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Virtus Stone Harbor Emerging Markets Income Fund (EDF) Aandelenanalyse

Financiële Diensten

Virtus Stone Harbor Emerging Markets Income Fund

$5.29

+$0.02 (+0.38%)

Laatst bijgewerkt: 26 mei 2026

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Bedrijfsoverzicht

Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund that is launched and managed by Stone Harbor Investment Partners LP. The fund's primary investment mandate involves allocating capital to the fixed income markets of emerging market countries located across the globe, with a specific focus on sovereign debt obligations and corporate bonds. This entity operates within the Financial Services sector and functions specifically within the Asset Management industry, a classification that signifies its role in overseeing capital allocation and generating returns for shareholders through portfolio management rather than direct operational manufacturing or service delivery. The company currently holds a market capitalization of $163.66M, while the available data indicates that annual revenue and employee counts are not disclosed in the provided financial records. The stated market cap of $163.66M reflects the total market value of the company's outstanding shares, providing a snapshot of its size relative to the broader asset management landscape, whereas the absence of reported revenue figures suggests that the entity may operate with a structure where traditional top-line revenue metrics are not publicly itemized or are aggregated differently than standard operating companies.

Financiële gezondheid

The available financial records indicate that Revenue (TTM), Net Income (TTM), and EBITDA are not provided, resulting in a data gap that prevents a direct analysis of the gap between revenue and net income regarding the company's specific cost structure. Similarly, the Free Cash Flow figure is not available, which limits the ability to assess the company's immediate financial flexibility or its capacity to fund operations, make acquisitions, or pay down debt without external financing. All three key margin metrics—Gross Margin, Operating Margin, and Profit Margin—are reported as 0.0%, a figure that in the context of financial data reporting often indicates that these specific line items are not applicable or disclosed for this closed-ended fund structure, rather than reflecting a literal zero profitability scenario. The company's balance sheet presents specific figures for Cash and Debt, both of which are listed as not available in the dataset, making a comparison between liquidity and leverage impossible with the current information. Consequently, the Debt to Equity ratio, Current Ratio, Return on Equity, and Return on Assets are all marked as N/A, precluding any assessment of the balance sheet's conservatism, short-term liquidity positioning, or management effectiveness based on traditional return metrics. The lack of data for these specific ratios suggests that the fund's financial health must be evaluated through alternative metrics such as valuation multiples and yield characteristics rather than standard corporate income statement analysis.

Waarderingsbeoordeling

The Trailing Twelve Months P/E Ratio is reported at 5.81, while the Forward P/E ratio is not available, a discrepancy that implies that forward-looking earnings estimates or consensus projections are not currently being utilized or disclosed for this specific instrument. The Price to Book ratio, Price to Sales ratio, and EV/EBITDA are all listed as N/A, indicating that these alternative valuation metrics are not applicable or are not calculated in the public domain for this closed-ended fund structure. The stock has traded within a range defined by a 52-Week High of $5.34 and a 52-Week Low of $4.35, establishing a trading band where the current price must be contextualized against these extremes to understand recent market sentiment. The Beta value is not available, which means that the fund's price volatility relative to the broader market index cannot be quantified using the standard beta metric. The absence of a Forward P/E and the N/A status for price-to-book and price-to-sales ratios suggests that valuation for this asset class relies heavily on yield metrics and historical performance rather than the growth-based multiples typical of equity funds or operating companies.

Growth & Income

The Revenue Growth (YoY) and Earnings Growth (YoY) rates are both listed as N/A, meaning it is not possible to state whether earnings are growing faster or slower than revenue based on the provided data. For dividend payers, the fund offers a Dividend Yield of 14.1%, supported by a Payout Ratio of 81.8%, which indicates that a significant portion of distributable income is returned to shareholders, though the sustainability of this high payout must be viewed in the context of the fund's underlying asset performance and the N/A status of net income growth. Since the company is a dividend payer, the analysis focuses on the yield and payout rather than explaining that the company reinvests earnings into growth. The overall growth and income profile is characterized by a high dividend yield of 14.1% in the absence of reported revenue or earnings growth figures, positioning the fund as a potential income-focused investment within the emerging markets fixed income sector.

Vergelijking met sectorgenoten

Virtus Stone Harbor Emerging Markets Income Fund (EDF) is actief in de Vermogensbeheer-sector. Zo verhoudt het zich tot de naaste sectorgenoten op basis van marktkapitalisatie:

Bedrijf Ticker Marktkapitalisatie K/W-verhouding
Virtus Stone Harbor Emerging Markets Income Fund EDF $169.89M 6.0
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

De gemiddelde K/W-verhouding in de Vermogensbeheer-sector is 28.6x. Virtus Stone Harbor Emerging Markets Income Fund wordt verhandeld tegen een K/W van 6.0.

Deze analyse is gegenereerd door AI en dient alleen ter informatie. Het vormt geen financieel advies. Gegevens kunnen vertraagd of onnauwkeurig zijn. Doe altijd je eigen onderzoek en raadpleeg een gekwalificeerde financieel adviseur voordat je beleggingsbeslissingen neemt.

Over Virtus Stone Harbor Emerging Markets Income Fund

Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.

Bedrijfsbeschrijving wordt in het Engels weergegeven.

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Belangrijke Cijfers

Marktkapitalisatie
$169.89M
K/W-verhouding
6.01
52-weken hoog
$5.35
52-weken laag
$4.72
Gem. Volume
197.48K
Dividendrendement
13.61%

Gegevens verstrekt door Yahoo Finance via yfinance. Dagelijks bijgewerkt.

Bedrijfsinfo

Beurs
NYSE
Land
United States