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HEQ

HOLD

John Hancock Diversified Income Fund · Financial Services · United States · $140M · Avg Vol: $324K/d

50
StockRank
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Q
41
V
43
M
61
P/E (TTM)
7.4x
ROE
12.8%
D/E
Dividend %
8.7%

COMPANY DESCRIPTION

John Hancock Diversified Income Fund is a closed-end management investment company designed to deliver high current income with a secondary objective of capital appreciation. The fund leverages a flexible, multi-asset allocation strategy, investing across global high-yield bonds, preferred securities, and dividend-paying equities. It is managed by John Hancock's experienced investment team, offering retail investors diversified exposure to income-generating assets.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-0.7M12.7M13.4M19.9M25.2%19.9M
EPS1.44-0.150.951.021.562.1%1.56
Shares12.2M12.2M12.1M12.1M-1.4%12.1M
Debt
Equity143.5M141.1M140.7M147.1M0.8%
Op CF
Inv CF
Fin CF
Loading 1Y...
PRICE (1Y)+0.5%
11.1811.2811.3911.4911.59Jun 18Jul 13Jul 31
SMA 50SMA 200
Close
$11.39
RSI (14)
50.0
52W High
$11.67
From 52W High
1.0%

SCORE BREAKDOWN

Quality
41
ROIC (ROA)
12.8%*88.3
ROE
12.8%66.8
GP/Assets
N/A
Op. Margin
0.0%15.1
FCF/Assets
N/A
Piotroski
1N/A
Int. Cover
N/A
D/E Ratio
N/A
Current Ratio
N/A
Value
43
P/E (TTM)
7.4x81.9
EV/EBITDA
N/A
P/FCF
N/A
P/B
N/A
P/S
7.0x25.7
Div Yield
8.7%86.5
Momentum
61
52W High %
98%80.2
RS 6M
-1%59.4
SMA 50/200
1.06x62.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$140M
P/E (Forward)
Gross Margin

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
HEQJohn Hancock Diversified Income Fund(you)$140M50HOLD
PFDFlaherty & Crumrine Preferred Income Fund Inc.$145M51HOLD
IHDVoya Emerging Markets High Dividend Equity Fund$130M50HOLD
VTNInvesco Trust for Investment Grade New York Municipals$163M50HOLD
GGZThe Gabelli Global Small and Mid Cap Value Trust$122M49HOLD
EDFVirtus Stone Harbor Emerging Markets Income Fund$164M51HOLD
WHFWhiteHorse Finance, Inc.$141M46HOLD
DMOWestern Asset Mortgage Opportunity Fund Inc.$119M51HOLD
PFOFlaherty & Crumrine Preferred Income Opportunity Fund Inc.$118M51HOLD
NMTNuveen Massachusetts Quality Municipal Income Fund$131M47HOLD

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

John Hancock Diversified Income Fund (HEQ): Stock Score Summary

John Hancock Diversified Income Fund (HEQ) has a MoatMap StockRank of 50/100 based on Quality (41/100), Value (43/100), and Momentum (61/100) factor scores. The current signal is HOLD.

John Hancock Diversified Income Fund is a closed-end management investment company designed to deliver high current income with a secondary objective of capital appreciation. The fund leverages a flexible, multi-asset allocation strategy, investing across global high-yield bonds, preferred securities, and dividend-paying equities. It is managed by John Hancock's experienced investment team, offering retail investors diversified exposure to income-generating assets.

Key Financial Metrics

Price$11.39
Market Cap$140M
P/E (TTM)7.38
Return on Equity12.8%
Operating Margin0.0%
Dividend Yield8.7%

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

Frequently Asked Questions

What is John Hancock Diversified Income Fund’s (HEQ) StockRank?
MoatMap’s StockRank for John Hancock Diversified Income Fund (HEQ) is 50/100, with a Hold signal. It is a composite of Quality (41), Value (43), and Momentum (61) factor ranks across MoatMap’s 20,000+ stock universe.
Does John Hancock Diversified Income Fund have an economic moat?
John Hancock Diversified Income Fund (HEQ) has a Quality factor score of 41/100. 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 Diversified Income Fund a buy, hold, or sell?
MoatMap’s current signal for John Hancock Diversified Income Fund (HEQ) is Hold, based on a StockRank of 50/100. 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 Diversified Income Fund in?
John Hancock Diversified Income Fund (HEQ) operates in the Financial Services sector, specifically the Asset Management industry (United States).