Loading stock…

Nuveen AMT-Free Quality Municipal Income Fund (NEA) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Nuveen AMT-Free Quality Municipal Income Fund

NEAMarket cap $3.02BPrice $10.0

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Buys municipal bonds across the country and pays investors tax-free monthly income, leaning on leverage to boost yield. It's a favorite for high earners dodging federal tax — and sometimes state tax too, depending where they live.

In Bastion Portfolios?

52W Return-8%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+1%3

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 Margin82%10

Net Income Marginna–

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROEna–

ROAna–

Earnings Stability55

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 Yield8.2%10

Momentum

Short term

1 month return-8%3

3 month return-13%3

YTD return-9%3

Mid term

Price vs 52wHigh86%7

1 year return-5%4

Long term

3 year return+28%4

5 year return-11%3

Risk Shield

Price Risk

Beta0.29

Volatility12%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yieldna–

Quality

ROCEna–

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

NEANuveen AMT-Free Quality Municipal Income Fund

Revenue FY25$99M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

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

None flagged.

WATCH

Revenue grew 0.8%/yr over the last 3 years and is set to keep growing around 0%/yr.

WEAKNESSES

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

Revenue grew 0.8%/yr over the last 3 years, behind 70% of companies worldwide.3/10

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. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-13%3

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return-5%4

3-year return+28%4

5-year return-11%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 5% over the past year, now 14% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+28% over three years and -11% over five), behind 60% of the market.

The stock is underperforming over the past month (-8%), over three months (-13%) and so far this year (-9%).

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 multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Nuveen AMT-Free Quality Municipal Income 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

Loading charts…

02Growth

Is it actually growing, and how fast?

NEANuveen AMT-Free Quality Municipal Income Fund

Revenue FY25$99M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+1%3

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

None flagged.

WATCH

Revenue grew 0.8%/yr over the last 3 years and is set to keep growing around 0%/yr.

WEAKNESSES

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

Revenue grew 0.8%/yr over the last 3 years, behind 70% of companies worldwide.3/10

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. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK25 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-13%3

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return-5%4

3-year return+28%4

5-year return-11%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 5% over the past year, now 14% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+28% over three years and -11% over five), behind 60% of the market.

The stock is underperforming over the past month (-8%), over three months (-13%) and so far this year (-9%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Nuveen AMT-Free Quality Municipal Income 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