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WDI

SellSinker

Western Asset Diversified Income Fund · Financial Services · United States · $668M · Avg Vol: $3M/d

27
StockRank
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Q
43
V
38
M
34
P/E (TTM)
11.6x
ROE
9.5%
D/E
0.5x
Dividend %
14.1%
Dir. Trades · 180d
−$300.6K →
Buybacks · 180d
None →

COMPANY DESCRIPTION

Western Asset Diversified Income Fund is a closed-end fund that seeks to provide high current income and capital appreciation. It utilizes Western Asset’s global fixed-income expertise to allocate across a broad spectrum of credit sectors, including corporate bonds, high-yield debt, and bank loans, to optimize risk-adjusted yield.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-177.8M126.3M71.9M72.5M-24.3%72.5M
EPS0.24-3.462.411.361.3854.8%1.09
Shares—51.8M51.8M51.8M51.9M+0.2%51.9M
Debt—358.0M358.0M358.0M364.0M0.6%364.0M
Equity—763.5M804.7M784.1M757.4M-0.3%—
Op CF—80.2M91.5M88.8M92.2M4.8%92.2M
Inv CF———————
Fin CF—-68.6M-89.4M-92.1M-87.8M——
Loading 1Y...
PRICE (1Y)-5.4%
12.3912.6112.8213.0413.25Jul 31Aug 21Sep 11
SMA 50SMA 200

Close
$12.39
RSI (14)
19.7
52W High
$13.52
From 52W High
0.9%

SCORE BREAKDOWN

Quality
43
ROIC (ROA)
6.2%*78.4
ROE
9.5%47.4
GP/Assets
—N/A
Op. Margin
0.0%14.3
FCF/Assets
—N/A
Piotroski
567.4
Int. Cover
—N/A
D/E Ratio
0.48x45.0
Current Ratio
—N/A
Value
38
P/E (TTM)
11.6x59.0
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
9.1x17.7
Div Yield
14.1%96.5
Momentum
34
52W High %
92%52.9
RS 6M
-16%19.5
SMA 50/200
1.00x33.8
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$668M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
WDIWestern Asset Diversified Income Fund(you)$668M27Sell
TIPTTiptree Inc.$687M25Sell
DLYDoubleLine Yield Opportunities Fund$674M28Sell
ETJEaton Vance Risk-Managed Diversified Equity Income Fund$573M27Sell
NBPE.LNeuberger Private Equity Partners Limited$794M26Sell
BITBlackRock Multi-Sector Income Trust$682M23Sell
NKXNuveen California AMT-Free Quality Municipal Income Fund$644M23Sell
PAXSPIMCO Access Income Fund$660M32Sell
NCDLNuveen Churchill Direct Lending Corp.$608M23Sell
GUGGuggenheim Active Allocation Fund$502M27Sell

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Western Asset Diversified Income Fund (WDI): Stock Score Summary

Western Asset Diversified Income Fund (WDI) has a MoatMap StockRank of 27/100 based on Quality (43/100), Value (38/100), and Momentum (34/100) factor scores. The current signal is SELL.

Western Asset Diversified Income Fund is a closed-end fund that seeks to provide high current income and capital appreciation. It utilizes Western Asset’s global fixed-income expertise to allocate across a broad spectrum of credit sectors, including corporate bonds, high-yield debt, and bank loans, to optimize risk-adjusted yield.

Key Financial Metrics

Price$12.39
Market Cap$668M
P/E (TTM)11.60
Return on Equity9.5%
Debt/Equity0.48x
Operating Margin0.0%
Dividend Yield14.1%

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

Frequently Asked Questions

What is Western Asset Diversified Income Fund’s (WDI) StockRank?
MoatMap’s StockRank for Western Asset Diversified Income Fund (WDI) is 27/100, with a Sell signal. It is a composite of Quality (43), Value (38), and Momentum (34) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Western Asset Diversified Income Fund have an economic moat?
Western Asset Diversified Income Fund (WDI) has a Quality factor score of 43/100. 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 Western Asset Diversified Income Fund a buy, hold, or sell?
MoatMap’s current signal for Western Asset Diversified Income Fund (WDI) is Sell, based on a StockRank of 27/100. 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 Western Asset Diversified Income Fund in?
Western Asset Diversified Income Fund (WDI) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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