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FTHY

SellSinker

First Trust High Yield Opportunities 2027 Term Fund · Financial Services · United States · $492M · Avg Vol: $1M/d

28
StockRank
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Q
39
V
31
M
47
P/E (TTM)
19.2x
ROE
8.2%
D/E
0.3x
Dividend %
11.3%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

First Trust High Yield Opportunities 2027 Term Fund is a closed-end management investment company designed to provide current income through a portfolio of high-yield corporate debt. The fund targets a specific terminal date, allowing investors to capture risk-adjusted returns from a diversified basket of sub-investment-grade fixed-income assets.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM
Revenue-71.8M-18.7M55.0M46.2M-16.0%46.2M
EPS-1.98-0.541.471.24-15.6%0.69
Shares36.8M36.8M36.8M36.8M0.0%36.8M
Debt278.0M123.0M131.0M157.0M-17.3%157.0M
Equity642.8M566.4M563.1M552.5M-4.9%—
Op CF91.3M211.8M49.4M30.2M-30.8%30.2M
Inv CF——————
Fin CF-91.5M-211.8M-49.4M-30.1M——
Loading 1Y...
PRICE (1Y)-4.6%
12.9813.1413.3013.4713.63Jul 31Aug 21Sep 11
SMA 50SMA 200

Close
$13.00
RSI (14)
23.3
52W High
$13.49
From 52W High
1.0%

SCORE BREAKDOWN

Quality
39
ROIC (ROA)
6.2%*78.2
ROE
8.2%41.0
GP/Assets
—N/A
Op. Margin
0.0%14.3
FCF/Assets
—N/A
Piotroski
321.0
Int. Cover
—N/A
D/E Ratio
0.28x56.7
Current Ratio
—N/A
Value
31
P/E (TTM)
19.2x26.4
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
10.6x15.2
Div Yield
11.3%92.8
Momentum
47
52W High %
96%80.9
RS 6M
-12%26.8
SMA 50/200
1.02x43.5
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$492M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
FTHYFirst Trust High Yield Opportunities 2027 Term Fund(you)$492M28Sell
GUGGuggenheim Active Allocation Fund$502M27Sell
EIMEaton Vance Municipal Bond Fund$493M31Sell
NBBNuveen Taxable Municipal Income Fund$447M29Sell
DFPFlaherty & Crumrine Dynamic Preferred and Income Fund Inc.$422M28Sell
BGBBlackstone Strategic Credit 2027 Term Fund$500M31Sell
ETJEaton Vance Risk-Managed Diversified Equity Income Fund$573M27Sell
GHYPGIM Global High Yield Fund, Inc$476M32Sell
VCVInvesco California Value Municipal Income Trust$516M33Sell
PMLPIMCO Municipal Income Fund II$485M34Sell

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

First Trust High Yield Opportunities 2027 Term Fund (FTHY): Stock Score Summary

First Trust High Yield Opportunities 2027 Term Fund (FTHY) has a MoatMap StockRank of 28/100 based on Quality (39/100), Value (31/100), and Momentum (47/100) factor scores. The current signal is SELL.

First Trust High Yield Opportunities 2027 Term Fund is a closed-end management investment company designed to provide current income through a portfolio of high-yield corporate debt. The fund targets a specific terminal date, allowing investors to capture risk-adjusted returns from a diversified basket of sub-investment-grade fixed-income assets.

Key Financial Metrics

Price$13.00
Market Cap$492M
P/E (TTM)19.20
Return on Equity8.2%
Debt/Equity0.28x
Operating Margin0.0%
Dividend Yield11.3%

First Trust High Yield Opportunities 2027 Term Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is First Trust High Yield Opportunities 2027 Term Fund’s (FTHY) StockRank?
MoatMap’s StockRank for First Trust High Yield Opportunities 2027 Term Fund (FTHY) is 28/100, with a Sell signal. It is a composite of Quality (39), Value (31), and Momentum (47) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does First Trust High Yield Opportunities 2027 Term Fund have an economic moat?
First Trust High Yield Opportunities 2027 Term Fund (FTHY) has a Quality factor score of 39/100. 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 High Yield Opportunities 2027 Term Fund a buy, hold, or sell?
MoatMap’s current signal for First Trust High Yield Opportunities 2027 Term Fund (FTHY) is Sell, based on a StockRank of 28/100. 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 High Yield Opportunities 2027 Term Fund in?
First Trust High Yield Opportunities 2027 Term Fund (FTHY) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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