FINS

HoldUnloved QualityFLAG

Angel Oak Financial Strategies Income Term Trust · Financial Services · United States · $401M · Avg Vol: $555K/d

Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.

60
StockRank
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Quality
53
Value
57
Momentum
43
P/E (TTM)
7.3x
peers 12.7x
ROE
11.5%
peers 9.6%
D/E
0.3x
peers 0.3x
Dividend %
11.3%
trailing yield
Director trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Angel Oak Financial Strategies Income Term Trust: clears the 50 floor (Q53/V58/M52) 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 ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST

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Angel Oak Financial Strategies Income Term Trust is a closed-end fund that seeks to deliver high current income and capital appreciation. The fund primarily invests in community bank debt, including senior and subordinated debt, which is typically underserved by larger asset managers. It leverages Angel Oak's proprietary credit research and deep relationships in the community banking sector to capture attractive risk-adjusted yields.

FINANCIAL SUMMARY (USD)

Year20222023202420252026CAGRTTM
Revenue—-36.7M8.5M40.4M47.1M135.0%36.1M
EPS1.10-1.640.301.571.6711.0%1.67
Shares—25.1M25.1M25.1M33.4M+33.3%33.4M
Debt—153.3M139.3M131.6M125.4M-6.5%125.4M
Equity—369.7M347.0M353.6M465.2M8.0%—
Op CF—46.4M44.3M40.4M-58.5M-6.6%-58.5M
Inv CF———————
Fin CF—-47.0M-44.3M-40.4M58.5M——
Loading 1Y...
PRICE (1Y)-5.9%
11.8612.0812.3012.5312.7514 Aug4 Sep25 Sep
SMA 50SMA 200

Close
$11.92
RSI (14)
21.1
52-Week Range-6.5% from high
Low $11.66High $12.74

SCORE BREAKDOWN

Quality
53
ROIC (ROA)
3.3%*65.7
ROE
11.5%57.3
GP/Assets
6.1%61.3
Op. Margin
79.0%87.8
FCF/Assets
n/mN/A
Piotroski
29.0
Int. Cover
—N/A
D/E Ratio
0.27x58.0
Current Ratio
0.20x10.3
Value
57
P/E (TTM)
7.3x80.0
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.6x87.5
P/S
11.3x13.3
Div Yield
11.3%91.8
Momentum
43
52W High %
94%70.4
RS 6M
-20%20.8
SMA 50/200
1.01x39.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
9%38.7

FUNDAMENTALS

Market Cap
$401M
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 FINS are excluded.

TickerCompanyMkt CapStockRankSignal
FINSAngel Oak Financial Strategies Income Term Trust(you)$401M60Hold
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.$372M60Hold
ETBEaton Vance Tax-Managed Buy-Write Income Fund$455M61Hold
MCIBarings Corporate Investors$386M57Hold
NMAINuveen Multi-Asset Income Fund$474M61Hold
EADWells Fargo Advantage Funds - Allspring Income Opportunities Fund$358M63Hold
CIONCION Investment Corporation$353M57Hold
NPFDNuveen Variable Rate Preferred & Income Fund$419M55Hold
SORSource Capital$369M66Buy
CHWCalamos Global Dynamic Income Fund$544M61Hold

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

Company Deep Dive

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Angel Oak Financial Strategies Income Term Trust (FINS): Stock Score Summary

Angel Oak Financial Strategies Income Term Trust (FINS) has a MoatMap StockRank of 60/100 based on Quality (53/100), Value (57/100), and Momentum (43/100) factor scores. The current signal is HOLD. Insufficient evidence for a screen-pass. Angel Oak Financial Strategies Income Term Trust: clears the 50 floor (Q53/V58/M52) 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.

Angel Oak Financial Strategies Income Term Trust is a closed-end fund that seeks to deliver high current income and capital appreciation. The fund primarily invests in community bank debt, including senior and subordinated debt, which is typically underserved by larger asset managers. It leverages Angel Oak's proprietary credit research and deep relationships in the community banking sector to capture attractive risk-adjusted yields.

Key Financial Metrics

Price$11.92
Market Cap$401M
P/E (TTM)7.32
Price/Book0.61
Return on Equity11.5%
Debt/Equity0.27x
Gross Margin100.0%
Operating Margin79.0%
Revenue Growth18.1%
Dividend Yield11.3%
Free Cash Flow$17M

Angel Oak Financial Strategies Income Term Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Angel Oak Financial Strategies Income Term Trust’s (FINS) StockRank?
MoatMap’s StockRank for Angel Oak Financial Strategies Income Term Trust (FINS) is 60/100, with a Hold signal. It is a composite of Quality (53), Value (57), and Momentum (43) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Angel Oak Financial Strategies Income Term Trust have an economic moat?
Angel Oak Financial Strategies Income Term Trust (FINS) 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 Angel Oak Financial Strategies Income Term Trust a buy, hold, or sell?
MoatMap’s current signal for Angel Oak Financial Strategies Income Term Trust (FINS) is Hold, based on a StockRank of 60/100. 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 Angel Oak Financial Strategies Income Term Trust in?
Angel Oak Financial Strategies Income Term Trust (FINS) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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