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IGI vs RGT

IGI
Western Asset Investment Grade Opportunity Trust Inc.
BEARISH
Price
$15.97
Market Cap
$95.7M
Sector
Financial Services
AI Confidence
85%
RGT
Royce Global Trust, Inc.
BEARISH
Price
$14.37
Market Cap
$94.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
IGI
15.97
RGT
4.96
Forward P/E
IGI
--
RGT
--
P/B Ratio
IGI
--
RGT
--
P/S Ratio
IGI
--
RGT
--
EV/EBITDA
IGI
--
RGT
--

Profitability

Gross Margin
IGI
0.0%
RGT
0.0%
Operating Margin
IGI
0.0%
RGT
0.0%
Profit Margin
IGI
0.0%
RGT
0.0%
ROE
IGI
--
RGT
--
ROA
IGI
--
RGT
--

Growth

Revenue Growth
IGI
--
RGT
--
Earnings Growth
IGI
--
RGT
--

Financial Health

Debt/Equity
IGI
--
RGT
--
Current Ratio
IGI
--
RGT
--
Quick Ratio
IGI
--
RGT
--

Dividends

Dividend Yield
IGI
5.34%
RGT
1.32%
Payout Ratio
IGI
85.2%
RGT
6.55%

AI Verdict

IGI BEARISH

The deterministic health profile is critically weak, highlighted by a Piotroski F-Score of 1/9, indicating severe fundamental deterioration. The stock is trading at a significant premium to its growth-based intrinsic value of $7.00, with a current price of $15.97. Profitability metrics are non-existent (0.00% margins), and the technical trend is completely bearish (0/100). While the dividend yield provides some income, the high payout ratio and poor health scores suggest a lack of sustainability.

Strengths
Dividend yield of 5.34% provides immediate income
P/E ratio (15.97) is significantly lower than the sector average (36.01)
Positive 1-year price change (+3.6%)
Risks
Critically low Piotroski F-Score (1/9) signaling poor financial health
Trading at more than 2x its estimated intrinsic value ($15.97 vs $7.00)
Zero percent profit and operating margins
RGT BEARISH

RGT exhibits severe fundamental weakness, highlighted by a critical Piotroski F-Score of 1/9, indicating poor financial health and operational deterioration. Despite a deceptively low P/E ratio of 4.96 and a growth-based intrinsic value of $20.3, the company reports 0.00% profit and operating margins, suggesting the valuation is a value trap. Bearish insider activity and a technical trend score of 10/100 further reinforce a negative outlook. The lack of available balance sheet data (Altman Z-Score, Debt/Equity) increases the risk profile significantly.

Strengths
Low P/E ratio (4.96) relative to sector average
Strong historical price performance (1Y +35.2%, 3Y +77.1%)
Current price is below the growth-based intrinsic value estimate
Risks
Critical financial health (Piotroski F-Score 1/9)
Non-existent profitability (0.00% Profit/Operating/Gross Margins)
Strong bearish insider sentiment with $1.88M in net sales

Compare Another Pair

IGI vs RGT: Head-to-Head Comparison

This page compares Western Asset Investment Grade Opportunity Trust Inc. (IGI) and Royce Global Trust, Inc. (RGT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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