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Nuveen Municipal High Income Opportunity Fund (NMZ) 株式分析

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Nuveen Municipal High Income Opportunity Fund

$10.17

+$0.11 (+1.09%)

最終更新日: 2026年5月26日

株価推移

分析

企業概要

Nuveen Municipal High Income Opportunity Fund is a closed-end fixed income mutual fund that operates within the United States fixed income markets, providing exposure to municipal debt instruments through the joint management of Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. This entity functions within the Financial Services sector, specifically under the Asset Management industry, where firms specialize in pooling capital to invest on behalf of shareholders rather than manufacturing goods or services. The company holds a substantial market capitalization of $1.21B, while its trailing twelve-month revenue stands at $111.18M; however, the number of employees is listed as N/A, indicating a structure where capital management is the primary operational focus rather than traditional headcount scaling. The significant market cap of $1.21B relative to its revenue of $111.18M suggests a high asset-to-income ratio typical of asset management firms, reflecting the scale of assets under management that generate fee-based revenue without requiring proportional increases in operational headcount.

財務健全性

The fund reported a trailing twelve-month revenue of $111.18M and a net income of $26.23M, with EBITDA figures not disclosed in the available data; the gap between these revenue and net income figures reveals a cost structure where operating expenses and taxes consume approximately 76.4% of gross revenue before reaching the bottom line. The company generated free cash flow of $34.99M, which indicates a positive capacity to generate liquidity for distributions to shareholders or potential asset acquisitions without relying on external financing. Analysis of the profit margins shows a gross margin of 100.0%, which is characteristic of financial intermediaries that do not incur cost of goods sold, an operating margin of 88.3% indicating efficient management of overhead costs relative to revenue, and a profit margin of 23.6% reflecting the final profitability after all obligations. The balance sheet presents a cash position of $917,781 against total debt of $454.90M, resulting in a debt-to-equity ratio of 36.48, which signals a highly leveraged financial structure common for closed-end funds utilizing leverage to enhance yield. The current ratio stands at 0.11, a metric that suggests limited short-term liquidity relative to immediate obligations, a standard characteristic for funds with significant long-term debt obligations or specific redemption structures. Return on equity is measured at 2.1% and return on assets at 2.9%, metrics that reveal management effectiveness is currently generating returns that are modest relative to the high level of debt employed, suggesting capital efficiency is constrained by the leverage profile.

バリュエーション評価

The trailing twelve-month P/E ratio is 49.19, while the forward P/E is not available; the absence of a forward P/E prevents a direct comparison of expected earnings trajectory but the high trailing multiple suggests the market prices in significant growth expectations or accepts current earnings as a base for valuation. The price-to-book ratio is 0.97, which indicates that the market values the fund at slightly less than its book value, suggesting no significant market premium over the net asset value of the underlying holdings. Alternative valuation metrics include a price-to-sales ratio of 10.92 and an EV/EBITDA that is not available; these figures suggest the stock is valued primarily on revenue generation and asset value rather than traditional earnings multiples. The 52-week high is $10.77 and the 52-week low is $9.36; without the exact current price in the provided facts, the relative positioning cannot be calculated, but the range of $1.41 demonstrates the volatility experienced over the past year. The beta value is 0.80, which implies that the fund's price volatility is lower than the broader market, offering a profile that is less sensitive to general market fluctuations compared to the S&P 500.

Growth & Income

The available facts indicate that revenue growth year-over-year and earnings growth year-over-year are both listed as N/A, preventing a quantitative comparison of earnings growth speed relative to revenue; however, the historical margins suggest a stable fee-based income model rather than rapid expansion typical of growth-stage companies. As a dividend payer, the fund offers a dividend yield of 7.6% with a payout ratio of 374.3%; this exceptionally high payout ratio indicates that distributions are funded largely by the return of capital or non-cash adjustments rather than current earnings, which may impact long-term sustainability if underlying asset values decline. For non-dividend payers, this would imply reinvestment, but in this case, the high yield and payout ratio define the income profile despite the leverage concerns. The overall growth and income profile is characterized by high current income yields derived from a leveraged fixed income portfolio, with growth metrics currently unavailable to assess future expansion potential.

同業他社比較

Nuveen Municipal High Income Opportunity Fund (NMZ) は資産運用業界で事業を展開しています。時価総額による最も近い同業他社との比較は以下の通りです:

企業名 ティッカー 時価総額 PER
Nuveen Municipal High Income Opportunity Fund NMZ $1.18B 47.9
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

資産運用業界の平均PERは28.6倍です。Nuveen Municipal High Income Opportunity FundのPERは47.9です。

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Nuveen Municipal High Income Opportunity Fundについて

Nuveen Municipal High Income Opportunity Fund is a closed-end fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade tax-exempt municipal securities. The fund was formerly known as Nuveen Municipal High Yield Opportunity Fund. Nuveen Municipal High Income Opportunity Fund was founded in November 19, 2003 and is based in the United States.

企業説明は英語で表示されています。

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主要指標

時価総額
$1.18B
PER
47.90
52週高値
$10.77
52週安値
$9.83
平均出来高
544.26K
ベータ
0.73
配当利回り
7.81%

データはYahoo Financeよりyfinance経由で提供。毎日更新。

企業情報

取引所
NYSE
United States