCRIPTION

Advent Convertible and Income Fund is a closed-end management investment company designed to provide total return through a combination of capital appreciation and high current income. The fund's competitive moat is its specialized focus on convertible securities and high-yield debt, managed by Advent Capital Management's experienced credit team. It operates as a niche asset management vehicle for investors seeking defensive equity exposure.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR
Revenue	—	-167M	-4M	110M	122M	11.2%
EPS	5.39	-4.86	-0.19	2.72	—	-20.4%
Shares	—	35M	35M	44M	44M	+25.3%
Debt	—	349M	349M	314M	350M	0.1%
Equity	—	429M	373M	534M	591M	11.3%
Op CF	—	70M	49M	-18M	24M	-30.0%
Inv CF	—	—	—	—	—	—
Fin CF	—	-70M	-49M	20M	-27M	—

PRICE (1M)+2.3%

SMA 50SMA 200

$12.92

RSI (14)

49.0

52W High

$13.16

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

2.3%*62.1

ROE

21.1%86.1

GP/Assets

4.4%51.5

Op. Margin

78.5%90.2

FCF/Assets

0.9%35.9

Piotroski

—44.5

Int. Cover

—N/A

D/E Ratio

0.59x41.2

Current Ratio

0.07x3.2

Value

P/E (TTM)

4.8x92.6

EV/EBITDA

—N/A

P/FCF

69.9x8.8

P/B

1.0x59.0

P/S

13.7x9.1

Div Yield

11.1%94.7

Momentum

52W High %

98%84.9

RS 6M

0%65.3

SMA 50/200

1.04x55.5

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

-101%1.0

Q Growth

176%90.9

FUNDAMENTALS

Market Cap

$577M

P/E (Forward)

-428.0x

Gross Margin

100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of AVK are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
AVK	Advent Convertible and Income Fund(you)	$577M	76	BUY
CHW	Calamos Global Dynamic Income Fund	$578M	73	BUY
BOE	BlackRock Enhanced Global Dividend Trust	$668M	71	BUY
EMD	Western Asset Emerging Markets Debt Fund Inc.	$624M	83	STRONG BUY
GAIN	Gladstone Investment Corporation	$587M	67	BUY
FDUS	Fidus Investment Corporation	$720M	70	BUY
BBDC	Barings BDC, Inc.	$908M	74	BUY
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund	$506M	85	STRONG BUY
HIX	Western Asset High Income Fund II Inc.	$359M	79	BUY
BCSF	Bain Capital Specialty Finance, Inc.	$864M	71	BUY

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

Advent Convertible and Income Fund (AVK) — Stock Score Summary

Advent Convertible and Income Fund (AVK) has a MoatMap StockRank of 76/100 based on Quality (53/100), Value (49/100), and Momentum (61/100) factor scores. The current signal is BUY. Advent Convertible and Income Fund is a closed-end fund that does not fit our mandate of owning a concentrated book of high-conviction, individual quality compounders.

Key Financial Metrics

Price	$12.92
Market Cap	$577M
P/E (TTM)	4.77
P/E (Forward)	-428.00
Price/Book	0.96
Return on Equity	21.1%
Debt/Equity	59.22
Gross Margin	100.0%
Operating Margin	78.5%
Revenue Growth	8.1%
Dividend Yield	11.1%
Free Cash Flow	$8M

Advent Convertible and Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Advent Convertible and Income Fund’s (AVK) StockRank?: MoatMap’s StockRank for Advent Convertible and Income Fund (AVK) is 76/100, with a Buy signal. It is a composite of Quality (53), Value (49), and Momentum (61) factor ranks across MoatMap’s 20,000+ stock universe.
Does Advent Convertible and Income Fund have an economic moat?: Advent Convertible and Income Fund (AVK) has a Quality factor score of 53/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Advent Convertible and Income Fund a buy, hold, or sell?: MoatMap’s current signal for Advent Convertible and Income Fund (AVK) is Buy, based on a StockRank of 76/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Advent Convertible and Income Fund in?: Advent Convertible and Income Fund (AVK) operates in the Financial Services sector, specifically the Asset Management industry (United States).