Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
QQQX
SELLREMOVENuveen Nasdaq 100 Dynamic Overwrite Fund · Financial Services · United States · $1.5B · Avg Vol: $3M/d
This is a closed-end fund focused on writing covered calls on the Nasdaq 100. It does not represent an individual quality compounder or a direct play on our core macro themes, offering limited asymmetric upside.
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 |
|---|---|---|---|---|---|---|
| Revenue | — | -375M | 328M | 321M | 184M | -25.1% |
| EPS | 5.06 | -8.05 | 6.74 | 6.55 | — | 9.0% |
| Shares | — | 48M | 49M | 49M | 49M | +0.8% |
| Debt | — | 7M | 18M | 8M | 24M | 46.9% |
| Equity | — | 950M | 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 | 25 | SELL |
| ECAT | BlackRock ESG Capital Allocation Term Trust | $1.5B | 27 | SELL |
| EOS | Eaton Vance Enhanced Equity Income Fund II | $1.2B | 27 | SELL |
| BST | BlackRock Science and Technology Trust | $1.7B | 30 | SELL |
| USA | Liberty All-Star Equity Fund | $1.8B | 20 | SELL |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | $2.4B | 24 | SELL |
| BTZ | BlackRock Credit Allocation Income Trust | $951M | 24 | SELL |
| BCAT | BlackRock Capital Allocation Term Trust | $1.7B | 34 | SELL |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $2.9B | 25 | SELL |
| BTT | Blackrock Municipal 2030 Target Term Trust | $1.5B | 38 | HOLD |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%