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PFO

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Flaherty & Crumrine Preferred Income Opportunity Fund Inc. · Financial Services · United States · $120M · Avg Vol: $283K/d

62
StockRank
Q
60
V
47
M
43
P/E (TTM)
11.3x
ROE
7.9%
D/E
0.6x
Dividend %
7.1%
AI CONVICTION THESIS

Flaherty & Crumrine Preferred is a closed-end fund focusing on preferred securities. It is a yield vehicle that does not meet our criteria for an asymmetric, high-ROIC equity compounder.

COMPANY DESCRIPTION

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed-end fund (CEF) that invests primarily in preferred securities, including preferred stocks and other income-producing instruments, with an objective of high current income. Managed by Flaherty & Crumrine, a boutique asset manager specializing in preferred and income-generating securities, it offers targeted expertise in this complex asset class. PFO is a niche CEF providing specialized exposure to preferred securities, appealing to income-focused investors seeking higher yields.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue-24M2M24M11M125.0%
EPS0.90-1.870.121.8026.0%
Shares13M13M13M13M0.0%
Debt81M81M81M81M0.0%
Equity123M117M133M135M3.2%
Op CF9M8M7M8M-2.9%
Inv CF
Fin CF-9M-8M-7M-8M
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PRICE (1M)+0.1%
9.009.069.129.189.24May 7May 29Jun 18
SMA 50SMA 200
Close
$9.22
RSI (14)
53.1
52W High
$9.50
From 52W High
1.0%

SCORE BREAKDOWN

Quality
60
ROIC (ROA)
3.6%*69.6
ROE
7.9%35.4
GP/Assets
6.6%64.5
Op. Margin
87.0%93.3
FCF/Assets
2.2%48.2
Piotroski
68.0
Int. Cover
N/A
D/E Ratio
0.60x40.9
Current Ratio
3.44x71.6
Value
47
P/E (TTM)
11.3x61.2
EV/EBITDA
N/A
P/FCF
25.4x27.1
P/B
0.9x67.1
P/S
8.3x15.2
Div Yield
7.1%86.4
Momentum
43
52W High %
97%77.4
RS 6M
-9%43.1
SMA 50/200
1.00x34.1
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
-14%18.8

FUNDAMENTALS

Market Cap
$120M
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 PFO are excluded.

TickerCompanyMkt CapStockRankSignal
PFOFlaherty & Crumrine Preferred Income Opportunity Fund Inc.(you)$120M62HOLD
GLUThe Gabelli Global Utility & Income Trust$117M62HOLD
PFDFlaherty & Crumrine Preferred Income Fund Inc.$148M62HOLD
IGAVoya Global Advantage and Premium Opportunity Fund$152M66BUY
DMOWestern Asset Mortgage Opportunity Fund Inc.$126M53HOLD
DHFBNY Mellon High Yield Strategies Fund$177M64HOLD
ERHAllspring Utilities and High Income Fund$106M69BUY
BANXArrowMark Financial Corp.$192M63HOLD
PCQPIMCO California Municipal Income Fund$167M57HOLD
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$202M63HOLD

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) — Stock Score Summary

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) has a MoatMap StockRank of 62/100 based on Quality (60/100), Value (47/100), and Momentum (43/100) factor scores. The current signal is HOLD. Flaherty & Crumrine Preferred is a closed-end fund focusing on preferred securities. It is a yield vehicle that does not meet our criteria for an asymmetric, high-ROIC equity compounder.

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed-end fund (CEF) that invests primarily in preferred securities, including preferred stocks and other income-producing instruments, with an objective of high current income. Managed by Flaherty & Crumrine, a boutique asset manager specializing in preferred and income-generating securities, it offers targeted expertise in this complex asset class. PFO is a niche CEF providing specialized exposure to preferred securities, appealing to income-focused investors seeking higher yields.

Key Financial Metrics

Price$9.22
Market Cap$120M
P/E (TTM)11.28
Price/Book0.89
Return on Equity7.9%
Debt/Equity59.69
Gross Margin100.0%
Operating Margin87.0%
Revenue Growth-1.1%
Dividend Yield7.1%
Free Cash Flow$5M

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Flaherty & Crumrine Preferred Income Opportunity Fund Inc.’s (PFO) StockRank?
MoatMap’s StockRank for Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) is 62/100, with a Hold signal. It is a composite of Quality (60), Value (47), and Momentum (43) factor ranks across MoatMap’s 20,000+ stock universe.
Does Flaherty & Crumrine Preferred Income Opportunity Fund Inc. have an economic moat?
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) has a Quality factor score of 60/100. 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 Flaherty & Crumrine Preferred Income Opportunity Fund Inc. a buy, hold, or sell?
MoatMap’s current signal for Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) is Hold, based on a StockRank of 62/100. 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 Flaherty & Crumrine Preferred Income Opportunity Fund Inc. in?
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. (PFO) operates in the Financial Services sector, specifically the Asset Management industry (United States).