Company Deep Dive

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

Request Deep Dive(50 Feathers)

FPF

SELL

First Trust Intermediate Duration Preferred & Income Fund · Financial Services · United States · $1.1B · Avg Vol: $2M/d

30
StockRank
Get insider-trade alerts
Q
38
V
43
M
39
P/E (TTM)
7.0x
ROE
9.8%
D/E
0.5x
Dividend %
9.3%

COMPANY DESCRIPTION

First Trust Intermediate Duration Preferred & Income Fund is a closed-end fund designed to deliver high current income and capital preservation. The fund targets preferred and other income-producing securities with an intermediate duration profile, primarily issued by financial institutions. It utilizes First Trust's disciplined credit analysis and leverage to optimize yield while managing interest rate sensitivity.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-300.5M-21.8M279.4M121.5M-56.5%121.5M
EPS3.80-4.96-0.394.551.97-15.1%2.54
Shares60.8M60.8M60.8M60.8M0.0%60.8M
Debt549.6M553.2M583.4M653.5M5.9%653.5M
Equity1.1B1.0B1.2B1.2B2.7%
Op CF207.5M81.7M76.9M20.3M-53.9%20.3M
Inv CF
Fin CF-217.0M-76.1M-68.4M-30.3M
Loading 1Y...
PRICE (1Y)-1.8%
17.5317.6917.8518.0118.17Jun 29Jul 21Aug 10
SMA 50SMA 200

Close
$17.73
RSI (14)
37.4
52W High
$18.50
From 52W High
1.0%

SCORE BREAKDOWN

Quality
38
ROIC (ROA)
6.4%*78.1
ROE
9.8%50.6
GP/Assets
N/A
Op. Margin
0.0%14.9
FCF/Assets
N/A
Piotroski
320.9
Int. Cover
N/A
D/E Ratio
0.54x41.2
Current Ratio
N/A
Value
43
P/E (TTM)
7.0x83.3
EV/EBITDA
N/A
P/FCF
N/A
P/B
N/A
P/S
8.9x19.3
Div Yield
9.3%88.9
Momentum
39
52W High %
96%65.7
RS 6M
-14%23.6
SMA 50/200
1.00x33.3
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$1.1B
P/E (Forward)
Gross Margin

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
FPFFirst Trust Intermediate Duration Preferred & Income Fund(you)$1.1B30SELL
PTACohen & Steers Tax-Advantaged Preferred Securities and Income Fund$1.0B29SELL
RPCRidgepost Capital, Inc$927M30SELL
BTXBlackRock Innovation and Growth Term Trust$957M31SELL
BBNBlackRock Taxable Municipal Bond Trust$969M29SELL
RNPCohen & Steers REIT and Preferred Income Fund, Inc.$991M34SELL
KBDCKayne Anderson BDC, Inc.$892M28SELL
EVVEaton Vance Limited Duration Income Fund$1.1B36HOLD
OXLCOxford Lane Capital Corp.$830M29SELL
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B38HOLD

Peer medians: ROE 9.7% · P/E 13.4x · Gross margin 100.0%

First Trust Intermediate Duration Preferred & Income Fund (FPF): Stock Score Summary

First Trust Intermediate Duration Preferred & Income Fund (FPF) has a MoatMap StockRank of 30/100 based on Quality (38/100), Value (43/100), and Momentum (39/100) factor scores. The current signal is SELL.

First Trust Intermediate Duration Preferred & Income Fund is a closed-end fund designed to deliver high current income and capital preservation. The fund targets preferred and other income-producing securities with an intermediate duration profile, primarily issued by financial institutions. It utilizes First Trust's disciplined credit analysis and leverage to optimize yield while managing interest rate sensitivity.

Key Financial Metrics

Price$17.73
Market Cap$1.1B
P/E (TTM)6.98
Return on Equity9.8%
Debt/Equity0.54x
Operating Margin0.0%
Dividend Yield9.3%

First Trust Intermediate Duration Preferred & Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is First Trust Intermediate Duration Preferred & Income Fund’s (FPF) StockRank?
MoatMap’s StockRank for First Trust Intermediate Duration Preferred & Income Fund (FPF) is 30/100, with a Sell signal. It is a composite of Quality (38), Value (43), and Momentum (39) factor ranks across MoatMap’s 20,000+ stock universe.
Does First Trust Intermediate Duration Preferred & Income Fund have an economic moat?
First Trust Intermediate Duration Preferred & Income Fund (FPF) has a Quality factor score of 38/100. 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 First Trust Intermediate Duration Preferred & Income Fund a buy, hold, or sell?
MoatMap’s current signal for First Trust Intermediate Duration Preferred & Income Fund (FPF) is Sell, based on a StockRank of 30/100. 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 First Trust Intermediate Duration Preferred & Income Fund in?
First Trust Intermediate Duration Preferred & Income Fund (FPF) operates in the Financial Services sector, specifically the Asset Management industry (United States).