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IGI

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Western Asset Investment Grade Opportunity Trust Inc. · Financial Services · United States · $97M · Avg Vol: $160K/d

23
StockRank
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Q
34
V
32
M
43
P/E (TTM)
14.0x
ROE
5.6%
D/E
Dividend %
5.4%

COMPANY DESCRIPTION

Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-37.0M7.1M17.0M6.3M-6.0%6.3M
EPS0.18-3.440.641.341.0053.6%1.13
Shares10.8M10.8M6.0M6.0M-44.7%6.0M
Debt
Equity186.9M185.2M105.3M106.2M-17.2%
Op CF
Inv CF
Fin CF
Loading 1Y...
PRICE (1Y)+0.0%
15.6015.7315.8615.9916.12Jul 31Aug 21Sep 11
SMA 50SMA 200

Close
$15.67
RSI (14)
36.9
52W High
$16.32
From 52W High
1.0%

SCORE BREAKDOWN

Quality
34
ROIC (ROA)
5.6%*76.6
ROE
5.6%28.7
GP/Assets
N/A
Op. Margin
0.0%14.3
FCF/Assets
N/A
Piotroski
1N/A
Int. Cover
N/A
D/E Ratio
N/A
Current Ratio
N/A
Value
32
P/E (TTM)
14.0x44.0
EV/EBITDA
N/A
P/FCF
N/A
P/B
N/A
P/S
15.0x9.5
Div Yield
5.4%68.1
Momentum
43
52W High %
96%79.4
RS 6M
-14%21.9
SMA 50/200
1.00x30.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$97M
P/E (Forward)
Gross Margin

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
IGIWestern Asset Investment Grade Opportunity Trust Inc.(you)$97M23Sell
JLSNuveen Mortgage and Income Fund$93M24Sell
SBIWestern Asset Intermediate Muni Fund Inc.$108M28Sell
JZCP.LJZ Capital Partners Limited$141M23Sell
BGXBlackstone Long-Short Credit Income Fund$137M21Sell
HYIWestern Asset High Yield Opportunity Fund Inc.$133M25Sell
GRXThe Gabelli Healthcare & Wellness Trust$144M21Sell
NIMNuveen Select Maturities Municipal Fund$116M29Sell
EVFEaton Vance Senior Income Trust$90M31Sell
CIKCredit Suisse Asset Management Income Fund, Inc.$133M26Sell

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

Western Asset Investment Grade Opportunity Trust Inc. (IGI): Stock Score Summary

Western Asset Investment Grade Opportunity Trust Inc. (IGI) has a MoatMap StockRank of 23/100 based on Quality (34/100), Value (32/100), and Momentum (43/100) factor scores. The current signal is SELL.

Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte.

Key Financial Metrics

Price$15.67
Market Cap$97M
P/E (TTM)13.96
Return on Equity5.6%
Operating Margin0.0%
Dividend Yield5.4%

Western Asset Investment Grade Opportunity Trust Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Western Asset Investment Grade Opportunity Trust Inc.’s (IGI) StockRank?
MoatMap’s StockRank for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is 23/100, with a Sell signal. It is a composite of Quality (34), Value (32), and Momentum (43) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Western Asset Investment Grade Opportunity Trust Inc. have an economic moat?
Western Asset Investment Grade Opportunity Trust Inc. (IGI) has a Quality factor score of 34/100. 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 Investment Grade Opportunity Trust Inc. a buy, hold, or sell?
MoatMap’s current signal for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is Sell, based on a StockRank of 23/100. 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 Investment Grade Opportunity Trust Inc. in?
Western Asset Investment Grade Opportunity Trust Inc. (IGI) operates in the Financial Services sector, specifically the Asset Management industry (United States).