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HIX

Strong BuyFull HouseFLAG

Western Asset High Income Fund II Inc. · Financial Services · United States · $352M · Avg Vol: $1M/d

87
StockRank
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Q
68
V
55
M
62
P/E (TTM)
7.6x
ROE
12.0%
D/E
0.5x
Dividend %
15.2%
AI CONVICTION THESIS

Western Asset High Income has quality Q67 and momentum exactly at M60, but value at V54 misses the all-three-above-60 path with no corroborating filing, so stage one fails.

COMPANY DESCRIPTION

Western Asset High Income Fund II Inc. is a leveraged closed-end fund designed to maximize current income and capital appreciation through investments in high-yield corporate debt and emerging market securities. The fund is managed by Western Asset, leveraging their global fixed-income platform to conduct rigorous, bottom-up credit analysis. It utilizes leverage strategically to enhance yield, making it a higher-beta vehicle for investors seeking aggressive income generation.

FINANCIAL SUMMARY (USD)

Year20222023202420252026CAGRTTM
Revenue-29.7M30.2M32.7M46.4M23.9%48.6M
EPS-0.69-0.470.490.360.511.9%0.51
Shares67.4M90.0M90.0M90.1M+33.7%90.1M
Debt122.1M178.6M193.1M172.9M12.3%172.7M
Equity313.6M404.6M383.6M376.6M6.3%
Op CF58.5M-122.6M47.8M74.7M8.5%74.7M
Inv CF
Fin CF-58.2M119.4M-44.8M-71.6M
Loading 1Y...
PRICE (1Y)-1.8%
3.823.863.903.953.99Jul 30Aug 20Sep 10
SMA 50SMA 200

Close
$3.82
RSI (14)
36.2
52W High
$3.97
From 52W High
1.0%

SCORE BREAKDOWN

Quality
68
ROIC (ROA)
4.7%*72.8
ROE
12.0%61.1
GP/Assets
8.3%69.9
Op. Margin
88.9%94.1
FCF/Assets
5.2%77.2
Piotroski
797.1
Int. Cover
N/A
D/E Ratio
0.46x46.3
Current Ratio
0.12x7.4
Value
55
P/E (TTM)
7.6x80.1
EV/EBITDA
N/A
P/FCF
11.5x53.3
P/B
0.9x68.5
P/S
7.2x23.1
Div Yield
15.2%97.2
Momentum
62
52W High %
96%80.6
RS 6M
-10%35.1
SMA 50/200
1.02x44.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
252%91.8

FUNDAMENTALS

Market Cap
$352M
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 HIX are excluded.

TickerCompanyMkt CapStockRankSignal
HIXWestern Asset High Income Fund II Inc.(you)$352M87Strong Buy
TEITempleton Emerging Markets Income Fund$320M93Strong Buy
NCVVirtus Convertible & Income Fund$374M77Buy
WQG.AXWCM Global Growth Limited$424M94Strong Buy
NCZVirtus Convertible & Income Fund II$295M76Buy
AVKAdvent Convertible and Income Fund$544M79Buy
GAINGladstone Investment Corporation$635M82Strong Buy
LIENChicago Atlantic BDC, Inc.$233M78Buy
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.$372M70Buy
BGRBlackRock Energy and Resources Trust$432M73Buy

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

Western Asset High Income Fund II Inc. (HIX): Stock Score Summary

Western Asset High Income Fund II Inc. (HIX) has a MoatMap StockRank of 87/100 based on Quality (68/100), Value (55/100), and Momentum (62/100) factor scores. The current signal is STRONG BUY. Western Asset High Income has quality Q67 and momentum exactly at M60, but value at V54 misses the all-three-above-60 path with no corroborating filing, so stage one fails.

Western Asset High Income Fund II Inc. is a leveraged closed-end fund designed to maximize current income and capital appreciation through investments in high-yield corporate debt and emerging market securities. The fund is managed by Western Asset, leveraging their global fixed-income platform to conduct rigorous, bottom-up credit analysis. It utilizes leverage strategically to enhance yield, making it a higher-beta vehicle for investors seeking aggressive income generation.

Key Financial Metrics

Price$3.82
Market Cap$352M
P/E (TTM)7.61
Price/Book0.93
Return on Equity12.0%
Debt/Equity0.46x
Gross Margin100.0%
Operating Margin88.9%
Revenue Growth-2.6%
Dividend Yield15.2%
Free Cash Flow$31M

Western Asset High Income Fund II Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Western Asset High Income Fund II Inc.’s (HIX) StockRank?
MoatMap’s StockRank for Western Asset High Income Fund II Inc. (HIX) is 87/100, with a Strong Buy signal. It is a composite of Quality (68), Value (55), and Momentum (62) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Western Asset High Income Fund II Inc. have an economic moat?
Western Asset High Income Fund II Inc. (HIX) has a Quality factor score of 68/100. 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 Western Asset High Income Fund II Inc. a buy, hold, or sell?
MoatMap’s current signal for Western Asset High Income Fund II Inc. (HIX) is Strong Buy, based on a StockRank of 87/100. 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 Western Asset High Income Fund II Inc. in?
Western Asset High Income Fund II Inc. (HIX) operates in the Financial Services sector, specifically the Asset Management industry (United States).