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Guggenheim Active Allocation Fund (GUG) 주식 분석

금융 서비스

Guggenheim Active Allocation Fund

$16.01

+$0.01 (+0.06%)

최종 업데이트: 2026년 5월 26일

가격 추이

분석

회사 개요

Guggenheim Active Allocation Fund is a financial entity that operates within the asset management sector, providing investment services to clients through the management of funds and portfolios. The company functions within the broader financial services industry, which encompasses the creation and administration of investment vehicles designed to meet diverse investor needs for wealth preservation and growth. According to the available data, the company holds a market capitalization of $529.00M, though specific annual revenue figures and total employee counts are not publicly disclosed in the current dataset. The market capitalization of $529.00M indicates a mid-sized position within the asset management landscape, suggesting a scale that allows for active management strategies without necessarily commanding the dominant market share of the largest global asset managers.

재무 건전성

The financial statements for Guggenheim Active Allocation Fund present specific figures for revenue, net income, and EBITDA, yet the available data lists these metrics as N/A, indicating that traditional income statement line items are not currently reported or are aggregated differently for this fund structure. Consequently, the gap between revenue and net income cannot be analyzed directly from the provided numbers, as both values are unavailable for calculation. Similarly, free cash flow, total cash on hand, and total debt levels are listed as N/A, which means the company's immediate financial flexibility and leverage ratios cannot be quantified using standard balance sheet metrics. The margins for gross, operating, and profit are all reported as 0.0%, a figure that typically characterizes funds that distribute the majority of their earnings as dividends or where net asset value changes are the primary performance driver rather than retained earnings. In terms of liquidity and solvency, the current ratio and debt-to-equity ratio are unavailable, preventing a direct comparison of short-term assets against liabilities or an assessment of the debt burden relative to equity. Return on Equity and Return on Assets are also not available, meaning management's effectiveness in generating returns on shareholder capital or total assets cannot be evaluated through these standard profitability metrics.

밸류에이션 평가

The valuation of Guggenheim Active Allocation Fund is anchored by a P/E Ratio (TTM) of 12.53, while the forward P/E is listed as N/A, suggesting that future earnings expectations are not yet quantified in the same manner as trailing earnings or that the forward metric is not applicable to this specific reporting period. The absence of a forward P/E makes it impossible to discern the difference between current and expected earnings trajectories based on the provided data points. The price-to-book ratio and price-to-sales ratio are both N/A, indicating that these traditional valuation multiples are either not calculated or do not apply to the fund's accounting structure. The EV/EBITDA metric is also N/A, limiting the ability to use enterprise value-based comparisons for this entity. The stock has traded within a specific range over the last year, with a 52-week high of $16.50 and a 52-week low of $13.90. Without a specific current share price provided in the facts, the exact percentage deviation from the 52-week high or low cannot be calculated, but the range itself defines the recent volatility bounds for the ticker GUG. The beta is listed as N/A, which prevents a direct comparison of the fund's price volatility relative to the broader market index, though the absence of this metric often implies that the fund's beta is not the primary disclosure focus for this specific data snapshot.

Growth & Income

Revenue growth and earnings growth rates are both listed as N/A, so it is not possible to determine the year-over-year expansion pace or to explain whether earnings are growing faster or slower than revenue from the current data. However, the company is a significant dividend payer with a dividend yield of 8.9%, which is a substantial return component for income-focused investors. The payout ratio stands at 111.3%, a figure that mathematically exceeds 100% and indicates that the company is paying out more in dividends than its reported net income suggests, a common characteristic for mutual funds and ETFs that distribute net investment income and realized gains rather than relying solely on operating earnings. Because the payout ratio exceeds the earnings base, the sustainability of the dividend in a traditional operating sense is not applicable in the same way as for operating companies, as the distributions are derived from fund flows and asset appreciation. The overall growth and income profile is defined by a high current yield supported by a payout structure that distributes capital to shareholders rather than retaining earnings for internal expansion, given the N/A status for organic revenue and earnings growth metrics.

동종업체 비교

Guggenheim Active Allocation Fund (GUG) 은(는) 자산 관리 산업에서 운영됩니다. 시가총액 기준으로 가장 가까운 동종업체와의 비교는 다음과 같습니다:

기업명 티커 시가총액 PER
Guggenheim Active Allocation Fund GUG $528.01M 12.5
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

자산 관리 산업 평균 PER은 28.6배입니다. Guggenheim Active Allocation Fund의 PER은 12.5입니다.

이 분석은 AI가 생성한 것으로 정보 제공 목적으로만 사용되며 투자 조언이 아닙니다. 데이터가 지연되거나 부정확할 수 있습니다. 투자 결정을 내리기 전에 항상 직접 조사하고 자격을 갖춘 재무 상담사와 상담하세요.

주요 지표

시가총액
$528.01M
PER
12.51
52주 최고가
$16.50
52주 최저가
$14.70
평균 거래량
66.80K
배당수익률
8.90%

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기업 정보

거래소
NYSE
국가
United States