AVK

BuyFull HouseFLAG

Advent Convertible and Income Fund · Financial Services · United States · $544M · Avg Vol: $2M/d

Full House: Strong business, sensible price, market agrees. The rare full house.

78
StockRank
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Quality
56
Value
60
Momentum
57
P/E (TTM)
3.7x
peers 12.7x
ROE
26.2%
peers 9.6%
D/E
0.6x
peers 0.3x
Dividend %
11.6%
trailing yield
Director trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Advent Convertible and Income Fund: clears the 50 floor (Q56/V60/M60) but not the 60 strong bar, and carries no corroborating filing signal (no net insider buying, no active buyback). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT ADVENT CONVERTIBLE AND INCOME FUND

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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)

Year20212022202320242025CAGRTTM
Revenue—-167.3M-3.5M110.1M122.4M11.2%42.3M
EPS5.39-4.86-0.192.722.69-16.0%3.29
Shares—35.2M35.2M44.1M44.1M+25.3%—
Debt—349.0M349.0M314.0M350.0M0.1%350.0M
Equity—429.1M373.4M534.5M591.0M11.3%—
Op CF—69.7M49.2M-18.0M23.9M-30.0%63.3M
Inv CF———————
Fin CF—-70.4M-48.6M20.0M-26.5M——
Loading 1Y...
PRICE (1Y)-10.4%
11.6211.9612.3012.6312.9714 Aug4 Sep25 Sep
SMA 50SMA 200

Close
$11.62
RSI (14)
28.6
52-Week Range-9.7% from high
Low $10.19High $12.86

SCORE BREAKDOWN

Quality
56
ROIC (ROA)
2.3%*58.8
ROE
26.2%90.3
GP/Assets
4.4%49.1
Op. Margin
81.1%89.0
FCF/Assets
0.9%38.7
Piotroski
567.5
Int. Cover
—N/A
D/E Ratio
0.59x39.8
Current Ratio
0.12x7.8
Value
60
P/E (TTM)
3.7x95.9
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.9x69.1
P/S
—N/A
Div Yield
11.6%92.8
Momentum
57
52W High %
90%56.0
RS 6M
-11%39.9
SMA 50/200
1.03x51.3
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
329%93.8

FUNDAMENTALS

Market Cap
$544M
P/E (Forward)
—
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.

TickerCompanyMkt CapStockRankSignal
AVKAdvent Convertible and Income Fund(you)$544M78Buy
GAINGladstone Investment Corporation$635M77Buy
TWNThe Taiwan Fund, Inc.$575M75Buy
IGRCBRE Global Real Estate Income Fund$610M72Buy
GLADGladstone Capital Corporation$434M73Buy
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund$499M70Buy
PDTJohn Hancock Premium Dividend Fund$634M70Buy
SPXXNuveen S&P 500 Dynamic Overwrite Fund$337M76Buy
HIXWestern Asset High Income Fund II Inc.$324M78Buy
TEITempleton Emerging Markets Income Fund$300M77Buy

Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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

Advent Convertible and Income Fund (AVK) has a MoatMap StockRank of 78/100 based on Quality (56/100), Value (60/100), and Momentum (57/100) factor scores. The current signal is BUY. Insufficient evidence for a screen-pass. Advent Convertible and Income Fund: clears the 50 floor (Q56/V60/M60) but not the 60 strong bar, and carries no corroborating filing signal (no net insider buying, no active buyback). Absence of evidence is neutral; nothing adverse is known.

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.

Key Financial Metrics

Price$11.62
Market Cap$544M
P/E (TTM)3.67
Price/Book0.90
Return on Equity26.2%
Debt/Equity0.59x
Gross Margin100.0%
Operating Margin81.1%
Revenue Growth4.0%
Dividend Yield11.6%
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 78/100, with a Buy signal. It is a composite of Quality (56), Value (60), and Momentum (57) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Advent Convertible and Income Fund have an economic moat?
Advent Convertible and Income Fund (AVK) has a Quality factor score of 56/100. 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 78/100. 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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