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IGI vs UBCP

IGI
Western Asset Investment Grade Opportunity Trust Inc.
BEARISH
Price
$15.97
Market Cap
$95.7M
Sector
Financial Services
AI Confidence
85%
UBCP
United Bancorp, Inc.
BULLISH
Price
$15.90
Market Cap
$91.8M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
IGI
15.97
UBCP
11.87
Forward P/E
IGI
--
UBCP
9.94
P/B Ratio
IGI
--
UBCP
1.3
P/S Ratio
IGI
--
UBCP
2.89
EV/EBITDA
IGI
--
UBCP
--

Profitability

Gross Margin
IGI
0.0%
UBCP
0.0%
Operating Margin
IGI
0.0%
UBCP
32.74%
Profit Margin
IGI
0.0%
UBCP
24.38%
ROE
IGI
--
UBCP
11.57%
ROA
IGI
--
UBCP
0.93%

Growth

Revenue Growth
IGI
--
UBCP
17.4%
Earnings Growth
IGI
--
UBCP
13.9%

Financial Health

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

Dividends

Dividend Yield
IGI
5.34%
UBCP
4.88%
Payout Ratio
IGI
85.2%
UBCP
55.6%

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
UBCP BULLISH

UBCP presents a compelling value opportunity, anchored by a Piotroski F-Score of 4/9 (Stable) and a current price of $15.90 that sits significantly below both its Graham Number ($19.22) and Intrinsic Value ($37.32). The company demonstrates robust top-line growth (17.4% YoY) and a sustainable dividend yield of 4.88%. While technical trends and insider sentiment are currently bearish, the fundamental valuation and earnings growth trajectory suggest a strong margin of safety.

Strengths
Significant undervaluation relative to Graham Number and Intrinsic Value
Strong double-digit revenue growth (17.4% YoY) and earnings growth (13.9% YoY)
Attractive and sustainable dividend yield of 4.88% with a 55.6% payout ratio
Risks
Micro-cap status ($0.09B) leads to higher volatility and lower liquidity
Bearish technical trend (0/100) indicating short-term downward momentum
Weak insider sentiment (40/100) suggesting lack of internal confidence

Compare Another Pair

IGI vs UBCP: Head-to-Head Comparison

This page compares Western Asset Investment Grade Opportunity Trust Inc. (IGI) and United Bancorp, Inc. (UBCP) 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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