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The Gabelli Global Small and Mid Cap Value Trust (GGZ) Analyse boursière

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The Gabelli Global Small and Mid Cap Value Trust

$15.66

+$0.20 (+1.29%)

Dernière mise à jour : 26 mai 2026

Historique des Prix

Analyse

Présentation de l'entreprise

The Gabelli Global Small and Mid Cap Value Trust is a closed-ended equity mutual fund that specializes in investing within public equity markets across the globe, managed by Gabelli Funds, LLC on behalf of GAMCO Investors, Inc. This financial institution operates within the Financial Services sector and the Asset Management industry, where its primary function is to curate a portfolio of stocks from companies operating across diversified global sectors. The fund currently maintains a total market capitalization of 120.01M dollars, while specific annual revenue and employee count data are not disclosed in the available financial records. These valuation metrics suggest that the trust operates as a mid-sized closed-end fund, distinct from large-scale mutual funds or open-ended exchange-traded funds, with its market cap reflecting the total value of outstanding shares rather than the net asset value of the underlying portfolio holdings.

Santé financière

The available financial statements indicate that the fund reports no disclosed revenue, net income, or EBITDA figures for the trailing twelve-month period, a presentation common for closed-end funds where these line items often reflect the net investment income and realized gains of the underlying portfolio rather than traditional operating metrics. Consequently, the gap between revenue and net income cannot be analyzed in the context of a traditional corporate cost structure, as the fund's financial flexibility is derived from the performance of its equity holdings rather than operational free cash flow. All three key margin metrics, including gross margin, operating margin, and profit margin, are recorded at 0.0%, which indicates that the fund's financial reporting does not isolate operating expenses against revenue in the manner of a public corporation. Regarding liquidity and leverage, the total cash on hand and total debt levels are not disclosed, rendering the debt-to-equity ratio and current ratio unavailable for assessment. Without specific cash and debt figures, it is impossible to determine if the balance sheet utilizes a conservative, debt-free approach or a leveraged strategy involving borrowed capital. Similarly, the Return on Equity and Return on Assets are not reported, meaning that the management's effectiveness in generating returns relative to shareholders' equity or total assets cannot be quantified using standard efficiency metrics.

Évaluation de la valorisation

The trailing twelve-month P/E ratio stands at 5.24, while the forward P/E ratio is not available in the current data set. The absence of a forward P/E metric precludes an analysis of the expected earnings trajectory that would typically differentiate between current earnings and future growth expectations. The price-to-book ratio and price-to-sales ratio are also not disclosed, which limits the ability to evaluate any market premium or discount relative to the fund's book value or sales generation capabilities. Additionally, the EV/EBITDA multiple is not reported, preventing a comparison of enterprise value against operating earnings. In terms of trading range, the 52-week high is recorded at 16.80 dollars, while the 52-week low is 10.50 dollars. Without the specific current share price, the exact percentage distance from these highs and lows cannot be calculated, but the range itself defines the historical volatility envelope over the past year. The beta value is not disclosed, making it impossible to quantify the fund's price volatility relative to the broader market movements or to assess its systematic risk profile compared to the S&P 500 index.

Growth & Income

The revenue growth and earnings growth rates for the year-over-year period are not disclosed in the available facts, which prevents a direct comparison of earnings growth velocity against revenue expansion. In the absence of growth data, the focus shifts to income generation, where the fund offers a dividend yield of 5.5%. The payout ratio is recorded at 23.2%, indicating that the fund distributes approximately 23.2% of its distributable earnings to shareholders. This payout level suggests a conservative distribution policy that retains the majority of earnings, potentially for reinvestment or to maintain the fund's capital reserves, although the specific reinvestment strategy is not detailed. Given the lack of reported growth metrics, the income profile is characterized by a steady yield rather than capital appreciation driven by reported earnings expansion, providing a distinct alternative to growth-oriented equity funds.

Comparaison avec les pairs

The Gabelli Global Small and Mid Cap Value Trust (GGZ) opère dans le secteur Gestion d'Actifs. Voici comment il se compare à ses pairs les plus proches par capitalisation boursière :

Entreprise Ticker Cap. Boursière Ratio P/E
The Gabelli Global Small and Mid Cap Value Trust GGZ $120.70M 5.3
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

Le ratio P/E moyen du secteur Gestion d'Actifs est de 28.6x. The Gabelli Global Small and Mid Cap Value Trust se négocie à un P/E de 5.3.

Cette analyse est générée par IA à titre informatif uniquement et ne constitue pas un conseil financier. Les données peuvent être retardées ou inexactes. Faites toujours vos propres recherches et consultez un conseiller financier qualifié avant de prendre des décisions d'investissement.

À propos de The Gabelli Global Small and Mid Cap Value Trust

The Gabelli Global Small and Mid Cap Value Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stocks of small and mid-cap companies with a market capitalization of $12 billion or less. The fund benchmarks the performance of its portfolio against the MSCI World SMID Cap Index. The Gabelli Global Small and Mid Cap Value Trust was formed on August 19, 2013 and is domiciled in the United States.

La description de l'entreprise est affichée en anglais.

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Statistiques Clés

Capitalisation
$120.70M
Ratio P/E
5.27
Plus Haut 52 Sem.
$16.80
Plus Bas 52 Sem.
$12.45
Volume Moyen
8.91K
Rendement Dividende
5.04%

Données fournies par Yahoo Finance via yfinance. Mis à jour quotidiennement.

Info Entreprise

Bourse
NYSE
Pays
United States