Company Deep Dive
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QQQX
HoldNuveen Nasdaq 100 Dynamic Overwrite Fund · Financial Services · United States · $1.5B · Avg Vol: $3M/d
COMPANY DESCRIPTION
The Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-end fund designed to provide attractive total returns with a secondary objective of capital appreciation. It invests primarily in common stocks of companies in the Nasdaq 100 Index and employs an options overwrite strategy, selling covered calls on a substantial portion of its equity portfolio. This strategy aims to generate current income and reduce volatility, albeit potentially limiting upside participation.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -375.0M | 328.5M | 321.0M | 184.2M | -25.1% | 184.2M |
| EPS | 5.06 | -8.05 | 6.74 | 6.55 | 3.75 | -7.2% | 3.75 |
| Shares | — | 48.4M | 48.8M | 48.8M | 48.8M | +0.8% | 48.8M |
| Debt | — | — | — | — | — | — | — |
| Equity | — | 949.7M | 1.2B | 1.4B | 1.5B | 16.7% | — |
| Op CF | — | — | — | — | — | — | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | — | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of QQQX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| QQQX | Nuveen Nasdaq 100 Dynamic Overwrite Fund(you) | $1.5B | 53 | Hold |
| CET | Central Securities Corporation | $1.5B | 53 | Hold |
| HYT | BlackRock Corporate High Yield Fund, Inc. | $1.4B | 55 | Hold |
| MSDL | Morgan Stanley Direct Lending Fund | $1.3B | 55 | Hold |
| NBXG | Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc. | $1.2B | 52 | Hold |
| GAB | The Gabelli Equity Trust Inc. | $1.7B | 49 | Hold |
| TSLX | Sixth Street Specialty Lending, Inc. | $1.8B | 56 | Hold |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $1.8B | 57 | Hold |
| CHI | Calamos Convertible Opportunities and Income Fund | $1.0B | 53 | Hold |
| CHY | Calamos Convertible and High Income Fund | $1.0B | 52 | Hold |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%