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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) 股票分析

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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

$19.50

+$0.18 (+0.93%)

最后更新: 2026年5月26日

价格走势

分析

公司概述

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund operates as a close-end fixed income mutual fund designed to provide income generation through direct and derivative investments in global fixed income markets. The entity functions within the Financial Services sector, specifically under the Asset Management industry, where it manages capital on behalf of shareholders while adhering to tax-advantaged investment strategies. The fund currently maintains a total market capitalization of $1.01B, which serves as the primary indicator of its overall economic size and investor participation levels. Although specific annual revenue and employee count figures are not disclosed in the available data, the market cap suggests a mid-to-large scale operation within the specialized asset management landscape. These valuation metrics indicate that the fund has established a significant presence, allowing it to deploy capital across diverse geographic regions while managing the complexities of fixed income securities and derivatives globally.

财务健康

The available financial statements do not disclose specific trailing twelve-month revenue, net income, or EBITDA figures, meaning a direct analysis of the gap between gross revenue and net income is not possible with the current data. Similarly, the fund does not report specific amounts for free cash flow, which limits the ability to assess immediate financial flexibility derived from operational cash generation in the traditional sense. Regarding profitability margins, the recorded gross margin, operating margin, and profit margin are all listed as 0.0%, a presentation common for mutual funds where investment income flows directly to shareholders rather than being retained for profit generation. The balance sheet analysis is constrained by the absence of reported cash holdings, total debt obligations, and debt-to-equity ratios, preventing a standard comparison of liquidity versus leverage. Furthermore, the current ratio is not available, which would otherwise provide insight into the fund's ability to meet short-term liabilities with short-term assets. Return on Equity and Return on Assets metrics are also marked as unavailable, so an assessment of management effectiveness based on capital efficiency cannot be calculated using standard equity or asset return formulas. The financial profile thus relies heavily on distribution characteristics rather than traditional corporate income statement metrics.

估值评估

The trailing twelve-month P/E ratio stands at 11.17, while the forward P/E ratio is not available, creating a scenario where the market prices the fund based on historical earnings rather than projected future growth expectations. Since the forward P/E is N/A, it is impossible to determine a difference between the two metrics that would imply an expected earnings trajectory or growth acceleration. The price-to-book ratio is not available, which precludes an analysis of whether the market is applying a premium or discount relative to the fund's underlying net asset value. Additionally, the price-to-sales ratio and EV/EBITDA multiples are both listed as N/A, suggesting that alternative valuation metrics typically used for operating companies are not applicable or disclosed for this mutual fund structure. In terms of price volatility, the fund's 52-week high is $20.92 and its 52-week low is $17.40, but without a specific current price or a defined beta value, the exact percentage distance from the high or the relative volatility compared to the broader market cannot be calculated. The absence of a beta value means the fund's sensitivity to market movements relative to the broader index remains undefined in the provided facts.

Growth & Income

Revenue growth year-over-year and earnings growth year-over-year are both listed as N/A, indicating that specific growth rates are not disclosed for this period. Consequently, it is not possible to determine whether earnings are growing faster or slower than revenue, as the underlying growth data points are missing. The fund focuses on income distribution rather than capital appreciation, evidenced by a dividend yield of 8.8% and a payout ratio of 98.7%. This high payout ratio indicates that the vast majority of the fund's distributable income is passed directly to investors, which is a characteristic trait of income-oriented preferred securities funds. Since the growth metrics are unavailable, the fund does not appear to rely on earnings growth to fund the dividend, but rather on the cash flows generated from its fixed income portfolio. The overall profile of the Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is defined by a high current yield with limited available data on traditional growth or valuation multiples.

同行比较

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) 在资产管理行业运营。以下是其与市值最接近的同行的比较:

公司 代码 市值 市盈率
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund PTA $1.07B 11.8
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

资产管理行业平均市盈率为28.6倍。Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund的市盈率为11.8。

本分析由AI生成,仅供参考,不构成投资建议。数据可能存在延迟或不准确。在做出投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。

关于Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred securities, fixed- and floating-rate corporate debt securities, convertible securities, contingent capital securities that are rated BBB- or above by S&P. The fund seeks to invest in securities of any maturity. It employs fundamental analysis to create its portfolio. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund was formed on October 26, 2020 and is domiciled in the United States.

公司简介以英文显示。

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关键指标

市值
$1.07B
市盈率
11.85
52周最高
$20.92
52周最低
$18.13
平均成交量
133.15K
股息率
8.32%

数据由Yahoo Finance通过yfinance提供。每日更新。

公司信息

交易所
NYSE
国家
United States