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Nuveen Preferred & Income Opportunities Fund (JPC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Nuveen Preferred & Income Opportunities Fund

JPCMarket cap $2.53BPrice $6.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Invests in preferred securities and income-generating debt across banks, insurers, and utilities, chasing high monthly distributions. It leans on leverage to juice yield, making it a favorite for income hunters willing to stomach extra rate-driven volatility.

In Bastion Portfolios?

52W Return-12%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+45%10

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)na–

Rev CAGR (5y)na–

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3na–

Quality

Margins

EBIT Margin86%10

Net Income Marginna–

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROEna–

ROAna–

Earnings Stability33

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)na–

P/BVna–

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yieldna–

Dividend Yield11.1%10

Momentum

Short term

1 month return-7%3

3 month return-12%3

YTD return-11%3

Mid term

Price vs 52wHigh86%7

1 year return-9%3

Long term

3 year return+48%5

5 year return+6%4

Risk Shield

Price Risk

Beta0.48

Volatility13%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yieldna–

Quality

ROCEna–

Earnings Stability33

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

JPCNuveen Preferred & Income Opportunities Fund

Revenue FY25$258M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+45%10

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 45%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Revenue grew 45%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-12%3

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return-9%3

3-year return+48%5

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+48% over three years and +6.2% over five), roughly average for the market.

It's down 9% over the past year, now 14% below its 52-week high. That is right in line with the market.

WEAKNESSES

The stock is underperforming over the past month (-7%), over three months (-12%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month, over three months and so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Nuveen Preferred & Income Opportunities Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

JPCNuveen Preferred & Income Opportunities Fund

Revenue FY25$258M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+45%10

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 45%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Revenue grew 45%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%3

3-month return-12%3

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return-9%3

3-year return+48%5

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+48% over three years and +6.2% over five), roughly average for the market.

It's down 9% over the past year, now 14% below its 52-week high. That is right in line with the market.

WEAKNESSES

The stock is underperforming over the past month (-7%), over three months (-12%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Nuveen Preferred & Income Opportunities Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community