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UTG

HOLD

Reaves Utility Income Fund · Financial Services · United States · $3.7B · Avg Vol: $10M/d

52
StockRank
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Q
41
V
44
M
60
P/E (TTM)
2.9x
ROE
36.1%
D/E
0.2x
Dividend %
5.9%
Loading 1Y...
PRICE (1Y)-2.1%
39.5340.2340.9341.6442.34Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$39.53
RSI (14)
48.7
52W High
$43.26
From 52W High
0.9%

SCORE BREAKDOWN

Quality
41
ROIC (ROA)
0.9%*34.0
ROE
36.1%95.9
GP/Assets
2.1%21.7
Op. Margin
67.9%83.9
FCF/Assets
0.2%25.6
Piotroski
18.5
Int. Cover
N/A
D/E Ratio
0.23x60.4
Current Ratio
0.01x0.5
Value
44
P/E (TTM)
2.9x98.4
EV/EBITDA
N/A
P/FCF
345.0x1.3
P/B
0.9x70.5
P/S
40.1x4.4
Div Yield
5.9%70.3
Momentum
60
52W High %
91%45.2
RS 6M
-0%56.7
SMA 50/200
1.05x59.9
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
487%94.6

FUNDAMENTALS

Market Cap
$3.7B
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 UTG are excluded.

TickerCompanyMkt CapStockRankSignal
UTGReaves Utility Income Fund(you)$3.7B52HOLD
ABAllianceBernstein Holding L.P.$3.3B51HOLD
NEANuveen AMT-Free Quality Municipal Income Fund$3.4B51HOLD
GBDCGolub Capital BDC, Inc.$3.3B53HOLD
CSQCalamos Strategic Total Return Fund$3.2B53HOLD
JPCNuveen Preferred & Income Opportunities Fund$2.9B51HOLD
CNSCohen & Steers, Inc.$4.2B58HOLD
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$2.9B48HOLD
WTWisdomTree, Inc.$3.0B57HOLD
HTGCHercules Capital, Inc.$2.9B47HOLD

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

Reaves Utility Income Fund (UTG) — Stock Score Summary

Reaves Utility Income Fund (UTG) has a MoatMap StockRank of 52/100 based on Quality (41/100), Value (44/100), and Momentum (60/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price$39.53
Market Cap$3.7B
P/E (TTM)2.90
Price/Book0.91
Return on Equity36.1%
Debt/Equity0.23x
Gross Margin100.0%
Operating Margin67.9%
Revenue Growth-3.8%
Dividend Yield5.9%
Free Cash Flow$11M

Reaves Utility Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Reaves Utility Income Fund’s (UTG) StockRank?
MoatMap’s StockRank for Reaves Utility Income Fund (UTG) is 52/100, with a Hold signal. It is a composite of Quality (41), Value (44), and Momentum (60) factor ranks across MoatMap’s 20,000+ stock universe.
Does Reaves Utility Income Fund have an economic moat?
Reaves Utility Income Fund (UTG) has a Quality factor score of 41/100. 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 Reaves Utility Income Fund a buy, hold, or sell?
MoatMap’s current signal for Reaves Utility Income Fund (UTG) is Hold, based on a StockRank of 52/100. 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 Reaves Utility Income Fund in?
Reaves Utility Income Fund (UTG) operates in the Financial Services sector, specifically the Asset Management industry (United States).