SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
First Trust Specialty Finance and Financial Opportunities Fund (FGB) trades at a trailing P/E of 5.0. Trailing earnings yield is 20.00%. PEG 0.09 (Peter Lynch undervalued ≤1.0).
Criteria proven by this page:
- VALUE (100/100, Pass) — P/E is below market average (5.0); PEG ≤ 1.0 — Peter Lynch undervalued (0.09); earnings yield beats bond yields (20.00%).
- PEG Ratio 0.09 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 20.00% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income.
Overall SharesGrow Score: 76/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
100/100
Price-to-Earnings & upside
Proven by this page
✓
HEALTH
100/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — FGB
Valuation Multiples
P/E (TTM)5.0
Forward P/EN/A
PEG Ratio0.09
Forward PEGN/A
P/B Ratio0.00
P/S Ratio14.89
EV/EBITDA0.0
Per Share Data
EPS (TTM)$0.83
Book Value / Share$0.00
Revenue / Share$0.28
FCF / Share$0.00
Yields & Fair Value
Earnings Yield20.00%
Dividend Yield0.00%
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2015 |
$-0.49 |
$8.09M |
$-6.99M |
-86.4% |
| 2016 |
$0.98 |
$9.96M |
$14.07M |
141.2% |
| 2017 |
$0.30 |
$4.62M |
$4.35M |
94.1% |
| 2018 |
$0.06 |
$1.05M |
$795.5K |
75.9% |
| 2019 |
$0.80 |
$11.77M |
$11.51M |
97.8% |
| 2020 |
$-2.05 |
$-29.09M |
$-29.39M |
- |
| 2021 |
$1.22 |
$17.72M |
$17.5M |
98.8% |
| 2022 |
$-0.27 |
$-3.63M |
$-3.85M |
- |
| 2023 |
$0.54 |
$5.05M |
$7.69M |
152.4% |
| 2024 |
$0.83 |
$4.01M |
$11.92M |
297.7% |
