Company Deep Dive

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

Request Deep Dive(50 Feathers)

NIE

HOLD

Virtus Equity & Convertible Income Fund · Financial Services · United States · $718M · Avg Vol: $2M/d

46
StockRank
Get insider-trade alerts
Q
42
V
44
M
53
P/E (TTM)
6.3x
ROE
14.7%
D/E
—
Dividend %
10.1%
Dir. Trades · 180d
None →
Buybacks · 180d
None →
Loading 1Y...
PRICE (1Y)-0.7%
25.8226.0826.3426.6026.86Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$25.82
RSI (14)
41.0
52W High
$26.99
From 52W High
1.0%

SCORE BREAKDOWN

Quality
42
ROIC (ROA)
14.6%*90.3
ROE
14.7%73.7
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
44
P/E (TTM)
6.3x86.6
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
6.2x29.3
Div Yield
10.1%90.6
Momentum
53
52W High %
96%64.1
RS 6M
-3%50.8
SMA 50/200
1.07x65.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$718M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
NIEVirtus Equity & Convertible Income Fund(you)$718M46HOLD
RABrookfield Real Assets Income Fund Inc.$703M45HOLD
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$740M45HOLD
GGNGAMCO Global Gold, Natural Resources & Income Trust$767M45HOLD
TBLDThornburg Income Builder Opportunities Trust$699M44HOLD
RMTRoyce Micro-Cap Trust, Inc.$736M48HOLD
PFLTPennantPark Floating Rate Capital Ltd.$681M48HOLD
IGRCBRE Global Real Estate Income Fund$712M42HOLD
BHKBlackRock Core Bond Trust$642M48HOLD
PEOAdams Natural Resources Fund, Inc.$759M42HOLD

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

Virtus Equity & Convertible Income Fund (NIE) — Stock Score Summary

Virtus Equity & Convertible Income Fund (NIE) has a MoatMap StockRank of 46/100 based on Quality (42/100), Value (44/100), and Momentum (53/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price$25.82
Market Cap$718M
P/E (TTM)6.27
Return on Equity14.7%
Operating Margin0.0%
Dividend Yield10.1%

Virtus Equity & Convertible Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Virtus Equity & Convertible Income Fund’s (NIE) StockRank?
MoatMap’s StockRank for Virtus Equity & Convertible Income Fund (NIE) is 46/100, with a Hold signal. It is a composite of Quality (42), Value (44), and Momentum (53) factor ranks across MoatMap’s 20,000+ stock universe.
Does Virtus Equity & Convertible Income Fund have an economic moat?
Virtus Equity & Convertible Income Fund (NIE) has a Quality factor score of 42/100. 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 Virtus Equity & Convertible Income Fund a buy, hold, or sell?
MoatMap’s current signal for Virtus Equity & Convertible Income Fund (NIE) is Hold, based on a StockRank of 46/100. 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 Virtus Equity & Convertible Income Fund in?
Virtus Equity & Convertible Income Fund (NIE) operates in the Financial Services sector, specifically the Asset Management industry (United States).
Browse all ranked stocksNIE deep dive reportAI ChampionsHow we score stocksSense-check another stock