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Virtus Equity & Convertible Income Fund NIE NYSE

NYSE • Financial Services • Asset Management - Income • US • USD

SharesGrow Score
85/100
4/6 Pass
SharesGrow Intrinsic Value
N/A
Negative cash flow
SharesGrow 7-Criteria Score All 7 criteria scored · valuation-related highlighted on this page

Virtus Equity & Convertible Income Fund (NIE) trades at a trailing P/E of 5.3. Trailing earnings yield is 18.73%. PEG 0.14 (Peter Lynch undervalued ≤1.0).

Criteria proven by this page:

  • VALUE (100/100, Pass) — P/E is below market average (5.3); PEG ≤ 1.0 — Peter Lynch undervalued (0.14); earnings yield beats bond yields (18.73%).
  • PEG Ratio 0.14 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
  • Trailing Earnings Yield 18.73% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income.

Overall SharesGrow Score: 83/100 with 4/7 criteria passed.

SharesGrow 7-Criteria Score
85/100
SG Score
View full scorecard →
VALUE
100/100
Price-to-Earnings & upside
Proven by this page
FUTURE
N/A
No coverage
~
PAST
50/100
→ Income
HEALTH
100/100
Debt-to-Equity & liquidity
→ Health
~
MOAT
60/100
→ Income
GROWTH
100/100
→ Income
INCOME
100/100
→ Income

Valuation Snapshot — NIE

Valuation Multiples
P/E (TTM)5.3
Forward P/EN/A
PEG Ratio0.14
Forward PEGN/A
P/B Ratio0.00
P/S Ratio5.32
EV/EBITDA0.0
Per Share Data
EPS (TTM)$4.71
Book Value / Share$0.00
Revenue / Share$4.73
FCF / Share$0.00
Yields & Fair Value
Earnings Yield18.73%
Dividend Yield0.00%

EPS: Actual vs Estimates

P/E Ratio & Earnings Yield

Earnings Per Share (EPS) History

Year EPS (Diluted) Revenue Net Income Net Margin
2015 $-3.07 $19.7M $-85.03M -431.6%
2016 $8.68 $17.48M $240.49M 1375.5%
2017 $4.49 $124.85M $124.45M 99.7%
2018 $-0.46 $-11.96M $-12.81M -
2019 $3.88 $107.9M $107.45M 99.6%
2020 $2.68 $75.64M $74.53M 98.5%
2021 $-3.90 $-107.93M $-108.43M -
2022 $-3.91 $-107.93M $-108.43M -
2023 $3.39 $94.2M $93.75M 99.5%
2024 $4.71 $130.83M $130.32M 99.6%
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