First Trust High Yield Opportunities 2027 Term Fund
Underestimation
| Parameter | Grade | Value | Sector average | Difference with sector, % | Average for 5 years | Difference from average, % |
|---|---|---|---|---|---|---|
| P/E |
9/10
|
9.64 | 63.15 | -84.73% | -3.77 | -355.86% |
| P/S |
|
9.48 | 3.58 | 165.09% |
|
|
| P/BV |
|
0.9258 | 1.45 | -36.35% |
|
|
| P/FCF |
|
0 | -0.1976 | -100% |
|
|
| Ev/Ebitda |
|
9.64 | -77.74 | -112.4% |
|
|
| Ev/S |
|
9.48 | 3.76 | 152.08% |
|
|
| Ev/FCF |
|
10.55 | -1.45 | -826.77% |
|
|
| E/P |
|
0 | -83.79 | -100% |
|
|
Efficiency
| Parameter | Grade | Value | Sector average | Difference with sector, % | Average for 5 years | Difference from average, % |
|---|---|---|---|---|---|---|
| Ebitda margin |
10/10
|
98.3 | 25.41 | 286.83% | 100.84 | -2.52% |
| ROE |
|
9.57 | 11.03 | -13.19% |
|
|
| ROA |
|
7.7 | 3.22 | 139.44% |
|
|
| ROIC |
|
5.48 | 5.17 | 6% |
|
|
| ROS |
|
98.3 | 19.18 | 412.41% |
|
|
| ROCE |
|
-3.46 | -1.23 | 182.03% |
|
|
Debt
| Parameter | Grade | Value | Sector average | Difference with sector, % | Average for 5 years | Difference from average, % |
|---|---|---|---|---|---|---|
| Debt/Ebitda |
6/10
|
2.42 | -107.93 | -102.25% | -0.2866 | -945.6% |
| Nеt Debt/Ebitda |
|
-0.0016 | -47.1 | -100% |
|
|
| Debt/Ratio |
|
0.1863 | 0.1733 | 7.46% |
|
|
| Debt/Equity |
|
0 | 117.5 | -100% |
|
|
| Debt/Net Income |
|
2.42 | 19.95 | -87.85% |
|
|
Dividends
| Parameter | Grade | Value | Sector average | Difference with sector, % | Average for 5 years | Difference from average, % |
|---|---|---|---|---|---|---|
| Dividend yield |
10/10
|
11.04 | 2.65 | 315.83% | 8.92 | +23.82% |
| Number of years of dividend growth |
|
0 | 5.08 | -100% | ||
| DSI |
|
0.75 | 0.8652 | -13.31% |
|
|
| Average dividend growth |
|
12.78 | -5.35 | -339.1% |
|
|
| Average percentage for 5 years |
|
8.92 | 3.46 | 157.79% |
|
|
| Average percentage for payments |
|
77.39 | 71.62 | 8.06% |
|
|
| Difference from average difference in sector |
|
8.39 |
Growth impulse
| Parameter | Grade | Value | Sector average | Difference with sector, % | ||
|---|---|---|---|---|---|---|
| Growth impulse Revenue in 5 years |
0/10
|
-32.93 | 227.65 | -114.47% | ||
| Growth impulse Ebitda in 5 years |
|
-33.34 | 120.97 | -127.56% | ||
| Growth impulse Net Income in 5 years |
|
-33.34 | 185.69 | -117.95% | ||
| Growth impulse FCF in 5 years |
|
-104.94 | -461.12 | -77.24% | ||
| Growth impulse EPS in 5 years |
|
-33.51 | 1373.78 | -102.44% |
IP Score
5.75/10
