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WIW

HoldFallen Favourite

Western Asset Inflation-Linked Opportunities & Income Fund · Financial Services · United States · $507M · Avg Vol: $2M/d

51
StockRank
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Q
62
V
39
M
45
P/E (TTM)
13.1x
ROE
6.6%
D/E
0.3x
Dividend %
9.1%

COMPANY DESCRIPTION

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-133.4M3.8M36.7M44.5M241.1%40.7M
EPS1.36-2.220.020.580.71-14.9%0.63
Shares61.2M61.2M61.2M61.2M0.0%
Debt400.6M387.7M374.3M262.1M-13.2%197.3M
Equity671.9M606.9M598.1M596.2M-3.9%
Op CF118.1M60.9M151.0M65.3M-17.9%110.4M
Inv CF
Fin CF-97.7M-79.6M-156.5M-69.8M
Loading 1Y...
PRICE (1Y)-0.5%
8.228.268.308.348.38Jul 31Aug 21Sep 11
SMA 50SMA 200

Close
$8.22
RSI (14)
34.3
52W High
$8.41
From 52W High
1.0%

SCORE BREAKDOWN

Quality
62
ROIC (ROA)
2.8%*63.7
ROE
6.6%32.7
GP/Assets
4.9%54.8
Op. Margin
91.1%95.2
FCF/Assets
5.4%78.2
Piotroski
693.9
Int. Cover
N/A
D/E Ratio
0.34x53.4
Current Ratio
1.05x30.6
Value
39
P/E (TTM)
13.1x48.3
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
N/A
P/S
N/A
Div Yield
9.1%87.2
Momentum
45
52W High %
98%89.7
RS 6M
-14%22.3
SMA 50/200
1.01x35.3
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
-29%11.8

FUNDAMENTALS

Market Cap
$507M
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 WIW are excluded.

TickerCompanyMkt CapStockRankSignal
WIWWestern Asset Inflation-Linked Opportunities & Income Fund(you)$507M51Hold
BGYBlackRock Enhanced International Dividend Trust$538M50Hold
ECCEagle Point Credit Company$519M49Hold
BMEBlackRock Health Sciences Trust$554M53Hold
IQIInvesco Quality Municipal Income Trust$526M54Hold
HPIJohn Hancock Preferred Income Fund$428M50Hold
MUJBlackRock MuniHoldings New Jersey Quality Fund, Inc.$640M51Hold
VMOInvesco Municipal Opportunity Trust$647M52Hold
GUTThe Gabelli Utility Trust$576M48Hold
VKQInvesco Municipal Trust$536M46Hold

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

Western Asset Inflation-Linked Opportunities & Income Fund (WIW): Stock Score Summary

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a MoatMap StockRank of 51/100 based on Quality (62/100), Value (39/100), and Momentum (45/100) factor scores. The current signal is HOLD.

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC.

Key Financial Metrics

Price$8.22
Market Cap$507M
P/E (TTM)13.14
Return on Equity6.6%
Debt/Equity0.34x
Gross Margin100.0%
Operating Margin91.1%
Revenue Growth0.0%
Dividend Yield9.1%
Free Cash Flow$46M

Western Asset Inflation-Linked Opportunities & Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Western Asset Inflation-Linked Opportunities & Income Fund’s (WIW) StockRank?
MoatMap’s StockRank for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is 51/100, with a Hold signal. It is a composite of Quality (62), Value (39), and Momentum (45) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Western Asset Inflation-Linked Opportunities & Income Fund have an economic moat?
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a Quality factor score of 62/100. 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 Inflation-Linked Opportunities & Income Fund a buy, hold, or sell?
MoatMap’s current signal for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is Hold, based on a StockRank of 51/100. 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 Inflation-Linked Opportunities & Income Fund in?
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) operates in the Financial Services sector, specifically the Asset Management industry (United States).