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John Hancock Financial Opportunities Fund · Financial Services · United States · $787M · Avg Vol: $1M/d

65
StockRank
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Q
46
V
43
M
72
P/E (TTM)
4.3x
ROE
25.0%
D/E
0.2x
Dividend %
6.5%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

The John Hancock Financial Opportunities Fund is a closed-end investment fund that seeks capital appreciation and income by investing primarily in a diversified portfolio of financial services companies. Its competitive edge lies in the expertise of its manager in identifying value within the regional and national banking sectors.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM
Revenue-85.6M9.9M142.4M71.3M167.8%26.2M
EPS-4.530.317.143.53237.4%9.29
Shares19.3M19.7M19.8M19.8M+2.9%19.8M
Debt——130.0M130.0M0.0%130.0M
Equity632.1M601.8M694.0M714.3M4.2%—
Op CF38.4M38.1M44.5M48.8M8.3%54.7M
Inv CF——————
Fin CF-38.2M-39.0M-44.5M-48.9M——
Loading 1Y...
PRICE (1Y)-3.0%
38.9139.5240.1340.7341.34Jul 30Aug 20Sep 10
SMA 50SMA 200

Close
$39.47
RSI (14)
46.2
52W High
$42.00
From 52W High
0.9%

SCORE BREAKDOWN

Quality
46
ROIC (ROA)
1.1%*40.1
ROE
25.0%90.1
GP/Assets
3.1%32.5
Op. Margin
60.9%79.2
FCF/Assets
0.4%30.1
Piotroski
321.0
Int. Cover
—N/A
D/E Ratio
0.16x66.1
Current Ratio
0.05x3.4
Value
43
P/E (TTM)
4.3x94.4
EV/EBITDA
—N/A
P/FCF
244.3x1.6
P/B
1.0x61.9
P/S
30.4x5.0
Div Yield
6.5%75.6
Momentum
72
52W High %
94%65.8
RS 6M
4%62.1
SMA 50/200
1.09x70.6
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
19174%100.0

FUNDAMENTALS

Market Cap
$787M
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 BTO are excluded.

TickerCompanyMkt CapStockRankSignal
BTOJohn Hancock Financial Opportunities Fund(you)$787M65Buy
FFCFlaherty & Crumrine Preferred Securities Income Fund Inc.$767M67Buy
FDUSFidus Investment Corporation$748M63Hold
PEOAdams Natural Resources Fund, Inc.$793M69Buy
PHKPIMCO High Income Fund$861M62Hold
RTW.LRTW Biotech Opportunities Ltd$812M60Hold
JQCNuveen Credit Strategies Income Fund$702M62Hold
CGBDCarlyle Secured Lending, Inc.$811M71Buy
CIIBlackRock Enhanced Large Cap Core Fund, Inc.$1.0B67Buy
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1.1B64Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

John Hancock Financial Opportunities Fund (BTO): Stock Score Summary

John Hancock Financial Opportunities Fund (BTO) has a MoatMap StockRank of 65/100 based on Quality (46/100), Value (43/100), and Momentum (72/100) factor scores. The current signal is BUY.

The John Hancock Financial Opportunities Fund is a closed-end investment fund that seeks capital appreciation and income by investing primarily in a diversified portfolio of financial services companies. Its competitive edge lies in the expertise of its manager in identifying value within the regional and national banking sectors.

Key Financial Metrics

Price$39.47
Market Cap$787M
P/E (TTM)4.32
Price/Book0.99
Return on Equity25.0%
Debt/Equity0.16x
Gross Margin100.0%
Operating Margin60.9%
Revenue Growth-0.1%
Dividend Yield6.5%
Free Cash Flow$3M

John Hancock Financial Opportunities Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is John Hancock Financial Opportunities Fund’s (BTO) StockRank?
MoatMap’s StockRank for John Hancock Financial Opportunities Fund (BTO) is 65/100, with a Buy signal. It is a composite of Quality (46), Value (43), and Momentum (72) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does John Hancock Financial Opportunities Fund have an economic moat?
John Hancock Financial Opportunities Fund (BTO) has a Quality factor score of 46/100. 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 John Hancock Financial Opportunities Fund a buy, hold, or sell?
MoatMap’s current signal for John Hancock Financial Opportunities Fund (BTO) is Buy, based on a StockRank of 65/100. 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 John Hancock Financial Opportunities Fund in?
John Hancock Financial Opportunities Fund (BTO) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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